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 2785–2880 of 5581.显示第 2785–2880 条，共 5581 条。
“Turning to our financial outlook for fiscal 2027, we expect total sales of $13.6 billion-$13.75 billion, driven by same-restaurant sales growth of 2.5%-3.5%, 75-80 gross new restaurant openings, and 11 Bahama Breeze conversions during the year.”
“Before I get onto cost, just one other data point on the demand side and what we've realized is if we go back from December through till the end of May, we realized around a $75 a ton price increase across our product mix, that's more heavily weighted towards rebar, which is really impacted by the imports and the CBAM measure.”
“Total company adjusted gross margin expanded by four percentage points year-over-year to 79%, while adjusted EBITDA more than doubled and exceeded expectations at approximately $36 million, representing 24% of revenue.”
“Adjusted gross profit margin improved to 50.1%, an increase of 10 basis points above the prior year, due primarily to a higher mix of AIS sales.”
“No signs of tolerance were seen after subchronic dosing, and more than 60-fold safety margin was demonstrated based on respiratory depression as sedation biomarker.”
“Gross margin was 27.4% compared to 29.3% a year ago, reflecting less favorable product mix within building products, the purchase accounting impact of the inventory step-up at LSI, and inflationary cost pressures.”
“We would expect total revenue growth to be consistent with our full-year guidance, with an adjusted operating margin of 41%-42%.”
“On slide 17, our treasury comprising cash and term deposits decreased by CAD 22.3 million.”
“Operating margin was 8.2%, and adjusted operating margin was 10.4%, expanding 40 basis points year-over-year, primarily from gross margin expansion driven by leverage on higher sales and pricing realization, partially offset by inflationary cost pressures.”
“Revenue of $2 billion was up approximately 1% year-over-year on a reported basis, but down 1.9% on a constant currency basis, reflecting challenging prior demand dynamics, including elevated cancellations in earlier periods.”
“While customer demand and larger project awards can vary and will vary by end market, by quarter, our backlog, pipeline, and operating priorities support our confidence in continued progress toward our fiscal 2028 growth and margin targets.”
“Our top 200 customers these days make up about 25% of our rental revenue, and our top 200 customers are growing in the 13%-14% range year-over-year in 2026 as compared to obviously the overall growth that we saw in the business and also in general tools.”
“Our home building operating income margin for the quarter was 2.5%, compared to 8.6% for the last year's second quarter, mainly due to our lower housing gross profit margin and selling, general, and administrative expenses as a percentage of revenues.”
“Consolidated adjusted operating income improved $491 million or 8% for the full year, despite a nearly $400 million headwind from FedEx Freight results.”
“Our yield growth was revised by approximately one percentage point relative to our previous guidance and represents a $0.14 per share operational knock-on impact of the extreme geopolitical volatility generated by the Middle East conflict.”
“We expect the impact to be a decrease of 10-15 margin points based on the volumes we are now anticipating before beginning to ramp back towards our target margin of 60%+ as we transition away from our rented systems.”
“A new revenue stream beginning in fiscal 2027 for FFL services will be accretive to sales, but not at the same 87% profitability rate.”
“When we launched the roadshow, our goal was to use the IPO proceeds to fund the majority of our growth pipeline through the end of 2030, targeting 1 GW of installed capacity.”
“That said, identical sales without fuel growth of 1% included a 130 basis points headwind to the total company from the Inflation Reduction Act, an additional 40 basis points headwind to the total company from the accelerating shift from brand to generic prescriptions.”
“Importantly, within our range for revenue of 1%-5% for the quarter margin in EPS, we expect strong overall margin in EPS expansion for the year.”
“Gross margin of 29.8% was one percentage point above last year, reflecting a 23% increase in production volume, lower promotions, and a 2%-3% price increase from January, partially offset by increased volume-related spending tariffs and inventory reserves.”
“For our first quarter, while we continue to have a measured view of the current macro environment, we expect first quarter sales to be in the range of $490 million-$510 million, reflecting organic growth of up to 4%, which excludes acquisitions and divestitures, and adjusted operating margin in the range of 4%-5.5%.”
“In managing margins more dynamically, we lowered GPUs by less than the $300 per retail unit guidance we provided last quarter, as we balanced demand, margins, and efficiency gains in our reconditioning processes to support sales.”
“We expect core operating income to be in the range of $589 million-$649 million, which implies a core operating margin of approximately 6.4% at the midpoint.”
