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 2593–2688 of 6702.显示第 2593–2688 条，共 6702 条。
“Maybe to reiterate that we're very encouraged by the strong growth that we're seeing in Germany, and we're happy to, especially in Q1, deliver on the high end of our guidance range with our adjusted gross margins being at 58%.”
“Looking at revenue and expenses, revenue for the quarter was around $4 million compared to total revenue of approximately $17 million in the same quarter of 2025.”
“That beat our guidance by $23 million or 5%, driven by faster growth in both super scaled customer count and ARPU, each exceeding the growth rates in our 2028 model.”
“We've entered the quarter with a strong backlog and pipeline that supports our sales growth guidance range of 17%-20%, including approximately 10 and a half points of contribution from business acquisitions and favorable FX.”
“We expect marketplace gross margins to be higher in the second half of the year than the first half of the year, and we expect this trend to continue, expanding further into our target range, 35% to 40%.”
“AVISE CTD test volume grew 11% year-over-year, reflecting continued strength in clinician adoption and utilization, as well as the impact of last year's investment in commercial expansion.”
“As a result of one financial quarter of assumed ownership of Momentum and improved performance across our base business, we are raising full year 2026 EBITDA guidance by $200 million at the midpoint, and we are increasing our long-term EBITDA growth rate target to 11-plus % compound annual growth through 2030 versus our previously announced 10-plus % compound annual growth target.”
“We expect 2026 revenue and EBITDA margin in our Housing and Infrastructure Products segments to be towards the lower end of our previously communicated ranges of $4.4 billion-$4.6 billion of revenue, with EBITDA margin between 19% and 21% excluding identified items.”
“Walking through the P&L, our quarterly top line was driven by solid lease rent revenues of $77.1 million in the quarter, 6.7% year-over-year growth in lease rent revenue, driven by a marginal increase in the average portfolio size as we've built assets year-over-year, while at the same time seeding our fund businesses.”
“We expect services revenue to be up slightly compared to Q3 2025, and we expect non-GAAP operating margin to be in the range of 17%-17.5%.”
“For the full year 2026, we are maintaining our expectation for free cash flow margin, excluding acquisition and restructuring costs, to be in the high-teens.”
“We delivered net sales of $3.5 billion, which was impacted by softer industry demand in North America and promotional intensity in Latin America.”
“Organic revenue grew 7% as reported and 9% in constant currency, exceeding the high end of our constant currency guidance range by approximately 100 basis points, with orders again outpacing sales.”
“Working your way down the P&L, this guidance suggests a third quarter adjusted EBITDA margin in the 6%-7% of net revenue range.”
“Free cash flow for the quarter was $16.3 million, after $21.1 million of development capital expenditures.”
“We expect maritime vessels in service to decline modestly compared to fiscal 2026, expect significant growth in the NexusWave installed base that offers customers more value and drives higher ARPA.”
“Taken together, continued execution, accelerating demand, strategic capital deployment, and increased revenue visibility, we are confident in raising our full year 2026 revenue guidance to $275 million-$305 million, representing growth of approximately 66%-84% over last year.”
“Beyond that, I'm wondering if there, beyond 2027, if you see the potential for continued organic growth or if you think the structure could shift more to a higher returns, higher yield scenario, or what you're kind of seeing as the organic volume growth outlook beyond 2027.”
“As previously indicated, we expect there to be significant earnings growth in 2027 as the positive impact from the lease up of Penn One, Penn Two, and our other vacancies continues to take effect, as well as the positive impact of the recent acquisition of Park Avenue Plaza.”
“Together, with our previously announced $250 million share repurchase authorization, these measures reinforce our confidence in our long-term outlook and fortify Versigent's ability to meaningfully impact our customers, employees, and shareholders alike.”
“The increase in gas adjusted gross margin reflects the contribution from Maine Natural Gas of $8.7 million, higher rates and customer growth of $4.5 million, and colder winter weather of $1.4 million.”
“We believe 2%-3% annual new horsepower growth, a distribution yield approaching 8%, and an improving sub-4x leverage ratio represent a compelling and differentiated value proposition, one that we believe positions USA Compression competitively in the MLP valuation landscape and we anticipate will continue to improve as we move through the back half of 2026 and into 2027.”
“Within this, unsecured lending originations grew 38% year-over-year and 20% sequentially, with the latter reflecting a re-acceleration of core personal loan volume growth.”
“Radio expenses were down by 1.6%, or $500,000, driven primarily by lower revenue and lower bad debt reserves, lower expenses connected to revenue, sales commission, et cetera.”
