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 1537–1632 of 5581.显示第 1537–1632 条，共 5581 条。
“Second quarter recurring revenue was $363 million, up 3% year-over-year as reported, and 2% in constant currency, which was three points above the high end of our outlook.”
“Despite the prior year benefiting from significant favorability in workers' compensation adjustments, PeopleReady segment profit margin was up 260 basis points year-over-year, driven by targeted cost actions and improved operating leverage as revenue increased.”
“It's we need to be competitive in the market on the price of our product to our outbound customers and fuel increases that can apply some short-term pressure on the margin rate, something that we are confident we have a plan to address for 2027, as I said.”
“However, the sudden surge in demand for fiberglass pools caused our ramp-ups to be more pronounced compared to prior years, resulting in approximately $2.8 million of incremental costs in the quarter, which represented a gross margin headwind of approximately 140 basis points.”
“Reflecting that, our latest estimate for Q3 net sales is approximately $71 million, gross margin of approximately 47.8%, and adjusted EBITDA margin of approximately 15.2%, each respectively at the midpoint of our full-year range.”
“This subsidiary was expected to generate revenue of approximately EUR 30 million in fiscal year 2026, and the transaction is expected to be accretive on the full year margins.”
“Given the significant increase in our full year 2026 revenue expectation over the past six months and our visibility into future demand, we are increasing our CapEx guidance to $130 million to $140 million, which is a $30 million increase from prior guidance.”
“We've also increased our growth capital guidance at Marigold from $48 million-$65 million as we accelerate spend to facilitate longer-term growth initiatives at the site.”
“Today, we have more than 40 design win projects that have reached mass production, several of which we expect will each generate more than $4 million in annualized revenue beginning in 2027.”
“Operating income of EUR 655 million was EUR 25 million above our guidance of EUR 630 million, delivering on operating margin of 13.7%.”
“We demonstrated strong operating leverage in the quarter as adjusted EBITDA loss improved 27% year-over-year, dropping 60% of our revenue growth down to the bottom line.”
“We expect further margin expansion over time as we work through the inventory revaluation headwind and benefit from improving revenue growth, the impact of actions already taken to right-size our manufacturing capacity, and our Ortho 360 operating model.”
“We expect Niktimvo margin contribution, defined as a collaboration revenue recorded by Syndax as a percentage of Niktimvo net sales, to continue to be in the 25%-30% range in the near term and increase longer term as sales grow.”
“Sales grew there by $4.4 million or 4.8%, reflecting some impact of currency conversion, but also continued sales growth of 2.3% in local currency, even though we were up against a difficult comparison where last year had very robust orders in the first half of the year.”
“Current quarter revenue was impacted by a reversal of revenue from the Q1 of $1.2 million, driven by a change in our assumptions within certain milestone payments connected to our SK On research and development license agreement.”
“Are you already seeing an impact on backlog, awarded orders or even revenue, or is that all 2027 and beyond?”
“We saw an $11.3 million in revenue growth attributable to increased product demand in the U.S.”
“Even when excluding the $16 million of tariff-related refunds we received in the quarter, which drove about half of the adjusted EPS upside, our pro forma adjusted operating margins were still above the 27% assumption in our guidance.”
“We expect G&A expense of approximately $43.5 million in the third quarter of 2026, and now expect G&A expense of between $170 million and $172 million for the full year 2026, as we continue to prudently invest in key growth opportunities, such as the Revolve namesake label, physical retail, and the Cardi B joint venture.”
“During the quarter, Green Valley Ranch Hotel renovation reduced the available room night inventory by more than 21,000 room nights, impacting both revenue and profitability across both divisions.”
“Software & Control margin of 34.8% was up 320 basis points versus prior year and was higher than our expectations, driven by strong sales volume, partially offset by inflation.”
“By the way, the change to the guidance, before I turn it over to Dave, was we increased the contract revenue from $20 million-$30 million range to approximately $30 million, as we've seen strong contract revenue come in in the first half of the year.”
“We continue to focus on profit flow-through and adjusted EBITDA growth of 6%, outpaced service revenue growth of 5%, consistent with our continued focus on operating leverage.”
“Evkeeza contributed $21 million, representing 50% growth over the second quarter of 2025 as demand continues to build following launches in our territories outside of the United States.”
“With a strong performance, EPS for the second quarter of 2026 was $1.98 per diluted share, and our free cash flow was $55.9 million, representing a 31% margin compared to 20% in the prior year due to fluctuations in working capital.”
