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 1729–1824 of 5581.显示第 1729–1824 条，共 5581 条。
“I think that we still see the double-digit growth in the 2026 and 2027, but the acceleration will be after we see the ramp of the factories in U.S., the improvement of the utilization of one of our major customers in U.S., and also really the leading-edge ramp as they planned in factories in Korea and Taiwan.”
“Our gross margin for the third quarter was 52.8%, up sequentially and driven by strong revenue growth, even as we continue to make deliberate investments in new product offerings and manufacturing capacity that we expect to result in future margin gains as we accelerate growth and implement continuous process improvements.”
“Chicken delivered its seventh straight quarter of volume and net sales growth, with $488 million of segment operating income and 11.2% margin, a $40 million improvement year-over-year.”
“In terms of free cash flow, while we have not given formal guidance, we continue to target a free cash flow conversion rate in excess of 60%, normalizing for the impact of net payments related to the World Cup and UFC's rights deal with Paramount.”
“BRIUMVI net revenue guidance to $890 million-$905 million, and now expect approximately $950 million in total global revenue for 2026.”
“It also accelerates profitability and cash flow generation with expected annual cost synergies of $125 million, which we expect to realize within the first 12 months following the merger.”
“The disproportionate, I would say, majority of the diagnosed patients today are the diagnosed patients that are 25 and younger, of whom we expect there are about 6,000 that will be immediately addressable at the time of a potential approval.”
“We expect to drive operating leverage on this revenue growth with adjusted EBITDA growth of 24%-27% on a constant currency basis, which at current FX rates is expected to be EUR 360 million-EUR 368 million reported.”
“For app advertisers, cost per install declined 8% year-over-year, cost per purchase declined 18%, and app purchase volume increased 128%.”
“For the full year fiscal 2026, we expect consolidated net sales in the range of $3.725 billion-$3.733 billion, which includes approximately 30 basis points of favorable impact from foreign currency rates.”
“Given the solid performance in the second quarter, we're modestly increasing our full-year outlook for site leasing revenue, FFO, and FFO per share as compared to our prior 2026 guidance.”
“We are also raising our full-year 2026 revenue guidance midpoint to $8.154 billion, representing 82% growth year-over-year, an 11-point increase over our full-year 2026 revenue guidance from last quarter, and our largest ever full-year revenue guidance raise.”
“As we continue to navigate shifting demand trends, we are taking targeted actions to optimize our sales and marketing efforts while aligning our cost structure to preserve profitability wherever possible.”
“Turning to slide five, highlights of our second quarter results include record revenue of $360.7 million, up 28.8% year-over-year, contribution profit of $118.1 million, up 26.3%, and adjusted EBITDA of $48.8 million, up 54% year-over-year, and a record adjusted EBITDA margin of 41.3%.”
“In Q2, we delivered $1.6 billion of revenue, non-GAAP gross margin of 39.3%, and non-GAAP diluted earnings per share of $0.74, all above the midpoint of our guidance.”
“Our bus ticketing business delivered strong registered margin growth of 32.4% year-on-year in constant currency, supported by strong volume growth of 23.9%.”
“We continue to include in our guidance the belief that improvements to get back to profitability will start in Q4 2026, following the launch of our new product line, and we will be targeting improvements in earnings to continue into 2027 and beyond.”
“Based on the outlook trends Matt mentioned earlier, we expect ocean transportation operating income in the third quarter to be approximately 45% higher than the $147.4 million achieved in the third quarter of 2025, with our China service expected to be the primary driver of the year-over-year increase.”
“Looking ahead, as Jen will discuss further, with strong broad-based demand generally expected to continue, we are raising our full-year of 2026 guidance range to 3%-3.5% global RevPAR growth.”
“Because of our strong booking trends, we are raising our 2026 revenue guidance to a range of $830 million-$860 million, up from our previous guidance of $800 million-$850 million.”
“We generated Adjusted EBITDA of $35 million, and we achieved a Rule of 40 score of 132, further demonstrating our ability to generate robust growth and profitability.”
“We've delivered a meaningful reduction in net debt already this year and are making good progress towards hitting a 20% reduction in net debt, a target we increased with our first quarter results in May.”
“Turning to slide 18 and our 2026 financial guidance, I'll focus my comments on those guidance elements that have changed since our last earnings call.”
