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 3265–3360 of 6702.显示第 3265–3360 条，共 6702 条。
“We expect gross margin in 2026 to be higher than 2025, driven by price realization and our commercial initiatives, partially offset by higher freight and logistics costs supporting our growth.”
“As a result, we are raising our revenue guidance for the full year 2026 significantly to a range of $93 million-$95 million, up from our previous guidance of $82 million-$83 million.”
“We expect second half 2026 revenue and adjusted EBITDA to be favorably impacted by continued high margin Glo Fiber revenue growth, similar to recent quarterly trends, and lower operating expenses from the previously announced reduction in force.”
“EBIT margin pressure is expected to be approximately 50 basis points due to fixed cost deleverage from lower comp sales and the impact of more new store openings when compared to the third quarter last year.”
“While the rights offering has continued to impact distributable earnings, resulting in our dividend not being covered over the past two quarters, we remain committed to this dividend level through 2026 at a minimum and expect to cover our quarterly dividend level by the end of this year.”
“What I will say it again is the $74, when you think about volumes and margin, we're saying $5 million to $10 million, a little bit ahead of our original expectations for the quarter.”
“We expect full fiscal year 2026 consolidated net revenues to be flat to slightly higher year-over-year, as we continue to account for the impact of our new China structure.”
“Importantly, we saw continued improvement in operating leverage, with the efficiency ratio improving to 58.5% on a GAAP basis and 54.5% on an adjusted basis, reflecting disciplined expense control alongside core revenue growth.”
“Moving on to our debt profile and financial health as presented in Slide 14, we stand strong with a total liquidity, capital resources, and revenue backlog just shy of $500 million for a $519 million debt, including our unsecured EUR 100 million loan.”
“Can you just talk about what you're hearing from your customers on both the pre-buy front and what you expect Class 8 sales growth to look like in the back half of the year?”
“Can you just talk about what you're hearing from your customers on both the pre-buy front and what you expect Class 8 sales growth to look like in the back half of the year?”
“Consistent with our prior earnings call, our full-year guidance continues to assume that the 16% GGR tax remains in effect through year-end.”
“Large loan originations grew more than 10%, while small loan volumes declined as we tightened underwriting in higher risk business and navigated a more competitive environment for new customer acquisition.”
“OT continues to ramp up towards 500,000 tons a year, while Kennecott is targeting 40%-50% production growth.”
“Adjusted EBITDA margin expanded to 10.5%, driven by favorable product mix, continued premiumization within our existing product families, and improved manufacturing efficiencies.”
“Gross profit grew $38 million and margin improved 120 basis points in the first half, despite the dilutive effects of pricing to recover commodity costs, which reflects the compounding benefit of our productivity initiatives.”
“For the third quarter of 2026, we expect total revenue to be in the range of $82.5 million-$83.5 million.”
“We received guidance from both the FDA and MHRA on near-term regulatory pathways for AMT-130, announced promising early data from our Fabry disease and refractory temporal lobe epilepsy programs, strengthened our balance sheet into 2030 through a follow-on offering.”
“Comparing our net sales breakdown between the first half of 2025 and 2026, our revenue mix as a percentage of total net sales increased 2% in our targeted print offerings, driven by direct mail, packaging, and install, also increased 1% in our logistics business due to fuel surcharges during 2026 and increased volume and additional list services provided through our enhanced co-mail operations.”
“We are also raising our subscription revenue growth expectation for full-year 2026 to approximately 14.5%, up from our previous expectation of 14%, reflecting the strength of our year-to-date bookings and first half subscription revenue performance.”
“In QCT, we expect revenues of $8.4 billion to $9 billion and EBT margins of 23% to 25%.”
“The way I think about liquidity is very simply, if you look at our full-year CapEx guide of $525 million-$595 million, then you factor in that our expanded Cat Financial facility as well as free cash flow from completions should cover a significant portion of that funding.”
“I think in the past, there was very large numbers shared on our pipeline, and some of those have taken time to get through, but we're starting to see those numbers come through now with the 100% year-over-year growth we're seeing.”
