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 2785–2880 of 6702.显示第 2785–2880 条，共 6702 条。
“Given the year-to-date performance and our expectations for the fourth quarter, we are tightening our fiscal 2026 adjusted earnings per share guidance range from $6-$6.50 per share to $6.15-$6.45 per share.”
“We are increasing our full-year 2026 sales and revenues expectations to mid to high teens growth based on the healthy demand we are seeing across all three of our primary segments.”
“This increase represents the following: $21 million of the increase is related to the flow-through of the non-tariff Q2 EBITDA exceed, an additional $3 million from the flow-through of our improved net sales outlook and a slightly improved gross margin outlook.”
“On the origination side, consumer loan assignment unit volume declined 1% year-on-year.”
“Advertising revenue decreased by $5.3 million for the three months ended June 30, 2026.”
“We also have increasing visibility over the long term given the accelerating hyperscaler CapEx spend, which is expected to exceed $800 billion this year just from the top five alone, nearly double last year and a fraction of the $3 trillion we expect to see over the next five years.”
“Higher oil pricing and production helped offset the impact of lower gas volumes and contributed to strong cash flow generation during the period.”
“Non-cash service revenue amortization is estimated to have a $0.94 impact on full-year adjusted EPS, which more than covers the current dividend run rate.”
“I think, Tycho, to your operating margin question, if you even look at our slide 15, if we haven't been clear enough, our guidance continues to be based on an operating margin up 250 to 300 basis points reported, including a 50 basis points headwind, and detailed a little bit on our slide 15 on the outlook.”
“Based on our first half performance and continued execution against our full year plan, we are maintaining our 2026 outlook of at least 8% revenue growth or approximately $430 million and at least 35% Adjusted EBITDA growth or approximately $29 million.”
“Turning to our 2026 outlook, we now expect full-year net sales of $2.335 billion-$2.375 billion, which represents growth of 1%-3% versus our prior guidance of flat to 2% growth.”
“Our guidance is calling for another 5%-7% organic growth with an additional point from acquisitions.”
“I would just remind you that over six years now, we've added 4% uplift to the group earnings on average capital employed from trading, and that has been through benign and volatile years.”
“In terms of revenue phasing through the rest of the year, we continue to expect the majority of our 2026 revenues to be realized in the second half of the year, specifically in the third quarter when we expect to recognize the EUR 613 million BMS collaboration payment.”
“Total revenue was $187.8 million, up 9.2%, with subscription revenue growth of 9% and professional services revenue growth of 11%, reflecting strength in go live activity and early AI deployment with customers.”
“Sequentially, our plywood sales volumes were down 1% from first quarter 2026 as we diverted more veneer to EWP production to meet stronger than anticipated demand across our EWP product lines.”
“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%.”
“What I will say, and I reiterate, is we grew 4-plus% in Q2 on the back of 4-plus% growth last year for the full year and 4% in the Q2 last year.”
“Revenue in the second quarter was $158,000, consisting of fees for wafer deliveries to customers, primarily to our large IDM customer.”
“Given our growth outlook, sustained improvement in gross margins, and ongoing operating discipline, we are raising our adjusted EBITDA guidance to approximately $140 million, representing a 16% margin, up from our prior outlook of $134 million.”
“The increase year-over-year was primarily attributed to a $32 million increase in candidate costs, reflecting continued progression of our pipeline through clinical development, including the phase III registration of program for plozasiran in SHTG, as well as increased manufacturing and clinical supply activity.”
“We continue to maintain our cash runway guidance into the second half of 2028, and in doing so, we will be able to fund operations through key data milestones over the coming months and continue to support our highly differentiated pipeline programs that have the potential to meaningfully improve patients' lives.”
“We expect adjusted EBITDA in the range of $2.31 billion to $2.37 billion and an EBITDA margin of 18.4% at the midpoint, reflecting the impact of lower revenue growth, which is partially offset by performance.”
“Growth in international ODS continues to be a bright spot as higher device volumes combined with higher revenue per device or RPD drove nearly 80% year-over-year growth.”
