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 2689–2784 of 6702.显示第 2689–2784 条，共 6702 条。
“Demand for what we do has never been higher, even as builders continue to navigate a fourth consecutive year of mortgage rates above 6%, elevated incentives, and a full-year 2026 delivery guidance moving lower across the largest public builders.”
“We have raised and narrowed our full-year revenue guidance range to be between $66.3 billion and $67.3 billion, representing growth of 2%-4%, including a positive impact from foreign exchange of approximately one percentage point using mid-July rates.”
“We expect a substantial step-down from Q2 to Q3, a deceleration of about 10 points of gross profit growth from Q2, driven by 2 points-3 points related to the last large renewal that we expect to sign in Q3.”
“The expansion of this strategic growth platform remains on track to enter service at the end of the fourth quarter, and we anticipate volumes to ramp quickly, supporting our run rate expectations for 2027.”
“This morning, MPLX announced it is increasing its 2026 capital growth spending outlook by $500 million to $2.9 billion.”
“For the full year 2026, we are reiterating our revenue guidance range of $347 million-$357 million, representing over 24% year-over-year growth at the midpoint of $352 million, excluding the impact of the Maximum Effort divestiture.”
“Other non-operating expense decreased to $2.9 million as compared to $4.9 million for the prior year period, primarily reflecting a decrease in interest expense from modestly lower interest rates and borrowings, and an increase in interest income on higher cash balances.”
“We currently estimate a tailwind of about $0.15 from the impact of foreign currency translation on full year 2026 adjusted EPS, based on current exchange rates.”
“Legacy gross profit margin was 27.4% compared to 32.8% in the second quarter of 2025, down 540 basis points year-over-year amid a choppy spring selling season, primarily reflecting market-driven volume decline and the related unfavorable fixed cost leverage, unfavorable product mix, and material freight and personnel inflation, partially offset by our continuous improvement efforts and favorable average selling price driven by tariff pricing.”
“As Ynon Kreiz said, we are reiterating our full year guidance for 2026, which includes net sales growth of 3%-6% in constant currency, adjusted gross margin of approximately 50%, adjusted operating income of $580 million-$630 million, and adjusted EPS in the range of $1.27 and $1.39.”
“We continue to expect go-forward portfolio centers NOI growth for the full-year 2026 to increase at least 3% over 2025 and to accelerate meaningfully in 2027 and 2028 as the SNO pipeline tenants continue to open and begin paying rent.”
“We expect that momentum to continue as strategic WAVES sales were up nearly 35% year-over-year in the quarter, which is a nice precursor to future revenue.”
“As we exit 2026, we expect the business to be operating at a revenue run rate of more than $200 million, with gross margins above 75% and EBITDA margins above 40%.”
“While it's still early in the enrollment season, given the current environment, we expect full year FY 2027 revenue per enrollment to be relatively flat to up slightly versus FY 2026.”
“LeMaitre's Q2 organic revenue growth of 10%, consisting of 7% price growth and 3% unit growth, was impacted by the Q2 2025 stocking orders following our package relating catheter recall.”
“On a full year basis, we expect revenue to be in the range of $1.04 billion-$1.1 billion, which represents a 21% year-over-year growth at the midpoint and marks an important milestone of exceeding $1 billion in revenue for the first time in the company's history.”
“We delivered a homebuilding gross margin of 19.8% and an adjusted homebuilding gross margin of 23.2%, both of which were above the midpoint of the increased guidance range we provided on our last call.”
“As a result, I'm pleased we can raise the midpoint of our 2026 revenue guidance by $100 million, raise the midpoint of our EPS guidance by $0.05, and raise operating cash flow guidance by $50 million.”
“Pull-through weighted rate lock volume came in within the guidance we issued last quarter of $5.75 billion-$7.75 billion and contributed to adjusted total revenue of $308 million, which compared favorably to $299 million in the first quarter.”
“Gross margin also reflects $300 million in impairment charges associated with inventory optimization actions, offset by a reduction in loss on firm purchases commitments as a result of lower volumes.”
“As Eric mentioned, we continue to be on track to meet our previously reported full-year 2026 revenue goal of approximately 15%-20% of organic revenue growth and approximately 100 basis point improvement in adjusted EBITDA margin performance from our reported 2025 operating results.”
“Key drivers of the year-over-year improvement in GAAP net income include a $20 million increase in earnings from operations, reflecting strong growth in revenue and gross profit.”
“As we enter the heart of the construction season, we expect H2 contracting service margins to improve year-over-year, while we execute on our $1.2 billion of backlog, benefit from the timing of project bonuses, and collect on fuel escalators.”
