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Currently admissible records当前符合准入条件的记录
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。
LFMD2026-08-05
demandcapital allocationq and a
“Revenue for the second quarter was $47.3 million, within our guidance range of $47 million-$50 million, and down approximately 6% sequentially, reflecting the planned step down in marketing investments that we described in our last call, combined with increased CPA levels through much of the quarter, and the impact of our weight management price change implemented in June, lowering the initial month care pricing from $79 to $39 to stay in line with competitors.”
LCII2026-08-05
marginsdemandq and a
“Turning to our aftermarket business, the 11% year-over-year growth in adjusted net sales was driven by targeted commercial actions to address higher input costs and adjustments tied to select commodity indices, sales from acquired businesses, and new customer volumes in the automotive aftermarket.”
KYMR2026-08-05
guidancedemandrisks
“In addition to the momentum around our STAT6 program, we continue to demonstrate that our platform can repeatedly generate differentiated investigational medicines against high-value targets, reinforcing our strategy of building a robust pipeline capable of driving high-impact patients, and in doing so, delivering long-term value.”
KVYO2026-08-05
demandsegment changesq and a
“We are revising our full year 2026 non-GAAP operating income guidance down to a range of $212 million-$218 million, with non-GAAP operating margin of approximately 14%.”
KMT2026-08-05
guidanceperformanceq and a
“Metal cutting adjusted operating margin was 27.3% compared to 7.9% in the prior year, driven by favorable timing of raw material-related pricing compared to costs of $54 million, non-raw material pricing and tariff surcharges, higher sales and production volume, and restructuring savings of $4 million, partially offset by higher compensation costs and general inflation.”
KLTR2026-08-05
demandcapital allocationq and a
“We expect Enterprise, Education, and Technology to post a higher year-over-year growth rate compared with 2025, supported by the contribution from the PathFactory customer base and the early contribution from our new product portfolio in the second half of 2026, with a stronger impact in 2027.”
KHC2026-08-05
marginsq and aguidance
“The fact that we can add $100 million to it really helps us think about 2027 being the year that we've got it really right with a very strong marketing spend in order to drive our volume-led, sustainable share type growth.”
KD2026-08-05
demandmanagement commitmentsq and a
“With more revenue expected to come from higher-margin post-spin signings this year and next, the quality of that revenue base gives us confidence in our ability to increase profitability and deliver more than $1.2 billion in adjusted pre-tax income and $1 billion in free cash flow in fiscal 2028.”
KAI2026-08-05
demandsegment changesq and a
“Working capital as a percentage of revenue was 19.3% in the second quarter of 2026, compared to 17.7% in the second quarter of 2025, due to the lack of a full year of revenue for our most recent acquisitions.”
JOBY2026-08-05
demandq and arisks
“On revenue, given Blade's continued strength and healthy demand for air mobility, we are raising our full year guidance to a range of $115 million-$125 million from a prior $105 million-$115 million range.”
JJSF2026-08-05
marginsq and aguidance
“If you look at what you're kind of tasking the teams with or what the outlook is, what do you see for the organic growth outlook for the company in 2027, and what are the big drivers that kind of give you visibility into that controllable growth that you might be able to harvest?”
JAN2026-08-05
performancecapital allocationdemand
“Sequentially, same store occupancy increased 10 basis points, which is an improvement from last year's performance, and we expect continued occupancy gains given the favorable supply-demand dynamics.”
IRM2026-08-05
performancedemandmargins
“On the same FX rates as used at the time of our last guidance, our full-year outlook at the midpoint represents an increase of $125 million for revenue, with a $60 million increase in the second half, an increase of $25 million for adjusted EBITDA, with a $12 million increase in the second half, an increase of $35 million for AFFO, with a $20 million increase in the second half, an increase of $0.10 for AFFO per share, with a $0.06 increase in the second half.”
IPI2026-08-05
performancemarginsdemand
“Looking ahead to the third quarter, we expect potash sales volumes of 55,000 tons-65,000 tons at an average net realized sales price of $380/ton-$390/ton, reflecting late season price increases, summer fill pricing, and a second half mix with a higher proportion of feed tons.”
