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 2401–2496 of 6702.显示第 2401–2496 条，共 6702 条。
“That ALO revenue growth of 7% in Q2 and being ahead of our guidance range, and sort of the dynamic in Q3, it's worth noting that higher Wirecutter affiliate revenue referral number takes into account the timing of a shift in a marketing promotion by one of our affiliate partners.”
“Revenue grew 15% to $75 million, and adjusted EBITDA reached $10 million, a 13% margin and a $12 million improvement over last year.”
“Professional information business revenue grew 5%, driven by Risk & Compliance, which increased 11% to $102 million, supported by customer growth, product expansion, and improved pricing.”
“Professional information business revenue grew 5%, driven by Risk & Compliance, which increased 11% to $102 million, supported by customer growth, product expansion, and improved pricing.”
“MX3 remains an attractive opportunity to enhance regional energy reliability and, upon receiving notice to proceed, supports increasing our long-term earnings growth target to 5%-7%.”
“Our new guidance for the full year 2026 is 3.5%-4.5% core growth, 11%-14% adjusted EBITDA growth, Adjusted EPS of $1.50-$1.55, and free cash flow conversion of approximately 100%.”
“In International Operations, the outlook is based on current growth trends, including continued volume penetration for GLP-1 treatments and market expansion, mainly within obesity.”
“As AI becomes more deeply embedded across industries and business workflows, we expect demand for the supporting infrastructure to continue expanding.”
“Moving to our corporate and financing results, net income for the second quarter of 2026 improved $2 million, while operating cash flow and free cash flow each improved $1 million as compared to the prior year period.”
“Given our continued consistent performance of the portfolio and the acquisition pipeline, we're updating our 2026 guidance for AFFO per share to a range of $3.55-$3.59, our second guidance increase of the year.”
“For the full year 2026, we are reiterating our total revenue guidance and raising our EPS guidance to reflect an expected operating margin at the higher end of the 25%-26% range we've previously shared.”
“Our data center strategy adds a differentiated growth platform, returning an expected $1.4 billion in savings to our customers over the lives of our data center contracts.”
“As a result, we are raising our full-year adjusted EPS guidance to a range of $6.80-$7.20, a roughly 30% increase versus last year at the midpoint, and 12% from the midpoint of our prior guidance.”
“For the full year, we now expect revenue of approximately $12.975 billion, up from our prior guidance of $12.8 billion, along with non-GAAP earnings per share between $17.62 and $17.72 per share, up from our prior guide of $16.87 to $16.99 per share.”
“These results reflect the highest revenue quarter in Everspin's history, which exceeded our guidance range on both the top and bottom-line, driven by strong product revenue growth and the $40 million agreement we announced with a U.S.”
“We expect around $30 million of sales of Biosciences only in Brazil with a kind of a margin contribution margin of around 40%.”
“The fact that we did hit roughly 35% of what we expect for the year in the first half, I think is great given some of the headwinds that are out there and the patient affordability.”
“LIVMARLI and the bile acid medicines both continued to perform well, and based on the demand we see, we are increasing our full-year 2026 net product sales guidance to $680 million-$700 million.”
“Full details, including comparison to our prior guidance, can be found on slide 16 of our earnings deck.”
“For the full year 2026, we are raising total contribution ex-TAC growth to be between 13% and 14%, up from at least 11% previously, raising Adjusted EBITDA percentage growth to be greater than 20% from the mid-teens previously, raising Adjusted EBITDA margin to be at least 37% from at least 35.5% previously, raising free cash flow growth to be in the high 40% range from the mid 30% range previously, reaffirming CapEx of approximately $60 million, a reduction from prior year.”
“Thinking about the $84 million deployed at a mid-teens ROE, you're talking about a marginal, call it $14 million, $15 million a year of additional earnings.”
“Both Hatch's and our own analysis now show that roughly 75% of our potential revenue will be tied to key critical minerals, whose main demand driver is the semiconductor industry.”
“Income from operations was $683 million, with a margin of 6.7%, broadly in line with last quarter, the result of a deliberate choice to continue prioritizing investment in long-term engagement, growth, and scale over near-term profitability.”
“This outlook reflects a full year of Accu-Fab ownership, $50 million-$60 million of incremental cross-selling revenue, and continued improvement in legacy end market demand as commercial vehicle recovers and construction access continues to deliver steady performance.”
“Given strong demand, continued commercial execution, and broad-based momentum, we are raising our full-year organic sales guidance for the second time this year to 9%-10% from our previous range of 8.5%-9.5%.”
“We're pleased with the strength of our first quarter performance, which gives us the confidence to raise full-year adjusted earnings per diluted share guidance to $44.20-$45 from the prior range of $43.80-$44.60.”
“For the third quarter, we expect adjusted EBITDA of $49 million-$51 million, or a margin of approximately 26% at the midpoint, inclusive of the impact from the workforce actions announced today.”