“With book-to-bill ratios of greater than one times in both segments for the second straight quarter, revenue of $1.6 billion in line with expectations, normalized adjusted EBITDA margin of greater than 10% for the second straight quarter, and $9.3 billion of total backlog, we are well positioned to capitalize on favorable market conditions with tailwinds in both segments.”
“At Progressive Leasing, GMV growth, combined with fewer customers choosing to exercise their 90-day purchase option, drove higher gross margin and a 12.7% adjusted EBITDA margin.”
“These premium and policy volumes helped drive quarterly consolidated revenue of $141 million, up 12% year-over-year, our revenue, excluding the reciprocal of $132 million, up 23% year-over-year, with continued strong gross margins of 85% for this quarter.”
“In the third quarter, we expect organic sales growth for the segment in the range of mid to high single-digit percentage, and in the second half of 2026, we expect EBITDA margin expansion to return, driven by pricing actions and automotive Refinish stabilization.”
“In total, through 2026, we expect we will have added more than $600 million of retained investments, building a substantial foundation of investments with returns on equity in the low to mid-teens to support future earnings.”
“With that backdrop, given where the market is, given the growth that you're seeing now, and the unit opportunity that just exists within those existing pilot customers, of the three of the top five in North America and Europe, are we due for an inflection point now in terms of RAIN RFID ICs as we go into 2027 and 2028?”
“We increased our dividend by 3% and returned over $15 billion of value to shareholders, over $10 billion in dividends and $5 billion in share repurchase, consistent with our guidance at the start of the year.”
“Fallout adjusted lock volumes were down 32% from the prior quarter, and margins were up to 317 basis points from 267 basis points in the prior quarter, reflecting an increase in closed-end second lien production as refinance volumes declined.”
“Although revenue per utilization day increased due to stronger pricing and increased technology adoption, margins were negatively impacted by reactivation costs this quarter as Precision exited Q2 with 42 active rigs, ahead of our prior guidance exit rig count.”
“Tightening conditions for high-quality space are leading to stronger pricing power as Net Effective Rent surged this quarter to $25.56 per square foot, up over 20% from the prior 12-month average, and we anticipate maintaining NERs in the mid-20s per square foot or higher, supported by persistent demand for high-quality space and little to no new development in our submarkets.”
“Premier Truck Group generated $928 million in revenue and $143 million in gross profit, and gross margin increased 20 basis points.”
“As it relates to guidance, based on our positive momentum and the impact of innovation across our businesses, we are increasing our full-year 2026 guidance to total revenue in the range of $1.018 billion to $1.038 billion and adjusted EBITDA in the range of $130 million to $140 million.”
“Overall, confidence in the long-term outlook across our business remains robust, and our pursuit pipeline has grown to approximately $27 billion, with almost $1.6 billion in projects quoted awaiting award.”
“We concluded the year with record backlog of approximately $19.8 million, an increase of 58% over the prior year, while continuing to expand our qualified sales pipeline.”
“As a reminder, our 2026 full-year revenue and gross profit projections incorporate the CID portfolio headwinds we noted last quarter.”
“We are maintaining our full-year managed receivables growth in the range of 6%-9%, supported by momentum across all three of our products: personal loans, auto finance, and credit card.”
“On a sales volume standpoint, we're penciling in kind of a continued muted environment, but maybe flat to up 1% given that we do have 2% volume growth coming through, and that continues to build.”
“With nearly 70% of our expected annual earnings still ahead of us, we remain confident in our outlook and are reaffirming our 2026 consolidated earnings guidance range of $2.38-$2.48 per share, with a midpoint of $2.43.”
“The important thing with business, and about 1/3 of our revenue right now is with 3PLs, is to understand the cost on any customer account, whether it's direct or with a 3PL, and to price it appropriately so that we've got similar account level profitability across our book of business.”
“In conjunction with our margin recovery plan, total operating expenses decreased by 8% to $211 million in Q2 2026, due primarily to lower headcount-related costs and stock compensation costs, partially offset by increased advertising expenses to drive leads into our sales pipeline.”