“At the midpoint of our updated guidance, we now expect to deliver 18% net sales growth, over 20% adjusted EBITDA growth, and adjusted EPS growth of 35% for the full-year.”
“We have also increased our planned sales force at launch to approximately 40 sales reps at the upper end of our prior guidance.”
“Between the higher output volume, our improved marketing discipline, our licensing momentum that David talked about, and then the visibility into our slates for 2027, we feel good about studios sustaining its profitable path, and being not just sort of a one-quarter pop, but a growth driver for us as well as a profitability driver.”
“For 2026, we expect to spend approximately $180 million-$190 million on core CapEx and approximately $75 million-$85 million of CapEx on growth and ROI projects.”
“In addition, reflecting the strength of our replacement cycle, we now expect to complete approximately 40 replacement sales at the midpoint of our full year revenue guidance, with an average selling price of approximately $300,000-$325,000.”
“Gross profit increased by $7 million to $95 million in the third fiscal quarter of 2026 versus the same period one year ago.”
“We were at 2.1% for the quarter, again, above the midpoint of our customer growth guidance range.”
“Product revenue totaled $529.7 million, a 0.6% increase from last year's first quarter, led by continued strength in security and networking, as demand in both areas continues to benefit from increased AI adoption.”
“As we saw in the first half of 2026, we continue to expect modest headwinds from cost of revenue as a percentage of revenue in the second half as a result of the investments in areas such as additional GPU capacity, as well as the impact from the inclusion of tvScientific.”
“Our second quarter PAPZIMEOS revenue grew from the first quarter by $31.5 million as we saw demand for PAPZIMEOS continue to build as the second quarter progressed.”
“Referring again to the waterfall on slide nine, for the second quarter of 2026 versus 2025, net energy margin rose by $0.08 per share, driven by higher generation volume, higher capacity prices, and higher gas operations, partly offset by the absence of both zero-emission certificates and the LIPA-related fuel and energy management fees.”
“This change is reflected in our guidance and will result in an increase to adjusted EBITDA margins in fiscal 2027 of approximately 120-140 basis points, which is dependent upon our overall business performance and timing and volume of sales and client implementations.”
“As we move forward for the remainder of 2026, we expect the delta between volume and revenue growth to narrow with the recent lapping of third GPO.”
“We are initiating an adjusted diluted earnings per share guidance range of $5.68-$6.08, which excludes the after-tax impact of the PVC pipe legal settlement.”
“Q2 revenue was $60.5 million, an increase of 1% compared to last year's second quarter, driven by 11% growth in subscription revenue, partially offset by a decline in hardware revenue due to the fact that significant hardware revenue had been pulled forward into Q1, which we discussed with you last quarter, as well as a decline in perpetual maintenance revenue as customers continued to move to term licenses.”
“I want to emphasize that we remain in the very early days of the off-lease inflection, and we expect to see year-on-year growth in off-lease volumes throughout the remainder of 2026 and beyond.”
“As additional guidance on the application of the One Big Beautiful Bill and the Inflation Reduction Act of 2022 has become available, we've continued to evaluate the impact of the tax legislation, particularly as it relates to acquisitions and bonus depreciation.”
“We're lowering our full-year same-store expense growth outlook by 140 basis points to about 2.1% at the midpoint from 3.5% originally.”
“We expect revenue to be in the $505 million-$525 million range, we expect margins to improve materially from what we just reported to close to 30%, potentially touching 30%.”
“The business ended the quarter with 2.45 million customers, up 8% year-over-year, and continues to deliver growth well ahead of the pace assumed in our long-term outlook.”
“During the Enpro 3.0 horizon, we are targeting mid-single-digit organic growth in Sealing Technologies, while at AST, we are targeting high single-digit to low double-digit organic growth, with both segments capable of generating 30% adjusted EBITDA margins, ±250 basis points through 2030.”
“Finally, NMFC is paying a cash yield of 15% at Friday's closing stock price, which is a level that is approximately two times as high as high-yield bond index averages, and with a dividend which we feel is sustainable based on the anticipated earnings power of the portfolio for the foreseeable future.”
“Based on performance for the first nine months, we're tightening our fiscal 2026 NFEPS guidance range to $3.52-$3.62 per share, narrowing the range while increasing the midpoint.”
“With our outperformance this quarter and the confidence we have in our customers' execution, we are raising the fiscal 2027 adjusted EBITDA guidance by $10 million from $715 million-$725 million to the new guidance range of $725 million-$735 million.”
