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649 verified call records份已核验电话会记录 · 7788 exact facts条精确事实 · 2026-10-26 → 2026-11-01
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 1921–2016 of 6702.显示第 1921–2016 条，共 6702 条。
“I am also pleased to report that we have achieved positive adjusted EBITDA and came in at the top end of our guidance range in the second quarter due to continued growth, strong MLR performance on our risk contracts, and operational efficiencies as we scale.”
“We kicked off our fiscal 2027 year with outstanding financial results, robust and balanced fundraising, and a healthy pipeline that gives us visibility for continued earnings growth.”
“EBIT margins for Healthcare in the quarter increased 60 basis points to 24.8%, with volume, pricing, positive productivity, and favorable mix somewhat offset by inflation, investments in the business, and tariffs.”
“Our revenue, excluding the impact of currency and the Mexico Manufacturing Agreement related to the sale of the Control Devices business, grew by nearly 8%.”
“At Sempra Texas, we had $138 million of higher equity earnings from new base rates, including interim rates, the UTM, higher invested capital and customer growth, partially offset by higher depreciation, interest expense, and O&M.”
“Sprout delivered another strong quarter with revenue of $123.8 million, representing 10.8% year-over-year growth, and we closed out the quarter with a non-GAAP operating margin at 12.9%, up 370 basis points year-over-year.”
“Retail propane gallons sold in the third quarter were 70.6 million gallons, a decrease of 1.8% compared to the prior year, primarily due to the impact of seasonally warm weather in April on heat-related demand, which was substantially offset with customer base growth in our agricultural, industrial, and national accounts customer segments.”
“Our customers are clearly, as they are taking on the risk of commodity exposure into that market over the next 20 plus years, are much more acutely aware of their views of the outlook of that market.”
“Securities operating revenues were up 24%, as average daily volumes increased 33% versus the prior year, and the average rate per million increased 9%.”
“Same-store operating margins of 67.3%, up 150 basis points year-over-year, NOI growth of 9.4% in our Canadian joint venture properties year-over-year, 14% growth of the recurring revenue stream for our managed REIT platform, the acquisition of a three-property portfolio of high-quality self-storage properties at a high 5% cap rate, the deployment of approximately $16.3 million of bridge capital at a double-digit yield, an organic reduction to our cash flow leverage to 6.2x, and finally, sector-leading FFO as adjusted per share growth of 17.6% year-over-year.”
“We generated $467 million of adjusted free cash flow, returned $137 million to stockholders, and have now actioned approximately 95% of our merger synergy target.”
“We are lowering our revenue outlook to $280 million-$290 million by reducing the top end of the previous guide, reflecting continued pressure on year-over-year device sales.”
“Jyoti, as I shared, we're focused on all of our customers, and since 2024, SIGA has handled and been responsible for the sales, marketing, distribution, and manufacturing of TPOXX in all of our international markets, even though the Meridian agreement didn't officially expire until May.”
“Our ability to deliver this growth in 2026 and beyond is grounded in the same three strategic priorities we've discussed during our last few calls, which include driving adoption among new surgeons, increasing penetration in our existing customer surgeon base to increase procedural volume, and adding products to our portfolio to address the unmet needs of patients and surgeons.”
“Overall, our comparable portfolio, excluding Andaz, saw expense growth for all costs increase 4.4% on an absolute basis during the quarter, or 3.6% per occupied room, which led to 100 basis point headwind to margins.”
“Nordion's Q2 2026 revenue was up 15.8% to $49 million or 16.7% on a constant currency basis versus last year, primarily driven by increased volume mix of 13.6% due to the timing of Cobalt-60 harvest schedules, along with pricing benefits of 3.1%.”
“On the NVIDIA partnership, and the GB300 capacity under the management, what kind of customers are you targeting to fill that capacity, and can you frame how much of it you expect to be contracted, like take-or-pay versus sold on demand?”
“We also expect reported gross margins slightly above 45%, driven by 100 basis points of net margin expansion from operational efficiencies, including synergies and operating leverage, partially offset by the impact of Tempur Sealy's pricing actions, which are intended to neutralize commodity inflation, but are margin dilutive.”
“Within the guidance, the estimated impact of disruption is between 200-300 basis points of comparable sales, 100-150 basis points to restaurant level margin, and $7 million-$10 million in EBITDA.”
“Total revenue less transaction-related costs as a percentage of total revenue increased 240 basis points to 63.5%, which is at the upper end of our 55%-65% target range.”