“We now expect full year capital expenditures of approximately 8.5% of revenue, including the timing of our previously discussed investments in laboratory capacity and other growth opportunities to meet customer demand.”
“I can't remember if you did the last time when you guys talked about those programs, but did you give any sort of expected contribution or revenue outlook in 2026?”
“Over the past year, the size of our fixed maturity portfolio has grown approximately 16%, as improved underwriting profitability fuels growth in investment income.”
“restrictions on foreign-produced power inverters, the anticipated impact of regulatory actions, including actions by the FCC and the European Union on demand for our products, our current and our future inventory levels, charges and reserves, and their impact on future financial results, inventory supply and its impact on customer shipments, statements about our revenue, and adjusted EBITDA for the third fiscal quarter of 2026 and our revenue for the full fiscal year 2026.”
“I am giddy and grateful." With that foundation, we believe Travere is increasingly well-positioned as a leading rare disease company with the opportunity to positively impact the lives of significantly more patients, the potential to achieve more than $3 billion in peak annual FILSPARI sales, continuing to advance an exciting pipeline with multiple drivers of long-term value.”
“For the remainder of 2026, we expect our base business to perform in line with market expectations while recognizing that the Middle East conflict introduces a level of market unpredictability, and also the timing of planned and potential Neptune jobs in our growing pipeline could make a meaningful impact to our second half 2026 results.”
“Due to direct and growing customer demand, representing the scale of the market opportunity, and more importantly, our ability to capture it, we have updated our 2028 model to be $3.6 billion in revenues, $1.63 billion in gross profit, or 45% gross profit margin, and $1.2 billion in net profit, or 33% net profit margin.”
“Consolidated gross profit grew 19% for the fiscal first quarter, led by a 31% service gross profit growth.”
“We are bringing on individual lines in a phased manner, most of the margin benefit will be realized in 2027 and beyond as we continue to scale capacity to support demand and our long-term goal of achieving $2 billion in annual sales by 2030.”
“On an adjusted basis, Stoker's gross profit increased 41% to $61 million year-over-year, with gross margin down 600 basis points to 57% due to higher chain penetration.”
“We look at the sales capacity we have and the productivity of the team that we have, and we say we should try to go faster, especially because I think the team's building conviction that as we get to scale, we're going to see some of those flywheel effects where once you get to 3, 4, 5% market share and grow, we expect there to be tailwinds on top of funnel, on conversion, on win rate.”
“As Waleed noted, excluding the impact of PAD Aviation, we are raising the lower end of our full year 2026 revenue guidance to a range of $737 million-$757 million, representing growth of approximately 22%-25% compared to 2025.”
“As our other strategic initiatives kick in, 80/20 improvements, strategic growth in the portfolio that Lucian outlined where we're growing in the higher margin platforms, you could expect those margins to continue to mix up, progressing towards our 2028 targets that we laid out.”
“For the full year, we are revising SaaS revenue guidance to a range of $453 million-$457 million, and SaaS adjusted EBITDA guidance to a range of $42 million-$44 million.”
“Working capital decreased by ARS 186 billion, primarily due to the collection of the first prepayment installment of approximately ARS 140 billion from customers that contracted 5 million cubic meters per day of incremental firm transportation capacity.”
“Looking to the remainder of 2026, first half 2026 revenue, plus firm backlog and options for the legacy Tidewater fleet, along with the Wilsons backlog for the September through December 2026 period, represents $1.3 billion of revenue for the full-year, representing approximately 91% of the midpoint of our updated 2026 revenue guidance.”
“Lastly, our defense end market saw a double-digit revenue increase this quarter and continues to build backlog that will drive growth as we finish fiscal 2026 and head into our fiscal 2027.”
“Second quarter recurring revenue was $363 million, up 3% year-over-year as reported, and 2% in constant currency, which was three points above the high end of our outlook.”
“Despite the prior year benefiting from significant favorability in workers' compensation adjustments, PeopleReady segment profit margin was up 260 basis points year-over-year, driven by targeted cost actions and improved operating leverage as revenue increased.”
“It's we need to be competitive in the market on the price of our product to our outbound customers and fuel increases that can apply some short-term pressure on the margin rate, something that we are confident we have a plan to address for 2027, as I said.”
“However, the sudden surge in demand for fiberglass pools caused our ramp-ups to be more pronounced compared to prior years, resulting in approximately $2.8 million of incremental costs in the quarter, which represented a gross margin headwind of approximately 140 basis points.”
