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 1441–1536 of 5581.显示第 1441–1536 条，共 5581 条。
“Driven by our strong performance and opportunistic share repurchases, we are pleased to raise our full-year adjusted EPS guidance range to $17.75-$17.95, up from $17.70-$17.90.”
“We are also raising our gross margin guidance to 40%-41%, reflecting lower tariff impact on MEATER products than anticipated when we affirmed guidance in Q1.”
“Our focus now is on executing through the second half of 2026, delivering our first full year of GAAP net income profitability and entering 2027 from a position of strength.”
“As Cheri mentioned, industry demand constraints are forcing us to reduce our guidance for the full fiscal year 2026.”
“Growth in the second quarter was driven by broad-based demand across our core products, as well as increased production through our non-delegated correspondent channel, which now comprises 13% of our production.”
“MyPay transaction profit grew 3x year-over-year, driven by strong origination volumes of $4.5 billion for the quarter and a sequential improvement in loss rate.”
“As a result, the total ICT contract value secured in the first half of the year has already matched the full-year's total amount achieved in 2025, reflecting a strong project pipeline and reinforcing our confidence in future growth.”
“Importantly, demand rebounded to the 10%-15% quarterly range following the seasonal slowdown earlier in the year.”
“In the first half of the year, capital outlays for hotel development declined 80% year-over-year as we continued our transition back to a pure-play, asset-light franchising model while maintaining flexibility to make targeted investments in attractive franchise growth opportunities.”
“As Dave mentioned, we expect to retain $25 million-$30 million of capital over the next two years, or to put it on an annual basis, up to $15 million of cash flow per year.”
“Fee Related Earnings were a record $358 million, up 11% year-over-year at a 47% margin.”
“Garden non-GAAP operating income was $91 million, up 7%, with operating margin improving 70 basis points to 18.9%, driven by a favorable product mix and productivity improvements, which more than offset higher costs, particularly around freight and digital marketing spend.”
“Garden non-GAAP operating income was $91 million, up 7%, with operating margin improving 70 basis points to 18.9%, driven by a favorable product mix and productivity improvements, which more than offset higher costs, particularly around freight and digital marketing spend.”
“The growth rates that we called out and the size of markets does contemplate, based upon discussions with our customers, kind of GLP-1 pills and what that means going forward.”
“Together, they delivered net sales of $6.6 billion, up 10%, gross profit of $1.3 billion, up 6%, non-GAAP operating income of $556 million, up 7%, and non-GAAP earnings per diluted share of $2.91, up 12%.”
“Going forward at the end, if we could see a recovery going forward in Argentina, that has a terrible second half on last year, and the growth on strong results we are delivering in Chile, we should converge towards the middle of the range that we have defined between 1.5-2.5 net financial debt EBITDA going forward.”
“Separately, in APM's Performance Solutions portfolio, net sales grew 8% year-over-year, underscoring the momentum we are building in high-value specialty applications for data center and semiconductor end markets as we fulfill a backlog of existing orders.”
“Gross margin expanded 340 basis points year-over-year as decreased contract manufacturer costs on a per unit basis and continued efficiency improvements in our aprevo digital production system more than offset the impact of product sales mix.”
“Molecular profiling revenue was $252.3 million, up 55%, and pharma R&D services revenue was $11.4 million, reflecting the timing of deliverables in that business as we continue to focus on longer-term partnerships and growth in our pipeline rather than one-time smaller deals.”
“The increase in international retail channel net revenues was primarily driven by an 8.2% increase in volume of products sold and a 7.7% increase in net revenue per pound.”
“In the current third quarter, we expect specialty product gross margin to be in the range of 18%-19%, with daily sales volumes flat compared to the second quarter of 2026 and higher than the third quarter of 2025.”
“International revenue of $19 million was lower than the prior year by 1%, or 2% on a constant currency basis, primarily due to the timing of distributor orders, which is consistent with the business.”
“After adjusting for the headwinds related to fuel and self-insurance, our guidance implies about $70 million in EBITDA growth and 300 basis points of margin expansion since 2023.”
“The midpoint of this range contemplates approximately 20 basis points of year-over-year net adjusted EBITDA margin pressure, reflecting the impact of higher coffee costs and increased occupancy costs, partially offset by leverage on adjusted SG&A.”
“For the third quarter, we expect total revenue in the range of $205 million-$213 million, including Bumble App revenue of $167 million-$173 million, and adjusted EBITDA of $56 million-$60 million, representing an approximately 28% margin at the midpoint.”
“We expect sales mix to improve by approximately 100 basis points, offset by slightly lower traffic as we make the strategic decision to not repeat profit dilutive offers from last year.”