“Finally, LATAM is updating its full-year guidance for 2026 to reflect a more constructive outlook for the remainder of the year, having demonstrated the ability to deliver solid results during what we expect to have been the most challenging quarter of the year, the group now enters a more favorable operating backdrop while remaining focused on discipline execution, risk, and revenue management.”
“The chart shows 15 years of normalized SmartSide volume and revenue growth compared to single-family housing starts on a 12-month basis, ending with our Q3 guidance.”
“The $1 per share irregular dividend reflects a constructive market outlook while also allowing the company financial flexibility for future fleet reinvestment.”
“Accordingly, we've increased our revenue outlook to reflect the timing of project commencements and execution during the remainder of 2026, while lowering our Adjusted EBITDA range to reflect the near-term margin and execution headwinds Mike described earlier.”
“revenue increased 33% in Q2, primarily driven by volume growth, ZEPBOUND and MOUNJARO, as well as contributions from our Immunology, Oncology, and Neuroscience portfolio.”
“That said, adjusted free cash flow is now expected to be in the range of $140 million-$160 million, compared to our prior guidance of $160 million-$180 million.”
“We expect to begin lapping 2025's steep volume declines in late Q3 into Q4, easing the headwind as the year closes.”
“Revenue for the second quarter was $47.3 million, within our guidance range of $47 million-$50 million, and down approximately 6% sequentially, reflecting the planned step down in marketing investments that we described in our last call, combined with increased CPA levels through much of the quarter, and the impact of our weight management price change implemented in June, lowering the initial month care pricing from $79 to $39 to stay in line with competitors.”
“In summary, we believe that our revamped commercial strategy, combined with favorable market dynamics, we will continue to add new and impactful opportunities to our pipeline in 2026 and beyond, contributing to our 12% revenue CAGR by the end of 2029 and providing the next wave of growth into the long term.”
“Turning to our aftermarket business, the 11% year-over-year growth in adjusted net sales was driven by targeted commercial actions to address higher input costs and adjustments tied to select commodity indices, sales from acquired businesses, and new customer volumes in the automotive aftermarket.”
“For the fiscal year 2026, we are raising our total revenue guidance to a range of $172 million-$179 million and software revenue guidance to a range of $147.5 million-$152.5 million, reflecting an increased confidence in the second half of the year.”
“In addition to the momentum around our STAT6 program, we continue to demonstrate that our platform can repeatedly generate differentiated investigational medicines against high-value targets, reinforcing our strategy of building a robust pipeline capable of driving high-impact patients, and in doing so, delivering long-term value.”
“We are revising our full year 2026 non-GAAP operating income guidance down to a range of $212 million-$218 million, with non-GAAP operating margin of approximately 14%.”
“International core revenue was $3.5 million for the quarter, up 59% year-over-year, and driven by growth in our established markets and additional volumes driven by supporting the prefilled syringe conversion strategy in Europe through distribution channels.”
“Metal cutting adjusted operating margin was 27.3% compared to 7.9% in the prior year, driven by favorable timing of raw material-related pricing compared to costs of $54 million, non-raw material pricing and tariff surcharges, higher sales and production volume, and restructuring savings of $4 million, partially offset by higher compensation costs and general inflation.”
“We expect Enterprise, Education, and Technology to post a higher year-over-year growth rate compared with 2025, supported by the contribution from the PathFactory customer base and the early contribution from our new product portfolio in the second half of 2026, with a stronger impact in 2027.”
“The fact that we can add $100 million to it really helps us think about 2027 being the year that we've got it really right with a very strong marketing spend in order to drive our volume-led, sustainable share type growth.”
“With more revenue expected to come from higher-margin post-spin signings this year and next, the quality of that revenue base gives us confidence in our ability to increase profitability and deliver more than $1.2 billion in adjusted pre-tax income and $1 billion in free cash flow in fiscal 2028.”
“Working capital as a percentage of revenue was 19.3% in the second quarter of 2026, compared to 17.7% in the second quarter of 2025, due to the lack of a full year of revenue for our most recent acquisitions.”
“On revenue, given Blade's continued strength and healthy demand for air mobility, we are raising our full year guidance to a range of $115 million-$125 million from a prior $105 million-$115 million range.”
“If you look at what you're kind of tasking the teams with or what the outlook is, what do you see for the organic growth outlook for the company in 2027, and what are the big drivers that kind of give you visibility into that controllable growth that you might be able to harvest?”
“Sequentially, same store occupancy increased 10 basis points, which is an improvement from last year's performance, and we expect continued occupancy gains given the favorable supply-demand dynamics.”
