A live archive of receipt-bound excerpts from company earnings calls. No generated thesis, no recommendation — just the recorded language, its source coordinates, and a direct path into the ticker dossier or live Terminal.来自公司财报电话会的可追溯摘录档案。没有生成式投资结论，也没有推荐——只有原始表述、来源坐标，以及进入个股档案或实时终端的直接入口。
Start free in Terminal免费开始使用终端50 verified call records份已核验电话会记录 · 600 exact facts条精确事实 · 2026-09-07 → 2026-09-13
Browse the full archive page by page. Search on this page by ticker, period, category, or speaker; every card preview is a verbatim call excerpt.分页浏览完整档案。在本页按代码、期间、分类或发言人搜索；每张卡片预览均为电话会原文摘录。
Showing records 1249–1344 of 5581.显示第 1249–1344 条，共 5581 条。
“At Great Basin, we further strengthened the commercial foundation of the 2028 expansion project, bringing contracted demand to approximately one Bcf per day and revising the project design to reflect a 48 in pipeline, resulting in both increased capital investment and annual margin estimates for the project.”
“We did that with a New York Harbor 2-1-1 crack margin, net of the renewable volume obligation, or RVO, more than CAD 10 per barrel lower than in the second quarter of 2022.”
“The business saw continued success in paid acquisition with gross profit from paid traffic acquisition up 37% year-over-year.”
“Turning to our outlook, as Mike mentioned, consistent with our previous direction of model towards the lower end of the $1.2 billion-$1.4 billion range, we are narrowing our 2026 total net product revenue guidance to $1.2 billion-$1.3 billion.”
“Finally, I'm pleased to reaffirm our fiscal 2026 and 2027 adjusted EPS guidance ranges, as well as our long-term adjusted EPS growth target of 5%-7%.”
“While acquisitions have temporarily impacted our gross margin, we continue to explore and harvest synergies and expect to see our gross margin exceeding 70% in the future, similar to when we went public.”
“Q2 organic growth on a normalized basis was approximately 4% when taking into consideration approximately 630 basis points of ERP advanced orders, partially offset by approximately 100 basis points of our SKU rationalization plan headwinds and the partial separation timing benefit shared in Q1, mostly impacting the MedSurg business.”
“As a result, we expect to recognize a benefit of approximately $247.1 million as a reduction of cost of sales with a corresponding receivable in the third quarter of 2026.”
“Professional services revenue was $9 million, up 100%, reflecting increased hardware refresh installations as well as higher access control volume, which drive growth in professional services ARPU.”
“NuScale reported revenue of $0.1 million for the three months ended June 30th, 2026, compared to $8.1 million in the same period last year.”
“At quarter end, SSLP had $55 million of undrawn capacity, and we expect to continue to grow this portfolio opportunistically as conditions in the cash flow market warrant.”
“We expect near-term adjusted gross margin in the 25%-26% range as the actions we have taken to mitigate material cost pressures are beginning to take hold, and we expect those benefits to build as we move through the second quarter.”
“Those include Healthcare Solutions within Professional Lines, power and renewables within Energy Solutions, political risk and political violence within Syndicate 1969, and a strong pipeline of Platform Partner syndicates to drive fee-based income growth.”
“We have raised the low end of our Same Center NOI growth guidance to 2.75% from 2.25% previously, with the high end remaining unchanged at 4.25%.”
“In addition, for the combined SiTime business, including TPD, we expect gross margin to be approximately 68% ±1 point, operating expenses in the range of $80 million-$85 million as we continue to invest in growth, interest income of approximately $4 million, and a share count of approximately 32.8 million shares, which includes approximately 3.6 million shares issued in conjunction with the TPD acquisition.”
“Finally, our Q2 free cash flow margin was just over 18%, exceeding our outlook.”
“You hinted that those were under review before, can you just help us understand maybe how you were thinking about that outlook, particularly like the prior goals for at least 50 basis points of restaurant margin expansion and that low teens unit growth?”
“Earlier today, Sight Sciences released financial results for the second quarter ended June 30, 2026, and raised its revenue guidance and lowered its adjusted operating expense guidance for full year 2026.”
“Our sports margin hit a record 17% for the quarter, reflecting improved pricing and risk management, the continued growth of parlays and most importantly, the quality and durability of our customer base.”
“Revenue grew 20% year-over-year to $346 million, once again, with no significant pull forward of revenue and non-GAAP gross margin expanded for the sixth consecutive quarter.”
