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 2497–2592 of 6702.显示第 2497–2592 条，共 6702 条。
“While the war has temporarily impacted us and clouded our visibility, we are confident in our long-term pipeline and a return to growth as these headwinds pass.”
“For the first half of 2026, earnings per share, excluding notable items, increased about 25%, putting us on track to achieve our guidance of earnings per share growth of greater than 15% for the full year.”
“Adjusted operating income was $53 million, or 9.3% of net sales, compared to $63.6 million, or 11.3% of net sales last year, primarily reflecting the impact of lower gross margins, higher A&P and SG&A expenses.”
“We're doing this so that 2027 is not only a volume growth year, but also a margin expansion year.”
“During the quarter, Evolysse revenue increased by more than $2 million sequentially, reflecting increased customer penetration, reorder rates, and utilization within existing accounts.”
“At strip pricing and using guidance midpoints, our 2026 plan generates $8 billion in free cash flow.”
“With the momentum we're seeing, we're raising our fiscal 2027 outlook to 18%-20% net sales growth as compared to 12%-14% previously.”
“We've increased our full year adjusted EBITDA margin guidance to approximately 75 basis points year-over-year improvement, including 50 basis points of gross margin benefit.”
“Starting with our key highlights, our second quarter sales of $250 million were up $74 million, reflecting the pass-through impact of higher sulfur costs, favorable net pricing, and strong demand for both regenerated sulfuric acid and virgin sulfuric acid.”
“Put differently, we collected $53 million more than we forecasted in our ERC, which is incremental cash flow.”
“With all the financings I updated you on in May now effective, the financing for the delivery of the Tigani and Vous and the refinancing of our legacy leases of the Nissos Rhenia and Nissos Despotiko, we have now reduced our weighted average margin to 1.47%.”
“Net leverage, defined as net debt to trailing 12-month EBITDA, was 0.3x as of June 30, well below our 1.5x-2x targeted range, providing ample flexibility to continue investing in our strategic growth initiatives.”
“We're also revising adjusted gross margin guidance to 42%-44%, reflecting the expected mix impact from lower commercial revenue.”
“We expect consolidated GMV between $22 billion-$22.4 billion in Q3, including the impact of recently acquired Depop, which represents total FX neutral growth between 10% and 12% year-over-year, or organic growth between 7% and 9%.”
“On the net proceeds, I think, the next question we ask ourselves is what cash flow and credit capacity has been pulled out of the system, and therefore, if we're targeting somewhere around $9 billion in debt by year-end 2027, does that target move based on sort of the new complex or complexion of the portfolio going forward?”
“We expect adjusted EBITDA to be approximately $320 million at the margin of roughly 25.5% I just mentioned, and we expect to generate over $375 million of free cash flow this year.”
“Non-GAAP operating margin was 29%, exceeding the high end of guidance by 100 basis points, driven by revenue upside flowing through to the bottom line and some expense timing between quarters.”
“With these results, I'm happy to say that we are reiterating the midpoint of a full fiscal 2026 financial outlook, including revenue growth of 3% in constant currency and non-GAAP diluted EPS growth of 6%.”
“Total occupancy increased 20 basis points sequentially, and our leasing pipeline suggests that an internal growth in the outpatient portfolio will accelerate in 2027.”
“This gives us this plus our $302 million in cash and cash equivalents, as well as we have an additional $87 million that we've set aside for restricted cash for various customers and certain operating activities.”
“I'll begin, as always, by reviewing some of the consolidated highlights for the period before moving on to operating segment results, strong cash flows, and other balance sheet and recent capital structure updates, as well as our improved overall full year 2026 outlook, inclusive of forecasted Celero additions.”
“Looking ahead to the remainder of 2026, as Avigal noted, our confidence in the earnings trajectory of the partnership remain intact, and we are reaffirming our full year 2026 adjusted EBITDA guidance range of $520 million-$560 million.”
“As a reminder, our Enterprise Optimization Plan target to increase our cash flow by at least $220 million on an annual run rate basis.”
“Looking forward, while we haven't provided a longer-term revenue or margin outlook for the segment, we did just this morning guide to the high end of our prior high single-digit OI growth for fiscal year 2026, and that excludes the 53rd week.”
“During the quarter, the cost and operating initiative we previously implemented during the market slowdown are producing measurable benefit to gross margin and our bottom line, with margin increasing 160 basis points year-over-year and our non-GAAP earnings increasing by more than 100% again this quarter.”
