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 97–192 of 436.显示第 97–192 条，共 436 条。
“While we have a handful of client wins that have helped us since Q4 of FY 2025, the bulk of the strength in our commercial payments volumes has been from our underlying business in both domestic and cross-border portfolios, which we expect to continue well into the future.”
“Do you think that you're in a situation where you're right-sized on the 2H, 2026, 2027, demand outlook, or is there more trimming or even growth that needs to be done on the capacity side, just given the ebbs and flows of demand over the last 18 months?”
“Included in this outlook is our expectation that the size of our debt and preferred equity portfolio will continue to decline from $380 million at the end of the second quarter to approximately $250 million-$300 million at year-end due to successful repayments, opportunities to gain control of assets, and our disciplined underwriting where other capital uses offer superior risk-adjusted returns and growth.”
“Absent the receipt of any additional funding and inclusive of other outlook assumptions, our adjusted EPS could be negatively impacted by $0.20-$0.30, and cash flow could be negatively impacted by $150 million-$250 million.”
“Total fly ash volumes were up approximately 12% on a low base compared to the prior year quarter, while ready-mix concrete volumes increased 2.6% year-over-year, with Mid-Atlantic generating strong growth in non-residential applications while Florida volumes were impacted by project delays.”
“M&A becomes a little bit more of a drag on a margin perspective as we focus on integrating the Mexico acquisition, and it's a headwind of about 60 basis points.”
“We have increased gross profit by 8% to $260 million, and grew our adjusted EBITDA 11%, demonstrating discipline, cost control, and execution across our businesses.”
“EBITDA grew around 7% in the first half, while EBITA after lease increased close to 8%, supported by operational efficiency, cost discipline, and continued margin expansion.”
“We expect mobile to grow sequentially in the high teens range, supported by the seasonal ramp of new product launches at our largest customer, while broad markets is expected to grow approximately 5% year-over-year, representing approximately 39% of total sales.”
“My second part was on your overall real property same-store revenue guidance, which you maintained this quarter at 4.25% midpoint, and that compares to 4.8% that you've done year-to-date, which would imply a pretty meaningful slowdown in the second half of the year to 3.7%.”
“Exiting the year, HAMR-based products represented approximately 40% of our nearline exabyte shipment run rate, and we continue to invest in HAMR capabilities to support our mid-20% exabyte growth target while further enhancing profitability and capital efficiency.”
“Our non-GAAP revenue is down from $73 million down to $56 million, which had a direct impact on our gross margin and gross profit, down from 46.9% to 27.6%.”
“With high incremental margins in our benchmark products and disciplined expense management across the business, we were able to deliver 200 basis points of margin expansion, leading to EPS growth of 23%.”
“Net revenue declined 3.7% year-over-year to CAD 235.8 million, reflecting persistent demand softness and broader market headwinds.”
“Adjusted segment margin increased 50 basis points with strong incremental margin of 26.4%.”
“The sequential decline was primarily volume driven as purchase commitments declined 9%, while the 92 basis point gain on sale margin remained near the high end of our historical target range.”
“If you looked at the Rithm earnings today as of the end of 630, we had $2.1 billion of cash on liquidity.”
“Sales were at $216.8 million, up 6.9% from the prior year and above the midpoint of our guidance.”
“Providing some comments on each of our segments, our High-Spec Rig segment had a strong second quarter with revenue increasing 4%, supported by increased rig hours quarter-over-quarter and a modest rate uplift on the back of fuel surcharges passed along to customers early in the quarter to offset increases in our fuel costs.”
“We expect that our capital improvement strategy will drive significant rent growth and occupancy gains in 2026 and beyond.”
“Underlying our adjusted operating income margin expansion in the quarter was strong operating leverage, achieved with a modest adjusted OpEx growth of 6% on a reported basis and 8% excluding the impact from the Polymem sale and foreign currency.”
“Net yields were up 1.2%, which was 100 basis points higher than our guidance, driven by better-than-expected close-in demand, including strong onboard revenue primarily for Caribbean products.”
“Tier 1 service providers have improved, but more slowly than we expected, moderating our second half growth rate while increasing the backlog and opportunity in 2027.”
“Excluding interest on customer balances, TM dollars grew 3%, driven by continued strength in Venmo, credit, and Braintree, while at the same time increasing our growth investments this quarter.”