“The way that we are thinking about this is that if the business operates as planned and modeled, we expect to maintain 70% gross margin, regardless of the mix or growth of oncology or lumpiness of the True-Up revenue.”
“Starting on the left at $58.5 million, the impact of the bus segment gross profit in total was $0.7 million, split between volume and pricing effects, net of material cost increases of $6.2 million and year-over-year healthcare cost increases, lower overhead absorption, and higher freight and costs totaling -$5.5 million.”
“As a result, we expect continued progress towards sustained adjusted EBITDA profitability, and we remain confident maintaining our previously raised full year revenue outlook of $108 million-$114 million.”
“Despite the delay in the pediatric launch, we feel long-term ORLADEYO trends are intact, and hence maintaining our full-year 2026 ORLADEYO revenue guidance of $625 million-$645 million.”
“We remain well-positioned to deliver against our full-year 2026 framework of mid-single-digit organic revenue growth with EBITDA margin expansion of 30-50 basis points.”
“Through the first six months of the year, average attendance per home game increased, season ticket demand remained strong, and baseball event revenue grew despite one fewer regular season home game than the first six months of the 2025 season.”
“Through the first six months of the year, average attendance per home game increased, season ticket demand remained strong, and baseball event revenue grew despite one fewer regular season home game than the first six months of the 2025 season.”
“We partnered with AllianceBernstein to bring private market real assets into their target date funds, an example of our growing involvement in the 401 market, a segment that we feel is well suited to our real asset focus and one of the largest long-term growth opportunities we see anywhere.”
“Turning to gross margin for Sample Management Solutions, we delivered 45.9% for the quarter, down 750 basis points versus the prior year, primarily reflecting continued pressure within the capital equipment-oriented portions of the segment, including Automated Stores and cryogenic systems, where lower volume levels, unfavorable fixed cost absorption, and quality remediation activities continue to impact profitability.”
“Near term, we expect EPS to continue growing at approximately 3x as fast as sales, driven by sales growth and expanded operating margins.”
“As a result, we have increased our full-year outlook to 12%-14% for the full year versus previous guidance of 10%-12%, reflecting continued confidence in the demand environment ahead.”
“Revenue for the quarter was $22.4 million, up 14% year-over-year, and at the top end of our guidance range.”
“Adjusted EBITDA margins stood at 10.4%, which was a 20 basis point increase over a solid second quarter in 2025, and we reported positive free cash flow.”
“Revenue was $342 million, which was a 53% improvement over our first quarter results and above our guidance of $300 million-$320 million, primarily driven by customer-driven pull-forward activity in our domestic tracker business, strong execution against a healthy domestic backlog, and continued strong commercial momentum at APA.”
“Based on the strength of our ZORYVE business to date, in light of the incremental investments we are making to sustain demand for ZORYVE, we are delighted to raise our full year 2026 sales guidance from the previous range of $480 million-$495 million, to a range of $525 million-$540 million.”
“Last night with our earnings release, we tightened our full-year 2026 adjusted EBITDA guidance range to reflect changes in assumptions for several largely external or timing-related factors, including near-term lube oil and make-ready cost pressures, AMS customer deferrals, and higher long-term incentive compensation driven by our increasing stock price.”
“Just to reiterate those actions, we expect $15 million-$20 million of higher IMPACT Program savings this year from workforce reductions and $5 million-$10 million of higher than expected earnings from payer recontracting.”
“We expect Adjusted EBITDA between $1.71 billion and $1.74 billion, representing 48%-50% year-over-year growth with an Adjusted EBITDA margin of approximately 83%.”
“Annual revenue per member was impacted by the size of our successful America 250 campaign, which brought in a significantly higher volume of premium and annual members, which contributed to our Guild growth in Q2.”
“Third, our revenue in Q2 was materially impacted by a shift in mix and traffic starting about 10 days into March as oil and gas prices rose sharply following global events.”
“In addition to the sales mix changes, the improvement was primarily driven by stronger industry crush margins, which increased to $0.33 per gallon from $0.11 per gallon in the second quarter of last year, contributing approximately $17 million of incremental gross profit.”
“As a result, while we expect Vafseo unit sales volumes to increase in 2027 as compared to 2026, we expect 2027 revenues to decrease compared to 2026 due to this lower planned price.”
“Excluding the impact of prior year reserve development, we expect approximately 10% underlying growth in both adjusted EBITDA and adjusted earnings per share, excluding cats.”
“The increased full year 2026 guidance reflects the year-to-date performance, a prudent assumption for cost trends in the 7% range for the remainder of the year, and the positive impact for the second half of the year from the increase in our revenue associated with the better than expected risk adjustment estimate contribution to 3% net the V28 impact.”