“As such, we are lowering our full year 2026 revenue guidance from $26 million to a range of $9 million-$10 million, and we are matching this revenue update with real cost discipline across the second half operating and capital expenses.”
“This was another strong quarter for Senseonics, we are once again raising our full year 2026 global net revenue guidance now to $62 million-$66 million from $60 million-$64 million, representing year-over-year growth of about 80%.”
“We have increased our third quarter adjusted EBITDA guidance to $90 million-$105 million, reflecting the contribution of the GESA acquisition, as well as our expectations for continued execution.”
“We said we were entering the year from the strongest position since our inception, that we expect our momentum will carry through 2027 with continued operating efficiency and cash flow improvement, allowing us to achieve initial stabilization of our existing assets by 2028.”
“Before shifting to our outlook, we should note that our earnings release in 10-Q will provide further details on our financial and operational performance during the year.”
“At the same time, domestic iron ore production fell by 6.5%, while stockpiles have declined from Q1 highs, indicating healthy demand going forward.”
“We will continue to execute on these supply chain initiatives, but given that the industry supply chain dynamics remain fluid, we think it is prudent at the midpoint of the year to maintain our 2026 adjusted free cash flow guidance of $270 million-$300 million.”
“The rationale is that patients with Type 1 diabetes still have C-peptide and still can make insulin even after 100 days, and that there's a tremendous unmet need and demand in the T1D community to be able to treat a patient after this window of diagnosis that's been created by clinical trial protocols.”
“Gross margin of 57.1% came in at the high end of our 56%-57% range, due primarily to favorability in our average booking fee, driven by bookings mix and revenue growth in higher-margin payments and media products.”
“Based on our current transaction pipeline and sales closed quarter to date, we expect an adjusted EBITDA contribution in the third quarter of $25 million-$35 million.”
“We do have embedded within the outlook incremental $3 million-$5 million of headwinds given some weak demand and rising carrier costs within last mile.”
“We maintained adjusted EBITDA margin at 32.1% and overcame headwinds associated with event-driven landfill volumes received in the prior year.”
“Then finally, beyond the list of programs on slide 19, could you remind us about pipeline and product opportunities for your portfolio, including specific products that you could announce initiation of new studies for over the next year or so?”
“Next quarter, we expect recurring service revenues to remain consistent at approximately $45 million as enterprise values at our managed equity REITs continue to improve, offset by acquisition fees recognized in the current quarter.”
“We expect to file the sepranolone IND by year-end 2026 as well, and to initiate phase II proof of concept study upon an IND clearance.”
“For fiscal 2027, we expect constant currency revenue to increase mid-single digits to last year on a 52-week comparable basis, now centered around 5% to 6%, up from 4% to 5% previously, reflecting our better-than-expected first quarter results and continued brand momentum despite a volatile global operating environment.”
“With that context in mind, we expect adjusted revenue to be between $2.5 billion and $2.7 billion in the third quarter.”
“Included in total revenues was service and fee revenue of $174 million, which increased $27.8 million year-over-year, further comprised of increases of $5.7 million in investment banking and brokerage fees and of $30 million in management fees from carried interest in funds that own SpaceX, partially offset by $5.8 million in lower telecom and other revenues.”
“The Transocean team again delivered exceptional operational performance in the second quarter, beating our guidance on both revenue and cost and generating a solid adjusted EBITDA margin of 32%.”
“Non-GAAP operating income, which excludes impairment and other net charges, was $20.2 million compared to $20.8 million, with margin at 32.1% of segment revenues compared to 33.3%.”
“As we discussed on our prior call, we expected strong year-over-year revenue growth in the first half of 2026, driven by the previously announced Novera purchase orders we received late last year and earlier in 2026.”
“These risks are described in the Risk Factors and the Management's Discussion and Analysis sections of REGENXBIO's annual report on Form 10-K for the full year ended December 31st, 2025.”
“In terms of the impact on this year's guidance, we are receiving 1,175 more ounces this year than expected, and all the ounces were delivered in the first half of 2026 rather than being spread evenly across the year.”
“Incorporating these updates, we're raising full year oil production volume guidance ranges by 2% to 23,000 barrels per day at the midpoint, corresponding with the over 30% year-on-year growth that Bobby mentioned at the start.”
“Focusing on our initial guidance for 2027, we expect oil sales to range between 13,550 to 14,650 barrels of oil per day, and our BOE sales volume to range between 21,500 and 23,500 barrels of oil equivalent per day, for midpoint guidance growth of approximately 10% over estimated 2026 BOE sales.”
“It's still a $25 million revenue opportunity for Research Frontiers.”