“Within our down 4%-7% sales guidance for total Pentair, we expect full year price to be up approximately 3%, with FX acquisitions and divestitures providing a net benefit of approximately 50 basis points, and the remaining change reflecting lower volume.”
“We now expect our non-comp expense growth for the year to be slightly higher than previous guidance and closer to 14% year-over-year.”
“Gross profit margin improved 242 basis points, driven by lower warranty expense and favorable leverage of fixed costs from increased sales volumes.”
“Against this backdrop, we reiterate our full-year comparable sales growth outlook range of 3%-4.5%, and our underlying adjusted EBITDA margin outlook also remains unchanged.”
“Of course, all of this hiring temporarily impacted earnings, which bottomed out in the third quarter of 2024, but we expected that.”
“Moving to key highlights, investment management gross sales increased 2% year-over-year and 13% on a trailing 12-month basis, supported by client demand for our investment capabilities and the strength of our distribution relationships.”
“I'm just curious how you're thinking about margin ramifications, maybe as you start with selling 2026 engines in the first half of next year, but then start to produce on the new engines and just how to think about margin impacts as you do that.”
“Just would be helpful to hear a little bit of color on the updated Vocational outlook relative to your, I guess, last quarter expectations, where you had effectively taken out $100 million-$200 million from the initial top line guide and then guided the margins to, I'd say, about 16%-17%.”
“If you then consider our expectations for Q3 and Q4 of what we have left to do, the contribution of those assets that we're selling in Q3, we expect to be $300 million in revenue and around a 10% margin or so, and $225 million of revenue in Q4 and around about a 10% margin or so.”
“OMA's second quarter adjusted EBITDA increased 6.6% to MXN 2.7 billion, while the adjusted EBITDA margin expanded to 75.2%, reflecting revenue growth and disciplined cost management despite continued inflationary and labor cost pressures.”
“Second quarter revenue was $3.5 billion, up 19% year-over-year; non-GAAP operating margin was 35%; and non-GAAP EPS was $3.61, all exceeding the midpoint of our guidance.”
“As we look ahead for the rest of 2026, we continue to focus on organic growth initiatives, further optimizing our financial performance, expanding our financial center network, serving our core customers and communities.”
“In the second quarter, Nucor generated net earnings of $1.2 billion, or $5.04 per share, exceeding the midpoint of our guidance range by $0.29.”
“The net interest margin was 2.74% in the second quarter, one basis point lower than the prior quarter, with the cost of deposits increasing one basis point to 125 basis points from the prior quarter.”
“Our top-line performance continues to be driven by our clinical business, which grew by 14% in the quarter as AUP increased 12% and volume exceeded our target and grew 2%.”
“For starters, 77 rig years of UDW backlog contracted during the first half of this year was, by a comfortable margin, the highest level seen in well over a decade.”
“We generated significantly stronger earnings than in the prior year quarter, grew loans across every business line, and expanded our net interest margin to 3.73%, an increase of 14 basis points from one year ago.”
“For the full year, we are maintaining our revenue guidance of approximately $0.5 million.”
“With all that said, acknowledging the volatile macro environment, given our strong first half performance and solid pipeline, we are confident that RPO will be towards the high end of our target of $2.62 billion-$2.68 billion, which represents a range of 18%-20% growth.”
“Transportation & Logistics segment revenue was up 18% year over year on a 16% increase in revenue per load and a 2% increase in volume compared to the 2025 second quarter.”
“You had a very strong sales through double digits, and if you exclude the CHF 20 million sales impact from the semi supplier issue, you would give an outlook of 1.5%-4.5% sales growth for Q2.”
“Lastly, turning to guidance, we affirmed our previous guidance range and assumptions last night with an FFO range of $3.49-$3.63 per diluted share and same property NOI growth range of 25-125 basis points.”
“Based on our year-to-date results and expectations for the balance of the year, including six fewer days in the fourth quarter, we expect to deliver at the high end of our prior revenue guidance with organic revenue growth of approximately 5%.”
“While guidance is roughly flat sequentially with results, it is up 75 basis points from gross margin guidance last quarter, benefiting from operating leverage on revenue growth.”
“Based on this planned trajectory, we expect to achieve 2028 EPS of at least $1 per share, assuming continued demand strength and an average of $3 /gal jet fuel price in 2028.”