“On the same FX rates as used at the time of our last guidance, our full-year outlook at the midpoint represents an increase of $125 million for revenue, with a $60 million increase in the second half, an increase of $25 million for adjusted EBITDA, with a $12 million increase in the second half, an increase of $35 million for AFFO, with a $20 million increase in the second half, an increase of $0.10 for AFFO per share, with a $0.06 increase in the second half.”
“Looking ahead to the third quarter, we expect potash sales volumes of 55,000 tons-65,000 tons at an average net realized sales price of $380/ton-$390/ton, reflecting late season price increases, summer fill pricing, and a second half mix with a higher proportion of feed tons.”
“While gross margin declined slightly in the 2026 second quarter, first-half gross margin expanded by 30 basis points to 65.3% from 65%, primarily driven by a favorable segment brand and channel mix, as well as lower destruction costs, which reflect our continued focus on inventory and supply chain management.”
“While there may be some margin headwind in the sequential quarter because of the lag between pricing and cost inflation, we expect a continued strong performance.”
“I was hoping you could start with more context on what the defense and security bookings mean for sales from here, including how much annual revenue has now been booked when these awards fully ramp, and if you can speak more on your visibility and confidence at securing the rest of the awards needed for Innoviz to meet its goal for non-auto revenue to be about 10% of the total in 2026.”
“Pulling this all together, Q2 2026 adjusted EBITDA came in at $0.5 million, or a margin of 1%, in line with our guidance, but impacted by the lower margin revenue as we discussed.”
“A combined ratio of 95.1% for Q2, as mentioned earlier, includes 18.8 points of cat losses, mainly from the Middle East war, and 1.4 points of unfavorable prior year reserve development, primarily related to our view of specific accounts or risks in our long-tail segment.”
“This business represents about $170 million in annual sales with a mid-single-digit EBITDA margin, and we expect to receive about $75 million in proceeds from the transaction, or about 10x multiple.”
“In terms of our top positions within our funds, Century reported base revenue and gross profit growth of 36% and 21% in Q2.”
“Sales for the second quarter increased 12% to $605 million, with growth in most regions, while EBITDA of $50 million was down versus prior year.”
“Bolzoni also improved sequentially during the second quarter of 2026, returning to profitability as favorable product mix, lower freight costs, and disciplined cost management more than offset slightly lower revenue.”
“In addition, we expect to deliver two to three points of operating margin expansion in 2027, a meaningful step-up that reflects the operating leverage we are building as an AI-first company.”
“In Q3, we expect another quarter of debt investment portfolio growth driven by our current pipeline.”
“We signed 1.3 million sq ft of new and renewal office leases, headlined by a landmark 891,000 sq ft, 24-year lease with the City and County of San Francisco at 1455 Market, which locks in nearly a quarter of a century of cash flow visibility.”
“In addition to our commercial momentum, we're also seeing growing demand in our international defense business, which is approximately 30% of our total defense and space end market, and where we anticipate high single-digit annual growth through 2030.”
“We achieved strong organic revenue growth of nearly 7% and our highest profit margins in the history of The Honest Company, with underlying adjusted gross margins of 43.8% and underlying adjusted EBITDA margins of 9.8%.”
“Despite struggle in China, unit sales steadily increased, mainly in North America, resulting in operating profit of JPY 192.1 billion and an operating margin of 5.0%.”
“On an annualized basis, we expect these two work streams to deliver more than $12 million of one-time net cash, 150 to 200 basis points of EBITDA margin expansion, an additional $3 million-$5 million of annualized benefit, 0.2-0.3 turns deleverage acceleration, and roughly a 5% improvement in inventory turns.”
“On a reported basis, we expect net sales to increase 0.5%-4.5% year-over-year, including a 100 basis point currency headwind.”
“For the full year, we now expect Greens Creek to produce 8 million-8.3 million ounces of silver, an improvement over prior guidance, and 51,000-55,000 ounces of gold at cost applicable to sales of $240 million, with cash cost of $-12.50to $-12 per ounce, an AISC of $-4.25 to $-3.75 per ounce, both after by-product credits, and both an improvement to prior guidance.”
“We expect 2027 GAAP revenue should more closely track our mid-teens written premium growth and GAAP net income and adjusted EBITDA will be powered by our compounding profit machine that is no longer masked by the 2026 Markel fronting transition expenses.”
“At this time, with the trough in refrigerant market pricing and inflationary pressure expected to continue, we are revising our full-year 2026 gross margin target from mid-20% to low-to-mid-20%.”
“Regarding next year, we believe we have opportunities to further improve our gross margins, excluding any impact from future changes in tariff rates, thanks to the action we've taken around pricing and sourcing over the last 12 months, combined with the continued growth of our higher-margin commercial and health businesses.”
“Looking to 2027, leading indicators, including pipeline and wins, are running ahead of our expectations, giving us confidence in accelerating growth and higher margins.”
