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 2113–2208 of 5581.显示第 2113–2208 条，共 5581 条。
“Our largest and most impacted product segment, residential HVAC equipment, grew 5% during the quarter, with gains in both unit volume and pricing.”
“Looking ahead, we've raised and narrowed our guidance range for full-year AFFO per share to between $5.19 and $5.27, which increases the midpoint by $0.02 and implies 5.2% year-over-year growth.”
“Looking ahead to the third quarter, we expect revenue in the range of $440 million-$460 million, an operating margin of approximately -4%, and adjusted earnings per share in the loss range of -$0.50 to -$0.40.”
“In the second quarter, Healthcare Solutions operating EBITDA margin expanded 200 basis points to 19%, while SG&A expense declined 15% and improved 290 basis points as a percentage of revenue, demonstrating the earnings power we expected at acquisition.”
“We are also excited to announce that we have signed a development agreement to expand into Poland, a market with an opportunity of over 100 restaurants, reflecting continued confidence in the long-term international opportunity and adding another attractive growth market to our development pipeline.”
“Although results came in slightly ahead of our forecast, we expect full year 2026 weather normalized electric sales, excluding the iron ore mine and VLC customers, to be relatively even with 2025.”
“Based on our performance through the first half of 2026 and current expectations for the rest of the year, we are raising the low end of our revenue guidance range by $2 million, resulting in a revised guidance range of $1.276 billion-$1.294 billion and a midpoint of $1.285 billion, representing 17% year-over-year growth.”
“Adjusted operating margin is expected to be 23.8% at the midpoint, expanding approximately 340 basis points from 2025 and up 50 basis points versus our prior guidance.”
“As a reminder, the prior year quarter's reported margins benefited from a foreign currency translation impact, which contributed 120 basis points to margin then.”
“With a continued expectation of modest growth in aggregate shipments in 2026, a healthy pricing environment, and a solid year-to-date execution from our operating teams, we reiterate our full year adjusted EBITDA guidance range of $2.4 billion-$2.6 billion.”
“Based on our Q2 performance and momentum across the portfolio, we raised our full-year adjusted EPS guidance to $4.35 to $4.43 per share, representing 12%-14% growth year-over-year.”
“Should we expect comparable weight loss at week 21 in the first 21 weeks of the maintenance trial, or should we expect something greater than that?”
“If you do the math, you're right that the second half from a growth rate perspective will be around 3%-4% but that gives us the confidence that we will be definitely -2% or better for the full year, or +2% or better for the full year.”
“Looking ahead, we are positioned to achieve our full year expectation of 4%-7% as the impacts of last year's transactions will not dampen the growth rate in the second half of 2026.”
“I think just regarding that capacity expansion plan you are targeting and the AI revenue mix you are targeting, that it seems like in three years, based on our model, your AI revenue could reach 10% of your total sales versus low single digits this year.”
“We continue to expect positive operating leverage for the full year of 2026, even with the continuing impact of lower expected contractual accretion business.”
“If I were to look at your top 25 or top 50 routes and rank order those based on your stage-length-adjusted TRASM, the top quartile, let's say, obviously margins are going to look better because of these revenue initiatives here, but as we move lower, should we expect a meaningful change in the margin profile given the, I guess, the cost convergence, cost harmonization, however you want to describe that dynamic as all of these initiatives start to really materialize in 2027 and beyond.”
“For the full year 2026, Distributable Earnings was $37.1 million, or $0.48 per common share, covering our common stock dividend of $0.48 per common share through June 30th.”
“Net interest income on a fully tax equivalent basis increased $5 million or 3.1% linked quarter, producing a net interest margin of 3.84%, up 3 basis points from the prior quarter.”
“Revenue was up 42%, and segment profit was up 25% year-over-year on strong carrier demand.”
“These statements can relate to, among other things, our outlook, guidance, profitability, growth, strategy, capital management, the implementation and use of new technologies, the impact of recently revised policy terms and conditions, and targeted property actions.”
“With the first strong half of performance, we are increasing the combined guidance of these products by approximately $150 million at the midpoint, reflecting a combined 2026 revenue outlook of approximately $3.7 billion and growth of approximately 17% over 2025.”
“Relative to your prior commentary on gross margins or variability, I just want to make sure that you don't see anything in 2027, whether that be customer mix or product mix, etc., that would drive a material headwind to gross margins on a year-over-year basis.”