IPAR2026-08-05
performancesegment changesq and a
“While gross margin declined slightly in the 2026 second quarter, first-half gross margin expanded by 30 basis points to 65.3% from 65%, primarily driven by a favorable segment brand and channel mix, as well as lower destruction costs, which reflect our continued focus on inventory and supply chain management.”
IOSP2026-08-05
guidanceperformancemargins
“While there may be some margin headwind in the sequential quarter because of the lag between pricing and cost inflation, we expect a continued strong performance.”
INVZ2026-08-05
risksq and aperformance
“I was hoping you could start with more context on what the defense and security bookings mean for sales from here, including how much annual revenue has now been booked when these awards fully ramp, and if you can speak more on your visibility and confidence at securing the rest of the awards needed for Innoviz to meet its goal for non-auto revenue to be about 10% of the total in 2026.”
INSG2026-08-05
performancedemandmargins
“Pulling this all together, Q2 2026 adjusted EBITDA came in at $0.5 million, or a margin of 1%, in line with our guidance, but impacted by the lower margin revenue as we discussed.”
IGIC2026-08-05
riskssegment changescapital allocation
“A combined ratio of 95.1% for Q2, as mentioned earlier, includes 18.8 points of cat losses, mainly from the Middle East war, and 1.4 points of unfavorable prior year reserve development, primarily related to our view of specific accounts or risks in our long-tail segment.”
IFF2026-08-05
performancedemandq and a
“This business represents about $170 million in annual sales with a mid-single-digit EBITDA margin, and we expect to receive about $75 million in proceeds from the transaction, or about 10x multiple.”
IEP2026-08-05
capital allocationperformancemargins
“In terms of our top positions within our funds, Century reported base revenue and gross profit growth of 36% and 21% in Q2.”
ICL2026-08-05
demandq and aperformance
“Sales for the second quarter increased 12% to $605 million, with growth in most regions, while EBITDA of $50 million was down versus prior year.”
HY2026-08-05
performancedemandmargins
“Bolzoni also improved sequentially during the second quarter of 2026, returning to profitability as favorable product mix, lower freight costs, and disciplined cost management more than offset slightly lower revenue.”
HUBS2026-08-05
guidancerisksq and a
“In addition, we expect to deliver two to three points of operating margin expansion in 2027, a meaningful step-up that reflects the operating leverage we are building as an AI-first company.”
HRZN2026-08-05
performancecapital allocationq and a
“In Q3, we expect another quarter of debt investment portfolio growth driven by our current pipeline.”
HPP2026-08-05
performanceq and ademand
“We signed 1.3 million sq ft of new and renewal office leases, headlined by a landmark 891,000 sq ft, 24-year lease with the City and County of San Francisco at 1455 Market, which locks in nearly a quarter of a century of cash flow visibility.”
HONA2026-08-05
performancedemandq and a
“In addition to our commercial momentum, we're also seeing growing demand in our international defense business, which is approximately 30% of our total defense and space end market, and where we anticipate high single-digit annual growth through 2030.”
HNST2026-08-05
performancemarginsq and a
“We achieved strong organic revenue growth of nearly 7% and our highest profit margins in the history of The Honest Company, with underlying adjusted gross margins of 43.8% and underlying adjusted EBITDA margins of 9.8%.”
HLLY2026-08-05
capital allocationq and amargins
“On an annualized basis, we expect these two work streams to deliver more than $12 million of one-time net cash, 150 to 200 basis points of EBITDA margin expansion, an additional $3 million-$5 million of annualized benefit, 0.2-0.3 turns deleverage acceleration, and roughly a 5% improvement in inventory turns.”
HLF2026-08-05
demandq and asegment changes
“On a reported basis, we expect net sales to increase 0.5%-4.5% year-over-year, including a 100 basis point currency headwind.”