“Free cash flow of $205 million, up from $195 million, driven by expected cash earnings growth and moderated by $15 million of year one Emerald dilution, $15 million of higher CapEx, largely from new product development, restructuring costs we expect to moderate over time, and higher cash taxes.”
“For 2026, we are targeting approximately 40% top-line growth, with operating profit scale is expected to remain broadly stable.”
“We remain committed to our previously announced of $430 million revenue target for 2026.”
“As a quick summary, second quarter revenue of nearly $21 million increased both year-over-year and sequentially, gross profit margin expanded to 35.1%, a 360-basis point gain over the same period last year.”
“As Tarun mentioned, we expect to generate positive comp sales in the remainder of FY 2026, leading to EBITDA growth and a steady improvement of our margin profile.”
“Non-GAAP operating income was approximately $4.4 million, representing an operating margin of 5.6%.”
“Our full-year performance reflected continued momentum, with net revenue increasing 20% in Canada adult-use cannabis and 18% in Canada medical, alongside operational execution across the platform.”
“This dynamic is reflected in our revenue growth this quarter of 11%, translating into adjusted EBITDA growth of 42%, because the growth came from the highest quality, highest margin part of the revenue base.”
“We expect Q3 new orders to be in the range of 21,000-22,000 homes, with continued focus on matching start and sales pace.”
“We delivered a solid set of results this quarter, highlighted by 52% year-over-year gross billings growth, exceeding the high end of our guidance and narrowing sequential operating loss, despite the seasonal softness typical of the first quarter.”
“The above outlook includes an approximate -270 basis point adjusted EBITDA margin impact from pre-opening and start-up costs to support our international expansion.”
“While we recognized a $39 million impairment charge in the fourth quarter driven by geopolitical and macroeconomic factors, we remain confident in the underlying fundamentals and long-term strategic importance of the global markets we serve, with the outlook improving in FY 2027 as headwinds ease and positioning strengthens.”
“Gross margin decreased 160 basis points to 52.1% of net sales in the first quarter of fiscal 2027, versus 53.7% in the prior year period, primarily driven by increases of 380 basis points in inbound transportation and tariff costs, and 110 basis points in outbound transportation and warehousing costs, partially offset by an increase of 330 basis points in product margin driven by price increases and cost reduction initiatives, partially offset by higher promotional discounting.”
“We expect Franchise Brands to continue generating strong margins and cash flow throughout 2026, although we anticipate same-store sales for the segment to moderate from our first quarter results.”
“As a result, beginning with these transactions and going forward, revenue and cost of sales associated with spectrum sale agreements will be recognized on a gross basis in accordance with ASC 606.”
“Adobe GenStudio ARR grew over 25% year-over-year, reflecting enterprise demand for an end-to-end solution that spans workflow and planning, creation and production, asset management, activation and delivery, and reporting and insights.”
“Net income for the quarter was RMB 387.6 million, a 31.4% year-over-year increase, with a net income margin of 29.5%.”
“As a result, for full-year FY 2026, we are tightening our ranges and raising the midpoints for both revenue and adjusted EBITDA to reflect the resilience we're seeing in existing client engagement despite an increasingly challenged consumer environment.”
“Customer demand and our growing visibility into future revenues is what underpins the long-term financial outlook we shared at our most recent Analyst Day of plus 31% revenue CAGR and plus 28% EPS CAGR through our fiscal year 2030.”
“We wanted to disclose the impact of inflation on our bookings, not on our revenue, in Q1, and that was 3% out of the 50% year-over-year growth.”
“Turning to our outlook on page 10, we are reaffirming our full year guidance we issued in March, including net sales of $7.8 billion-$7.9 billion, adjusted EBITDA of $950 million-$980 million, and operating cash flow conversion of 60%-70% of adjusted EBITDA.”
“The two fast-growing businesses, namely robotics and others, as well as cloud and AI infrastructure, already accounted for 38% of our first quarter revenue, and we expect their revenue growth and revenue contributions to continue growing in the coming quarter and to exceed more than 50% of our total revenue in the second half of this year.”
“Given the continued strength we are seeing across the earnings profile of the business, we are maintaining our full-year fiscal 2026 adjusted EBITDA margin guidance range at 6.6%-6.8%, or approximately 100 basis points of year-over-year expansion at the midpoint.”
“Total inside sales rose 7.4% from the prior year to over $1.5 billion, with an average margin of 42.4%, which resulted in total inside gross profit dollars up $61 million, or 10.5% from the prior year.”
“Despite these headwinds, we still delivered year-over-year gross margin expansion, where gross profit increased 35.3% to $19.4 million.”