“We now expect 2026 revenue of $199 million, which would represent top-line growth of 25% and an adjusted EBITDA margin of 60%-61%.”
“We expect working capital to benefit cash generation during the second half of the year, consistent with trends experienced in both 2024 and 2025, and we still anticipate converting between 40%-50% of 2026 EBITDA to free cash flow.”
“Our Adjusted EBITDA margin on total revenues improved by 65 basis points, slightly ahead of the midpoint of our full-year guidance range.”
“The recurring revenue cost coverage ratio came in at 76%, representing steady progress toward the target in our 2030 vision.”
“Average daily margin increased by $607 to $13,784, approximately $500 higher than our guidance, driven by pricing gains in a tightening market and a strong operational performance.”
“Segment gross margin dollars increased 14% and 13% in constant currency, and gross margin percentage decreased slightly with increased Microsoft 365 Copilot usage as we continue to invest in product quality and drive further efficiency gains.”
“Between first half actual results and backlog expected to convert to revenue in the second half, approximately 81% of our expected full-year revenue is accounted for.”
“Revenue increased 3% from last year to $32.3 million due to a higher average loan amount and slightly higher margins on loans sold, offset by a decrease in loans originated.”
“Rental revenues grew 2% in the quarter, and bookings increased 11% compared to a year ago.”
“Consolidated gross margin of 37.4% declined by approximately 270 basis points as higher waste starch stream costs in Ingredient Solutions pressured overall profitability.”
“Our guidance assumes foreign currency is an approximately 1% headwind to year-over-year total revenue growth based on current exchange rates.”
“For the full year, we expect sales and marketing expense to be between 62% and 64% of net sales, reflecting anticipated sequential revenue growth in the second half of the year, benefits from our cost reduction actions, partially offset by the bad debt expense we incurred during the second quarter, which we don't expect to recur as we expect our accounts receivable collections to improve.”
“Our adjusted pre-tax margin was 18.6% for the Q2 and 17% for the H1 of 2026, an improvement compared with 17.6% and 16% respectively in the prior year periods.”
“Turning to guidance, for the third quarter, we expect revenue of $330 million-$355 million, up approximately 12% year-over-year at the midpoint.”
“In our Plumbing segment, we continue to expect 2026 full year sales to be up low single digits and now expect our operating margin to expand to approximately 20%, up from our previous guidance of 18%, driven by the net tariff refund benefit, pricing discipline, operational efficiencies, and continued cost savings initiatives.”
“There's also a risk of prolonged reduction in traffic through the Strait of Hormuz and even geographical expansion of hostilities combined with a total China sulfuric acid ban, which is likely to last until the end of 2026, which is a risk to any nickel leaching operations in the Asia-Pac region.”
“This operating leverage, combined with the recent restructuring of our credit facility, which extends the maturity of our debt to 2031 and provides us with access to an additional $20 million in undrawn capital subject to certain revenue milestones, has meaningfully strengthened our balance sheet.”
“I understand product mix might have an impact, but if you assume current level of volumes, is 50-plus % the right baseline for gross margins to assume?”
“Beginning in 2027 and beyond, we expect IFP growth to outpace spend growth, a key driver of operating leverage and profitability.”
“We now expect approximately $60 million of productivity versus our prior expectation of $75 million, reflecting ongoing absorption headwinds from lower residential volumes and the delayed timing of some material cost reduction initiatives as resources were shifted to tariff mitigation.”
“The $0.69 improvement was due to higher revenue volume, $0.36, improved program performance, $0.20, lower corporate and other expense, including the non-cash preferred deemed dividend, $0.24, offset by $0.11 of net product line sales and investment gains.”
“We expect 21% organic growth, a contribution of 6% to growth from the Basler acquisition, and a 1% FX headwind.”
“Each quarter of this execution moves us closer to our sub 60% SG&A target, and as vehicle margins stabilize and volumes improve, that leverage flows straight to earnings.”
“Overall, revenues are expected to increase in the mid-single-digit range for the full year, with operating margin in the mid- to high teens range, reflecting the impact of lower margins in the second quarter due to elevated shipyard activity and the market specific pricing dynamics for the 80,000-100,000 barrel portion of our fleet.”