“With respect to the standalone Real business, we expect the third quarter to follow normal seasonal patterns across the residential real estate industry, with revenue and adjusted EBITDA declining sequentially from the second quarter and gross margin lower year-over-year.”
“Together, this brought adjusted EBITDA above our prior guidance to $13.5 million, or 7% of revenue, expanding 290 basis points versus last year.”
“Having achieved year-to-date revenue of $214 million, in line with our expectations, plus another strong quarter of contracts awarded, confidence provided by our record backlog of $542.1 million and a supportive macro environment, we are reaffirming our full year 2026 revenue forecast in the range of $450 million-$500 million, which represents a 41.6% year-over-year growth at the midpoint.”
“We have increased our previous guidance for expected dividends from Radian Guaranty to Radian Group and now expect at least $650 million of total dividends during 2026, including the $340 million paid through the first half of the year.”
“With this sequential revenue growth for the second quarter and $41 million in revenue for the first six months of 2026, we are increasing our revenue guidance for 2026 from $80 million-$85 million to now $86 million-$89 million.”
“What margins do Army Japan and vessel revenues each carry, and does 30% survive a vessel volume flip into 2027?”
“Based on current rates, we expect an approximately $10 million headwind to AOI and a $0.02-$0.03 headwind to Adjusted EPS for the second half of 2026.”
“We expect adjusted EBITDA margin to be between $38 million-$40 million, implying 90% growth, a 10.4% margin, and a 320 basis point margin expansion year-over-year at the midpoint of the range.”
“On the topic of tariff repayments, we foresee for the full year Net of customer refunds, this could be a benefit of about $0.02 EPS at CER.”
“Given the collective impacts of China and our respiratory season forecast, we are revising our full year guidance for revenue, adjusted EBITDA, adjusted EBITDA margin, and adjusted EPS.”
“Forbes Global 2000 customers accounted for 47.7% of total revenue in the second quarter, compared to 20.4% in the second quarter of 2025, further demonstrating the evolution of the customer base from smaller educational and research organizations to global enterprises.”
“With the closing timeline shifting to the end of the third quarter, we now expect that this transaction will reduce 2026 consolidated revenues by approximately $4 million, including the impact of eliminations and benefit-adjusted EBITDA by approximately $500,000, all of which is factored into our 2026 financial guidance.”
“These additional investments support increased AI workloads and our strategic innovation with NVIDIA, and we expect them to generate incremental revenues with a payback of approximately 12 months or less.”
“Total revenue was $608 million in Q4, which outperformed at the high end of our implied guidance range by $6 million and reflects slight but nonetheless positive year-over-year growth.”
“Based on our current production schedule and information available as of today, we expect second half 2026 sales to exceed first half 2026 sales and to be approximately in line with sales in the second half of 2025 as larger power systems orders move into production and are recognized as revenue.”
“Our first half results gives us confidence to raise our 2026 outlook above the high end of our prior guidance range for attributed lives to the high end of our ranges for practice collections and GAAP revenue, and to the mid to high end of our ranges for care margin, platform contribution, and EBITDA.”
“Based on this momentum, we are maintaining our full-year financial guidance, but expect to be at the higher end of our revenue range and lower end of our gross profit and adjusted EBITDA ranges, reflecting continued investment and mix-related margin pressure that Tim will detail.”
“We also continue to expect full-year growth margin to be 70% or higher.”
“We also expect the benefits and claims ratio to be around 58%, the DAC amortization and commissions ratio to be around 12%-13%, and the full year operating margin to be approximately 21%, excluding any impact from assumption changes associated with our annual assumption review.”
“For the third quarter of 2026, we expect adjusted operating income to be in the range of $64 million-$65 million, as compared to $61 million in the prior year quarter, with adjusted earnings per diluted share to range between $0.73 and $0.74 per diluted share versus $0.65 in the third quarter of 2025.”
“Enrollment in EMERALD, our study in broad DEEs, exceeded its target, with approximately 200 patients enrolled spanning more than 50 distinct genetically defined etiologies, amongst many others not genetically defined.”
“However, we expect the growth rate of our legal collection costs for full year 2026 to be more moderate than the growth rates we experienced over the past couple of years.”
“For 2026, from the increased working interest and also from some carryover from Ward, you've increased full year guidance by about $100 million on the midpoint.”
“We anticipate full year revenue in the range of $1.17 billion to $1.19 billion, Adjusted EBITDA prior to NCI of $101.5 million to $105.1 million, and adjusted earnings per share in the range of $1.34 to $1.41.”