“Looking at slide 13, based on our year-to-date performance and forecast for the balance of the year, we are reiterating outlook midpoints across all outlook metrics and narrowing expected ranges for net sales, net income, EPS, adjusted EBITDA, and adjusted EPS.”
“We finished the quarter with $794 million in liquid assets, including $488 million in cash, along with uranium inventory and equities, and importantly, no debt.”
“Despite the sales headwinds in the first quarter, gross profit was down only slightly at $89.3 million compared to $90.9 million in the prior year period.”
“For the full year 2026, ending December 28th, 2026, we expect net sales of $367 million-$371 million, reflecting an increase of 12.4%-13.6% year-over-year, driven by continued volume-led growth across our key products and retailers as we drive velocities and distribution expansion.”
“Max, as you think about Uncrustables now being a billion-dollar brand total company, our outlook for that business for FY 2027 is mid-single-digit growth, which is really driven by volume mix momentum, just partially offset by some strategic investments.”
“We expect revenue to be $310 million, an increase of 17% year-over-year, with adjusted operating margin of 18.4%.”
“In our Retail and Wholesale Products Group, we experienced significant growth in cat litter sales, which were up 13% over the same quarter in the prior year, driven by higher demand in our coarse, lightweight, co-packaged, and crystal products.”
“After our quarterly results, we'll provide an overview of the joint venture transaction with WHP Global, which closed on April the 1st, our post-transaction operating model, including the key growth drivers behind it, our financial outlook for Q2 and full year 2026, as well as three-year targets and the potential value creation opportunities the joint venture unlocks.”
“While near-term financial performance was impacted by delivery timing and strategic investments, we remain committed to long-term growth strategy and maintain our 2026 annual revenue guidance of RMB 600 million.”
“We are pleased with our start to fiscal 2026, with first quarter net sales growth in line with our plans, and earnings per share exceeding our expectations, driven by strong margin expansion.”
“You're raising the ranges on revenue guidance by $30 million, which implies a guide up to expectations for Q4.”
“As a reminder, we had no IEEPA tariff impact to gross margin in the Q1 of 2025, and costs attributable to tariffs increased throughout the year as we use the weighted average method of inventory accounting, with their full impact hitting average unit cost in the Q4 of 2025.”
“Gross profit margin for the second quarter and first half of fiscal 2026 was positively impacted by higher volumes and the resulting positive impact of our strong manufacturing operating leverage.”
“Resort revenue for the quarter declined 7% compared to the prior year, primarily driven by unfavorable weather conditions that impacted visitation and revenue for both local and destination guests, particularly at our resorts in the Rockies and in Tahoe.”
“Gross profit increased 35.3% to $12.4 million, or 23.6% of total revenues in the first quarter of fiscal 2027, as compared to $9.2 million, or 26.1% of total revenues in the same year-ago quarter.”
“Even though we have a strong pipeline, as we previously stated, our current plan does not depend on additional acquisitions to achieve our revenue or adjusted EBITDA profitability guidance.”
“Service backlog was $155.4 million, comprised of future revenue from our long-term service agreements on customer-owned power plants.”
“Obviously, heading into fiscal 2027, you're going to be dealing with the inflation you talked about and the choices you're making around snacks, and those things will be cause for noise and varying degrees of sales or profit pressure.”
“From our own farms in Peru, we expect exportable avocado production to reach all-time highs, ranging between 120-130 million pounds as compared to 105 million pounds in the 2025 harvest season, with sales of our own production weighted to our fiscal fourth quarter.”
“First quarter revenue grew over 4%, primarily due to the strong aerospace performance, while margins also expanded nicely, resulting in an adjusted EBITDA margin of 10.5%.”
“Considering headwinds at certain outbound destinations, as well as airfare price impact on short-haul travels and air ticketing alone, we expect the revenues to increase up to 5% year-over-year in the second quarter.”
“The decrease in adjusted earnings for the second quarter of 2026 compared to the second quarter of 2025 was mainly due to reduced operating leverage from lower volumes related to ongoing macroeconomic uncertainty, combined with weak consumer confidence, tariff-related costs, and inflationary pressures.”
“Based on current available information, including our pipeline for upcoming IP releases and seasonal demand, we expect revenues from our pop toy business to be in the range of RMB 130 million to RMB 140 million for the Q4 of fiscal year 2026.”
“Sales on dkny.com increased over 40% during the strong spring season, driven by higher conversion rates, targeted marketing, and increased newness that resonated with our core customer.”