“On a sequential quarter basis, net revenue growth was 5%, while adjusted operating expenses were essentially flat, generating nearly 500 basis points of positive operating leverage and a 300 basis point operating margin improvement in the second quarter, with operating margin expanding to 37.5%.”
“In addition to capitalizing on favorable market conditions, we continue to make progress on our long-term organic growth agenda, most notably through Customer-Back Innovation, or CBI, which contributed 3% to revenue growth in the first half, compared to 2.4% for full year 2025.”
“Adjusted gross margin increased 30 basis points year-over-year due to a higher margin revenue mix, and operating margin increased 290 basis points due to higher operating leverage.”
“This new guidance includes approximately 100 basis points higher organic revenue growth and approximately 50 basis point higher contribution from M&A, offset by a foreign exchange impact that is 80 basis points less of a tailwind than in the former guidance.”
“On profitability, we expect Adjusted EBITDA to be $720 million-$740 million, an increase of roughly one-third versus the $549 million we delivered in 2025 at a group margin of approximately 19%.”
“In the second quarter of 2026, we saw an acceleration of our growth rate as the Education segment RBR grew 8% compared to the second quarter of 2025, driven by strong demand for our digital and managed services offerings.”
“If CapEx used to be less than 2% of sales when we were converting at 100% of net income, what we're now pacing at 2.5%-3% of sales, which is going to have a natural headwind to that conversion rate, which is why we're anticipating kind of pacing around 90% for the next couple of years as we do continue to invest to support all of this growth that's out there in the market that we're talking about, that we do need to add capacity.”
“Shifting from the first half results to our full year 2026 and beyond expectations, the details and figures on slide 12 should look familiar to everyone, as we are reiterating all aspects of our financial guidance, including our expectations to deliver a nonlinear EPS CAGR over the 2026 to 2030 period at or above the top end of our 6%-8% long-term organic EPS growth target.”
“Given your free cash flow expectation has come in a bit lower now, how do you think about your potential to de-leverage the balance sheet over the next 12, 24 months if you have to continue investing in CapEx in response to improving demand?”
“For the full year, we expect RevPAR growth of 3%-3.5%, driven by continued broadening of demand growth across our system and strength in the U.S.”
“Moving to Slide 10, the Biopharma business performed in line with our expectations in the first half, delivering 5.4% revenue growth at constant currency and reflecting a more balanced growth profile we anticipated entering the year.”
“We expect to deliver a sales CAGR of 19% from quarter four 2026 to quarter four 2030, while growing earnings faster than sales with significantly higher returns on invested capital and substantially more free cash flow.”
“Given the timing of all the repositioning activities throughout the quarter, progress in net interest margin is also pretty impactful, as it improved 29 basis points comparing June versus April, with June net interest margin at 376 basis points.”
“Gross margin was 44.8%, contracting 70 basis points year-over-year, mainly reflecting the impact of selected price rationalization initiatives and a higher mix of lower price point SKUs in key categories as we begin to adjust behind the customer centricity stance described by José Antonio.”
“The gross profit margin was favorably impacted in the second quarter of 2026 by price, volume, and tariff refunds, which were largely offset by material inflation and the timing of tariff expense rolling off the balance sheet.”
“Ford Pro delivered a solid quarter despite significant headwinds, delivering $1.7 billion in EBIT on $17.8 billion of revenue, down 26% and 5% respectively, primarily due to temporary Novelis disruption.”
“The Assembly Solutions business grew 18% organically, supported by broad demand for higher reliability solder paste in Asia, and further enhanced by growth in engineered preform materials used in data center applications.”
“We expect GAAP gross margin to be within a range of 42%-45%, including approximately two percentage points of reciprocal tariff impact.”
“These targets represent an increase from our previous expectations of more than 20% growth and 20% OI margin, reflecting the acceleration we are seeing in this business.”
“Our year-to-date earnings performance keeps us on track to reach the high end of our operating EPS guidance this year, and we are confident in our long-term operating EPS growth rate target of 6%-8% through 2030.”
“These factors in aggregate are driving significant earnings growth with our raised guidance representing over 17% growth, which is among the highest in the sector.”
“Equally important, we converted that growth into record profitability, achieving gross margin of 41.5%, adjusted EBITDA margin of 25.4%, and adjusted diluted EPS of $0.74.”
“For the full year of 2026, we are revising our previous revenue guidance range to $3.715 billion-$3.755 billion, representing a 15% year-over-year increase at the midpoint.”