“Given the strength we've seen in the first half of the year and our expectations for continued momentum into the second half, for full year 2026, we are raising our guidance range for revenue to $1.075 billion-$1.081 billion, representing a year-over-year increase of 7.9% at the midpoint.”
“While the actions we are taking and planned initiatives to address more insurance demand will take time to implement and drive impact, we remain encouraged by the momentum we are seeing and expect these and other moves to further strengthen the insurance business in 2026 and position it for continued strong insurance revenue growth in 2027.”
“We continue to target 35%-37% adjusted gross margin by the end of 2028, as we stated on our last earnings call.”
“The price increases that are announced and the ones that were announced this week should help to overcome that cost increase, particularly as we enter 2027 with little impact in 2026, but more importantly, restore margin as we kind of move through this particular phase.”
“Our Education Technology Services division grew revenue 15% to $42 million and operating income by 30% to $20 million while operating margin increased to 46.2%, an increase of 520 basis points.”
“Acquisition volume guidance has been increased to a range of $400 million-$700 million, and we expect the stabilized capitalization rate to range from 6%-6.5%.”
“Currently, we expect third quarter revenue of $957 million-$987 million, adjusted operating income of $186 million-$193 million, adjusted operating margin of 19.4%-19.6%, adjusted net income of $137 million-$142 million, and adjusted earnings per share of $0.93-$0.97.”
“Excluding the $58 million of memory cost pressure we expect to face year-over-year, fiscal 2026 adjusted EBITDA would have been up 80% year-over-year to $239 million, a 15.5% margin up from 9% in fiscal 2025.”
“We have high visibility and confidence in our target net income margin because our incremental net income margin has already been approximately 30% while growing revenue more than 35%, demonstrating that these margin levels are achievable.”
“While the $1 billion increase in net sales and $1 billion in EBITDA remain the targets, our immediate focus is on quality earnings growth and margin expansion, which will naturally lead us to those long-term financial milestones on a consistent basis that might push achievement beyond 2030.”
“We expect continued strength in Slide's earnings and balance sheet through the back half of 2026 and expect to continue investing in our growth initiatives and returning excess capital to shareholders to maximize shareholder value.”
“Should supply constraints ease going forward, the market's growth trajectory could expand further as latent demand is met.”
“We expect gross margin in 2026 to be higher than 2025, driven by price realization and our commercial initiatives, partially offset by higher freight and logistics costs supporting our growth.”
“As a result, we are raising our revenue guidance for the full year 2026 significantly to a range of $93 million-$95 million, up from our previous guidance of $82 million-$83 million.”
“We expect second half 2026 revenue and adjusted EBITDA to be favorably impacted by continued high margin Glo Fiber revenue growth, similar to recent quarterly trends, and lower operating expenses from the previously announced reduction in force.”
“EBIT margin pressure is expected to be approximately 50 basis points due to fixed cost deleverage from lower comp sales and the impact of more new store openings when compared to the third quarter last year.”
“What I will say it again is the $74, when you think about volumes and margin, we're saying $5 million to $10 million, a little bit ahead of our original expectations for the quarter.”
“We expect full fiscal year 2026 consolidated net revenues to be flat to slightly higher year-over-year, as we continue to account for the impact of our new China structure.”
“Importantly, we saw continued improvement in operating leverage, with the efficiency ratio improving to 58.5% on a GAAP basis and 54.5% on an adjusted basis, reflecting disciplined expense control alongside core revenue growth.”
“Moving on to our debt profile and financial health as presented in Slide 14, we stand strong with a total liquidity, capital resources, and revenue backlog just shy of $500 million for a $519 million debt, including our unsecured EUR 100 million loan.”
“Can you just talk about what you're hearing from your customers on both the pre-buy front and what you expect Class 8 sales growth to look like in the back half of the year?”
“Can you just talk about what you're hearing from your customers on both the pre-buy front and what you expect Class 8 sales growth to look like in the back half of the year?”
“Consistent with our prior earnings call, our full-year guidance continues to assume that the 16% GGR tax remains in effect through year-end.”
“Large loan originations grew more than 10%, while small loan volumes declined as we tightened underwriting in higher risk business and navigated a more competitive environment for new customer acquisition.”
“OT continues to ramp up towards 500,000 tons a year, while Kennecott is targeting 40%-50% production growth.”
“Adjusted EBITDA margin expanded to 10.5%, driven by favorable product mix, continued premiumization within our existing product families, and improved manufacturing efficiencies.”