HL2026-08-05
capital allocationq and aguidance
“For the full year, we now expect Greens Creek to produce 8 million-8.3 million ounces of silver, an improvement over prior guidance, and 51,000-55,000 ounces of gold at cost applicable to sales of $240 million, with cash cost of $-12.50to $-12 per ounce, an AISC of $-4.25 to $-3.75 per ounce, both after by-product credits, and both an improvement to prior guidance.”
HGTY2026-08-05
guidanceperformanceq and a
“We expect 2027 GAAP revenue should more closely track our mid-teens written premium growth and GAAP net income and adjusted EBITDA will be powered by our compounding profit machine that is no longer masked by the 2026 Markel fronting transition expenses.”
HDSN2026-08-05
performancedemandq and a
“At this time, with the trough in refrigerant market pricing and inflationary pressure expected to continue, we are revising our full-year 2026 gross margin target from mid-20% to low-to-mid-20%.”
HBB2026-08-05
demandsegment changesq and a
“Regarding next year, we believe we have opportunities to further improve our gross margins, excluding any impact from future changes in tariff rates, thanks to the action we've taken around pricing and sourcing over the last 12 months, combined with the continued growth of our higher-margin commercial and health businesses.”
GXO2026-08-05
performancemarginsdemand
“Looking to 2027, leading indicators, including pipeline and wins, are running ahead of our expectations, giving us confidence in accelerating growth and higher margins.”
GTM2026-08-05
performancemarginscapital allocation
“For the full-year 2026, based on our overperformance in Q2, we are raising the full-year guidance and now expect GAAP revenue in the range of $1.207 billion-$1.217 billion, representing a 3% year-over-year decline at the midpoint of guidance and adjusted operating income in the range of $446 million-$451 million, representing a 37% margin at the midpoint of guidance, up 130 basis points year-over-year.”
GTE2026-08-05
performancemarginscapital allocation
“From a production perspective, Gran Tierra delivered second quarter 2026 average working interest production of approximately 41,500 barrels of oil per day, which was within our annual guidance range and reflected the impact of the Canadian asset dispositions completed during the first half of the year.”
GSM2026-08-05
performancecapital allocationq and a
“Silicon ferroalloys volumes reached their highest level in five years, with total shipment increasing 4% to 63,000 tons, driven by 31% growth in the EU, partially offset by 11% volume decline in North America, which was driven by increased imports from Angola, Azerbaijan, and Bhutan.”
GRAL2026-08-05
risksq and asegment changes
“For the first half of 2026, we saw Galleri test revenue growth of 30% year-over-year to more than $80 million, and Galleri test volume growth of 42% to more than 117,000 tests.”
GPRK2026-08-05
guidanceq and arisks
“Adjusted EBITDA reached $73.1 million, representing a 51% margin despite higher energy costs and the strong appreciation of the Colombian and Argentine currencies, which impacted our operating costs.”
GPN2026-08-05
performancerisksq and a
“We now anticipate adjusted earnings per share of $13.60 to $13.80, representing 11% to 13% growth for the full year, which reflects the flow-through of the travel portfolio impacts to earnings, as well as less FX impact.”
GLRE2026-08-05
guidancesegment changesq and a
“During the quarter, innovations gross written premiums increased by $3.3 million or 12% to $30.9 million, mainly driven by new business and exposure growth from existing treaties in financial and specialty lines.”
GLAD2026-08-05
capital allocationq and aperformance
“Our leverage position ticked up at the end of the quarter with net debt at a modest 100% of NAV, and we expect to continue to use our floating rate bank facility to support our near-term investment activities.”
GFS2026-08-05
demandcapital allocationq and a
“Following the acquisitions of MIPS and the Synopsys ARC IP business, we expect revenue contribution of approximately $100 million-$120 million towards our full-year 2026 technology services revenue, up from our prior expectation of $60 million-$100 million as these acquisitions continue to drive new opportunities with our customers.”
GFF2026-08-05
performancecapital allocationguidance
“Given our performance for the first nine months of the fiscal year, we're maintaining our revenue and EBITDA guidance for the year of $1.8 billion and $458 million, respectively.”