“As a reminder, increasing the percentage of revenue from hosted contracts will have a temporary negative impact on revenue, with every 1% increase in hosted revenue resulting in a $2 million-$3 million reduction in reported revenue, depending on renewal quarter and contract length.”
“Distribution revenue increased 2%, with subscriber churn continuing to moderate, consistent with trends the largest distributors have reported publicly, and the benefit of partner station buy-ins we have executed.”
“With our operating leverage, growing recurring revenue, and expanding defense pipeline, we expect 2026 to be a major step towards sustained profitability, crossing into positive free cash flow in 2027 as Merlin enters operational service.”
“CS pricing increased 8% sequentially and 21% year-over-year, while sales volumes improved 19% from the first quarter.”
“Excluding revenue related to Alcon, our second quarter product sales were $27.2 million, down 19% compared to the prior-year period, reflecting heightened competitive trialing as well as broader marketplace headwinds.”
“With our earlier stage pipeline, we expect to identify the recommended phase II dose for RMC-5127 in the second half of this year, share initial clinical data in 2027.”
“As a reminder, we have been waiting for build schedules tied to our initial ePOD orders to firm and had expected the majority of these sales to impact 2027, with some spillover into 2028, and potential for a modest amount of revenue to be recorded this year.”
“Based on this, we would expect to generate an internal rate of return in the teens, consistent with our development stage target range, and peak annual royalties of approximately $110 million-$190 million based on AstraZeneca's peak sales expectations.”
“Given the recent acquisition of Stellus, some of the near-term focus will be around deleveraging, which, coupled with natural growth in cash earnings in the back half of the year, should bring our leverage ratio back in line with our longer-term target in the mid 2x EBITDA by the end of this year versus approximately 2.8x at the end of the Q2 pro forma for Stellus.”
“Revenue increased 2% year-over-year to $389 million, and Policies in Force increased 6% year-over-year, ending the quarter at 484,000 policies.”
“In line with our long-term strategic plan for our residential business, continues to become a larger part of our overall portfolio and represented 83% of our total revenue in the quarter, with segment EBITDA margin improving 340 basis points sequentially to 19%.”
“Customer support and operations expense was $26.2 million, and as a percentage of revenue was 5.3%, improving 68 basis points year-over-year and continuing a multi-year trend of steady operating leverage.”
“We recognized GAAP revenue for the second quarter of $41 million and now expect full year 2026 GAAP revenue of $65 million-$75 million.”
“We now expect full year revenue in the range of $3.4 billion-$3.5 billion, representing approximately 37%-38% growth year-over-year.”
“Is this lower margin outlook more of a function of weaker than expected sales leverage or commodity pressure?”
“How do you think about this debate of whatever mid-cycle and whatever Phillips 66 on free cash flow potential might be going forward, what's the right dividend strategy for Phillips as you fulfill, for example, your midstream growth and so on?”
“As a result of our acquisition volume so far this year and our visibility into a large pipeline of opportunities, we are increasing our acquisitions guidance to $150 million-$160 million.”
“We also believe the increased share buyback program of $30 million is another key mechanism to drive shareholder value going forward.”
“We continue to expect that the aggregate impact on our full-year 2026 pre-tax adjusted operating income will be approximately $525 million-$575 million.”
“Our demand indicators remain positive, and we expect to deliver 14% adjusted EBITDA growth year-over-year at the midpoint.”
“Adjusted EBITDA increased 5% to $385 million, with margin expansion driven by improving productivity, stronger operating leverage, and continued progress in direct delivery.”
“Growth in our energy segment backlog was primarily driven by natural gas power generation, which accounted for approximately $1.4 billion of the sequential increase during the quarter.”
“As such, we're maintaining our full year outlook for core and all-in net sales, margin, and earnings per share metrics.”
“TinySwitch-5 now has designs in production and should contribute meaningful revenue in the second half of 2026, particularly at appliance customers where we've had a number of recent wins.”
“International Omnipod revenue grew over 35% on a reported basis and 33% on a constant currency basis, driven primarily by volume and continued favorable price mix realization.”
“At the midpoint of our guidance implies approximately 27% year-over-year adjusted net income growth and even stronger EPS growth, more than doubling 2024 adjusted net income in just two years while continuing to generate an adjusted ROE above 20%.”
“With the increase in Patient Affordability revenues driving continued margin expansion and operating leverage, we expect gross profit margins between 62% and 63%, an increase compared to our prior guidance of 60%-62%.”
“Margin capture was 118%, including the benefit of refined product inventory draws during the April outage, partially offset by a $3 million FIFO headwind from declining crude oil prices.”