“Revenue increased 15% in the second quarter to $149 million compared to $130 million in the prior year period, driven by increased volumes of contactless cards and higher personalization solutions, as well as contributions from the acquisition of Arroweye.”
“Cost of revenue was $192.9 million, down 1.5% year-over-year.”
“Volume reduction continued to improve from one month all the way through 22 months, with no nodule regrowth observed in the 15 to 22-month time frame.”
“By segment, franchisee adjusted EBITDA was $92 million, and adjusted EBITDA margin decreased from 72.3%-67.6%, with the change in margin primarily due to the increase in the NAF contribution rate.”
“She is going to share some highlights on what we did with capital deployment actions this year and introduce our new FY 2031 adjusted segment operating margin target.”
“With respect to profitability, we expect a range of $233 million-$240 million in adjusted EBITDA with net income of $104.8 million-$109.9 million.”
“We ended the quarter with approximately $25 million of backlog, up from $17 million at the end of the first quarter, which means after taking into account our Q2 revenues, we booked roughly $13 million of new business during Q2.”
“Based on the bookings momentum in our deal pipeline discussed earlier, we reaffirm our prior guidance of revenue growth of 20% for full year 2026 compared to the prior full year 2025.”
“Revenue was approximately $4.5 million, up substantially from a year ago with seven new customer conversions, including our first building and construction application.”
“We are pleased to report this demand-driven increase in NERLYNX sales in the second quarter of 2026, and we believe that the positive net income that the company is guiding to for full year 2026 has resulted from both this increased demand as well as the continued financial discipline across the company over the last few years.”
“For fiscal 2027, we now expect revenues of $1.290 billion to $1.315 billion while maintaining our expectation for organic revenue growth of 1%-3%, unchanged from our prior outlook.”
“On profitability, adjusted EBITDA of $14.3 million in the second quarter, combined with our outlook for the full year, reflects substantial improvement over 2025, driven by both continued top-line growth and a cost base we have structurally reset.”
“Taken together, we expect to deliver more than the targeted $1.2 billion of free cash flow improvement for this year before the impact of higher oil prices.”
“These include all statements about our competitive position, product advantages and growth opportunities, anticipated industry trends, our business and strategic priorities, our operating expense targets, the impact of our recent acquisition, the development and expansion of our products, our products' capabilities and performance, and our revenue guidance for the third quarter of 2026 and long-term financial targets.”
“Taken all together, I think the path towards the $0.35 feels very solid, and we expect to cover that dividend by the middle of next year.”
“On a reported basis, we expect total revenues to be $5.135 billion-$5.185 billion or -2% to -1%, inclusive of an approximate $30 million foreign currency headwind at current rates.”
“Based on our first half performance, we are raising our full year earnings from operations guidance to a range of $500 million-$700 million, an increase of $250 million from our prior outlook.”
“Gross profit increased 20.8% to $68.7 million, and consolidated gross margin expanded by 220 basis points to 26.5%, reflecting the strong performance and margin contribution of our storage assets in PJM.”
“In early Q2, we completed the divestiture of an advertising agency services business that generated approximately $100 million of revenue in full year 2025 and had an immaterial impact to adjusted EBITDA.”
“With the successful launch of the Dragonfly G5, we are experiencing unprecedented demand across an expanding set of customers, leading to an increase in our full-year outlook for advanced packaging growth to approximately 80%, up significantly from the 50% growth we projected last quarter.”
“We continue to target a roughly 50/50 mix of own servicing and subservicing to grow our portfolio on a capital-efficient basis, as well as balance EPS growth and ROE.”
“Year-over-year, we delivered 43% revenue growth and expanded gross margin by 700 basis points to 73% on a GAAP basis and by 600 points to 74% on a non-GAAP basis.”
“Notably, we achieved a record-adjusted EBITDA margin of 61%, driven by the lower cost of sales and a lower additional government share at Didipio, also reflecting our ability to translate strong operational performance and disciplined cost management bottom line.”
“Based on our second quarter performance and current outlook, we are again raising our full year net sales guidance to $327 million-$335 million, or approximately 36%-39%, while increasing our adjusted EBITDA guidance to a range of $3 million-$4.5 million.”
“The $43 million full-year improvement in free cash flow is a function of the progress we have made with working capital levers, which help diminish the headwind associated with higher oil-driven feedstock costs.”
“At the optimal dose, OCU410 delivered a statistically significant 31% reduction in GA lesion growth within the patient population of lesion size 2.5 millimeters square and 17.5 millimeters square.”
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