GERN2026-08-05
performanceq and arisks
“Based on our solid performance and execution to date, we expect to come in at the mid to high end of our 2026 RYTELO net revenue guidance of $220 million-$240 million, reflecting consistent quarter-over-quarter net revenue growth throughout the year.”
FWRD2026-08-05
performancemarginssegment changes
“Under the MOU, we expect to retain at least half of the approximately $250 million of revenue attributable to the customer for the fiscal year ending December 31st, 2025, with the potential of retaining an additional approximate 25%.”
FUBO2026-08-05
guidancedemandsegment changes
“In North America, our revenue for the third quarter was $1.474 billion, compared to $1.074 billion in the prior year period.”
FTK2026-08-05
guidanceperformancesegment changes
“Chemistry technologies revenue increased 53%, with international chemistry revenue reaching $10.6 million, representing 93% of full year 2025 international chemistry revenue of $11.4 million.”
FSLY2026-08-05
demandq and aperformance
“This is underscored by our incremental operating margin flow-through of 79% of revenue on a trailing 12-month basis, significantly above our long-term target of 25%-40%.”
FRPT2026-08-05
guidanceperformancedemand
“We now anticipate adjusted gross margin to improve by approximately 100-150 basis points this year at the midpoint of our net sales guidance, compared to 50-100 basis points previously, primarily driven by improved plant leverage and partially offset by mix.”
FLUT2026-08-05
performancedemandrisks
“revenue was 6% lower year-over-year, reflecting a six percentage point growth impact from customer-friendly sports results as the Knicks legendary win in June put some cash back in our customers' wallets in time for the World Cup.”
FIG2026-08-05
marginsrisksq and a
“We are maintaining our full year non-GAAP operating income guidance of $125 million-$135 million, a 9% operating margin at the midpoint.”
EXTR2026-08-05
performancemarginsq and a
“For the first quarter of fiscal 2027, we expect revenue to be in a range of $334 million-$339 million, gross margin to be in a range of 62.2%-62.7%, operating margin to be in a range of 14.7%-15.3%, and earnings per share to be in a range of $0.27-$0.29.”
EXPE2026-08-05
performancedemandq and a
“For our third quarter outlook, we expect gross bookings of $32.2 billion-$32.8 billion, representing growth of approximately 5%-7% year-over-year.”
EXEL2026-08-05
performancecapital allocationmanagement commitments
“Details of our full-year guidance can be found on slide 14 of our earnings presentation.”
EVGO2026-08-05
demandq and aperformance
“Daily throughput per stall is expected to grow through 2026, partially offset by customers rolling off low-margin OEM charging credit programs, the majority of whom are not converting to EVgo retail customers at the rates we originally projected, a transition that will largely complete by year-end.”
EVCM2026-08-05
demandq and aguidance
“For the quarter, adjusted operating expenses were slightly higher YoY as a percentage of revenue, increasing from 47.1% to 49.3%, representing targeted growth investments across sales, marketing, and product development, which include ZyraTalk costs on the post-acquisition period only.”
ERII2026-08-05
demandq and aperformance
“While the war has temporarily impacted us and clouded our visibility, we are confident in our long-term pipeline and a return to growth as these headwinds pass.”
EQH2026-08-05
demandmanagement commitmentsq and a
“For the first half of 2026, earnings per share, excluding notable items, increased about 25%, putting us on track to achieve our guidance of earnings per share growth of greater than 15% for the full year.”
EPC2026-08-05
risksguidanceperformance
“Adjusted operating income was $53 million, or 9.3% of net sales, compared to $63.6 million, or 11.3% of net sales last year, primarily reflecting the impact of lower gross margins, higher A&P and SG&A expenses.”
EOSE2026-08-05
guidanceperformanceq and a
“We're doing this so that 2027 is not only a volume growth year, but also a margin expansion year.”
EOLS2026-08-05
performancesegment changesq and a
“During the quarter, Evolysse revenue increased by more than $2 million sequentially, reflecting increased customer penetration, reorder rates, and utilization within existing accounts.”