“Taking a closer look at customer growth, as seen on slide 15, total active customer accounts increased 36% in the second quarter compared to the prior year period and 7% quarter-over-quarter, and had 7.6 million active customers as of the end of the second quarter of 2026, which we define as those using at least one product at quarter end.”
“Revenue was $6.1 million in Q2, driven by continued strong product shipments and contribution from NRE as we delivered sensors and achieved milestones with a growing group of customers.”
“Turning to our updated outlook for fiscal 2026, we are increasing our revenue guidance to approximately $15 billion, primarily reflecting improved customer production schedules and, to a lesser extent, favorable foreign exchange.”
“As we are contemplating guidance for the full year, Gary, we are forecasting in this 2%-4% month-over-month growth if you smooth it out throughout the course of the year.”
“Accordingly, our earnings guidance for the full year currently remains unchanged at $85 million-$100 million, inclusive of net average annual losses expected from catastrophes.”
“Maybe to reiterate that we're very encouraged by the strong growth that we're seeing in Germany, and we're happy to, especially in Q1, deliver on the high end of our guidance range with our adjusted gross margins being at 58%.”
“Looking at revenue and expenses, revenue for the quarter was around $4 million compared to total revenue of approximately $17 million in the same quarter of 2025.”
“That beat our guidance by $23 million or 5%, driven by faster growth in both super scaled customer count and ARPU, each exceeding the growth rates in our 2028 model.”
“We've entered the quarter with a strong backlog and pipeline that supports our sales growth guidance range of 17%-20%, including approximately 10 and a half points of contribution from business acquisitions and favorable FX.”
“We expect marketplace gross margins to be higher in the second half of the year than the first half of the year, and we expect this trend to continue, expanding further into our target range, 35% to 40%.”
“AVISE CTD test volume grew 11% year-over-year, reflecting continued strength in clinician adoption and utilization, as well as the impact of last year's investment in commercial expansion.”
“As a result of one financial quarter of assumed ownership of Momentum and improved performance across our base business, we are raising full year 2026 EBITDA guidance by $200 million at the midpoint, and we are increasing our long-term EBITDA growth rate target to 11-plus % compound annual growth through 2030 versus our previously announced 10-plus % compound annual growth target.”
“We expect 2026 revenue and EBITDA margin in our Housing and Infrastructure Products segments to be towards the lower end of our previously communicated ranges of $4.4 billion-$4.6 billion of revenue, with EBITDA margin between 19% and 21% excluding identified items.”
“Walking through the P&L, our quarterly top line was driven by solid lease rent revenues of $77.1 million in the quarter, 6.7% year-over-year growth in lease rent revenue, driven by a marginal increase in the average portfolio size as we've built assets year-over-year, while at the same time seeding our fund businesses.”
“We expect services revenue to be up slightly compared to Q3 2025, and we expect non-GAAP operating margin to be in the range of 17%-17.5%.”
“For the full year 2026, we are maintaining our expectation for free cash flow margin, excluding acquisition and restructuring costs, to be in the high-teens.”
“We delivered net sales of $3.5 billion, which was impacted by softer industry demand in North America and promotional intensity in Latin America.”
“Organic revenue grew 7% as reported and 9% in constant currency, exceeding the high end of our constant currency guidance range by approximately 100 basis points, with orders again outpacing sales.”
“Working your way down the P&L, this guidance suggests a third quarter adjusted EBITDA margin in the 6%-7% of net revenue range.”
“Free cash flow for the quarter was $16.3 million, after $21.1 million of development capital expenditures.”
“We expect maritime vessels in service to decline modestly compared to fiscal 2026, expect significant growth in the NexusWave installed base that offers customers more value and drives higher ARPA.”
“Taken together, continued execution, accelerating demand, strategic capital deployment, and increased revenue visibility, we are confident in raising our full year 2026 revenue guidance to $275 million-$305 million, representing growth of approximately 66%-84% over last year.”
“Beyond that, I'm wondering if there, beyond 2027, if you see the potential for continued organic growth or if you think the structure could shift more to a higher returns, higher yield scenario, or what you're kind of seeing as the organic volume growth outlook beyond 2027.”
“As previously indicated, we expect there to be significant earnings growth in 2027 as the positive impact from the lease up of Penn One, Penn Two, and our other vacancies continues to take effect, as well as the positive impact of the recent acquisition of Park Avenue Plaza.”
“Together, with our previously announced $250 million share repurchase authorization, these measures reinforce our confidence in our long-term outlook and fortify Versigent's ability to meaningfully impact our customers, employees, and shareholders alike.”
“The increase in gas adjusted gross margin reflects the contribution from Maine Natural Gas of $8.7 million, higher rates and customer growth of $4.5 million, and colder winter weather of $1.4 million.”
