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 1825–1920 of 5581.显示第 1825–1920 条，共 5581 条。
“We're bringing those customers onto our system in the right way, protecting existing customers from cost shifts while mitigating stranded cost risk by utilizing a large load framework that ensures these customers pay their fair share of the investments required to support their growth.”
“Could we see that go back to growth in the post-2030 outlook?”
“Financial services gross margin as a percentage of revenue increased to 52.4% in Q1 of 2027 from 40.9% in Q1 of 2026.”
“Not saying that's going to be the case in every market, but as you have increasing demand and just few options for customers, it will lead to, I'd say, more meaningful rent growth and net effective rent growth that is not just a linear 3% a year.”
“We are also increasing our operating EBITDA margin outlook to a range of 22.5%-23.5%, reflecting continued sales growth and disciplined cost management.”
“Turning to our outlook for the top line, we've narrowed our outlook for full-year net sales a bit from low to mid-single digit growth previously to a revised projection of 2%-3% growth.”
“At the beginning of the year, our same-store midpoint outlook, including California, was revenue growth of 0.75%, expense growth of 3%, and an NOI decline of 0.5%.”
“Given our strong first half results and confidence in the underlying performance of the business, we are increasing our full year operating earnings per share guidance to a range of between $4.60 and $4.80, an 8% increase at the midpoint from our prior 2026 guidance.”
“We've increased our gross margin guidance to roughly flat for the year.”
“Our results were driven by 150 basis points from productivity programs, 110 basis points from our higher-margin acquisitions, combined with the impact of our successful portfolio actions, and 180 basis points from the combination of volume, price, and mix.”
“Rounding out our 2026 guidance, our CapEx guidance increases to $98 million-$108 million, from $73 million-$83 million, as we made incremental investment in our clearing infrastructure and opportunistically pulled forward hardware purchases for future service to lock in lower costs ahead of rising inflationary pressure in the space.”
“San Gabriel produced 2,800 ounces of gold during the quarter and began commercialization in the second quarter of 2026, marking its first contribution to Buenaventura's sales volumes.”
“As we look forward to the balance of the year, excluding community living-related cash flow impact, we expect to deliver approximately $600 million of annual operating cash flow.”
“Production of 71,243 BOE per day exceeded the high end of guidance, representing 11% growth relative to Q2 2025.”
“Together, we expect to scale faster and at a lower cost, transforming Ballard into an energy-as-a-service provider capable of lowering customer TCO and capturing revenue across the entire value chain.”
“In addition, we continue to scale our capital recycling program, agreeing to or closing sales that will generate approximately $2.2 billion of proceeds or $630 million net to BEP at strong results at or above our target returns.”
“We continue to scale our capital recycling program, agreeing to or closing sales that will generate approximately $2.2 billion of proceeds or $630 million net to BEP at strong results at or above our target returns.”
“Specifically in 2027, we would expect the full year margin to be between something like 29% and 30%.”
“Our gross margin dollars were $104 million, up 11.4%, and our gross margin percent expanded to 36.5% of sales, up 10 basis points.”
“Look, DexKo continues to outperform the market, as you say, in a softer volume environment, the margin improvements are strong and the cost optimization initiatives more than offset any weakness in those end markets.”
“We achieved adjusted EBITDA of $213 million, a decrease of 3% from the prior year, and adjusted EBITDA margin of 20.7% compared to 22.6% in the prior year, primarily due to less favorable product mix and ongoing operational challenges in Beauty and Closures that have progressively improved since the beginning of the year.”
“The other thing I would also highlight, because it's going to impact the profitability coming out of that fund, despite the redemption queue, just based on Q1 inflows and being under-levered in that fund, I would expect that when we get to the end of the year, our non-traded BDC will actually be larger at year-end 2026 than it was at year-end 2025.”
“In addition to these expense controls, we also saw contributions from our development program and capital allocation decisions, leading us to raise the midpoint of our core FFO per share guidance by $0.03 to $1.95, which represents year-over-year growth of 4.3%.”
“We reaffirmed our 2026 earnings per share guidance, which is a range of $5.25-$5.45, reflecting solid execution across our business during the first six months of the year.”