“Importantly, forward earnings indicators, including our capital formation and origination pipelines, committed capital not yet earning management fees, and signed originations with future syndication fees, are all very strong and continue to build, providing confidence that we'll hit our 20% plus FRE growth outlook for the year, as well as establishing embedded momentum for 2027.”
“We saw continued demand for well-structured non-QM credit, but markets also moved through periods of caution as investors weighed the path of inflation, Federal Reserve policy, and broader global uncertainty throughout the quarter.”
“We have increased our fiscal 2026 operating margin target now at a range of 48%-49%, while maintaining an expected tax rate of 21.5%.”
“We expect increased demand later in the year for our ownership due to the geographic dispersion of harvested bushels for both hard and soft wheat.”
“We now expect full year 2026 revenue in the range of $200 million-$205 million, raising the low end of our previously communicated range of $195 million-$205 million.”
“For the full year, we expect capital expenditures of approximately $160 million or about 2% of sales.”
“In server CPUs, with very strong customer demand and improved supply, we now expect server revenue to grow more than 80% year-over-year in the second half of 2026 and more than 70% for the full year 2027 off a much higher base.”
“As previously indicated, we expect there to be significant earnings growth in 2027 as the positive impact and the lease off for PENN 1, PENN 2, and our other vacancies continues to take effect, as well as the positive impact of the recent acquisition of Park Avenue Plaza.”
“We delivered $471 million of recurring revenue in the second quarter, a decrease of 4% compared to the second quarter of 2025, reflecting the impact of lower than desired commercial execution in prior years.”
“In looking ahead, we expect unit revenue growth to be in line with the second quarter's 24.6% increase for the third quarter.”
“The target is 15% adjusted operating income margins and 18% adjusted EBITDA margins.”
“Scorpio X-Series is in volume production, and we expect our Scorpio family to become our largest product category by revenue in Q3, a significant milestone in our evolution as a company.”
“Investor demand for retail real estate remains strong as well, with sales volume up 26% year-over-year and cap rates stabilizing after peaking in 2025.”
“We expect Adjusted EBITDA margin of approximately 17.9%, and we expect free cash flow to be approximately $50 million.”
“Starting with revenue, we generated $1.4 billion in the second quarter, up 11% year-over-year at the high end of our guidance range, despite continued pressures in the macroeconomic environment.”
“However, based on recent customer conversations, we expect activity levels to begin ramping moderately in Q4 in a counterseasonal way as customers look to hit 2027 running.”
“Growth was bolstered by higher volume trends with an increase of 2.2% in same store hours per business day within our target range of 2%-2.5%.”
“For my follow-up, I guess it's good to see your commitment to your 10% operating margin target, you're currently at low to mid-single digits due to product mix headwinds in addition to component and freight cost headwinds.”
“To summarize, in AS&O, our team executed well in a complex and volatile environment, strategically leveraging ADM's global asset footprint to drive margin and volume uplift in Ag Services, capture strong crush margins in a constructive biofuels environment, and deliver nearly 5% crush volume growth year-over-year.”
“Turning to our CECL reserve, the total CECL reserve increased marginally to $139 million as of June 30th, 2026, an increase of approximately $900,000 from the CECL reserve as of March 31st, 2026.”
“Customer engagement continues to ramp, and the property delivered its highest quarterly gross profit since we acquired it, which represents 33% growth compared to the second quarter of last year.”
“For NUPLAZID, we expect stronger year-over-year growth in Q4 relative to Q3 due to the greater impact of the expanded field force expected later in the year.”
“We continue to expect exome and genome volume growth of at least 30%, exome and genome revenue growth of at least 20%, gross margin of approximately 70%, and to be profitable for the full year.”
“With more than $8 billion in bids submitted that incorporate these solutions, our focus remains on margin-accretive opportunities that further enhance the quality of our backlog.”
“As our new products, particularly CASGEVY, increase in revenue contribution with higher cost of goods sold than our small molecule CF products, we continue to expect full year gross margin of just under 86%, roughly in line with this quarter's result.”
“Turning to guidance, given the performance of the business in the second quarter and the ongoing impact of the cost actions, we expect third quarter revenue of $208 million-$211 million, and third quarter adjusted EBITDA of $55 million-$57 million.”