“Reflecting that, our latest estimate for Q3 net sales is approximately $71 million, gross margin of approximately 47.8%, and adjusted EBITDA margin of approximately 15.2%, each respectively at the midpoint of our full-year range.”
“This subsidiary was expected to generate revenue of approximately EUR 30 million in fiscal year 2026, and the transaction is expected to be accretive on the full year margins.”
“Given the significant increase in our full year 2026 revenue expectation over the past six months and our visibility into future demand, we are increasing our CapEx guidance to $130 million to $140 million, which is a $30 million increase from prior guidance.”
“We've also increased our growth capital guidance at Marigold from $48 million-$65 million as we accelerate spend to facilitate longer-term growth initiatives at the site.”
“Today, we have more than 40 design win projects that have reached mass production, several of which we expect will each generate more than $4 million in annualized revenue beginning in 2027.”
“Operating income of EUR 655 million was EUR 25 million above our guidance of EUR 630 million, delivering on operating margin of 13.7%.”
“We demonstrated strong operating leverage in the quarter as adjusted EBITDA loss improved 27% year-over-year, dropping 60% of our revenue growth down to the bottom line.”
“We expect further margin expansion over time as we work through the inventory revaluation headwind and benefit from improving revenue growth, the impact of actions already taken to right-size our manufacturing capacity, and our Ortho 360 operating model.”
“We expect Niktimvo margin contribution, defined as a collaboration revenue recorded by Syndax as a percentage of Niktimvo net sales, to continue to be in the 25%-30% range in the near term and increase longer term as sales grow.”
“Sales grew there by $4.4 million or 4.8%, reflecting some impact of currency conversion, but also continued sales growth of 2.3% in local currency, even though we were up against a difficult comparison where last year had very robust orders in the first half of the year.”
“Current quarter revenue was impacted by a reversal of revenue from the Q1 of $1.2 million, driven by a change in our assumptions within certain milestone payments connected to our SK On research and development license agreement.”
“Between the higher output volume, our improved marketing discipline, our licensing momentum that David talked about, and then the visibility into our slates for 2027, we feel good about studios sustaining its profitable path, and being not just sort of a one-quarter pop, but a growth driver for us as well as a profitability driver.”
“Are you already seeing an impact on backlog, awarded orders or even revenue, or is that all 2027 and beyond?”
“Our Healthcare Apparel revenue declined 4%, and gross margin decreased by 260 basis points, largely due to a non-cash inventory write-down tied to our recent strategic decision to accelerate the shift to a more focused product offering.”
“We saw an $11.3 million in revenue growth attributable to increased product demand in the U.S.”
“Even when excluding the $16 million of tariff-related refunds we received in the quarter, which drove about half of the adjusted EPS upside, our pro forma adjusted operating margins were still above the 27% assumption in our guidance.”
“We expect G&A expense of approximately $43.5 million in the third quarter of 2026, and now expect G&A expense of between $170 million and $172 million for the full year 2026, as we continue to prudently invest in key growth opportunities, such as the Revolve namesake label, physical retail, and the Cardi B joint venture.”
“This quarter, we delivered top-line growth of 12%, including 6% organic growth, and continued to see healthy demand for our portfolio across both our music publishing and recorded music businesses, both of which grew year-over-year.”
“During the quarter, Green Valley Ranch Hotel renovation reduced the available room night inventory by more than 21,000 room nights, impacting both revenue and profitability across both divisions.”
“Software & Control margin of 34.8% was up 320 basis points versus prior year and was higher than our expectations, driven by strong sales volume, partially offset by inflation.”
“By the way, the change to the guidance, before I turn it over to Dave, was we increased the contract revenue from $20 million-$30 million range to approximately $30 million, as we've seen strong contract revenue come in in the first half of the year.”
“We continue to focus on profit flow-through and adjusted EBITDA growth of 6%, outpaced service revenue growth of 5%, consistent with our continued focus on operating leverage.”
“Evkeeza contributed $21 million, representing 50% growth over the second quarter of 2025 as demand continues to build following launches in our territories outside of the United States.”
“We expect SG&A to remain relatively consistent during the second half of 2026, creating favorable operating leverage as our backlog converts into meaningfully higher deliveries compared with the first half of the year.”
“With a strong performance, EPS for the second quarter of 2026 was $1.98 per diluted share, and our free cash flow was $55.9 million, representing a 31% margin compared to 20% in the prior year due to fluctuations in working capital.”
“At the midpoint of our updated guidance, we now expect to deliver 18% net sales growth, over 20% adjusted EBITDA growth, and adjusted EPS growth of 35% for the full-year.”