“In addition, our board has increased the quarterly common cash dividend by 12% over the prior year, supported by our strong operating performance, earnings growth and rising taxable income, and confidence in the company's long-term growth outlook.”
“Our results this quarter give us high confidence in our commitment to achieve positive free cash flow in the second half of 2026 and free cash flow breakeven or better for the full year.”
“We anticipate continued RILA sales growth resulting from our June launch of Market Link Pro 4 and Market Link Pro Advisory 4.”
“We picked up probably $25 million in our latest update of top-line guidance of additional sales based, we think, mainly on our ability to really perform against customer expectations.”
“Taken together, our backlog visibility, integration efforts, and continuous improvement initiatives gives us confidence in realizing our second half 2026 forecast and achieving our longer-term financial targets, including an adjusted EBITDA margin of 20% in 2028.”
“Just for everybody's benefit, you'll recall that in fiscal year 2025, we increased our margins by 110 basis points, and in fiscal year 2026, at the midpoint of the guidance that we've provided, that'll represent another 90 basis points of margin expansion.”
“Turning to guidance, we are reaffirming our full-year Same Property NOI growth guidance range of 3.25%-4.25%.”
“For 2026, we expect revenue at or above $6.375 billion, which is updated from last quarter and is FX neutral growth of 1%.”
“This increase equates to an additional $2.5 million of NOI as compared to our original guidance and is based on our outlook for same-store revenue growth, which we affirm at 1.7% for the full year and our expectation for lower operating expenses during the second half of the year.”
“Our focus for the rest of 2026 is pure operational discipline, hitting our delivery targets, converting our premium backlog, and driving repeatable, transparent execution for our customers and public shareholders.”
“For the third quarter of 2026, we expect revenue of $265 million-$295 million and adjusted gross margin between 37.5% and 40.5%, factoring in the ongoing impact from tariffs of about 150 basis points.”
“Revenue totaled $245 million and adjusted EBITDA totaled $48 million, both at the high end of our guidance ranges and representing an adjusted EBITDA margin of 20%.”
“Free cash flow was $144.7 million or 25% of total revenue, marking our entry into the FY 2029 targeted range we outlined in February and reflecting the operating leverage embedded in our model.”
“For Food & Industrial Ingredients—U.S./CAN, we expect net sales to be down low single digits and operating income to now be down 20%-25%, driven by Argo's operational headwinds in the first half of the year.”
“As a result of the increased revenue and the benefits of the GE HealthCare restructuring and other initiatives, we generated approximately $8.6 million in adjusted EBITDA of this quarter, representing a 7.6% increase over the prior year and resulting in an increase of more than 1% in our EBITDA margin, which came in at 23.4%.”
“Most notably, we successfully executed an upsized $402.5 million exchangeable notes offering, demonstrating strong investor demand and providing substantial growth capital.”
“We're updating our full-year revenue range to $4.7 billion-$4.745 billion, an increase of $5 million at midpoint, net of a $20 million increase in operational performance, offset by a $15 million headwind from updated foreign currency effects.”
“Excluding the impact of approximately $1.5 million in IEEPA tariff refunds recognized in cost of sales in the quarter, our gross profit margin was 60.7% in the second quarter of 2026, compared to 60.8% in the prior year quarter.”
“Moving to the P&L items themselves, revenue increased approximately 81% year-over-year to $74.9 million, while cost of revenue increased by approximately 23%.”
“Lastly, revenues from our legacy credentialing and scheduling products, excluding the impact of the $2 million catch-up, approximated $7.4 million of our second quarter revenues and declined by $1.3 million or 15% compared to the second quarter of last year, as we continue our efforts to migrate customers from those solutions.”
“Regarding the operating income improvements in 2026 from our value creation initiatives, we expect approximately 40% of the in-year operating income improvement to originate from the gross profit initiatives and 60% from G&A expense savings.”
“Commercially, WAKIX delivered record quarterly net revenue of $261.3 million, up 30% year-over-year, up 21% compared to last quarter, signaling a decisive rebound from the seasonal headwinds we discussed on our first quarter earnings call.”
“In terms of cash flow, net cash in operating activities for the second quarter of 2026 used was approximately $5.1 million, that compares with the cash usage of $2.0 million in the second quarter of 2025 and a usage of $4.2 million in the first quarter of 2026.”
“Do you think it's like the 2027 revenue growth is largely predicated on what Cylinder has sold year-to-date, or is that something you feel like you can actually add to your customer base and cross-sell through in that fourth quarter, and then obviously as we go through into 2028 and beyond?”