EOG2026-08-05
capital allocationperformanceguidance
“At strip pricing and using guidance midpoints, our 2026 plan generates $8 billion in free cash flow.”
ELF2026-08-05
performancesegment changesguidance
“With the momentum we're seeing, we're raising our fiscal 2027 outlook to 18%-20% net sales growth as compared to 12%-14% previously.”
ELAN2026-08-05
demandsegment changesq and a
“We've increased our full year adjusted EBITDA margin guidance to approximately 75 basis points year-over-year improvement, including 50 basis points of gross margin benefit.”
ECVT2026-08-05
performancedemandq and a
“Starting with our key highlights, our second quarter sales of $250 million were up $74 million, reflecting the pass-through impact of higher sulfur costs, favorable net pricing, and strong demand for both regenerated sulfuric acid and virgin sulfuric acid.”
ECPG2026-08-05
capital allocationsegment changesq and a
“Put differently, we collected $53 million more than we forecasted in our ERC, which is incremental cash flow.”
ECO2026-08-05
capital allocationmarginsperformance
“With all the financings I updated you on in May now effective, the financing for the delivery of the Tigani and Vous and the refinancing of our legacy leases of the Nissos Rhenia and Nissos Despotiko, we have now reduced our weighted average margin to 1.47%.”
ECG2026-08-05
performancesegment changesq and a
“Net leverage, defined as net debt to trailing 12-month EBITDA, was 0.3x as of June 30, well below our 1.5x-2x targeted range, providing ample flexibility to continue investing in our strategic growth initiatives.”
EBS2026-08-05
demandsegment changesq and a
“We're also revising adjusted gross margin guidance to 42%-44%, reflecting the expected mix impact from lower commercial revenue.”
EBAY2026-08-05
performanceq and ademand
“We expect consolidated GMV between $22 billion-$22.4 billion in Q3, including the impact of recently acquired Depop, which represents total FX neutral growth between 10% and 12% year-over-year, or organic growth between 7% and 9%.”
DVN2026-08-05
capital allocationq and aperformance
“On the net proceeds, I think, the next question we ask ourselves is what cash flow and credit capacity has been pulled out of the system, and therefore, if we're targeting somewhere around $9 billion in debt by year-end 2027, does that target move based on sort of the new complex or complexion of the portfolio going forward?”
DUOL2026-08-05
risksq and amargins
“We expect adjusted EBITDA to be approximately $320 million at the margin of roughly 25.5% I just mentioned, and we expect to generate over $375 million of free cash flow this year.”
DT2026-08-05
risksq and ademand
“Non-GAAP operating margin was 29%, exceeding the high end of guidance by 100 basis points, driven by revenue upside flowing through to the bottom line and some expense timing between quarters.”
DOX2026-08-05
risksmanagement commitmentsq and a
“With these results, I'm happy to say that we are reiterating the midpoint of a full fiscal 2026 financial outlook, including revenue growth of 3% in constant currency and non-GAAP diluted EPS growth of 6%.”
DOC2026-08-05
guidancecapital allocationperformance
“Total occupancy increased 20 basis points sequentially, and our leasing pipeline suggests that an internal growth in the outpatient portfolio will accelerate in 2027.”
DNA2026-08-05
risksmanagement commitmentsdemand
“This gives us this plus our $302 million in cash and cash equivalents, as well as we have an additional $87 million that we've set aside for restricted cash for various customers and certain operating activities.”
DLX2026-08-05
capital allocationmarginssegment changes
“I'll begin, as always, by reviewing some of the consolidated highlights for the period before moving on to operating segment results, strong cash flows, and other balance sheet and recent capital structure updates, as well as our improved overall full year 2026 outlook, inclusive of forecasted Celero additions.”
DKL2026-08-05
guidanceq and aperformance
“Looking ahead to the remainder of 2026, as Avigal noted, our confidence in the earnings trajectory of the partnership remain intact, and we are reaffirming our full year 2026 adjusted EBITDA guidance range of $520 million-$560 million.”