“I think that we still see the double-digit growth in the 2026 and 2027, but the acceleration will be after we see the ramp of the factories in U.S., the improvement of the utilization of one of our major customers in U.S., and also really the leading-edge ramp as they planned in factories in Korea and Taiwan.”
“Our gross margin for the third quarter was 52.8%, up sequentially and driven by strong revenue growth, even as we continue to make deliberate investments in new product offerings and manufacturing capacity that we expect to result in future margin gains as we accelerate growth and implement continuous process improvements.”
“Chicken delivered its seventh straight quarter of volume and net sales growth, with $488 million of segment operating income and 11.2% margin, a $40 million improvement year-over-year.”
“In terms of free cash flow, while we have not given formal guidance, we continue to target a free cash flow conversion rate in excess of 60%, normalizing for the impact of net payments related to the World Cup and UFC's rights deal with Paramount.”
“BRIUMVI net revenue guidance to $890 million-$905 million, and now expect approximately $950 million in total global revenue for 2026.”
“It also accelerates profitability and cash flow generation with expected annual cost synergies of $125 million, which we expect to realize within the first 12 months following the merger.”
“The disproportionate, I would say, majority of the diagnosed patients today are the diagnosed patients that are 25 and younger, of whom we expect there are about 6,000 that will be immediately addressable at the time of a potential approval.”
“We expect to drive operating leverage on this revenue growth with adjusted EBITDA growth of 24%-27% on a constant currency basis, which at current FX rates is expected to be EUR 360 million-EUR 368 million reported.”
“For app advertisers, cost per install declined 8% year-over-year, cost per purchase declined 18%, and app purchase volume increased 128%.”
“For the full year fiscal 2026, we expect consolidated net sales in the range of $3.725 billion-$3.733 billion, which includes approximately 30 basis points of favorable impact from foreign currency rates.”
“Given the solid performance in the second quarter, we're modestly increasing our full-year outlook for site leasing revenue, FFO, and FFO per share as compared to our prior 2026 guidance.”
“We are also raising our full-year 2026 revenue guidance midpoint to $8.154 billion, representing 82% growth year-over-year, an 11-point increase over our full-year 2026 revenue guidance from last quarter, and our largest ever full-year revenue guidance raise.”
“As we continue to navigate shifting demand trends, we are taking targeted actions to optimize our sales and marketing efforts while aligning our cost structure to preserve profitability wherever possible.”
“Turning to slide five, highlights of our second quarter results include record revenue of $360.7 million, up 28.8% year-over-year, contribution profit of $118.1 million, up 26.3%, and adjusted EBITDA of $48.8 million, up 54% year-over-year, and a record adjusted EBITDA margin of 41.3%.”
“In Q2, we delivered $1.6 billion of revenue, non-GAAP gross margin of 39.3%, and non-GAAP diluted earnings per share of $0.74, all above the midpoint of our guidance.”
“Our bus ticketing business delivered strong registered margin growth of 32.4% year-on-year in constant currency, supported by strong volume growth of 23.9%.”
“We continue to include in our guidance the belief that improvements to get back to profitability will start in Q4 2026, following the launch of our new product line, and we will be targeting improvements in earnings to continue into 2027 and beyond.”
“Based on the outlook trends Matt mentioned earlier, we expect ocean transportation operating income in the third quarter to be approximately 45% higher than the $147.4 million achieved in the third quarter of 2025, with our China service expected to be the primary driver of the year-over-year increase.”
“Looking ahead, as Jen will discuss further, with strong broad-based demand generally expected to continue, we are raising our full-year of 2026 guidance range to 3%-3.5% global RevPAR growth.”
“Because of our strong booking trends, we are raising our 2026 revenue guidance to a range of $830 million-$860 million, up from our previous guidance of $800 million-$850 million.”
“We generated Adjusted EBITDA of $35 million, and we achieved a Rule of 40 score of 132, further demonstrating our ability to generate robust growth and profitability.”
“We've delivered a meaningful reduction in net debt already this year and are making good progress towards hitting a 20% reduction in net debt, a target we increased with our first quarter results in May.”
“Turning to slide 18 and our 2026 financial guidance, I'll focus my comments on those guidance elements that have changed since our last earnings call.”