“Off-premise sustained its positive momentum with comp sales of 1.5% and a fifth consecutive quarter of double-digit delivery comp sales growth, a meaningful signal of the underlying demand for the brand across different platforms.”
“Gross margin was 73.9%, up 210 basis points year-over-year, and at the high end of our target range of 72%-74%, helped by modest reductions in professional services, depreciation, and shipping costs.”
“For the quarter, we're reporting record results, $139 million of revenue, which is up 29% year-over-year, 64.8% gross margins, $33 million in cash flow from operations, which is also up 38% year-over-year.”
“As usual, our guidance does not assume the impact of future property acquisitions or dispositions, common stock sales or repurchases, financings, property damage insurance recoveries, impairment charges, or other possible capital markets activities.”
“We expect adjusted EBITDA of $315 million-$325 million, from $305 million-$315 million, and we expect adjusted diluted EPS of $17-$17.50, up from $16.25-$16.75, assuming a 23% effective tax rate.”
“The way that we look at those complexes is similar to the core renewable and battery assets in our pipeline, where what we're aiming to achieve in today's market for assets that have really scarce value and pricing power, is that we aim to have 20-25-year contracts with favorable settlement provisions that provide for high quality, risk-adjusted returns during that period of contracted cash flows.”
“Building on this strong performance so far this year, we are raising our full year 2026 adjusted earnings per share guidance by $0.60 to a range of $7.90 to-$8.10.”
“For subsequent quarters of this year, we expect gross margins excluding the impact of the tariff refund to increase as our revenue increase is consistent with our typical seasonal pattern.”
“Quarterly year-over-year new customer sales improved by over 60%, with nearly half of the growth occurring in the month of June.”
“We expect media spend growth ahead of the market, with contribution ex-TAC declining in the mid to high teens year-over-year at constant currency due to the $75 million client scope reduction impact.”
“Moving to details on our segment performance, DSA revenue was $607 million in the second quarter, a decrease of 1.9% on a reported basis compared to the second quarter of 2025, due primarily to the impact of the divestiture of certain European discovery sites.”
“Turning to RLDC margin, we are increasing our full year outlook range to 41.7%-43.7%, from 38%-40%, reflecting our prior guidance range augmented by the addition of anticipated revenue from Arc.”
“The appetite for de-risking solutions remains strong, and we expect the double-digit reserve growth we've achieved since 2021 to continue.”
“This increase in revenue is driven by our strong increase in new loan originations, $757 million for the quarter, $1.3 billion for the six months in 2026, compared to $433 million in the second quarter last year and $884 million for the six months of last year.”
“Our revised outlook now reflects several factors, including an estimated $50 million reduction in revenue resulting from the lower than anticipated inventory levels, $15 million from softer than previously anticipated trends in EMEA, $10 million from foreign currency headwinds relative to our prior expectations, and $10 million related to the timing shift of wholesale shipments that benefited the first quarter.”
“Driven by our strong performance and opportunistic share repurchases, we are pleased to raise our full-year adjusted EPS guidance range to $17.75-$17.95, up from $17.70-$17.90.”
“We are also raising our gross margin guidance to 40%-41%, reflecting lower tariff impact on MEATER products than anticipated when we affirmed guidance in Q1.”
“Our focus now is on executing through the second half of 2026, delivering our first full year of GAAP net income profitability and entering 2027 from a position of strength.”
“As Cheri mentioned, industry demand constraints are forcing us to reduce our guidance for the full fiscal year 2026.”
“Growth in the second quarter was driven by broad-based demand across our core products, as well as increased production through our non-delegated correspondent channel, which now comprises 13% of our production.”
“MyPay transaction profit grew 3x year-over-year, driven by strong origination volumes of $4.5 billion for the quarter and a sequential improvement in loss rate.”
“As a result, the total ICT contract value secured in the first half of the year has already matched the full-year's total amount achieved in 2025, reflecting a strong project pipeline and reinforcing our confidence in future growth.”
“Importantly, demand rebounded to the 10%-15% quarterly range following the seasonal slowdown earlier in the year.”
“In the first half of the year, capital outlays for hotel development declined 80% year-over-year as we continued our transition back to a pure-play, asset-light franchising model while maintaining flexibility to make targeted investments in attractive franchise growth opportunities.”
“As Dave mentioned, we expect to retain $25 million-$30 million of capital over the next two years, or to put it on an annual basis, up to $15 million of cash flow per year.”