“For the full-year 2026, based on our overperformance in Q2, we are raising the full-year guidance and now expect GAAP revenue in the range of $1.207 billion-$1.217 billion, representing a 3% year-over-year decline at the midpoint of guidance and adjusted operating income in the range of $446 million-$451 million, representing a 37% margin at the midpoint of guidance, up 130 basis points year-over-year.”
“From a production perspective, Gran Tierra delivered second quarter 2026 average working interest production of approximately 41,500 barrels of oil per day, which was within our annual guidance range and reflected the impact of the Canadian asset dispositions completed during the first half of the year.”
“Silicon ferroalloys volumes reached their highest level in five years, with total shipment increasing 4% to 63,000 tons, driven by 31% growth in the EU, partially offset by 11% volume decline in North America, which was driven by increased imports from Angola, Azerbaijan, and Bhutan.”
“For the first half of 2026, we saw Galleri test revenue growth of 30% year-over-year to more than $80 million, and Galleri test volume growth of 42% to more than 117,000 tests.”
“Adjusted EBITDA reached $73.1 million, representing a 51% margin despite higher energy costs and the strong appreciation of the Colombian and Argentine currencies, which impacted our operating costs.”
“We now anticipate adjusted earnings per share of $13.60 to $13.80, representing 11% to 13% growth for the full year, which reflects the flow-through of the travel portfolio impacts to earnings, as well as less FX impact.”
“During the quarter, innovations gross written premiums increased by $3.3 million or 12% to $30.9 million, mainly driven by new business and exposure growth from existing treaties in financial and specialty lines.”
“Our leverage position ticked up at the end of the quarter with net debt at a modest 100% of NAV, and we expect to continue to use our floating rate bank facility to support our near-term investment activities.”
“Following the acquisitions of MIPS and the Synopsys ARC IP business, we expect revenue contribution of approximately $100 million-$120 million towards our full-year 2026 technology services revenue, up from our prior expectation of $60 million-$100 million as these acquisitions continue to drive new opportunities with our customers.”
“Given our performance for the first nine months of the fiscal year, we're maintaining our revenue and EBITDA guidance for the year of $1.8 billion and $458 million, respectively.”
“Based on our solid performance and execution to date, we expect to come in at the mid to high end of our 2026 RYTELO net revenue guidance of $220 million-$240 million, reflecting consistent quarter-over-quarter net revenue growth throughout the year.”
“Under the MOU, we expect to retain at least half of the approximately $250 million of revenue attributable to the customer for the fiscal year ending December 31st, 2025, with the potential of retaining an additional approximate 25%.”
“In North America, our revenue for the third quarter was $1.474 billion, compared to $1.074 billion in the prior year period.”
“Chemistry technologies revenue increased 53%, with international chemistry revenue reaching $10.6 million, representing 93% of full year 2025 international chemistry revenue of $11.4 million.”
“This is underscored by our incremental operating margin flow-through of 79% of revenue on a trailing 12-month basis, significantly above our long-term target of 25%-40%.”
“We now anticipate adjusted gross margin to improve by approximately 100-150 basis points this year at the midpoint of our net sales guidance, compared to 50-100 basis points previously, primarily driven by improved plant leverage and partially offset by mix.”
“revenue was 6% lower year-over-year, reflecting a six percentage point growth impact from customer-friendly sports results as the Knicks legendary win in June put some cash back in our customers' wallets in time for the World Cup.”
“We are maintaining our full year non-GAAP operating income guidance of $125 million-$135 million, a 9% operating margin at the midpoint.”
“For the first quarter of fiscal 2027, we expect revenue to be in a range of $334 million-$339 million, gross margin to be in a range of 62.2%-62.7%, operating margin to be in a range of 14.7%-15.3%, and earnings per share to be in a range of $0.27-$0.29.”
“For our third quarter outlook, we expect gross bookings of $32.2 billion-$32.8 billion, representing growth of approximately 5%-7% year-over-year.”
“Details of our full-year guidance can be found on slide 14 of our earnings presentation.”
“Daily throughput per stall is expected to grow through 2026, partially offset by customers rolling off low-margin OEM charging credit programs, the majority of whom are not converting to EVgo retail customers at the rates we originally projected, a transition that will largely complete by year-end.”
“For the quarter, adjusted operating expenses were slightly higher YoY as a percentage of revenue, increasing from 47.1% to 49.3%, representing targeted growth investments across sales, marketing, and product development, which include ZyraTalk costs on the post-acquisition period only.”
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This is a transcript-only, historically incomplete publication. Releases, filings, slides, consensus and price reaction are visibly marked as not joined; lower-evidence packets remain held instead of being inferred.这是仅基于电话会文本且历史覆盖尚不完整的发布。新闻稿、披露文件、演示材料、一致预期和股价反应均明确标注为未接入；证据不足的数据包会被暂缓，而非由推断补齐。