“Our adjusted EBITDA margin, which excludes the impact of stock-based compensation, declined 90 basis points to 19.4%, primarily due to the decrease in adjusted operating margin.”
“It also accelerates profitability and cash flow generation with expected annual cost synergies of $125 million, which we expect to realize within the first 12 months following the merger.”
“With regards to free cash flow, given the strong cash generation in the first half, we now expect full year free cash flow as a percentage of adjusted EBITDA to be approximately 70% as compared to our expectation of 65% at the start of the year.”
“For the third quarter of 2026, we expect net income to be approximately $165 million-$175 million, and adjusted EBITDA to be approximately flat at the midpoint with the second quarter at $310 million-$320 million, as expected higher revenues and volumes are offset by higher OpEx.”
“In Q2, revenue from our home insurance vertical grew 35% to a record $23 million, as we capitalized on strong monetization across high-quality traffic sources and secured increased budget from key carriers.”
“As many of you know, this is above our 2%-3% stated long-term growth target, and we are pleased and achieved these results by executing our strategy of growing earnings steadily, allocating capital thoughtfully, and improving the quality of the portfolio over time.”
“In financial services, segment net income in the quarter was $71 million, down versus 2025, mainly due to margin compression in all regions, higher risk costs in Brazil, partially offset by a lower effective tax rate.”
“This revenue grew to $5.6 million for the second quarter 2026, driven primarily by additional revenues due to sales of the IRRAflow product, as well as the introduction of our 3.0 operating room navigation software, which has positively impacted procedural volumes in the operating room during the three months ended June 30th, 2026, compared to the same period in 2025.”
“For modeling purposes, as you look toward 2027, on an annualized basis, we expect the medical businesses included in the sale to Nordic Capital to represent approximately $130 million of 2026 revenue at a margin that is modestly accretive to the Commercial segment average.”
“That operating leverage also translated into an adjusted free cash flow margin of 8% for the quarter, even as we continued to invest in infrastructure for 2027's committed demand.”
“We expect that there needs to be a net benefit for our current customers, and we want to ensure that there are protections in place for our current customers.”
“Adjusted EBITDA increased 12% to $62.8 million, outpacing revenue growth and reflecting strong operating execution, improved business mix, and the continued expansion of our higher-margin recurring businesses.”
“Importantly, while commodity cost inflation is creating a near-term margin headwind, we ultimately recover a substantial portion of these higher costs from customers on a six-month to 12-month lag.”
“Finally, we now project our 2026 CapEx will be in the $180 million-$195 million range, up slightly from our previous outlook based on accelerated investments to support growth ahead.”
“I am pleased to announce that given the optimism in the trajectory of our business, and particularly the semiconductor market, we are raising our long-term revenue target to $600 million from $500 million annually.”
“Cost of revenue was approximately $34 million, compared with $29.6 million in Q1.”
“Second, I want to highlight that we plan to publish our annual global outlook in September, a comprehensive report detailing our latest views on global energy demand and supply through 2050, which forms the basis of our long-term business planning.”
“For the third quarter, we expect SLS adjusted EBITDA to be approximately $45 million lower and earnings to be approximately $30 million lower than the second quarter of 2026, primarily due to the timing and mix of Real Estate sales.”
“As Bryan and Jarrett have said, this was another strong quarter for WisdomTree, with record average AUM, strong diversified net inflows, adjusted operating margin expansion to 42.6% for the second quarter, and EPS growth up 72% year-over-year and 15% from last quarter.”
“We are also increasing our operating EBITDA margin outlook to a range of 22.5%-23.5%, reflecting continued sales growth and disciplined cost management.”
“Secondly, clearly in some other markets, people would be talking about targets of 5 times EV to sales, rather than 5 times EV to EBITDA.”
“Finally, free cash flow for 2026 is now anticipated to be approximately CAD 1.8 billion versus our previous outlook of approximately CAD 2.45 billion as a result of lower EBITDA, higher CapEx, an incremental CAD 100 million in transformation-related restructuring costs relative to our Q1 update.”
“Based on the sustained average AUM and revenue trend in the first half of the year, we now expect full-year adjusted operating expenses, excluding carried interest expense, to be up 4%-7% over 2025's $4.6 billion.”
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