“The integration of EPOS remains on track, and our full-year outlook includes $80 million of 2026 sales.”
“We have a growing pipeline of larger deals, which we expect will result in a stronger second half of the year, and hopefully allow us to produce similar volumes as we did in 2025, although the exact time of closing is hard to predict in this elevated rate environment.”
“Moving to the P&L for 2026, we continue to forecast full year adjusted gross margin above 84% of sales.”
“Thus, Michelle, Yum China team, we are working hard to drive traffic, sales, and profit, all at the same time, and we target to maintain positive same-store sales growth in quarter three and deliver 15 quarter of same-store transaction growth as well.”
“Despite the deleveraging impact of temporarily depressed sales volumes, we believe Taco Bell's third quarter equity store level margins will range between 19% and 21%.”
“Collectively, Q2 results gave us the confidence to raise our full year 2026 revenue guidance by approximately $100 million on higher expectations for Print & Other.”
“First, I thought for the full year, margin outlook, based on what we delivered so far in the first half of the year and our expectation for the third quarter, we do expect to outperform our initial outlook, which was to improve OR for the full year by 100-150 basis points.”
“Looking at the individual components, rooms expense grew approximately 4% on a per occupied room basis, while food and beverage expenses grew at 3.3%, greater than the 1% growth in food and beverage revenue, which impacted F&B profitability.”
“From here, we see additional opportunities not in our base plan to invest and serve our growing customer needs, including ongoing and upcoming generation RFPs in Colorado and the upper Midwest, transmission investments in each of our operating companies, and generations to support 3 GW of data center demand that we added to our target plan on our Q4 earnings call.”
“Lower VMR is associated with a decreased risk of MASH, type 2 diabetes, and cardiometabolic disorders.”
“Just a reminder, I know you know this, but our Q2 margins and adjusted EPS were 200 basis points and $0.06 better than Q1, but it is still a far cry from what we expected.”
“Propel gives us the visibility to extend that horizon and target specific adjusted operating margins of approximately 30% at the enterprise level, approximately 35% in Health, Wealth & Career, and approximately 30% in Risk & Broking, all in 2028.”
“During the third quarter, we expect total Pressure Control revenue to be down approximately 10% as shipments from our Cactus International business reverts towards first quarter levels following a particularly strong second quarter.”
“In the second quarter, we achieved sales of approximately $1.4 billion and delivered adjusted EBITDA of $59 million with a $13 million favorable softwood lumber duty adjustment contributing to an adjusted EBITDA margin of approximately 4%.”
“Consistent with our stronger growth outlook, we are raising our adjusted EBITDA margin outlook to 6.9%-7.1%, representing an EBITDA raise in dollar terms at the midpoint of over $100 million compared to the previous outlook.”
“The sequential improvement of 70 basis points in gross margin was a good outcome, given the softer top line, and a sign that our product mix and cost discipline held up even as volumes were constrained.”
“As a percentage of revenue, employment expenses were 55.6%, or 53.5% excluding the discrete item, essentially in line with our outlook.”
“For the renewable diesel segment, we expect sales volumes of approximately 335 million gallons in the third quarter.”
“We generated $437 million in Adjusted EBITDA, representing a 61% margin.”
“In the next few minutes, you'll hear from John Payne on our growth outlook and activities, and from David Kieske on our financial results, liquidity, and updated 2026 earnings guidance.”
“With an all-in sustaining cost of $1,500 per ounce and a very conservative gold price of $3,300 an ounce, substantially less than today's price, the Mt Todd gold project will generate $300 million of free cash flow annually.”
“With this current performance in mind, with significant progress in debt reduction, we have increased our return on capital target in a range of 40%-60% of excess free cash flow, up from 40% previously.”
“For Afirma, we have increased our revenue guidance to approximately 12% to 14% year-over-year growth, driven by favorable year-to-date PPCs, ongoing ASP improvement, and an anticipated no result rate of benefit of approximately 3% for the year.”
“Based on these results and the significant momentum across the business, we're raising our full-year revenue guidance to $330 million-$340 million, which represents total revenue growth of more than 20% at the midpoint of our guidance range.”
“Again, we're trading risk-adjusted margin for volume, and for us to have losses down below 9% at Acima is real positive for us.”