“While we are not providing explicit SG&A guidance, we continue to view the low $30 million range as a reasonable quarterly baseline, with the potential for some variability as we make targeted investments to support growth.”
“Lastly, as a reminder, we expect meaningfully higher cash flow from new demand charges of approximately $6 million per gigawatt per month as we energize the anticipated 14 GW of new load over the next five years.”
“As this business hits post IRA stability, we look forward to delivering consistent margin on what is now roughly $25 billion of premium revenue and successfully leveraging our greater than $60 billion in pharmacy spend through our partnership with ESI to deliver industry-leading cost structure to our state customers and members across lines of business.”
“We also have a clearer line of sight on our 2027 guidance given the change in strategy at NorthStar, and our introducing full-year 2027 guidance of $4.08 to $4.17, which maintains growth within our long-term guidance range of 6%-8% off of 2025 actuals.”
“To round out our 2026 assumptions, we expect capital expenditures of $65 million-$75 million, targeted working capital improvements of $20 million-$30 million, and maintaining SG&A toward the bottom of our targeted range of 6%-7% of net sales.”
“Our CCS segment margin was 8.7% in the second quarter, an improvement of 40 basis points, driven by strong operating leverage from significantly higher volumes.”
“Our forecast for FFO has increased by $8 million since we established initial 2026 guidance, which is driven by $5 million of outperformance during the first half of the year, and $3 million from the net impact from the acquisition of Mission Ridge, additional interest income, and an expected settlement agreement with a non-defense tenant to regain control of much-needed inventory in Columbia Gateway.”
“Our total company backlog, which excludes orders that we expect from long-term agreements with hyperscalers and colos, is now over $8 billion, up about 40% versus last year and up 20% sequentially.”
“Based on these assumptions, we would expect full-year net income margin to be approximately 5.4% at the sales estimate provided.”
“Over the same period, core net interest margin, which excludes net fair value mark accretion income, increased 5 basis points to 2.97%, aligning with the top of our guidance range provided last quarter.”
“Is this pace of acquisitions that you've achieved in the first half of the year, $164 million, does that feel like a reasonable pace as you're going forward, or is there an opportunity to increase how much money you're putting to work from an external growth perspective?”
“Based on currently available information, we anticipate the full year 2026 revenue impact related to new and lost business, as well as incentives, to be in the range of $50 million-$60 million.”
“On the strength of our year-to-date performance, as well as the visibility and confidence we have for our second half, we are raising our full-year revenue outlook to $3.9 billion-$4.2 billion.”
“On margins, and you should see margin help from deliveries of -10s and presumably some better pricing on more recent orders, but you're going to need to work through late penalties and supply chain risks.”
“Also notable is net sales growth of 3% year-over-year and an excellent adjusted EBITDA margin of 22.7%, up 30 basis points from the prior year period and the highest second quarter in many years.”
“We are also increasing the midpoint of our total company adjusted EBITDA guidance and now expect growth of 9%-12% for the full year, up from our prior guide of 8%-12%.”
“We are reiterating organic growth assumptions across all regions continue to expect organic tenant billings growth of approximately 1%, or approximately 4% when excluding DISH churn, and data center growth of approximately 15% year-over-year, which represents a significant acceleration versus our prior outlook of 13% growth.”
“Underlying demand has remained strong, and we are maintaining our full-year guidance of LYBALVI net sales in the range of $380 million-$400 million.”
“As we get into the fourth quarter and then on into 2027 and kind of crank up the volume on used, that will help the margin of parts and service because it's kind of gross profit with no revenue.”
“We achieved our target of $90 billion-$100 billion of AUM more than one year ahead of schedule and continue to see a strong pipeline for sustained growth.”
“Lastly, looking ahead for the third quarter results, we expect adjusted EPS of CAD 1.70-CAD 1.80, which would represent a 50% year-over-year increase at the high end.”
“In North America, gross margin was 50.2%, up from 49.5% reported in the prior year, reflecting the impact from our 2025 price increases and our prior year strategic cost savings effort.”
“Additionally, our non-GAAP operating margin of 8.0% and our non-GAAP diluted earnings per share of $3.31 both exceeded our outlook, driven by strong execution, mix, and disciplined cost management, as well as contribution from new product launch services or what we commonly refer to as non-recurring engineering services.”
“We expect Q3 non-GAAP total operating costs, which include cost of sales, to be between $119 million and $115 million.”
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