doc_id large_string | source_dataset float64 | ticker large_string | company large_string | title large_string | publish_date large_string | quarter large_string | word_count int64 | evidence_type large_string | chroma_id large_string | chunk_id int64 | hybrid_score float64 | semantic_similarity float64 | keyword_count int64 | matched_query_count int64 | chunk_text large_string | _source_csv large_string |
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doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | relationship_chunks | doc_0__chunk_8__8 | 8 | 0.332916 | 0.237221 | 9 | 1 | determining how to best expand our presence with a new operating facility. This is a significant long-term opportunity for Apogee, which will begin to contribute meaningfully to Glass segment revenues and operating income in fiscal '21. We are very excited about this initiative, but at this point we are intentionally l... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | relationship_chunks | doc_0__chunk_10__10 | 10 | 0.31456 | 0.292746 | 5 | 1 | '21. We also have numerous attractive opportunity in our sales pipeline, and are continuing our disciplined approach to project selection to focus on those projects that have a best fit for Apogee. We believe our confidence is well founded and is supported by this segment's performance over the past several years. For ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | relationship_chunks | doc_0__chunk_26__26 | 26 | 0.28518 | 0.293574 | 3 | 1 | we go down a rat hole and unfortunately, we'd be forced to mislead by not talking about it. That said I believe by the end of the first quarter and certainly by some point in the second quarter, we'll be able to talk more thoroughly about this effort. It's been well thought out. It is organic. I don't want anyone to be... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | relationship_chunks | doc_0__chunk_3__3 | 3 | 0.275846 | 0.281128 | 3 | 1 | in the fourth quarter operating margin which is 500 basis point improvement over the first half of the year. Fourth quarter operating margins would have been even stronger except for some severe winter storms, which interrupted production during the fourth quarter primarily in the month of February. We expect to realiz... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | relationship_chunks | doc_0__chunk_33__33 | 33 | 0.271077 | 0.19477 | 7 | 1 | at that double digit operating margin level. Brent Thielman -- D.A. Davidson -- Analyst Got it. The installation business is great, I mean, it was really a great year. Joe, I want to get your thoughts, I know, you want to manage kind of how large that business gets a piece of the whole pie. But does this year's perform... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | supply_chain_chunks | doc_0__chunk_15__15 | 15 | 0.469191 | 0.478922 | 6 | 1 | over the past two years. Given the project schedules established by our customers, we expect roughly 50% of the services backlog will be converted to revenue in fiscal '20 with the balance scheduled for fiscal '21 or '22. As Joe mentioned, at this point, it looks like Architectural Services is set up for another very s... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | supply_chain_chunks | doc_0__chunk_38__38 | 38 | 0.411017 | 0.421356 | 5 | 1 | It tends to be anti-cyclical at times. I want to point out that $50 million were awards or orders, the revenue stream follows that. I still believe we can get to $100 million that I -- as an annual impact. We have added to the team. We are working on it further expanding our footprint across the geography of the US wit... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | supply_chain_chunks | doc_0__chunk_31__31 | 31 | 0.370999 | 0.367999 | 5 | 1 | I think we had about 14 shifts of production that we lost. Because it happened in February I didn't have a chance to make it up later in the quarter that was the end of the quarter. It impacted our Large-Scale Optical factory as well. We don't call it out because the business is much smaller, but it impacted that busin... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | supply_chain_chunks | doc_0__chunk_16__16 | 16 | 0.368527 | 0.344703 | 6 | 1 | fourth quarter, we repurchased 658,000 shares of stock for $20 million, bringing our full-year stock buybacks to nearly 1.3 million shares, more than 4% of shares that were outstanding at the beginning of the fiscal year. With that let me turn to our guidance for fiscal 2020. Slide 10 and 11 present details on our outl... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | supply_chain_chunks | doc_0__chunk_2__2 | 2 | 0.34577 | 0.274361 | 8 | 1 | solid demand for Apogee's products and services, reflecting healthy end markets and the strength of Apogee's portfolio in the markets we serve. Full year orders for the entire Company were up 12% compared to fiscal year '18. We ended the year with higher backlogs, driven by the long lead time parts of our business. In ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | expectation_chunks | doc_0__chunk_15__15 | 15 | 0.568292 | 0.531057 | 21 | 1 | over the past two years. Given the project schedules established by our customers, we expect roughly 50% of the services backlog will be converted to revenue in fiscal '20 with the balance scheduled for fiscal '21 or '22. As Joe mentioned, at this point, it looks like Architectural Services is set up for another very s... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | expectation_chunks | doc_0__chunk_38__38 | 38 | 0.509484 | 0.452646 | 12 | 1 | It tends to be anti-cyclical at times. I want to point out that $50 million were awards or orders, the revenue stream follows that. I still believe we can get to $100 million that I -- as an annual impact. We have added to the team. We are working on it further expanding our footprint across the geography of the US wit... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | expectation_chunks | doc_0__chunk_18__18 | 18 | 0.495627 | 0.434169 | 21 | 1 | margin improvements will be weighted to the back half of the fiscal year, as we work through some remaining less favorable mix along with initiatives we have under way at EFCO generate positive contributions. In Architectural Glass, revenue growth is expected of approximately 10% and operating margins of approximately ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | expectation_chunks | doc_0__chunk_17__17 | 17 | 0.488277 | 0.424369 | 34 | 1 | fiscal '21 and '22. Company operating margins will also be impacted by $4 million to $5 million of start-up costs for the new Architectural Glass growth initiative and we anticipate increased corporate cost from higher legal and other advisory expenses. We expect the tax rate of approximately 24.5% and full-year intere... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_0 | null | APOG | null | null | 2019-04-11 10:00:00 | 2019Q2 | 7,381 | expectation_chunks | doc_0__chunk_10__10 | 10 | 0.485236 | 0.420314 | 24 | 1 | '21. We also have numerous attractive opportunity in our sales pipeline, and are continuing our disciplined approach to project selection to focus on those projects that have a best fit for Apogee. We believe our confidence is well founded and is supported by this segment's performance over the past several years. For ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | relationship_chunks | doc_1__chunk_10__51 | 10 | 0.364478 | 0.299303 | 8 | 1 | cash metrics, we generated $1.7 billion of free cash flow in the quarter, which is up about $350 million over last year. There is a lot of seasonality in our cash generation and so looking over the last 12 months, we generated over $12 billion of free cash flow, that's a 114% of our GAAP net income normalized. I'll tou... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | relationship_chunks | doc_1__chunk_11__52 | 11 | 0.343382 | 0.251176 | 9 | 1 | to our segment structure for 2019. First, we brought our cloud and cognitive software together in one segment. Second, we combined our security services with security software, consistent with the way we are running that integrated business. And then finally, we moved the results for the businesses we're divesting to t... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | relationship_chunks | doc_1__chunk_45__86 | 45 | 0.339971 | 0.366628 | 3 | 1 | targeted leverage ratios in a few years. We've committed that to our shareholders and we are taking the actions. GTS being one action about getting out of low value third-party content that ties up our balance sheet, that ties up our financial flexibility and brings little to no profit to it. The second is our IGF busi... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | relationship_chunks | doc_1__chunk_22__63 | 22 | 0.326305 | 0.328407 | 4 | 1 | and the strategy I mentioned earlier to de-emphasize some lower value content. This reduces our capital requirements. And so free cash flow came in where we expected, and there is no change in our full year outlook of about $12 billion. Looking at uses of cash, we've returned $2.3 billion to the shareholders in the qua... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | relationship_chunks | doc_1__chunk_57__98 | 57 | 0.301582 | 0.295443 | 4 | 1 | said and I firmly believe the fundamentals of our business model are playing out in terms of growth in key high value areas, like software and GBS, while delivering strong operating leverage across our business. We will continue this in the second quarter, with revenue dynamics from 1Q to 2Q, similar to last couple of ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | supply_chain_chunks | doc_1__chunk_18__59 | 18 | 0.535656 | 0.487541 | 20 | 1 | our clients to hybrid cloud. As we moved through last year, we improved GTS profit and margin, creating operating leverage. This gives us a solid base from which we can de-emphasize lower-value contracts and third-party content, enabling continued investment for Chapter II of the cloud and delivering sustained margin i... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | supply_chain_chunks | doc_1__chunk_4__45 | 4 | 0.531471 | 0.481961 | 12 | 1 | At the same time, consistent with our high-value focus, we're continuing to take actions to optimize our GTS performance by exiting lower value content. While this contributes to lower GTS revenue, we had higher profit, margin and cash contribution. Our systems revenue declined, reflecting the IBM Z product cycle dynam... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | supply_chain_chunks | doc_1__chunk_33__74 | 33 | 0.499151 | 0.438868 | 11 | 1 | the last quarter, both at think many of you as analysts and also with our investors to talk about, as we changed our external segmentation to reposition and get this Company focused on chapter two, and the journey to cloud and hybrid cloud, the same feedback we've got from many of you and many of our investors is the s... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | supply_chain_chunks | doc_1__chunk_2__43 | 2 | 0.497045 | 0.436059 | 10 | 1 | strong performance and offerings that help clients with their digital transformations and Journeys to cloud. At the same time, we continue to take actions to optimize our portfolio while investing to lead in the emerging high value areas of the IT industry. You saw this play out in our results. Our cloud growth acceler... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | supply_chain_chunks | doc_1__chunk_3__44 | 3 | 0.496404 | 0.455206 | 9 | 1 | point year-to-year at constant currency, slightly better than our fourth quarter performance. Our reported revenue as expected includes a significant currency headwind, as always, our focus on constant currency performance. From a geographic perspective, our year-to-year revenue growth in the developed markets improved... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | expectation_chunks | doc_1__chunk_21__62 | 21 | 0.550723 | 0.507631 | 16 | 1 | Both the high end entry-level offerings posted strong growth this quarter, as clients continue to adopt this new technology. Storage hardware was down 11% with declines in both the high-end and mid-range, offset by continued growth in all-flash arrays. Performance reflects declines in our high-end, which is tied to our... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | expectation_chunks | doc_1__chunk_2__43 | 2 | 0.49155 | 0.428733 | 21 | 1 | strong performance and offerings that help clients with their digital transformations and Journeys to cloud. At the same time, we continue to take actions to optimize our portfolio while investing to lead in the emerging high value areas of the IT industry. You saw this play out in our results. Our cloud growth acceler... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | expectation_chunks | doc_1__chunk_8__49 | 8 | 0.480683 | 0.414244 | 21 | 1 | leverage and margin expansion, offset by a $0.32 impact of last year's significant items, resulting in an operating EPS of $2.25. So now getting into profit and margin metrics, we continue to drive operating leverage, expanding both gross and pre-tax margins. Our operating gross margin was up 90 basis points. This was ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | expectation_chunks | doc_1__chunk_54__95 | 54 | 0.466042 | 0.394723 | 24 | 1 | J. Kavanaugh -- Senior Vice President and Chief Financial Officer Sure. Thank you, Keith, for the question. GBS overall as I stated, we have a very good momentum in that business coming throughout the second half of 2018, and into the first quarter where we grew 4% led by consulting up 9%, and within that great growth ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_1 | null | IBM | null | null | 2019-04-16 17:00:00 | 2019Q2 | 10,655 | expectation_chunks | doc_1__chunk_57__98 | 57 | 0.462779 | 0.390371 | 14 | 1 | said and I firmly believe the fundamentals of our business model are playing out in terms of growth in key high value areas, like software and GBS, while delivering strong operating leverage across our business. We will continue this in the second quarter, with revenue dynamics from 1Q to 2Q, similar to last couple of ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | relationship_chunks | doc_2__chunk_7__107 | 7 | 0.434731 | 0.352974 | 10 | 1 | a solid performance, considering the challenging economic conditions. Soft demand in Europe and Asia transportation end markets were offset by strength in our composite business, as Bob previously discussed. Consumer and wire and cable end markets also expanded, resulting in organic top-line growth in total of 1% for t... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | relationship_chunks | doc_2__chunk_8__108 | 8 | 0.310947 | 0.26793 | 6 | 1 | new wins enabled by our sustainable solutions for packaging applications are benefiting our Color segment. Last month, for example, we closed a light barrier solution with a leading multinational beverage company. They had experienced the success of our Lactra SX solution in the Asian market and PolyOne worked with the... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | relationship_chunks | doc_2__chunk_31__131 | 31 | 0.300777 | 0.234369 | 7 | 1 | how you feel the health is across your supply chain in light of volatility in pricing or demand trends. Do you feel like there has been some destocking and customers may be waiting for some price relief? Has that not been an issue? What's your general sense of that issue? And then secondly, should we expect to see any ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | relationship_chunks | doc_2__chunk_3__103 | 3 | 0.297718 | 0.27029 | 5 | 1 | growth strategy, and in challenging times like we experienced in the first quarter, these same investments also aided in offsetting the weaker demand. A clear case in point is our composites platform. We began our investment in this space back in 2012 with an acquisition of Glasforms. Since then, we have completed addi... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | relationship_chunks | doc_2__chunk_43__143 | 43 | 0.278876 | 0.325169 | 1 | 1 | of this year. Peter Osterland -- SunTrust Financial Corp. -- Analyst OK. Thank you. And then, you called out a product mix improvement on the distribution segment. Could you just give a little bit of color about what is driving that positive mix impact? Bob Patterson -- Chairman, President and Chief Executive Officer Y... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | supply_chain_chunks | doc_2__chunk_31__131 | 31 | 0.463778 | 0.391703 | 15 | 1 | how you feel the health is across your supply chain in light of volatility in pricing or demand trends. Do you feel like there has been some destocking and customers may be waiting for some price relief? Has that not been an issue? What's your general sense of that issue? And then secondly, should we expect to see any ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | supply_chain_chunks | doc_2__chunk_41__141 | 41 | 0.429767 | 0.446356 | 5 | 1 | As you know, overall, volume was down, so total costs were down as well. What I would tell you is that if I just look at Color and Engineered Materials, for example, overall, raw materials were up. Even though we started to see things come down a little bit in a few pockets, it was some of the other Specialty Materials... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | supply_chain_chunks | doc_2__chunk_42__142 | 42 | 0.399251 | 0.385668 | 6 | 1 | good proxy. And our capex, we're thinking we're going to be in kind of the $75 million to $85 million range for capex. Jason Rodgers -- Great Lakes Review -- Analyst Thank you. Operator Thank you. Your last question will come from the line of Jim Sheehan with SunTrust. Your line is now open. Peter Osterland -- SunTrust... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | supply_chain_chunks | doc_2__chunk_27__127 | 27 | 0.360667 | 0.394223 | 3 | 1 | on with respect to overall level of borrowing and M&A activity. So we didn't have any share buybacks in Q1 and not making any projections for the balance of the year. We bought back a little over two million shares in the fourth quarter, which is obviously helping the year, but nothing in Q1, Ben. Ben Kallo -- Robert W... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | supply_chain_chunks | doc_2__chunk_30__130 | 30 | 0.339477 | 0.305969 | 6 | 1 | is anecdotal from customers and we certainly hear that sometimes. My best estimate of what we're seeing right now is that we're not going to see any improvement in 2019. So how you define temporary, I guess, is open to discussion, but I don't think there's going to be an improvement this year. Kristen Owen -- Oppenheim... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | expectation_chunks | doc_2__chunk_41__141 | 41 | 0.580058 | 0.546744 | 18 | 1 | As you know, overall, volume was down, so total costs were down as well. What I would tell you is that if I just look at Color and Engineered Materials, for example, overall, raw materials were up. Even though we started to see things come down a little bit in a few pockets, it was some of the other Specialty Materials... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | expectation_chunks | doc_2__chunk_30__130 | 30 | 0.516948 | 0.462597 | 18 | 1 | is anecdotal from customers and we certainly hear that sometimes. My best estimate of what we're seeing right now is that we're not going to see any improvement in 2019. So how you define temporary, I guess, is open to discussion, but I don't think there's going to be an improvement this year. Kristen Owen -- Oppenheim... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | expectation_chunks | doc_2__chunk_27__127 | 27 | 0.51129 | 0.455054 | 18 | 1 | on with respect to overall level of borrowing and M&A activity. So we didn't have any share buybacks in Q1 and not making any projections for the balance of the year. We bought back a little over two million shares in the fourth quarter, which is obviously helping the year, but nothing in Q1, Ben. Ben Kallo -- Robert W... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | expectation_chunks | doc_2__chunk_42__142 | 42 | 0.506508 | 0.448677 | 17 | 1 | good proxy. And our capex, we're thinking we're going to be in kind of the $75 million to $85 million range for capex. Jason Rodgers -- Great Lakes Review -- Analyst Thank you. Operator Thank you. Your last question will come from the line of Jim Sheehan with SunTrust. Your line is now open. Peter Osterland -- SunTrust... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_2 | null | AVNT | null | null | 2019-04-17 08:00:00 | 2019Q2 | 8,134 | expectation_chunks | doc_2__chunk_9__109 | 9 | 0.505055 | 0.44674 | 16 | 1 | segment's three largest end markets, were all down impacting revenue and operating income by 11% and 34%, respectively. The decline in this segment was greater than we anticipated at the start of the year due to the lack of seasonal pickup we typically experience in the first quarter. To put this in historical perspect... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | relationship_chunks | doc_3__chunk_35__180 | 35 | 0.327227 | 0.369637 | 2 | 1 | the second half as we expect production which is already better than this quarter, previous year ago to continue to improve moderation and paydowns. The lack of large pressure on energy balance sheet reductions giving way to remix energy portfolio versus outright reductions and that should all things being equal, yield... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | relationship_chunks | doc_3__chunk_36__181 | 36 | 0.29991 | 0.333213 | 2 | 1 | the SunTrust/BB&T deal again, in the markets that we're in, we don't have a whole lot of overlap. We do have some opportunity in some of our Florida markets and then, maybe along the Florida Panhandle as well and into Southern Alabama, but that's not a big opportunity for us in terms of taking advantage of that potenti... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | relationship_chunks | doc_3__chunk_10__155 | 10 | 0.282149 | 0.309532 | 2 | 1 | Chief Executive Officer Thanks, Mike. And with those comments, let's open the call for questions. Questions and Answers: Operator Thank you. (Operator Instructions) Our first question comes from Michael Rose with Raymond James. Your line is open. Michael Rose -- Raymond James -- Analyst Hey, guys. Good morning. How are... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | relationship_chunks | doc_3__chunk_2__147 | 2 | 0.264261 | 0.305682 | 1 | 1 | in both periods. On a reported basis, EPS for Q1 was $0.91, down $0.19 compared to $1.10 in Q4. The majority of that $0.19 difference was due to the $0.11 favorable impact of certain tax reform strategies we executed last quarter. Then in the next quarter, we added $10 million or $0.09 per share to the provision for lo... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | relationship_chunks | doc_3__chunk_27__172 | 27 | 0.235435 | 0.227247 | 3 | 1 | webcasts when we've been on road that we've been making some pretty sizable investments in technology for some time now. The ones we talked the most about are the digital ones simply because that's where the primary interest has been. And that will continue. The lion's share of that investment in digital has heretofore... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | supply_chain_chunks | doc_3__chunk_14__159 | 14 | 0.424208 | 0.378944 | 8 | 1 | Bruyette & Woods Inc. -- Analyst Thanks. Good morning. John M. Hairston -- President and Chief Executive Officer Cath, good morning. Catherine Mealor -- Keefe Bruyette & Woods Inc. -- Analyst Want to talk a little bit about the margin and really do you think about that in your path to the CSO goal? So can you help us k... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | supply_chain_chunks | doc_3__chunk_9__154 | 9 | 0.396083 | 0.461443 | 2 | 1 | our regional headquarters in New Orleans impacted occupancy expense. Regulatory fees, professional services, advertising and other miscellaneous items positively impacted total expense for the first quarter. Our guidance for 2019 expense levels remains unchanged and we expect to see a higher level of expense in the sec... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | supply_chain_chunks | doc_3__chunk_16__161 | 16 | 0.376443 | 0.275257 | 10 | 1 | business banking group production is up 22% over the same period. Small business banking up 8%, commercial banking up 13%. And while those numbers can be overwhelmed by the exits of very large pay downs particularly in energy, they add up over the time as you go through four, six, eight perpetual quarters. And so the i... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | supply_chain_chunks | doc_3__chunk_27__172 | 27 | 0.369262 | 0.425682 | 2 | 1 | webcasts when we've been on road that we've been making some pretty sizable investments in technology for some time now. The ones we talked the most about are the digital ones simply because that's where the primary interest has been. And that will continue. The lion's share of that investment in digital has heretofore... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | supply_chain_chunks | doc_3__chunk_12__157 | 12 | 0.366566 | 0.362088 | 5 | 1 | they've changed in light of the BB&T/SunTrust deal in terms of potentially looking at deals or organic growth opportunities? Thanks. John M. Hairston -- President and Chief Executive Officer No. No change at all in the way we think about deploying capital and at the end of the quarter, TCE did get up to 8.36%. So that ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | expectation_chunks | doc_3__chunk_9__154 | 9 | 0.492581 | 0.430108 | 14 | 1 | our regional headquarters in New Orleans impacted occupancy expense. Regulatory fees, professional services, advertising and other miscellaneous items positively impacted total expense for the first quarter. Our guidance for 2019 expense levels remains unchanged and we expect to see a higher level of expense in the sec... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | expectation_chunks | doc_3__chunk_34__179 | 34 | 0.459124 | 0.385499 | 17 | 1 | second quarter. That number is about 150 million. So when you couple the jumbo portfolio sales which are NIM accretive and the CRE paydowns that are anticipated, but not definite, then that leads to the somewhat muted first half number guidance. And I've made no secret in our efforts to be transparent that I'm a little... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | expectation_chunks | doc_3__chunk_10__155 | 10 | 0.455962 | 0.381282 | 18 | 1 | Chief Executive Officer Thanks, Mike. And with those comments, let's open the call for questions. Questions and Answers: Operator Thank you. (Operator Instructions) Our first question comes from Michael Rose with Raymond James. Your line is open. Michael Rose -- Raymond James -- Analyst Hey, guys. Good morning. How are... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | expectation_chunks | doc_3__chunk_15__160 | 15 | 0.449066 | 0.372088 | 12 | 1 | or seven quarters. We don't have any better of a crystal ball than anyone else does. So it's hard to predict, but the -- all of the pressure are in substantive portion of the pressure on our NIM guidance for Q2. It's really coming from that LIBOR pressure and its impact on our variable book. We don't think that's going... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_3 | null | HWC | null | null | 2019-04-17 09:30:00 | 2019Q2 | 7,404 | expectation_chunks | doc_3__chunk_27__172 | 27 | 0.448968 | 0.371957 | 16 | 1 | webcasts when we've been on road that we've been making some pretty sizable investments in technology for some time now. The ones we talked the most about are the digital ones simply because that's where the primary interest has been. And that will continue. The lion's share of that investment in digital has heretofore... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | relationship_chunks | doc_4__chunk_41__227 | 41 | 0.477983 | 0.490643 | 6 | 1 | clarification about India, I believe you said that there were 60 something stores in India that now are treated as Company-owned stores. Does the revenue from those stores now shift into the DTC segment from wholesale or I'm just kind of wondering if there's any sort of like segment shift between the India businesses? ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | relationship_chunks | doc_4__chunk_3__189 | 3 | 0.466686 | 0.415581 | 9 | 1 | a growth perspective and the opportunities we have to build our brand and to expand our reach beyond the current 57.8% of total sales. Already this year, we purchased a minority stake of our India joint venture converting it to a subsidiary. And we just finalized a joint venture with our distribution partner in Mexico.... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | relationship_chunks | doc_4__chunk_16__202 | 16 | 0.40172 | 0.388959 | 6 | 1 | in our International Company-owned direct-to-consumer and distributor businesses and a single digit growth in our subsidiary and joint venture channels. We continue to believe International will be an increasing percentage of our business as we go through the year. This week begins two months of buy meetings with our k... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | relationship_chunks | doc_4__chunk_8__194 | 8 | 0.401281 | 0.348375 | 8 | 1 | store count by 61, added a new high potential e-commerce platform and are able to more efficiently merchandise and market to India's 1.3 billion people. Similarly, our agreement this month to establish a joint venture with our current distribution partner in Mexico gives us a clear path to grow our business in a proven... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | relationship_chunks | doc_4__chunk_5__191 | 5 | 0.381696 | 0.382261 | 5 | 1 | continues to resonate with consumers. Our spring television campaigns began earlier this month and we have positive expectations for Easter sell through. This week, we also began our buy meetings at our corporate offices in Manhattan Beach. Initial feedback to our new Spring 2020 product has been positive. For the rema... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | supply_chain_chunks | doc_4__chunk_42__228 | 42 | 0.569633 | 0.532844 | 10 | 1 | Stifel -- Analyst Thank you. Good morning. Can you guys speak in more detail about inventory positions and inventory management strategies? How did the inventory positions differ by region relative to trends in the business? Is inventory down much more on a year-to-year basis in North America? And then I guess do you g... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | supply_chain_chunks | doc_4__chunk_24__210 | 24 | 0.438217 | 0.457623 | 5 | 1 | there and what you anticipate in terms of a rebound in that segment of your business? And also do you think that bankruptcies out there ultimately will facilitate you taking some market share? David Weinberg -- Chief Operating Officer Well for the second part, I absolutely believe those bankruptcies and as retail gets ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | supply_chain_chunks | doc_4__chunk_14__200 | 14 | 0.426895 | 0.422526 | 6 | 1 | new lease accounting standard. Capital expenditures for the first quarter were approximately $51 million, of which $10.2 million related to the construction of our distribution center in China, $8.6 million related to 12 new Company-owned domestic and international store openings and nine store remodels and $9.9 millio... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | supply_chain_chunks | doc_4__chunk_25__211 | 25 | 0.426855 | 0.442474 | 5 | 1 | inventories were -- and as they show up, obviously, were incredibly clean. To David's point, when the off price channel goes shopping, if you don't have any excess to deliver, you can't fulfill their demand. So I think in the instance this quarter, we actually saw some indications of demand, but we didn't have any exce... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | supply_chain_chunks | doc_4__chunk_45__231 | 45 | 0.416126 | 0.328168 | 15 | 1 | in the morning, I guess. So I guess one question, a first question just on gross margin, just kind of how we should think about that Q2 and just kind of as we move forward, any color or thoughts you can apply, how we should think about that line item? John Vandemore -- Chief Financial Officer Yes, actually we feel real... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | expectation_chunks | doc_4__chunk_21__207 | 21 | 0.467122 | 0.396163 | 18 | 1 | the year will match our intent, which is to align with top line growth. So we have a pretty high degree of confidence based on what we know today. That being said, as I point out fairly regularly, there's a portion of that SG&A that is definitely volume based and so as we see volumes change, there will be an impact the... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | expectation_chunks | doc_4__chunk_45__231 | 45 | 0.462108 | 0.389478 | 31 | 1 | in the morning, I guess. So I guess one question, a first question just on gross margin, just kind of how we should think about that Q2 and just kind of as we move forward, any color or thoughts you can apply, how we should think about that line item? John Vandemore -- Chief Financial Officer Yes, actually we feel real... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | expectation_chunks | doc_4__chunk_26__212 | 26 | 0.460222 | 0.386963 | 11 | 1 | if you can speak to changes in advertising and marketing plans as we head toward back-to-school maybe run through second half, what your plans are there versus last year? John Vandemore -- Chief Financial Officer Yes, I think you'll see over the back half, well, then the last three quarters of the year are normalized l... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | expectation_chunks | doc_4__chunk_22__208 | 22 | 0.446251 | 0.368335 | 12 | 1 | then maybe if I can just one last one. Just on the FX impact, can you just -- you mentioned a $0.04, I think it was the translational impact, can you start by the FX impact on gross margin in the quarter? John Vandemore -- Chief Financial Officer Yes, in terms of the gross margin percentage, it was, you know, wasn't th... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_4 | null | SKX | null | null | 2019-04-18 08:30:00 | 2019Q2 | 11,058 | expectation_chunks | doc_4__chunk_51__237 | 51 | 0.444969 | 0.366625 | 11 | 1 | the table to open orders, you know that's something we can work on. We don't want to keep inventory around to speculate that they might be making some last minute calls, but if we can work toward it in an order based environment, then it's much easier for us to get back to presence in those channels. Chris Svezia -- We... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | relationship_chunks | doc_5__chunk_9__257 | 9 | 0.29727 | 0.349693 | 1 | 1 | unless you do bolt-on acquisitions. So, this is a business that's operating right in line with our expectations and continues to, to flow enormous amounts of cash. Tyler Langton -- JPMorgan -- Analyst Great. Thanks so much. Timothy J. Donahue -- President and Chief Executive Officer Thank you. Operator Our next questio... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | relationship_chunks | doc_5__chunk_4__252 | 4 | 0.294344 | 0.225792 | 7 | 1 | be in line with 2018. For your modeling purposes, Q2 will be a bit short of the prior year, as we still experience currency headwinds with growth in the second half. Beverage can volumes in Asia Pacific advanced 1%, as demand remain strong across Southeast Asia, offsetting the impact from the closure of the two facilit... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | relationship_chunks | doc_5__chunk_32__280 | 32 | 0.29341 | 0.364547 | 0 | 1 | or don't understand that, I don't think they really care. They've kind of been in the driver seat for the last 30 years, dictating terms to, to the suppliers. And clearly, it's a little shocking for them. But their margins are 40% and our margins are 10%. So, anytime they want to trade that margin profile and work back... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | relationship_chunks | doc_5__chunk_61__309 | 61 | 0.292387 | 0.303183 | 3 | 1 | Just wondering if you could remind us how those contracts are structured? Is that pass-through to the customer or do you just pass-through the raw aluminum price, any kind of concern you might have about supply agreements for aluminum sheet and price increases there? Timothy J. Donahue -- President and Chief Executive ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | relationship_chunks | doc_5__chunk_18__266 | 18 | 0.285816 | 0.234421 | 6 | 1 | -- Robert W. Baird & Co. -- Analyst Hey guys, good morning. Timothy J. Donahue -- President and Chief Executive Officer Hi Ghansham. Ghansham Panjabi -- Robert W. Baird & Co. -- Analyst Hi, Tim. I guess going back to Signode, maybe you could just break out and I'm sorry if I missed this. But how machine sales did versu... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | supply_chain_chunks | doc_5__chunk_63__311 | 63 | 0.461546 | 0.388728 | 10 | 1 | not something that's sustainable just given the amount of aluminum that needs to come into the country to deal with domestic supply or domestic demand needs. And not an issue for Crown right now, but longer term that needs to be resolved. Brian Maguire -- Goldman Sachs -- Analyst Yeah, I guess like my question is along... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | supply_chain_chunks | doc_5__chunk_39__287 | 39 | 0.403623 | 0.371498 | 7 | 1 | of the growth this year will be in Americas bev? Timothy J. Donahue -- President and Chief Executive Officer That's -- and in the non-reportable yes. Adam Josephson -- KeyBanc Capital Markets -- Analyst Non-reportable. Okay. You mentioned you're obviously capacity constrained in North America. We've seen the CMI data i... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | supply_chain_chunks | doc_5__chunk_44__292 | 44 | 0.401997 | 0.32933 | 9 | 1 | Our next question will come from Arun Viswanathan of RBC Capital Markets. You have an open line. Arun Viswanathan -- RBC Capital Markets -- Analyst Hi, thanks. Good morning, guys. Timothy J. Donahue -- President and Chief Executive Officer Good morning. Arun Viswanathan -- RBC Capital Markets -- Analyst Just wanted to ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | supply_chain_chunks | doc_5__chunk_34__282 | 34 | 0.389802 | 0.39307 | 5 | 1 | that. The only thing I would say, this is kind of, you know this already, but I'll say it anyway. We have goals and aspirations and our competitors have goals and aspirations, and so do our customers. And those three different buckets of aspirations are not always aligned. And so, the one thing that gives you caution i... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | supply_chain_chunks | doc_5__chunk_52__300 | 52 | 0.385778 | 0.387704 | 5 | 1 | Is it -- could we see next year's CapEx come down, or said differently? Do you see visibility into certain areas? I mean, you mentioned Brazil has some slack, but that might change in the next year or two. I mean should we expect to see more start-ups next year in the bev cans space around the world by you? Timothy J. ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | expectation_chunks | doc_5__chunk_52__300 | 52 | 0.475761 | 0.407681 | 24 | 1 | Is it -- could we see next year's CapEx come down, or said differently? Do you see visibility into certain areas? I mean, you mentioned Brazil has some slack, but that might change in the next year or two. I mean should we expect to see more start-ups next year in the bev cans space around the world by you? Timothy J. ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | expectation_chunks | doc_5__chunk_4__252 | 4 | 0.463522 | 0.391362 | 13 | 1 | be in line with 2018. For your modeling purposes, Q2 will be a bit short of the prior year, as we still experience currency headwinds with growth in the second half. Beverage can volumes in Asia Pacific advanced 1%, as demand remain strong across Southeast Asia, offsetting the impact from the closure of the two facilit... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | expectation_chunks | doc_5__chunk_67__315 | 67 | 0.455672 | 0.380897 | 14 | 1 | all working capital. There is also the difference between for example, cash interest and interest expense in there and some other things, taxes versus cash tax. But large leases, the seasonal working capital build that we typically see, plus some from Signode had a little bit in the first quarter as well. Neel Kumar --... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | expectation_chunks | doc_5__chunk_63__311 | 63 | 0.452814 | 0.377086 | 16 | 1 | not something that's sustainable just given the amount of aluminum that needs to come into the country to deal with domestic supply or domestic demand needs. And not an issue for Crown right now, but longer term that needs to be resolved. Brian Maguire -- Goldman Sachs -- Analyst Yeah, I guess like my question is along... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_5 | null | CCK | null | null | 2019-04-18 09:00:00 | 2019Q2 | 12,993 | expectation_chunks | doc_5__chunk_6__254 | 6 | 0.450809 | 0.374412 | 21 | 1 | President and Chief Executive Officer In a crystal ball, the answer is, we sure hope so. I think we're going to see as far as I can see right now, we're going to see considerable improvement again in Q2 versus the prior year, perhaps a little too early to call Q3 and Q4. But I think overall, we're feeling much more pos... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_6 | null | GTLS | null | null | 2019-04-18 09:30:00 | 2019Q2 | 10,037 | relationship_chunks | doc_6__chunk_47__367 | 47 | 0.369289 | 0.405719 | 3 | 1 | the project the customer is and how far along. So some of these projects have been baked for example long before we ever had IPSMR as a process technology offering or even in the case of air cooled, long before we had an air cooled heat exchanger for the LNG market, which really came through Hudson. So where you see ai... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_6 | null | GTLS | null | null | 2019-04-18 09:30:00 | 2019Q2 | 10,037 | relationship_chunks | doc_6__chunk_37__357 | 37 | 0.366806 | 0.402408 | 3 | 1 | regions. While governed by a corporate structure, the negotiations on agreements would happen regionally on through the purchasing locations, which can take a lot of time as you're working on each individual agreement. So this expedites the way that we can move forward with each region and how quickly we get new orders... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_6 | null | GTLS | null | null | 2019-04-18 09:30:00 | 2019Q2 | 10,037 | relationship_chunks | doc_6__chunk_36__356 | 36 | 0.364496 | 0.379328 | 4 | 1 | now and Q3, then it would ramp down in 2020 through (ph) 2022. Martin W. Malloy -- Johnson Rice & Company, LLC -- Analyst Okay, thank you. I will turn it over. Jillian C. Evanko -- President and Chief Executive Officer Sure. Operator Thank you. Our next question comes from Tom Hayes with Northcoast Research. Tom Hayes ... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_6 | null | GTLS | null | null | 2019-04-18 09:30:00 | 2019Q2 | 10,037 | relationship_chunks | doc_6__chunk_4__324 | 4 | 0.359469 | 0.392626 | 3 | 1 | additional $4.4 million order for air cooled heat exchangers. Since that call, we booked an additional $7 million order for nat gas processing equipment in Q1. And already in Q2, we booked a $9.3 million order for an air separation application. One of the pleasant surprises we've had after owning VRV for four months is... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_6 | null | GTLS | null | null | 2019-04-18 09:30:00 | 2019Q2 | 10,037 | relationship_chunks | doc_6__chunk_42__362 | 42 | 0.34028 | 0.34704 | 4 | 1 | else, there is share of the market to go and get on our own. Matthew Trusz -- Gabelli & Company -- Analyst Appreciate the color. Thank you. Jillian C. Evanko -- President and Chief Executive Officer Thanks. Operator Thank you. Our next question comes from Eric Stine with Craig-Hallum. Eric Stine -- Craig-Hallum Capital... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_6 | null | GTLS | null | null | 2019-04-18 09:30:00 | 2019Q2 | 10,037 | supply_chain_chunks | doc_6__chunk_22__342 | 22 | 0.4935 | 0.431334 | 20 | 1 | 9.4%, 6% and 26%. First quarter 2019 gross margin as a percent of sales was 23.2%. Adjusted for one-time costs recognized in cost of goods sold in the first quarter, gross margin as a percent of sales would have been 26.4%. This compares to actual gross margin as a percent of sales in the fourth quarter of 2018 of 25.5... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_6 | null | GTLS | null | null | 2019-04-18 09:30:00 | 2019Q2 | 10,037 | supply_chain_chunks | doc_6__chunk_30__350 | 30 | 0.486418 | 0.461891 | 8 | 1 | of that is part of 2019 and part 2020? Jillian C. Evanko -- President and Chief Executive Officer Yes, so the $4 million that we've included in 2019 is sourcing and pricing together. And if you took what we expect from an annualized perspective from sourcing and pricing, that's currently well under way and you can doub... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_6 | null | GTLS | null | null | 2019-04-18 09:30:00 | 2019Q2 | 10,037 | supply_chain_chunks | doc_6__chunk_8__328 | 8 | 0.452463 | 0.376617 | 11 | 1 | of fueling station infrastructure through a series of California Energy Commission grant funding opportunities. 25 stations are funded and are in the process of being permitted, installed and commissioned and out of those 25, at least eight are expected to be liquid stations. Lastly, and with positive impact for the en... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_6 | null | GTLS | null | null | 2019-04-18 09:30:00 | 2019Q2 | 10,037 | supply_chain_chunks | doc_6__chunk_20__340 | 20 | 0.445899 | 0.367865 | 13 | 1 | is expected to be in the range of $2.70 to $3.05 per share on approximately 32.5 million weighted average shares outstanding. This excludes any one-time costs and reflects currently expected project timing. In addition, the guidance takes into account integration timing of certain synergies at VRV. The first full quart... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
doc_6 | null | GTLS | null | null | 2019-04-18 09:30:00 | 2019Q2 | 10,037 | supply_chain_chunks | doc_6__chunk_48__368 | 48 | 0.445064 | 0.386752 | 9 | 1 | So that's become much more of the dividing line, is whether it's the technology plus equipment or just the equipment suite together. Pavel Molchanov -- Raymond James -- Analyst Okay. And you know obviously the -- kind of setting aside the higher revenue number from the integrated sales that you may have, is there a dif... | rag_chroma_output\rag_evidence_chunks_flat_full_gpu_direct.csv |
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