“At Fiber Infrastructure, we expect revenues and contribution margin to be $1 billion and $575 million respectively at the midpoint for full-year 2026.”
“We are reaffirming guidance for full-year non-GAAP operating profit margin of 9%-11%, which assumes a slight year-over-year increase in ClearPath gross margin, targeted TS&S gross margin improvement of 100-200 basis points, and a $10 million-$20 million reduction in operating expense.”
“Given strong demand, share gains, and continued progress optimizing capacity, we continue to target $100 million of combined decking and railing growth in 2026.”
“Relative to the second quarter of 2025, total sales volumes were down slightly, primarily due to an earlier spring planting season, shifting some volumes into the first quarter, along with some weakening demand later in the quarter due to the elevated price environment for UAN.”
“We have accomplished a great deal strategically, including our Investor Day, where we detailed new higher Tyler 2030 targets, our convertible debt offering, which enhanced our financial flexibility, significant share repurchases, reflecting confidence in our long-term growth, and the acquisition of For The Record, which strengthens our leadership position in the Courts & Justice market.”
“Our EMC segment increased 1.4% in sales compared with the prior year, with gross margin improving 12.5% from 11.5% last year.”
“Second quarter adjusted EBITDA margin of 54.4%, increased by 43 basis points on a reported basis when compared to our 2025 full year margins.”
“Net revenue was $1.1 billion for the quarter, exceeding the upper end of our guidance and supported by strong demand for our high-end Leading with Science approach to water, environment, and sustainable infrastructure.”
“I'd expect EMEA will be under pressure for margins as we go into the second half, just given we've taken, again, Middle East is around 15% relative to that region, to that segment.”
“Looking ahead, we continue to expect Packaging to deliver full year sales growth of 3%-6% with operating profit margins in the 14%-15% range.”
“Our outlook calls for over 8 BCF per day of additional Canadian natural gas demand through 2035, driven by next-wave LNG, including Coastal GasLink Phase Two, industrial growth, and evolving power and data center load.”
“We are also holding our full-year EPS guidance of $2.20-$2.40, and expect Rail Products Group full-year segment margin to be in the 5%-6% range.”
“Total revenues were $1.2 billion, declining 5% year-over-year in the second quarter, impacted by lower WSE volumes when compared to last year, offset in part by insurance and professional service revenue pricing.”
“With a free cash flow breakeven of approximately $9,700 per day over the next 12 months, we believe our operating leverage provides a powerful platform for continued cash generation and long-term value creation.”
“MP ended the quarter with $599 million of backlog, up $232 million, or 63% year-over-year, supporting an updated full-year outlook of low double-digit sales growth.”
“Maybe for Jim, as we layer in that BMS expansion and $200 million of bookings in the quarter on top of the $350 million of TCV that was already earmarked for revenue in 2026, how much visibility and confidence do you have in hitting the implied $410 million of data revenue guidance, if that's even still the right number?”
“On a non-GAAP basis, excluding share-based compensation expenses, cost of revenues also increased by 24% year-over-year to $320 million.”
“Considering our year-to-date results, our presence in attractive end markets, largely supporting acute and emergent procedures, and durable demand for our capital products, we are narrowing our full-year guidance and now expect organic net sales growth to be in the range of 8.3%-9.3%, and adjusted net earnings per share to be in the range of $14.95-$15.10.”
“Second quarter domestic coke adjusted EBITDA was $42.5 million, and coke sales volumes were 878,000 tons compared to $40.5 million and 943,000 tons in the prior year period.”
“We expect fleet growth to average roughly 3%-4% over the next three years and potentially lower.”
“The Ram 1500 was a key driver of both volume growth and profitability in the quarter, with strong demand for the reintroduction of the legendary HEMI V8 engine.”
“Through the first half of the year, we've hit $16 million of committed enterprise technology revenue, and our pipeline exceeds another $16 million, firmly on track to exceed our initial bookings goal for this year of $25 million.”
“As we look to the rest of 2026, we expect to continue to drive additional shareholder value through both our organic and inorganic initiatives, including our ongoing efforts to expand capacity and deliver on increased data center demand, the integration of Neptronic and our other recent acquisitions, which further scale our HVAC platforms and strengthen our positions in key end markets, and an active pipeline of attractive acquisition opportunities.”