DK2026-08-05
risksmanagement commitmentsq and a
“As a reminder, our Enterprise Optimization Plan target to increase our cash flow by at least $220 million on an annual run rate basis.”
DIS2026-08-05
guidanceperformancesegment changes
“Looking forward, while we haven't provided a longer-term revenue or margin outlook for the segment, we did just this morning guide to the high end of our prior high single-digit OI growth for fiscal year 2026, and that excludes the 53rd week.”
DIOD2026-08-05
risksq and aperformance
“During the quarter, the cost and operating initiative we previously implemented during the market slowdown are producing measurable benefit to gross margin and our bottom line, with margin increasing 160 basis points year-over-year and our non-GAAP earnings increasing by more than 100% again this quarter.”
DIN2026-08-05
performancedemandq and a
“Off-premise sustained its positive momentum with comp sales of 1.5% and a fifth consecutive quarter of double-digit delivery comp sales growth, a meaningful signal of the underlying demand for the brand across different platforms.”
DGII2026-08-05
performancerisksq and a
“For the quarter, we're reporting record results, $139 million of revenue, which is up 29% year-over-year, 64.8% gross margins, $33 million in cash flow from operations, which is also up 38% year-over-year.”
DEI2026-08-05
risksq and acapital allocation
“As usual, our guidance does not assume the impact of future property acquisitions or dispositions, common stock sales or repurchases, financings, property damage insurance recoveries, impairment charges, or other possible capital markets activities.”
DAVE2026-08-05
performancemarginsq and a
“We expect adjusted EBITDA of $315 million-$325 million, from $305 million-$315 million, and we expect adjusted diluted EPS of $17-$17.50, up from $16.25-$16.75, assuming a 23% effective tax rate.”
CWEN2026-08-05
q and amanagement commitmentsdemand
“The way that we look at those complexes is similar to the core renewable and battery assets in our pipeline, where what we're aiming to achieve in today's market for assets that have really scarce value and pricing power, is that we aim to have 20-25-year contracts with favorable settlement provisions that provide for high quality, risk-adjusted returns during that period of contracted cash flows.”
CVS2026-08-05
segment changesq and aguidance
“Building on this strong performance so far this year, we are raising our full year 2026 adjusted earnings per share guidance by $0.60 to a range of $7.90 to-$8.10.”
CTKB2026-08-05
performanceriskssegment changes
“For subsequent quarters of this year, we expect gross margins excluding the impact of the tariff refund to increase as our revenue increase is consistent with our typical seasonal pattern.”
CRVL2026-08-05
demandperformancerisks
“Quarterly year-over-year new customer sales improved by over 60%, with nearly half of the growth occurring in the month of June.”
CRTO2026-08-05
demandsegment changesperformance
“We expect media spend growth ahead of the market, with contribution ex-TAC declining in the mid to high teens year-over-year at constant currency due to the $75 million client scope reduction impact.”
CRL2026-08-05
marginsrisksq and a
“Moving to details on our segment performance, DSA revenue was $607 million in the second quarter, a decrease of 1.9% on a reported basis compared to the second quarter of 2025, due primarily to the impact of the divestiture of certain European discovery sites.”
CRCL2026-08-05
demandperformancemargins
“Turning to RLDC margin, we are increasing our full year outlook range to 41.7%-43.7%, from 38%-40%, reflecting our prior guidance range augmented by the addition of anticipated revenue from Arc.”
CRBG2026-08-05
capital allocationq and aperformance
“The appetite for de-risking solutions remains strong, and we expect the double-digit reserve growth we've achieved since 2021 to continue.”
CPRI2026-08-05
guidanceperformanceq and a
“Our revised outlook now reflects several factors, including an estimated $50 million reduction in revenue resulting from the lower than anticipated inventory levels, $15 million from softer than previously anticipated trends in EMEA, $10 million from foreign currency headwinds relative to our prior expectations, and $10 million related to the timing shift of wholesale shipments that benefited the first quarter.”