“Gross profit grew $38 million and margin improved 120 basis points in the first half, despite the dilutive effects of pricing to recover commodity costs, which reflects the compounding benefit of our productivity initiatives.”
“For the third quarter of 2026, we expect total revenue to be in the range of $82.5 million-$83.5 million.”
“We received guidance from both the FDA and MHRA on near-term regulatory pathways for AMT-130, announced promising early data from our Fabry disease and refractory temporal lobe epilepsy programs, strengthened our balance sheet into 2030 through a follow-on offering.”
“Comparing our net sales breakdown between the first half of 2025 and 2026, our revenue mix as a percentage of total net sales increased 2% in our targeted print offerings, driven by direct mail, packaging, and install, also increased 1% in our logistics business due to fuel surcharges during 2026 and increased volume and additional list services provided through our enhanced co-mail operations.”
“We are also raising our subscription revenue growth expectation for full-year 2026 to approximately 14.5%, up from our previous expectation of 14%, reflecting the strength of our year-to-date bookings and first half subscription revenue performance.”
“In QCT, we expect revenues of $8.4 billion to $9 billion and EBT margins of 23% to 25%.”
“The way I think about liquidity is very simply, if you look at our full-year CapEx guide of $525 million-$595 million, then you factor in that our expanded Cat Financial facility as well as free cash flow from completions should cover a significant portion of that funding.”
“I think in the past, there was very large numbers shared on our pipeline, and some of those have taken time to get through, but we're starting to see those numbers come through now with the 100% year-over-year growth we're seeing.”
“With book-to-bill ratios of greater than one times in both segments for the second straight quarter, revenue of $1.6 billion in line with expectations, normalized adjusted EBITDA margin of greater than 10% for the second straight quarter, and $9.3 billion of total backlog, we are well positioned to capitalize on favorable market conditions with tailwinds in both segments.”
“At Progressive Leasing, GMV growth, combined with fewer customers choosing to exercise their 90-day purchase option, drove higher gross margin and a 12.7% adjusted EBITDA margin.”
“These premium and policy volumes helped drive quarterly consolidated revenue of $141 million, up 12% year-over-year, our revenue, excluding the reciprocal of $132 million, up 23% year-over-year, with continued strong gross margins of 85% for this quarter.”
“In the third quarter, we expect organic sales growth for the segment in the range of mid to high single-digit percentage, and in the second half of 2026, we expect EBITDA margin expansion to return, driven by pricing actions and automotive Refinish stabilization.”
“In total, through 2026, we expect we will have added more than $600 million of retained investments, building a substantial foundation of investments with returns on equity in the low to mid-teens to support future earnings.”
“With that backdrop, given where the market is, given the growth that you're seeing now, and the unit opportunity that just exists within those existing pilot customers, of the three of the top five in North America and Europe, are we due for an inflection point now in terms of RAIN RFID ICs as we go into 2027 and 2028?”
“We increased our dividend by 3% and returned over $15 billion of value to shareholders, over $10 billion in dividends and $5 billion in share repurchase, consistent with our guidance at the start of the year.”
“Fallout adjusted lock volumes were down 32% from the prior quarter, and margins were up to 317 basis points from 267 basis points in the prior quarter, reflecting an increase in closed-end second lien production as refinance volumes declined.”
“Although revenue per utilization day increased due to stronger pricing and increased technology adoption, margins were negatively impacted by reactivation costs this quarter as Precision exited Q2 with 42 active rigs, ahead of our prior guidance exit rig count.”
“Tightening conditions for high-quality space are leading to stronger pricing power as Net Effective Rent surged this quarter to $25.56 per square foot, up over 20% from the prior 12-month average, and we anticipate maintaining NERs in the mid-20s per square foot or higher, supported by persistent demand for high-quality space and little to no new development in our submarkets.”
“Premier Truck Group generated $928 million in revenue and $143 million in gross profit, and gross margin increased 20 basis points.”
“As it relates to guidance, based on our positive momentum and the impact of innovation across our businesses, we are increasing our full-year 2026 guidance to total revenue in the range of $1.018 billion to $1.038 billion and adjusted EBITDA in the range of $130 million to $140 million.”
“Overall, confidence in the long-term outlook across our business remains robust, and our pursuit pipeline has grown to approximately $27 billion, with almost $1.6 billion in projects quoted awaiting award.”
“As a reminder, our 2026 full-year revenue and gross profit projections incorporate the CID portfolio headwinds we noted last quarter.”