“In fact, through May 2026, revenue from our China cross-border channel had already exceeded the revenue generated by that channel for the full year 2025.”
“Q3 total revenue guidance assumes a $10 million negative impact from Tinder's user experience test and product changes, and a $15 million negative impact from lower Azar direct revenue as a result of the required app redesign.”
“Demand for what we do has never been higher, even as builders continue to navigate a fourth consecutive year of mortgage rates above 6%, elevated incentives, and a full-year 2026 delivery guidance moving lower across the largest public builders.”
“We have raised and narrowed our full-year revenue guidance range to be between $66.3 billion and $67.3 billion, representing growth of 2%-4%, including a positive impact from foreign exchange of approximately one percentage point using mid-July rates.”
“We expect a substantial step-down from Q2 to Q3, a deceleration of about 10 points of gross profit growth from Q2, driven by 2 points-3 points related to the last large renewal that we expect to sign in Q3.”
“The expansion of this strategic growth platform remains on track to enter service at the end of the fourth quarter, and we anticipate volumes to ramp quickly, supporting our run rate expectations for 2027.”
“This morning, MPLX announced it is increasing its 2026 capital growth spending outlook by $500 million to $2.9 billion.”
“For the full year 2026, we are reiterating our revenue guidance range of $347 million-$357 million, representing over 24% year-over-year growth at the midpoint of $352 million, excluding the impact of the Maximum Effort divestiture.”
“Other non-operating expense decreased to $2.9 million as compared to $4.9 million for the prior year period, primarily reflecting a decrease in interest expense from modestly lower interest rates and borrowings, and an increase in interest income on higher cash balances.”
“We currently estimate a tailwind of about $0.15 from the impact of foreign currency translation on full year 2026 adjusted EPS, based on current exchange rates.”
“Legacy gross profit margin was 27.4% compared to 32.8% in the second quarter of 2025, down 540 basis points year-over-year amid a choppy spring selling season, primarily reflecting market-driven volume decline and the related unfavorable fixed cost leverage, unfavorable product mix, and material freight and personnel inflation, partially offset by our continuous improvement efforts and favorable average selling price driven by tariff pricing.”
“As Ynon Kreiz said, we are reiterating our full year guidance for 2026, which includes net sales growth of 3%-6% in constant currency, adjusted gross margin of approximately 50%, adjusted operating income of $580 million-$630 million, and adjusted EPS in the range of $1.27 and $1.39.”
“We continue to expect go-forward portfolio centers NOI growth for the full-year 2026 to increase at least 3% over 2025 and to accelerate meaningfully in 2027 and 2028 as the SNO pipeline tenants continue to open and begin paying rent.”
“We expect that momentum to continue as strategic WAVES sales were up nearly 35% year-over-year in the quarter, which is a nice precursor to future revenue.”
“As we exit 2026, we expect the business to be operating at a revenue run rate of more than $200 million, with gross margins above 75% and EBITDA margins above 40%.”
“While it's still early in the enrollment season, given the current environment, we expect full year FY 2027 revenue per enrollment to be relatively flat to up slightly versus FY 2026.”
“LeMaitre's Q2 organic revenue growth of 10%, consisting of 7% price growth and 3% unit growth, was impacted by the Q2 2025 stocking orders following our package relating catheter recall.”
“On a full year basis, we expect revenue to be in the range of $1.04 billion-$1.1 billion, which represents a 21% year-over-year growth at the midpoint and marks an important milestone of exceeding $1 billion in revenue for the first time in the company's history.”
“We delivered a homebuilding gross margin of 19.8% and an adjusted homebuilding gross margin of 23.2%, both of which were above the midpoint of the increased guidance range we provided on our last call.”
“As a result, I'm pleased we can raise the midpoint of our 2026 revenue guidance by $100 million, raise the midpoint of our EPS guidance by $0.05, and raise operating cash flow guidance by $50 million.”
“Pull-through weighted rate lock volume came in within the guidance we issued last quarter of $5.75 billion-$7.75 billion and contributed to adjusted total revenue of $308 million, which compared favorably to $299 million in the first quarter.”
“Gross margin also reflects $300 million in impairment charges associated with inventory optimization actions, offset by a reduction in loss on firm purchases commitments as a result of lower volumes.”
“As Eric mentioned, we continue to be on track to meet our previously reported full-year 2026 revenue goal of approximately 15%-20% of organic revenue growth and approximately 100 basis point improvement in adjusted EBITDA margin performance from our reported 2025 operating results.”