“We believe 2%-3% annual new horsepower growth, a distribution yield approaching 8%, and an improving sub-4x leverage ratio represent a compelling and differentiated value proposition, one that we believe positions USA Compression competitively in the MLP valuation landscape and we anticipate will continue to improve as we move through the back half of 2026 and into 2027.”
“Within this, unsecured lending originations grew 38% year-over-year and 20% sequentially, with the latter reflecting a re-acceleration of core personal loan volume growth.”
“Radio expenses were down by 1.6%, or $500,000, driven primarily by lower revenue and lower bad debt reserves, lower expenses connected to revenue, sales commission, et cetera.”
“We now expect full year capital expenditures of approximately 8.5% of revenue, including the timing of our previously discussed investments in laboratory capacity and other growth opportunities to meet customer demand.”
“I can't remember if you did the last time when you guys talked about those programs, but did you give any sort of expected contribution or revenue outlook in 2026?”
“Over the past year, the size of our fixed maturity portfolio has grown approximately 16%, as improved underwriting profitability fuels growth in investment income.”
“restrictions on foreign-produced power inverters, the anticipated impact of regulatory actions, including actions by the FCC and the European Union on demand for our products, our current and our future inventory levels, charges and reserves, and their impact on future financial results, inventory supply and its impact on customer shipments, statements about our revenue, and adjusted EBITDA for the third fiscal quarter of 2026 and our revenue for the full fiscal year 2026.”
“I am giddy and grateful." With that foundation, we believe Travere is increasingly well-positioned as a leading rare disease company with the opportunity to positively impact the lives of significantly more patients, the potential to achieve more than $3 billion in peak annual FILSPARI sales, continuing to advance an exciting pipeline with multiple drivers of long-term value.”
“For the remainder of 2026, we expect our base business to perform in line with market expectations while recognizing that the Middle East conflict introduces a level of market unpredictability, and also the timing of planned and potential Neptune jobs in our growing pipeline could make a meaningful impact to our second half 2026 results.”
“Due to direct and growing customer demand, representing the scale of the market opportunity, and more importantly, our ability to capture it, we have updated our 2028 model to be $3.6 billion in revenues, $1.63 billion in gross profit, or 45% gross profit margin, and $1.2 billion in net profit, or 33% net profit margin.”
“Consolidated gross profit grew 19% for the fiscal first quarter, led by a 31% service gross profit growth.”
“We are bringing on individual lines in a phased manner, most of the margin benefit will be realized in 2027 and beyond as we continue to scale capacity to support demand and our long-term goal of achieving $2 billion in annual sales by 2030.”
“On an adjusted basis, Stoker's gross profit increased 41% to $61 million year-over-year, with gross margin down 600 basis points to 57% due to higher chain penetration.”
“We look at the sales capacity we have and the productivity of the team that we have, and we say we should try to go faster, especially because I think the team's building conviction that as we get to scale, we're going to see some of those flywheel effects where once you get to 3, 4, 5% market share and grow, we expect there to be tailwinds on top of funnel, on conversion, on win rate.”
“As Waleed noted, excluding the impact of PAD Aviation, we are raising the lower end of our full year 2026 revenue guidance to a range of $737 million-$757 million, representing growth of approximately 22%-25% compared to 2025.”
“As our other strategic initiatives kick in, 80/20 improvements, strategic growth in the portfolio that Lucian outlined where we're growing in the higher margin platforms, you could expect those margins to continue to mix up, progressing towards our 2028 targets that we laid out.”
“For the full year, we are revising SaaS revenue guidance to a range of $453 million-$457 million, and SaaS adjusted EBITDA guidance to a range of $42 million-$44 million.”
“Working capital decreased by ARS 186 billion, primarily due to the collection of the first prepayment installment of approximately ARS 140 billion from customers that contracted 5 million cubic meters per day of incremental firm transportation capacity.”
“Looking to the remainder of 2026, first half 2026 revenue, plus firm backlog and options for the legacy Tidewater fleet, along with the Wilsons backlog for the September through December 2026 period, represents $1.3 billion of revenue for the full-year, representing approximately 91% of the midpoint of our updated 2026 revenue guidance.”
“Lastly, our defense end market saw a double-digit revenue increase this quarter and continues to build backlog that will drive growth as we finish fiscal 2026 and head into our fiscal 2027.”
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This is a transcript-only, historically incomplete publication. Releases, filings, slides, consensus and price reaction are visibly marked as not joined; lower-evidence packets remain held instead of being inferred.这是仅基于电话会文本且历史覆盖尚不完整的发布。新闻稿、披露文件、演示材料、一致预期和股价反应均明确标注为未接入；证据不足的数据包会被暂缓，而非由推断补齐。