“Our adjusted EBITDA margin, which excludes the impact of stock-based compensation, declined 90 basis points to 19.4%, primarily due to the decrease in adjusted operating margin.”
“It also accelerates profitability and cash flow generation with expected annual cost synergies of $125 million, which we expect to realize within the first 12 months following the merger.”
“With regards to free cash flow, given the strong cash generation in the first half, we now expect full year free cash flow as a percentage of adjusted EBITDA to be approximately 70% as compared to our expectation of 65% at the start of the year.”
“For the third quarter of 2026, we expect net income to be approximately $165 million-$175 million, and adjusted EBITDA to be approximately flat at the midpoint with the second quarter at $310 million-$320 million, as expected higher revenues and volumes are offset by higher OpEx.”
“In Q2, revenue from our home insurance vertical grew 35% to a record $23 million, as we capitalized on strong monetization across high-quality traffic sources and secured increased budget from key carriers.”
“As many of you know, this is above our 2%-3% stated long-term growth target, and we are pleased and achieved these results by executing our strategy of growing earnings steadily, allocating capital thoughtfully, and improving the quality of the portfolio over time.”
“In financial services, segment net income in the quarter was $71 million, down versus 2025, mainly due to margin compression in all regions, higher risk costs in Brazil, partially offset by a lower effective tax rate.”
“This revenue grew to $5.6 million for the second quarter 2026, driven primarily by additional revenues due to sales of the IRRAflow product, as well as the introduction of our 3.0 operating room navigation software, which has positively impacted procedural volumes in the operating room during the three months ended June 30th, 2026, compared to the same period in 2025.”
“For modeling purposes, as you look toward 2027, on an annualized basis, we expect the medical businesses included in the sale to Nordic Capital to represent approximately $130 million of 2026 revenue at a margin that is modestly accretive to the Commercial segment average.”
“That operating leverage also translated into an adjusted free cash flow margin of 8% for the quarter, even as we continued to invest in infrastructure for 2027's committed demand.”
“We expect that there needs to be a net benefit for our current customers, and we want to ensure that there are protections in place for our current customers.”
“Adjusted EBITDA increased 12% to $62.8 million, outpacing revenue growth and reflecting strong operating execution, improved business mix, and the continued expansion of our higher-margin recurring businesses.”
“Importantly, while commodity cost inflation is creating a near-term margin headwind, we ultimately recover a substantial portion of these higher costs from customers on a six-month to 12-month lag.”
“Finally, we now project our 2026 CapEx will be in the $180 million-$195 million range, up slightly from our previous outlook based on accelerated investments to support growth ahead.”
“I am pleased to announce that given the optimism in the trajectory of our business, and particularly the semiconductor market, we are raising our long-term revenue target to $600 million from $500 million annually.”
“Cost of revenue was approximately $34 million, compared with $29.6 million in Q1.”
“Second, I want to highlight that we plan to publish our annual global outlook in September, a comprehensive report detailing our latest views on global energy demand and supply through 2050, which forms the basis of our long-term business planning.”
“For the third quarter, we expect SLS adjusted EBITDA to be approximately $45 million lower and earnings to be approximately $30 million lower than the second quarter of 2026, primarily due to the timing and mix of Real Estate sales.”
“As Bryan and Jarrett have said, this was another strong quarter for WisdomTree, with record average AUM, strong diversified net inflows, adjusted operating margin expansion to 42.6% for the second quarter, and EPS growth up 72% year-over-year and 15% from last quarter.”
“Secondly, clearly in some other markets, people would be talking about targets of 5 times EV to sales, rather than 5 times EV to EBITDA.”
“Finally, free cash flow for 2026 is now anticipated to be approximately CAD 1.8 billion versus our previous outlook of approximately CAD 2.45 billion as a result of lower EBITDA, higher CapEx, an incremental CAD 100 million in transformation-related restructuring costs relative to our Q1 update.”
“Based on the sustained average AUM and revenue trend in the first half of the year, we now expect full-year adjusted operating expenses, excluding carried interest expense, to be up 4%-7% over 2025's $4.6 billion.”
“Lastly, we're increasing our full year guidance to a range of $5.95-$6.05 EPS for 2026.”
“The acquisition is expected to deliver CAD 110 million per year in low risk, high-quality Adjusted EBITDA to our portfolio and is immediately accretive to free cash flow per share.”