“Our adjusted EBITDAR margin expanded by 150 basis points year-over-year from 10.2% to 11.7% as our revenue growth outpaced our expense growth due to same-store occupancy improvement, favorable patient mix, and disciplined cost management.”
“Instrument revenue in the second quarter was $12.8 million, a decrease of 9% from $14.2 million in the second quarter of 2025, primarily reflecting a lower average selling price driven by customer mix, including lower-priced strategic Revio placements to key accounts and fewer Vega system shipments as academic and government funding constraints continued to pressure capital purchases.”
“Before moving on, given our robust revenue performance and strong outlook for this year, I'd like to mention some important growth investments we have accelerated into 2026 to support our ambitious revenue targets for this year and beyond.”
“We exceeded our revenue guidance, expanded gross margin sequentially, advanced our decentralized diagnostics pipeline in rapid tests and sample management solutions, and continued to position the business for sustainable growth and long-term shareholder value in the second half of 2026 and beyond.”
“Our full year 2026 guidance continues to be underpinned by our expectations for mid-single digit originations growth, a 1%-2% decline in average daily principal balance, and substantially flat operating expenses compared with the prior year.”
“At the midpoint of revised full year EBITDA guidance of $117 million-$120 million, the bridge is as follows: lower pass-through revenue, which consists of revenue on subcontractor and non-labor direct costs, are generally at far lower margins than labor-based service revenue.”
“On the back of these strong results, we are raising our 2026 guidance ranges for revenue and GAAP operating income by $300 million and $250 million respectively.”
“With strong first half performance and the impact of the Texas legislation, we expect to achieve adjusted earnings within the upper half of these ranges, or $310 million-$314 million and $4.89-$4.95.”
“We delivered 5% pro forma constant currency net sales growth over prior year and saw encouraging trends across several areas of the portfolio, including double-digit growth in global limb reconstruction and spine fixation, sequential momentum in biologics, and the restoration of Medicare reimbursement for bone growth stimulators, which removes a meaningful headwind for our therapeutic solutions business as we enter the second half of the year.”
“Reflecting stronger gross margin and lower operating expenses, Orion's Q1 2027 net income was $2 million, or $0.47 per diluted share, or $0.48 basic per common share.”
“Sponsors continue to face a difficult exit environment amid a wide bid-ask spread between sellers and buyers, geopolitical uncertainty, a less predictable macroeconomic outlook, and the possibility of slower growth alongside persistent inflation.”
“Turning to our financial results in the quarter, we delivered total revenue of $2.8 billion and adjusted EBITDA of $660 million, for an adjusted EBITDA margin of 24%.”
“With our enterprise value approaching $90 billion and a robust pipeline of external growth opportunities, the access to additional capital enhances our ability to immediately finance our investment pipeline while remaining patient and opportunistic in accessing longer term and permanent capital.”
“Overall, in the first half of 2026, we almost doubled our international revenue versus the first half of 2025, driven by our focused commercial approach in target geographies.”
“That ALO revenue growth of 7% in Q2 and being ahead of our guidance range, and sort of the dynamic in Q3, it's worth noting that higher Wirecutter affiliate revenue referral number takes into account the timing of a shift in a marketing promotion by one of our affiliate partners.”
“Revenue grew 15% to $75 million, and adjusted EBITDA reached $10 million, a 13% margin and a $12 million improvement over last year.”
“Professional information business revenue grew 5%, driven by Risk & Compliance, which increased 11% to $102 million, supported by customer growth, product expansion, and improved pricing.”
“Professional information business revenue grew 5%, driven by Risk & Compliance, which increased 11% to $102 million, supported by customer growth, product expansion, and improved pricing.”
“MX3 remains an attractive opportunity to enhance regional energy reliability and, upon receiving notice to proceed, supports increasing our long-term earnings growth target to 5%-7%.”
“Our new guidance for the full year 2026 is 3.5%-4.5% core growth, 11%-14% adjusted EBITDA growth, Adjusted EPS of $1.50-$1.55, and free cash flow conversion of approximately 100%.”
“In International Operations, the outlook is based on current growth trends, including continued volume penetration for GLP-1 treatments and market expansion, mainly within obesity.”
“As AI becomes more deeply embedded across industries and business workflows, we expect demand for the supporting infrastructure to continue expanding.”
“Moving to our corporate and financing results, net income for the second quarter of 2026 improved $2 million, while operating cash flow and free cash flow each improved $1 million as compared to the prior year period.”