“We have also declared a dividend of $0.60 per share this quarter, which keeps us on track for the 11% increase over last fiscal year, equating to the targeted $2.40 per share for fiscal year 2027.”
“Our increased midpoint of $1.695 billion now represents 9% growth over last year, which again, is in line with our long-term growth targets.”
“We expect the adjusted gross margin as a percentage of revenues before reimbursements to be approximately 46%-47%.”
“At a business level, Zoro saw strong growth from its core B2B customers, along with higher customer retention rates as our marketing program, both targeted and efficiency, continued to improve.”
“Adjusted EBITDA grew 54% year-over-year to $168 million, more than twice our revenue growth rate, with margin expanding to 16.9% of revenue from 13.3%.”
“I've had 37 years of TradFi experience, so those of you who follow me know I know a lot of people in the space, and I think the backlog for tokenization for us is going to really lead to gross margin, and I'm very, very excited about financial services.”
“Altogether, we expect positive pricing momentum to favorably impact 2026 full-year sales and EBITDA by approximately $60 million, with fourth quarter benefiting more than third quarter.”
“Excluding approximately $9.15 per share relating to the acquired IPR&D expense and full-year financing costs associated with the Arcellx, Tubulis, and Ouro Medicines transactions, as well as non-recurring other revenue, our full-year non-GAAP diluted EPS would be $8.50-$8.85, raised $0.05 on the bottom end from our May illustrative guidance due to higher base sales, partially offset by lower Veklury sales.”
“As a reminder, gross margin during the second quarter of 2025 was a record 37.1%, which included approximately 150 basis points of FIFO-related timing benefits associated with price increases taken upon the imposition of increased tariffs in April 2025.”
“About 78% of our new origination volume in the third fiscal quarter supported M&A-driven transactions such as LBOs and add-on acquisitions, which builds on the momentum we saw last quarter and highlights our ability to benefit from the early signs of a more active and M&A-driven market environment.”
“The sales volumes of our 2025 and 2026 restaurant classes continue to outperform both the comp restaurant base and, importantly, their underwriting targets.”
“Our full year 2026 revenue estimates include a $2 million FX headwind.”
“Based on our first half performance and continued momentum across submissions and funded production, we are reaffirming our full year guidance of funded volume between $2.8 billion and $3.1 billion and adjusted EPS between $4.50 and $5 per share.”
“For the binders, yes, we did see in the first half around the EUR 70 million positivity year-over-year, and we expect this to turn into a headwind of around EUR 120 million year-over-year in the second half, resulting in the EUR 50 million for the full year.”
“Second, because these streams carry lower growth margins than our blended average, full year growth margin decline would be higher than the range we previously discussed, closer to 350 basis points on a reported basis and closer to 200 if normalized for the current payment ramps in healthcare and B2B.”
“This is a 225 basis point reduction compared to our prior outlook of 5.5% growth and includes a 120 basis point impact from lower professional services, with the remainder coming from slower recurring revenue growth.”
“I think you conservatively use around $65, but the question is more just how much do you think some of the operational improvements and resource expansion initiatives you've achieved can contribute to a higher NAV plus just more volumes or growth?”
“Adjusted EBITDA margin contracted approximately 200 basis points to 38.3%, also reflecting the impact of the discount, partially offset by the non-recurrence of product-related expenses recorded in the prior year.”
“This is a good segue into slide 12, which shows a total pre-order backlog of approximately 2,700 aircraft valued at about $13.5 billion at list price, including the two new LOIs signed this quarter and announced at the Farnborough Airshow.”
“Growth in Materials Solutions accelerated from the first quarter, and we expect the MS segment to deliver double-digit year-over-year growth in the second half of 2026, benefiting from increased demand across deposition, CMP, etch, and implant materials product lines.”
“We expect fourth quarter gross margin to be north of 40%, and we expect 25% adjusted EPS growth at the midpoint in Q4.”
“As a result of the strong financial performance in the first half of the year, we are raising our full-year revenue guidance to a range of $790 million to $820 million, from $755 million to $785 million, and our adjusted EBITDA guidance to $565 million to $585 million, from $545 million to $565 million.”
“We are raising full year growth guidance for Test & Measurement, now 14%, and Control Systems & Software, now 3.5%, including approximately three points of headwind from software renewals.”
“Gross margin as a percent of revenue was 61.6%, reflecting the continued mix shift toward our usage-based offerings, which in aggregate carry a lower margin profile but can add meaningful gross and operating profit dollars as the business scales.”