“Fee Related Earnings were a record $358 million, up 11% year-over-year at a 47% margin.”
“Garden non-GAAP operating income was $91 million, up 7%, with operating margin improving 70 basis points to 18.9%, driven by a favorable product mix and productivity improvements, which more than offset higher costs, particularly around freight and digital marketing spend.”
“Garden non-GAAP operating income was $91 million, up 7%, with operating margin improving 70 basis points to 18.9%, driven by a favorable product mix and productivity improvements, which more than offset higher costs, particularly around freight and digital marketing spend.”
“The growth rates that we called out and the size of markets does contemplate, based upon discussions with our customers, kind of GLP-1 pills and what that means going forward.”
“Together, they delivered net sales of $6.6 billion, up 10%, gross profit of $1.3 billion, up 6%, non-GAAP operating income of $556 million, up 7%, and non-GAAP earnings per diluted share of $2.91, up 12%.”
“Going forward at the end, if we could see a recovery going forward in Argentina, that has a terrible second half on last year, and the growth on strong results we are delivering in Chile, we should converge towards the middle of the range that we have defined between 1.5-2.5 net financial debt EBITDA going forward.”
“Separately, in APM's Performance Solutions portfolio, net sales grew 8% year-over-year, underscoring the momentum we are building in high-value specialty applications for data center and semiconductor end markets as we fulfill a backlog of existing orders.”
“Gross margin expanded 340 basis points year-over-year as decreased contract manufacturer costs on a per unit basis and continued efficiency improvements in our aprevo digital production system more than offset the impact of product sales mix.”
“Molecular profiling revenue was $252.3 million, up 55%, and pharma R&D services revenue was $11.4 million, reflecting the timing of deliverables in that business as we continue to focus on longer-term partnerships and growth in our pipeline rather than one-time smaller deals.”
“The increase in international retail channel net revenues was primarily driven by an 8.2% increase in volume of products sold and a 7.7% increase in net revenue per pound.”
“In the current third quarter, we expect specialty product gross margin to be in the range of 18%-19%, with daily sales volumes flat compared to the second quarter of 2026 and higher than the third quarter of 2025.”
“International revenue of $19 million was lower than the prior year by 1%, or 2% on a constant currency basis, primarily due to the timing of distributor orders, which is consistent with the business.”
“After adjusting for the headwinds related to fuel and self-insurance, our guidance implies about $70 million in EBITDA growth and 300 basis points of margin expansion since 2023.”
“The midpoint of this range contemplates approximately 20 basis points of year-over-year net adjusted EBITDA margin pressure, reflecting the impact of higher coffee costs and increased occupancy costs, partially offset by leverage on adjusted SG&A.”
“For the third quarter, we expect total revenue in the range of $205 million-$213 million, including Bumble App revenue of $167 million-$173 million, and adjusted EBITDA of $56 million-$60 million, representing an approximately 28% margin at the midpoint.”
“We expect sales mix to improve by approximately 100 basis points, offset by slightly lower traffic as we make the strategic decision to not repeat profit dilutive offers from last year.”
“The way that we are thinking about this is that if the business operates as planned and modeled, we expect to maintain 70% gross margin, regardless of the mix or growth of oncology or lumpiness of the True-Up revenue.”
“Starting on the left at $58.5 million, the impact of the bus segment gross profit in total was $0.7 million, split between volume and pricing effects, net of material cost increases of $6.2 million and year-over-year healthcare cost increases, lower overhead absorption, and higher freight and costs totaling -$5.5 million.”
“As a result, we expect continued progress towards sustained adjusted EBITDA profitability, and we remain confident maintaining our previously raised full year revenue outlook of $108 million-$114 million.”
“Despite the delay in the pediatric launch, we feel long-term ORLADEYO trends are intact, and hence maintaining our full-year 2026 ORLADEYO revenue guidance of $625 million-$645 million.”
“We remain well-positioned to deliver against our full-year 2026 framework of mid-single-digit organic revenue growth with EBITDA margin expansion of 30-50 basis points.”
“Through the first six months of the year, average attendance per home game increased, season ticket demand remained strong, and baseball event revenue grew despite one fewer regular season home game than the first six months of the 2025 season.”
“Through the first six months of the year, average attendance per home game increased, season ticket demand remained strong, and baseball event revenue grew despite one fewer regular season home game than the first six months of the 2025 season.”