“We expect fiscal 2027 sales to increase mid- to high-single digits over fiscal 2026, driven by high-single to low-double-digit organic growth with continued margin expansion.”
“FY 2026 Q1 sales increased 21% year-on-year to JPY 562 billion, primarily due to the impact of foreign exchange rates, as well as increased revenue from live events and higher streaming revenue in recorded music.”
“The number of companies facing significant 2028 and 2029 maturities and increasing rating agency pressure is larger than ever, and we expect the environment for our financing and capital solutions business to remain robust.”
“That's what's weighing down and gives us growth, in the margin going into H2, and obviously contributes to my confidence in the full year guidance for the GBP 640-GBP 685 overall group profit.”
“Finally, we expect working capital investment of approximately 10%-15% of revenue growth.”
“We expect foreign currency to have a $400,000 unfavorable impact on revenue compared to the third quarter of 2025.”
“We experienced a $0.22 increase in retail revenues, including a $0.10 increase from industrial demand, a $0.12 increase from additional cost recovery, reflecting the Seaside battery asset included in customer rates beginning in November 2025, and the distribution system planning recovery that began in April of 2026.”
“As I mentioned earlier, the volume growth that was embedded in our April 7th update and our 2026-2030 outlook was, again, in a bit of a historical sense.”
“Stock-based compensation in the quarter was $13.5 million, totaling $23.6 million year-to-date, or 12% of total fee revenues, consistent with our recent guidance.”
“During the first half of 2026, working capital increased by $183 million, reflecting our normal seasonal build, which we expect to liquidate in the second half of the year.”
“Those are certainly headwinds, but I think the guidance we gave you around growth in 2027 would be net of those headwinds.”
“If you do one final thing and look at our op margin guidance for the full year, which was 10%-10.4%, if you strip out the elements of the refund related to 2025, which are all the out-of-period elements, our guide would basically have us at 8.6%-9% on an op margin basis, with the midpoint being 8.8%, which basically means that's about a 50 basis point improvement from 2025, right?”
“In February, we set out how we plan to deliver our 2028 targets by pursuing disciplined growth, leveraging simplification, and actively managing our capital and risk.”
“We exited the quarter with net leverage of 1.2x, well below our target range of 2x-2.5x, providing ample flexibility to invest in growth and acquisitions.”
“For the third quarter, we now expect Power Delivery inclusive of Superior's results to generate approximately $1.6 billion in revenue, with EBITDA margins in the low double digits and full-year revenue of approximately $5.725 billion, with EBITDA margins also in the low double digits.”
“Looking ahead to the Q3, we expect segment sales to increase in the 3%-5% range versus the prior year, driven primarily by growth in the Household & Personal Care product line.”
“As disclosed last quarter, we had a one-time gross benefit of $52 million from IEEPA tariff refunds in Q2 that benefited cost of sales and was offset in part by a $28 million related refund to our customers that reduced our reported net sales by 3%.”
“Excluding the impact of any new tariffs, we expect full-year adjusted gross margin to be in the 47.5%-48.5% range.”
“Looking at the second half of the year, on the commercial and financial side, we remain on track for up to 10% revenue growth this year and also remain committed to improving our operational efficiency and achieving our new lowered cash cost guidance of approximately $4 billion.”
“We're increasing our 2026 guidance from a quarter ago for sales, adjusted operating margin, adjusted earnings per share, and free cash flow conversion.”
“Given these factors, we expect our third quarter adjusted earnings per share, excluding any restructuring or other one-time charges, to be between $2.50 and $2.60, including approximately $0.12 from additional tariff refunds we have already received.”
“As we align production with market demand, we expect to operate the segment at approximately 70% utilization during the third quarter, though prolonged low Rhine water levels could further impact operating rates.”
“Despite milder weather during the first six months of the year, we are currently trending in the upper half of our 2026 earnings guidance range while advancing the investments and customer solutions that support our long-term growth strategy.”
“Operating margins of 29.5% decreased 60 basis points from prior year, or 30 basis points when excluding the impact of cost pass-through.”
“At the midpoint of our guidance range, we assume that global industry production will be down less than 2% on a Lear sales weighted basis compared to 2025, down from 1% in our prior outlook, primarily due to lower production assumptions for China, partially offset by higher volumes in North America.”
“Helsi served 5 million customers this quarter, and revenue grew almost 36% year-over-year to $2.4 million.”