“As a reminder, we expect free cash flow of approximately $250 million in 2026 before the impact of transformation and integration costs, the final RavenVolt earn-out, and any incremental restructuring.”
“With respect to our outlook for the second quarter of fiscal 2026, I want to remind everyone that formulating our guidance involves some inherent uncertainty and complexity in estimated sales, product margin, and earnings growth given the variety of internal and external factors that impact our performance.”
“That's comprised of $39.9 million of services revenue associated primarily with the Xe-100 design activities under ARDP, and $3.5 million of grant income associated with Dow's demonstration reactor under ARDP.”
“Therefore, this quarter and going forward, we will be presenting free cash flow adjusted for this change in direct deposit receivables in combination with the change in funded instant withdrawal receivables, given that both activities have no impact to our cash profitability but will continue to impact quarter-end figures simply due to timing.”
“We now expect full-year sales growth in the range of 4%-6.5% and adjusted EPS in the range of $4.50-$4.62.”
“For the full fiscal 2027, we expect total revenue in the range of $1.13 billion-$1.14 billion, and we expect to generate operating income in the range of $142 million-$147 million.”
“With respect to tariff rates, there continues to be uncertainty, and our assumption of a full-year blended rate of approximately 15% is unchanged, as is our expectation of an approximately $195 million gross tariff cost in EBIT, or an approximately 215 basis points unfavorable impact to operating margin, which we will partly offset with our planned mitigation actions.”
“We expect increased tariffs to have a gross negative impact of approximately 150 basis points, with offsets of approximately 100 basis points.”
“Non-GAAP operating margin to be 18%, non-GAAP EPS to be between $0.15 and $0.16, and we expect to be GAAP profitable for Q2.”
“In Q3, we executed on healthy cloud demand, we made exciting progress moving key deals through our sales pipeline, we saw strong services demand and execution, we really demonstrated the power of our financial model, with revenue growing 27%, combined with strong margin and cash flow dynamics.”
“According to the IMF April 2026 World Economic Outlook update, global growth is projected to moderate to 3.1% in 2026 and 3.2% in 2027, with downside risks dominating the outlook.”
“On the bottom line, operating margins were 32%, and a strong 35% free cash flow margin supported $318 million in stock buybacks, the largest quarterly repurchase in our history.”
“The Americas grew 7%, supported by continued strength in premium lenses, while EMEA increased 6%, fueled by strong demand for MyDay and MiSight, further reinforcing our number one position in that region for both revenue and wearers.”
“In fiscal 2026, Columbus McKinnon delivered record net sales of $1.2 billion, up 24% year-over-year, driven by organic growth, including positive pricing and volume, favorable foreign exchange movements, and the addition of $188 million of revenue from the Kito Crosby acquisition.”
“In Q3 2026, we expect to deliver revenue of approximately $1.625 billion, ±$50 million, and an adjusted gross margin of 45%, ±50 basis points, and adjusted operating expenses of approximately $410 million, ±$10 million, resulting in an operating margin of 19%-20%.”
“In the quarter, total sales decreased 2.5% and comp sales decreased 2.3%, about in line with the low end of our guidance.”
“During his 22-year career at Whirlpool, Jim led the company through complex global cycles and navigated margin pressures and volatile global consumer demand.”
“Concrete Waste Management Services business, adjusted EBITDA increased 16% to $7.7 million, driven by strong operating leverage on higher volumes and pricing.”
“First quarter highlights included record revenue of $291 million, improved gross margins of 21%, increased net income of $46 million, or $3.24 per diluted share, and improved adjusted EBITDA of $56.4 million.”
“First, capital expenditures increased $10 million versus last year, but are in line with the full year guidance we've provided.”
“Our multifamily residential loan and other portfolio increased 2% year-over-year and 6% sequentially to CAD 1 billion as we continue to transition some of our higher risk-weighted to lower risk-weighted multifamily residential loans as part of the bank's strategy to capitalize on opportunities for lower risk-weighted credit assets with higher return on capital and continued growth in the SRP portfolio.”
“Gross margin of approximately 77%, operating margin of approximately -9.5% to -10%, net loss per share of $0.18 using approximately 415 million weighted average common shares outstanding, and positive free cash flow margin in the range of 2%-4%.”
“Fiscal 2026 adjusted standalone gross margin was 59.2%, a 50 basis point increase versus fiscal 2025, driven by better conversion, material productivity, and FX, offset by the mix impact from higher Simplera volume.”
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