“We partnered with AllianceBernstein to bring private market real assets into their target date funds, an example of our growing involvement in the 401 market, a segment that we feel is well suited to our real asset focus and one of the largest long-term growth opportunities we see anywhere.”
“Turning to gross margin for Sample Management Solutions, we delivered 45.9% for the quarter, down 750 basis points versus the prior year, primarily reflecting continued pressure within the capital equipment-oriented portions of the segment, including Automated Stores and cryogenic systems, where lower volume levels, unfavorable fixed cost absorption, and quality remediation activities continue to impact profitability.”
“Near term, we expect EPS to continue growing at approximately 3x as fast as sales, driven by sales growth and expanded operating margins.”
“As a result, we have increased our full-year outlook to 12%-14% for the full year versus previous guidance of 10%-12%, reflecting continued confidence in the demand environment ahead.”
“Revenue for the quarter was $22.4 million, up 14% year-over-year, and at the top end of our guidance range.”
“Adjusted EBITDA margins stood at 10.4%, which was a 20 basis point increase over a solid second quarter in 2025, and we reported positive free cash flow.”
“Revenue was $342 million, which was a 53% improvement over our first quarter results and above our guidance of $300 million-$320 million, primarily driven by customer-driven pull-forward activity in our domestic tracker business, strong execution against a healthy domestic backlog, and continued strong commercial momentum at APA.”
“Based on the strength of our ZORYVE business to date, in light of the incremental investments we are making to sustain demand for ZORYVE, we are delighted to raise our full year 2026 sales guidance from the previous range of $480 million-$495 million, to a range of $525 million-$540 million.”
“Last night with our earnings release, we tightened our full-year 2026 adjusted EBITDA guidance range to reflect changes in assumptions for several largely external or timing-related factors, including near-term lube oil and make-ready cost pressures, AMS customer deferrals, and higher long-term incentive compensation driven by our increasing stock price.”
“Just to reiterate those actions, we expect $15 million-$20 million of higher IMPACT Program savings this year from workforce reductions and $5 million-$10 million of higher than expected earnings from payer recontracting.”
“We expect Adjusted EBITDA between $1.71 billion and $1.74 billion, representing 48%-50% year-over-year growth with an Adjusted EBITDA margin of approximately 83%.”
“Annual revenue per member was impacted by the size of our successful America 250 campaign, which brought in a significantly higher volume of premium and annual members, which contributed to our Guild growth in Q2.”
“Third, our revenue in Q2 was materially impacted by a shift in mix and traffic starting about 10 days into March as oil and gas prices rose sharply following global events.”
“In addition to the sales mix changes, the improvement was primarily driven by stronger industry crush margins, which increased to $0.33 per gallon from $0.11 per gallon in the second quarter of last year, contributing approximately $17 million of incremental gross profit.”
“As a result, while we expect Vafseo unit sales volumes to increase in 2027 as compared to 2026, we expect 2027 revenues to decrease compared to 2026 due to this lower planned price.”
“Excluding the impact of prior year reserve development, we expect approximately 10% underlying growth in both adjusted EBITDA and adjusted earnings per share, excluding cats.”
“The increased full year 2026 guidance reflects the year-to-date performance, a prudent assumption for cost trends in the 7% range for the remainder of the year, and the positive impact for the second half of the year from the increase in our revenue associated with the better than expected risk adjustment estimate contribution to 3% net the V28 impact.”
“Taking a closer look at customer growth, as seen on slide 15, total active customer accounts increased 36% in the second quarter compared to the prior year period and 7% quarter-over-quarter, and had 7.6 million active customers as of the end of the second quarter of 2026, which we define as those using at least one product at quarter end.”
“Revenue was $6.1 million in Q2, driven by continued strong product shipments and contribution from NRE as we delivered sensors and achieved milestones with a growing group of customers.”
“Turning to our updated outlook for fiscal 2026, we are increasing our revenue guidance to approximately $15 billion, primarily reflecting improved customer production schedules and, to a lesser extent, favorable foreign exchange.”
“As we are contemplating guidance for the full year, Gary, we are forecasting in this 2%-4% month-over-month growth if you smooth it out throughout the course of the year.”
“As demand improves, we believe Deflecto is well-positioned to benefit from meaningful operating leverage going forward.”
“Accordingly, our earnings guidance for the full year currently remains unchanged at $85 million-$100 million, inclusive of net average annual losses expected from catastrophes.”
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