“This means that at half year our net income is up 44% over the prior year, and our operating ROE of 14.7% is at the upper end of our 12%-15% target range.”
“Just relatedly, how many Sphere experiences could we expect to be playing in the venue by the end of 2027?”
“Finally, free cash flow for the H1 of 2026 was $248 million, which is inclusive of the significant year-over-year increase in growth CapEx as we invest in high return opportunities across the business, including the Spokane expansion to meet robust sputtering target demand.”
“Looking towards the second half of the year, we anticipate this momentum continuing and now project our full year 2026 adjusted earnings to be near or at the top of our 2026 adjusted EPS guidance range of $4.50-$4.60.”
“We are confident that 2026 will be a year of meaningful earnings growth, supported by an improving rate backdrop and our enhanced ability to drive operating leverage.”
“Despite that headwind, SiriusXM gross profit increased 2% to $981 million, with gross margin expanding 1 percentage point to 61%.”
“We delivered another outstanding quarter, achieving record revenue of $451 million and gross margin above 50%, driven by continued growth across all our core markets.”
“Wholesale gross margin was 35.2%, up from 30.9% in the second quarter of 2025 due to higher average selling prices, a smaller negative impact from tariffs, and a lower penetration of private label.”
“Short-term uncertainty about Guinean bauxite export policy may create some volatility, but we remain optimistic about cargo volume in the second half of 2026 based on the sound demand drivers.”
“If you remember, we had a $20 billion-$22 billion per year guidance, and when we did the ARC transaction, we increased that to $24 billion-$26 billion.”
“We had our, I believe it was about 10% of our revenue in Q2, and we expect that number to grow over the next few quarters.”
“As we reported in the press release, we are increasing the midpoint of our adjusted operating cash flow guidance for the full year by about $50 million from a previous midpoint of $1.035 billion to now $1.085 billion for the full year.”
“Our mix headwinds eased throughout the quarter, our Los Angeles region business, which is generally our highest revenue per shipment, was still down about 2.5% in shipments per workday year-over-year.”
“Going forward, we remain focused on optimizing vehicle sourcing and inventory mix, vehicle pricing, and F&I product offerings to drive targeted levels of total GPU in the $3,100-$3,300 per unit range for full-year 2026, along with 12%-15% used retail unit volume growth.”
“For the second quarter, GAAP revenue was $114.6 million, net income was $30.2 million, and earnings per share was $0.42.”
“Net income for the quarter was impacted by a $15.7 million purchase accounting adjustment to cost of material sold, which reduced our gross margin and net income generation.”
“16 years ago, we anticipated the demand for specialty solutions from our retail broker clients and trading partners, and we led the structural changes that followed.”
“The company also is reiterating its full year 2026 outlook, which calls for revenue growth of 4%-6% and adjusted EBITDA margins of 12.5%-15.5% and is consistent with the goal of achieving the Rule of 20 for fiscal year 2026.”
“On our Q1 call, I said absent the macro uncertainty, guidance would have been increased at that time.”
“Automotive gross profit loss was $36 million, compared to a gross profit loss of $335 million for the same quarter last year, a $299 million improvement, primarily due to increases in delivery and production volumes, an increase in revenues related to automotive regulatory credits, and an IEEPA tariff refund receivable, partially offset by the ramp of R2 production.”
“While industry activity levels remained relatively subdued, RPC delivered sequential revenue growth and meaningful margin expansion driven by strong execution, improved job mix, technology adoption, and contributions from targeted investments.”
“In the second half of the year, we expect year-over-year global net sales growth to remain strong, but to moderate relative to the first half of 2026 as we annualize recent indication launches and face stronger prior year comparisons.”
“Our A-rated balance sheet remains a competitive advantage, with leverage comfortably within our target range of 5x to 5.5x, along with strong and growing free cash flow, Nearly full availability on our $1.5 billion revolving credit facility.”
“In the quarter, cost of revenue was $70 million, up 53% year-over-year, which includes thoughtful investments we're making in such areas as machine learning, site performance and safety, and ad targeting.”
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