“We have also increased our planned sales force at launch to approximately 40 sales reps at the upper end of our prior guidance.”
“Between the higher output volume, our improved marketing discipline, our licensing momentum that David talked about, and then the visibility into our slates for 2027, we feel good about studios sustaining its profitable path, and being not just sort of a one-quarter pop, but a growth driver for us as well as a profitability driver.”
“For 2026, we expect to spend approximately $180 million-$190 million on core CapEx and approximately $75 million-$85 million of CapEx on growth and ROI projects.”
“In addition, reflecting the strength of our replacement cycle, we now expect to complete approximately 40 replacement sales at the midpoint of our full year revenue guidance, with an average selling price of approximately $300,000-$325,000.”
“Gross profit increased by $7 million to $95 million in the third fiscal quarter of 2026 versus the same period one year ago.”
“We were at 2.1% for the quarter, again, above the midpoint of our customer growth guidance range.”
“Product revenue totaled $529.7 million, a 0.6% increase from last year's first quarter, led by continued strength in security and networking, as demand in both areas continues to benefit from increased AI adoption.”
“As we saw in the first half of 2026, we continue to expect modest headwinds from cost of revenue as a percentage of revenue in the second half as a result of the investments in areas such as additional GPU capacity, as well as the impact from the inclusion of tvScientific.”
“Our second quarter PAPZIMEOS revenue grew from the first quarter by $31.5 million as we saw demand for PAPZIMEOS continue to build as the second quarter progressed.”
“Referring again to the waterfall on slide nine, for the second quarter of 2026 versus 2025, net energy margin rose by $0.08 per share, driven by higher generation volume, higher capacity prices, and higher gas operations, partly offset by the absence of both zero-emission certificates and the LIPA-related fuel and energy management fees.”
“This change is reflected in our guidance and will result in an increase to adjusted EBITDA margins in fiscal 2027 of approximately 120-140 basis points, which is dependent upon our overall business performance and timing and volume of sales and client implementations.”
“As we move forward for the remainder of 2026, we expect the delta between volume and revenue growth to narrow with the recent lapping of third GPO.”
“We are initiating an adjusted diluted earnings per share guidance range of $5.68-$6.08, which excludes the after-tax impact of the PVC pipe legal settlement.”
“Q2 revenue was $60.5 million, an increase of 1% compared to last year's second quarter, driven by 11% growth in subscription revenue, partially offset by a decline in hardware revenue due to the fact that significant hardware revenue had been pulled forward into Q1, which we discussed with you last quarter, as well as a decline in perpetual maintenance revenue as customers continued to move to term licenses.”
“I want to emphasize that we remain in the very early days of the off-lease inflection, and we expect to see year-on-year growth in off-lease volumes throughout the remainder of 2026 and beyond.”
“As additional guidance on the application of the One Big Beautiful Bill and the Inflation Reduction Act of 2022 has become available, we've continued to evaluate the impact of the tax legislation, particularly as it relates to acquisitions and bonus depreciation.”
“We're lowering our full-year same-store expense growth outlook by 140 basis points to about 2.1% at the midpoint from 3.5% originally.”
“We expect revenue to be in the $505 million-$525 million range, we expect margins to improve materially from what we just reported to close to 30%, potentially touching 30%.”
“The business ended the quarter with 2.45 million customers, up 8% year-over-year, and continues to deliver growth well ahead of the pace assumed in our long-term outlook.”
“During the Enpro 3.0 horizon, we are targeting mid-single-digit organic growth in Sealing Technologies, while at AST, we are targeting high single-digit to low double-digit organic growth, with both segments capable of generating 30% adjusted EBITDA margins, ±250 basis points through 2030.”
“Finally, NMFC is paying a cash yield of 15% at Friday's closing stock price, which is a level that is approximately two times as high as high-yield bond index averages, and with a dividend which we feel is sustainable based on the anticipated earnings power of the portfolio for the foreseeable future.”
“Based on performance for the first nine months, we're tightening our fiscal 2026 NFEPS guidance range to $3.52-$3.62 per share, narrowing the range while increasing the midpoint.”
“With our outperformance this quarter and the confidence we have in our customers' execution, we are raising the fiscal 2027 adjusted EBITDA guidance by $10 million from $715 million-$725 million to the new guidance range of $725 million-$735 million.”
“In fact, through May 2026, revenue from our China cross-border channel had already exceeded the revenue generated by that channel for the full year 2025.”
“Q3 total revenue guidance assumes a $10 million negative impact from Tinder's user experience test and product changes, and a $15 million negative impact from lower Azar direct revenue as a result of the required app redesign.”
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