“Second quarter net sales in EMEA increased 13% year-over-year, driven by 7% volume growth, higher selling prices related to price actions taken during the quarter to offset raw material inflation, and favorable foreign currency impacts.”
“While record quarterly income is notable, I believe the across-the-board increase in margins and the 50% growth in net income on a trailing 12-month basis on lower amount of invested capital is far more indicative of the superb job done by management when it comes to maximizing long-term value of this great company and assets.”
“Although elevated risks in the Middle East and the path of monetary policy may create near-term volatility in mortgage valuations, we continue to believe the medium to long-term outlook for our target assets remains constructive, supported by favorable supply and demand dynamics.”
“With those efforts, we were able to achieve revenue and earnings per our guidance, with revenue of $20.5 million and earnings of $0.41 on a GAAP basis and non-GAAP earnings of $0.46 per share.”
“Starting with revenue, we now expect revenue growth of 4.5%-6.5%, 200 basis points higher at the midpoint, driven primarily by organic volume, reflecting a strong first half and healthy demand, particularly in the short to medium cycle side of the business.”
“Downstream earnings of CAD 787 million are up CAD 176 million from the first quarter due to higher margins, partially offset by planned turnaround impacts at the Strathcona refinery.”
“There have been a number of outages that are around, again, if demand were rising at traditional levels of 4%-6% per annum sort of growth rates, I think you'd see much tighter markets than today.”
“Same-store NOI growth has averaged 5.7%, same-store occupancy has increased to nearly 93%, retention has averaged nearly 90%, cash leasing spreads have averaged 4.1%, leverage is down nearly a full turn, and we have raised guidance every single quarter along the way, including by another $0.02 this quarter, driven by strong operations in leasing, a successful convertible bond offering, and accretive capital allocation.”
“Our updated 2026 guidance implies 6% core sales growth year-over-year in the second half, representing a significant uptick from approximately 1% core sales growth realized in the first half of the year.”
“We anticipate healthy growth in the near and medium term as our pipeline, which you all can see pretty clearly, provides a lot of visibility into the pace of our growth, which continues to remain strong.”
“Group revenue for fiscal 2026 grew 68.2% year-on-year to $238 million, reflecting the expansion of our operating platform, including the full year contribution from Ban Leong, alongside continued activity across our gaming distribution and publishing operations.”
“TEP is also in active negotiations for additional capacity at a second site in the range of 500 MW-700 MW and is continuing to engage with other large customers for additional growth opportunities.”
“As a result of the strong year to date and our bullish outlook, Federal will continue to lead the REIT sector as its only dividend king, a distinction of 50+ consecutive years of annual dividend growth, as we once again increased our dividend for a 59th consecutive year to $1.16 per share per quarter, or $4.64 annually.”
“real estate development revenue fee, the FCP acquisition-related comp expense, and professional service fees was about $4.7 million of lower net income, or about $0.06 per share.”
“In line with this profitability guidance, we expect net income of between $12 million and $18 million and free cash flow between $15 million and $25 million for the third quarter.”
“Recall that first quarter net interest margin included a 5 basis point impact of fewer accrual days in the quarter, putting it at 361, or 17 basis points lower than Q2 for comparative purposes.”
“We posted record revenue of $8.5 billion with 21% total revenue growth, 14% organic growth, and 23.1% margins, all better than the high end of our guidance.”
“From an earnings perspective, we delivered second quarter recurring earnings per share of $0.87, in line with our expectations, and we are reaffirming our long-term EPS growth guidance of 5%-7%.”
“Other growth initiatives include targeted savings opportunities for eligible customers through programs such as teenSMART, both of which Tim will discuss shortly.”
“Our CAD 41 billion backlog provides a clear runway for growth through the decade, supported by a disciplined focus on low-risk, accretive brownfield investments.”
“We told you that we had about a $30 million headwind last year relative to 2024 with the drop in the textile business, which was a combination of a weak market, made even weaker by tariffs, impacting demand and our price point going into China.”
“Revenue increased to $487 million, up from $452 million in the prior year period as a significantly higher realized gold price of $4,379 per ounce, more than offset lower sales volumes.”
“We estimate the World Cup contributed approximately 90 basis points to our second quarter RevPAR growth, and we now expect it to contribute approximately 30 basis points to the full year, which is modestly above our initial estimate of 20 basis points.”
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