“Second, tax-related factors impacted results by COP 1.2 trillion, mainly explained by the income tax surcharge, which increased from 0% in 2025 to 10% in 2026, in line with the Brent price outlook for this year, as well as the recognition of the new wealth tax.”
“Patient care cost per treatment declined approximately $3 sequentially as a result of operating leverage on labor and other fixed costs, driven by increased treatment volume in Q2 and a decline in phosphate binder costs, offset by higher benefit costs.”
“We are also reaffirming our long-term earnings per share growth rate of 5%-7% through 2030, and we are more confident than ever that we will deliver in the top half of the range beginning in 2028, when we expect to see accelerated growth from the economic development projects we have secured under ESAs.”
“On the margin front, we're now targeting a full year adjusted operating income margin of approximately 15.5%-16.5%, up from our previous expectations of 15%-16%.”
“We now expect revenue growth of approximately 30% for the full year 2026, and to reach at least 35% growth by Q4 of 2026.”
“In-property ExpPOR decreased 170 basis points sequentially, and grew just 150 basis points year-over-year, which is in line with our revised full-year guidance assumptions that Matt will highlight shortly.”
“As production volumes scale and we continue to optimize our manufacturing operations, we expect parts manufacturing to become an increasingly meaningful contributor to both revenue and profitability.”
“Therefore, for the third quarter 2026, we estimate net sales of $1.835 billion, Operating EBITDA of $448 million, and Operating EBITDA margins of 24.4%, including a 50 basis point headwind from oil and gas inflation.”
“As a result, our backlog stands at $4.6 billion with a 4.7 average charter duration, while contract coverage is already at 100% for this year, 93% for 2027, 79% for 2028, and 61% for 2029.”
“Year-to-date organic revenue growth of 11% is in line with our guidance of delivering double-digit organic growth for the year.”
“Our increased adjusted EBITDA guidance range of $26 million-$31 million represents a growth of approximately 60% over 2025 results at the midpoint of the range, reflecting the operating leverage on the gross margin line as end markets recover, offset by the expense pressures we're seeing in SG&A.”
“For 2026, we expect base revenue of $3.5 billion-$3.7 billion and base gross profit of $270 million-$290 million.”
“The strong environment in the T&D end markets and overall strength across both of our segments, we are also raising both the bottom and top ends of our adjusted EBITDA guidance and now project a range of $437.5 million-$455 million, resulting in year-over-year growth of 14%-19%.”
“Going forward, we expect to continue to add resources to our team while maintaining operating leverage in the 1.4%-1.5% range.”
“In particular, Minneapolis delivered blended rent growth of 3.4%, with retention at 65%, evidence that the market has absorbed the elevated supply that had challenged many markets across the country.”
“That operating momentum supports an enhanced outlook both in 2026 and beyond and gives us a greater opportunity to create value through free cash flow and disciplined capital allocation.”
“Operating earnings in the segment decreased by $300,000 or 4% year-over-year, with operating margin up 70 basis points, in part due to continued expense management efforts to mitigate the impact of lower revenues.”
“As we execute these priorities, we expect to deliver a more compelling experience for our customers while positioning the business for stronger long-term growth.”
“This represents a contraction of approximately 390 basis points year-over-year, resulting from the gross profit margin impacts I just described, as well as the headwinds from our current capacity and fixed cost structure built against a pre-incident demand curve.”
“Assuming current 2026 consensus adjusted EBITDA estimates in our Q2 ending cash balance of $694 million, which would be conservative as we expect to generate free cash flow in the second half of the year.”
“Four, full-year gross margin in the range of 17%-19%, although individual quarters may fall above or below that range based on product mix, volume, and timing.”
“For components, we expect 2026 revenues to be up 8%-13%, up from our prior outlook of growth of 7.5% at the midpoint, due to stronger demand for trucks in North America, stronger demand in on and off highway markets in China.”
“Beyond those initial campuses, our pipeline keeps expanding with approximately 4.4 GW of expected future developments, giving us years of visibility into growth well beyond what's already under contract.”
“We continue to expect 2026 revenue growth in the range of 0% to 4%, which translates into full-year revenue of $367 million to $382 million on a comparable continuing operations basis.”
“Cost of sales per unit case increased by 0.6%, lower than our full year guidance of around 1.5%, and this largely reflects both a higher half one comparable of 3.6% last year and with much of the absorption of the ongoing uncertain situation in the Middle East, still to land in half two.”
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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。