“Key drivers of the year-over-year improvement in GAAP net income include a $20 million increase in earnings from operations, reflecting strong growth in revenue and gross profit.”
“As we enter the heart of the construction season, we expect H2 contracting service margins to improve year-over-year, while we execute on our $1.2 billion of backlog, benefit from the timing of project bonuses, and collect on fuel escalators.”
“In addition, our board has increased the quarterly common cash dividend by 12% over the prior year, supported by our strong operating performance, earnings growth and rising taxable income, and confidence in the company's long-term growth outlook.”
“Our results this quarter give us high confidence in our commitment to achieve positive free cash flow in the second half of 2026 and free cash flow breakeven or better for the full year.”
“We anticipate continued RILA sales growth resulting from our June launch of Market Link Pro 4 and Market Link Pro Advisory 4.”
“We picked up probably $25 million in our latest update of top-line guidance of additional sales based, we think, mainly on our ability to really perform against customer expectations.”
“Taken together, our backlog visibility, integration efforts, and continuous improvement initiatives gives us confidence in realizing our second half 2026 forecast and achieving our longer-term financial targets, including an adjusted EBITDA margin of 20% in 2028.”
“Just for everybody's benefit, you'll recall that in fiscal year 2025, we increased our margins by 110 basis points, and in fiscal year 2026, at the midpoint of the guidance that we've provided, that'll represent another 90 basis points of margin expansion.”
“Turning to guidance, we are reaffirming our full-year Same Property NOI growth guidance range of 3.25%-4.25%.”
“For 2026, we expect revenue at or above $6.375 billion, which is updated from last quarter and is FX neutral growth of 1%.”
“This increase equates to an additional $2.5 million of NOI as compared to our original guidance and is based on our outlook for same-store revenue growth, which we affirm at 1.7% for the full year and our expectation for lower operating expenses during the second half of the year.”
“Our focus for the rest of 2026 is pure operational discipline, hitting our delivery targets, converting our premium backlog, and driving repeatable, transparent execution for our customers and public shareholders.”
“For the third quarter of 2026, we expect revenue of $265 million-$295 million and adjusted gross margin between 37.5% and 40.5%, factoring in the ongoing impact from tariffs of about 150 basis points.”
“Revenue totaled $245 million and adjusted EBITDA totaled $48 million, both at the high end of our guidance ranges and representing an adjusted EBITDA margin of 20%.”
“Free cash flow was $144.7 million or 25% of total revenue, marking our entry into the FY 2029 targeted range we outlined in February and reflecting the operating leverage embedded in our model.”
“For Food & Industrial Ingredients—U.S./CAN, we expect net sales to be down low single digits and operating income to now be down 20%-25%, driven by Argo's operational headwinds in the first half of the year.”
“As a result of the increased revenue and the benefits of the GE HealthCare restructuring and other initiatives, we generated approximately $8.6 million in adjusted EBITDA of this quarter, representing a 7.6% increase over the prior year and resulting in an increase of more than 1% in our EBITDA margin, which came in at 23.4%.”
“Most notably, we successfully executed an upsized $402.5 million exchangeable notes offering, demonstrating strong investor demand and providing substantial growth capital.”
“We're updating our full-year revenue range to $4.7 billion-$4.745 billion, an increase of $5 million at midpoint, net of a $20 million increase in operational performance, offset by a $15 million headwind from updated foreign currency effects.”
“Excluding the impact of approximately $1.5 million in IEEPA tariff refunds recognized in cost of sales in the quarter, our gross profit margin was 60.7% in the second quarter of 2026, compared to 60.8% in the prior year quarter.”
“Moving to the P&L items themselves, revenue increased approximately 81% year-over-year to $74.9 million, while cost of revenue increased by approximately 23%.”
“Lastly, revenues from our legacy credentialing and scheduling products, excluding the impact of the $2 million catch-up, approximated $7.4 million of our second quarter revenues and declined by $1.3 million or 15% compared to the second quarter of last year, as we continue our efforts to migrate customers from those solutions.”
“Regarding the operating income improvements in 2026 from our value creation initiatives, we expect approximately 40% of the in-year operating income improvement to originate from the gross profit initiatives and 60% from G&A expense savings.”
“Commercially, WAKIX delivered record quarterly net revenue of $261.3 million, up 30% year-over-year, up 21% compared to last quarter, signaling a decisive rebound from the seasonal headwinds we discussed on our first quarter earnings call.”
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