“Given our continued consistent performance of the portfolio and the acquisition pipeline, we're updating our 2026 guidance for AFFO per share to a range of $3.55-$3.59, our second guidance increase of the year.”
“For the full year 2026, we are reiterating our total revenue guidance and raising our EPS guidance to reflect an expected operating margin at the higher end of the 25%-26% range we've previously shared.”
“Our data center strategy adds a differentiated growth platform, returning an expected $1.4 billion in savings to our customers over the lives of our data center contracts.”
“As a result, we are raising our full-year adjusted EPS guidance to a range of $6.80-$7.20, a roughly 30% increase versus last year at the midpoint, and 12% from the midpoint of our prior guidance.”
“For the full year, we now expect revenue of approximately $12.975 billion, up from our prior guidance of $12.8 billion, along with non-GAAP earnings per share between $17.62 and $17.72 per share, up from our prior guide of $16.87 to $16.99 per share.”
“These results reflect the highest revenue quarter in Everspin's history, which exceeded our guidance range on both the top and bottom-line, driven by strong product revenue growth and the $40 million agreement we announced with a U.S.”
“We expect around $30 million of sales of Biosciences only in Brazil with a kind of a margin contribution margin of around 40%.”
“The fact that we did hit roughly 35% of what we expect for the year in the first half, I think is great given some of the headwinds that are out there and the patient affordability.”
“LIVMARLI and the bile acid medicines both continued to perform well, and based on the demand we see, we are increasing our full-year 2026 net product sales guidance to $680 million-$700 million.”
“Full details, including comparison to our prior guidance, can be found on slide 16 of our earnings deck.”
“For the full year 2026, we are raising total contribution ex-TAC growth to be between 13% and 14%, up from at least 11% previously, raising Adjusted EBITDA percentage growth to be greater than 20% from the mid-teens previously, raising Adjusted EBITDA margin to be at least 37% from at least 35.5% previously, raising free cash flow growth to be in the high 40% range from the mid 30% range previously, reaffirming CapEx of approximately $60 million, a reduction from prior year.”
“Thinking about the $84 million deployed at a mid-teens ROE, you're talking about a marginal, call it $14 million, $15 million a year of additional earnings.”
“Both Hatch's and our own analysis now show that roughly 75% of our potential revenue will be tied to key critical minerals, whose main demand driver is the semiconductor industry.”
“Income from operations was $683 million, with a margin of 6.7%, broadly in line with last quarter, the result of a deliberate choice to continue prioritizing investment in long-term engagement, growth, and scale over near-term profitability.”
“This outlook reflects a full year of Accu-Fab ownership, $50 million-$60 million of incremental cross-selling revenue, and continued improvement in legacy end market demand as commercial vehicle recovers and construction access continues to deliver steady performance.”
“Given strong demand, continued commercial execution, and broad-based momentum, we are raising our full-year organic sales guidance for the second time this year to 9%-10% from our previous range of 8.5%-9.5%.”
“We're pleased with the strength of our first quarter performance, which gives us the confidence to raise full-year adjusted earnings per diluted share guidance to $44.20-$45 from the prior range of $43.80-$44.60.”
“For the third quarter, we expect adjusted EBITDA of $49 million-$51 million, or a margin of approximately 26% at the midpoint, inclusive of the impact from the workforce actions announced today.”
“Finally, LATAM is updating its full-year guidance for 2026 to reflect a more constructive outlook for the remainder of the year, having demonstrated the ability to deliver solid results during what we expect to have been the most challenging quarter of the year, the group now enters a more favorable operating backdrop while remaining focused on discipline execution, risk, and revenue management.”
“The chart shows 15 years of normalized SmartSide volume and revenue growth compared to single-family housing starts on a 12-month basis, ending with our Q3 guidance.”
“The $1 per share irregular dividend reflects a constructive market outlook while also allowing the company financial flexibility for future fleet reinvestment.”
“Accordingly, we've increased our revenue outlook to reflect the timing of project commencements and execution during the remainder of 2026, while lowering our Adjusted EBITDA range to reflect the near-term margin and execution headwinds Mike described earlier.”
“revenue increased 33% in Q2, primarily driven by volume growth, ZEPBOUND and MOUNJARO, as well as contributions from our Immunology, Oncology, and Neuroscience portfolio.”
“That said, adjusted free cash flow is now expected to be in the range of $140 million-$160 million, compared to our prior guidance of $160 million-$180 million.”
“We expect to begin lapping 2025's steep volume declines in late Q3 into Q4, easing the headwind as the year closes.”
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