“We are maintaining our full-year managed receivables growth in the range of 6%-9%, supported by momentum across all three of our products: personal loans, auto finance, and credit card.”
“On a sales volume standpoint, we're penciling in kind of a continued muted environment, but maybe flat to up 1% given that we do have 2% volume growth coming through, and that continues to build.”
“With nearly 70% of our expected annual earnings still ahead of us, we remain confident in our outlook and are reaffirming our 2026 consolidated earnings guidance range of $2.38-$2.48 per share, with a midpoint of $2.43.”
“The important thing with business, and about 1/3 of our revenue right now is with 3PLs, is to understand the cost on any customer account, whether it's direct or with a 3PL, and to price it appropriately so that we've got similar account level profitability across our book of business.”
“In conjunction with our margin recovery plan, total operating expenses decreased by 8% to $211 million in Q2 2026, due primarily to lower headcount-related costs and stock compensation costs, partially offset by increased advertising expenses to drive leads into our sales pipeline.”
“We now expect 2026 revenue of $199 million, which would represent top-line growth of 25% and an adjusted EBITDA margin of 60%-61%.”
“We expect working capital to benefit cash generation during the second half of the year, consistent with trends experienced in both 2024 and 2025, and we still anticipate converting between 40%-50% of 2026 EBITDA to free cash flow.”
“Our Adjusted EBITDA margin on total revenues improved by 65 basis points, slightly ahead of the midpoint of our full-year guidance range.”
“The recurring revenue cost coverage ratio came in at 76%, representing steady progress toward the target in our 2030 vision.”
“Average daily margin increased by $607 to $13,784, approximately $500 higher than our guidance, driven by pricing gains in a tightening market and a strong operational performance.”
“Segment gross margin dollars increased 14% and 13% in constant currency, and gross margin percentage decreased slightly with increased Microsoft 365 Copilot usage as we continue to invest in product quality and drive further efficiency gains.”
“Between first half actual results and backlog expected to convert to revenue in the second half, approximately 81% of our expected full-year revenue is accounted for.”
“Revenue increased 3% from last year to $32.3 million due to a higher average loan amount and slightly higher margins on loans sold, offset by a decrease in loans originated.”
“Rental revenues grew 2% in the quarter, and bookings increased 11% compared to a year ago.”
“Consolidated gross margin of 37.4% declined by approximately 270 basis points as higher waste starch stream costs in Ingredient Solutions pressured overall profitability.”
“Our guidance assumes foreign currency is an approximately 1% headwind to year-over-year total revenue growth based on current exchange rates.”
“For the full year, we expect sales and marketing expense to be between 62% and 64% of net sales, reflecting anticipated sequential revenue growth in the second half of the year, benefits from our cost reduction actions, partially offset by the bad debt expense we incurred during the second quarter, which we don't expect to recur as we expect our accounts receivable collections to improve.”
“Our adjusted pre-tax margin was 18.6% for the Q2 and 17% for the H1 of 2026, an improvement compared with 17.6% and 16% respectively in the prior year periods.”
“Turning to guidance, for the third quarter, we expect revenue of $330 million-$355 million, up approximately 12% year-over-year at the midpoint.”
“In our Plumbing segment, we continue to expect 2026 full year sales to be up low single digits and now expect our operating margin to expand to approximately 20%, up from our previous guidance of 18%, driven by the net tariff refund benefit, pricing discipline, operational efficiencies, and continued cost savings initiatives.”
“This operating leverage, combined with the recent restructuring of our credit facility, which extends the maturity of our debt to 2031 and provides us with access to an additional $20 million in undrawn capital subject to certain revenue milestones, has meaningfully strengthened our balance sheet.”
“I understand product mix might have an impact, but if you assume current level of volumes, is 50-plus % the right baseline for gross margins to assume?”
“Beginning in 2027 and beyond, we expect IFP growth to outpace spend growth, a key driver of operating leverage and profitability.”
“We now expect approximately $60 million of productivity versus our prior expectation of $75 million, reflecting ongoing absorption headwinds from lower residential volumes and the delayed timing of some material cost reduction initiatives as resources were shifted to tariff mitigation.”
“The $0.69 improvement was due to higher revenue volume, $0.36, improved program performance, $0.20, lower corporate and other expense, including the non-cash preferred deemed dividend, $0.24, offset by $0.11 of net product line sales and investment gains.”
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