“Order momentum sustained above 25%, revenue grew 10%, adjusted EBIT margin expanded 260 basis points to 17%, adjusted EPS increased 35%, and backlog grew more than 30% to a record $21 billion.”
“This includes full year TRYNGOLZA product sales of $100 million-$110 million, with TRYNGOLZA expected to return to revenue growth in the second half of this year as the sHTG launch gains momentum, and full year DAWNZERA product sales of $110 million-$120 million, with continued growth forecasted in the second half of this year.”
“For the third quarter of 2026, we expect 5%-7% organic growth, adjusted EBITDA margin in the 27%-27.5% range, and adjusted EPS of $2.20-$2.25.”
“We are updating our reported revenue outlook to a range of $1.654 billion-$1.695 billion and reported growth of 1.1%-3.7% to reflect the FX impact of a stronger U.S.”
“It's also great to see top-of-funnel growth picked up as we added nearly 1 million funded customers in the quarter.”
“Regarding the impact of the geopolitical events in the Middle East and sort of software and impact on first quarter revenues, I think it was one of the weaker first quarters, maybe going back to 2025, in terms of revenue.”
“Based on our strong results year to date and confidence for the remaining two quarters, we have increased our 2026 FFO outlook to a range of $3.46-$3.70 per share, which equates to $3.58 at the midpoint, an increase of $0.04 per share.”
“Cash costs outperformed the low end of the 2026 guidance range despite external cost pressures, positioning the operations well to achieve the full year guidance range.”
“This outlook includes net interest expense of approximately $45 million, a normalized effective tax rate of around 24%, and increased CapEx of approximately $40 million as we continue to invest in upgrading our operational capabilities.”
“So far this year, we sold over $80 million of turbos for industrial applications, and we expect further growth in the second half with a view that is now about $200 million of sales in industrial for the full year.”
“As a result of year-to-date performance, we have increased our gross margin estimate to approximately 59.7%, 120 basis points higher than our previous guidance and is 100 basis points higher than the full-year 2025 gross margin.”
“Looking at our updated gross margin expectations for full year 2026, excluding the tariff recovery impact, we now expect gross margins to be near the low end of our previous guidance range of 38.5%-39.5%, given the higher sales mix of C&I segment sales in our forecast.”
“As a result of our second quarter outperformance, we are raising our full year 2026 net sales guidance to $680 million-$700 million, an increase of $60 million-$65 million over our prior guidance of $620 million-$635 million.”
“In the quarter, we had SI&C bookings of 105%, that was positive for us, and I think gave us some of that growth in the quarter, but also portends for a positive growth going forward.”
“You're leaving Pete, you're leaving your successor, and you're leaving us with the medium-term 2026, 2028 outlook goals and targets, the mid-single digit organic growth, high teens to 20% adjusted EBIT margin, high single digits to low double-digit EPS growth, 90% free cash flow conversion.”
“Despite ongoing geopolitical disruption and an uneven demand environment, we delivered approximately 25% adjusted EBITDA growth, expanded margins by more than 260 basis points, achieved our 90 million run rate cost optimization milestone early, and reduced leverage to just 1.1X.”
“In Combat, we expect revenue of about $9.8 billion, coupled with a 13.8% operating margin.”
“Second, net interest margin declined to 3.78%, driven primarily by a 7 basis points decline in loan portfolio yields and the continued impact of an elevated funding cost environment.”
“Our revised guidance for the third quarter and full year 2026 reflects the AI-related demand and traffic headwinds observed in recent weeks, which have continued into Q3, impacting our entire marketplace, ongoing weakness in categories most exposed to AI automation, and declining services revenue.”
“Finally, we are raising our full-year 2026 adjusted EPS guidance to $2.95-$3.05, reflecting our solid first-half performance and our confidence in the trajectory of the business.”
“Backlog burn of 8.6% in the second quarter was higher sequentially, in line with our expectations, driven primarily by service fee growth in our clinical pharmacology business, as well as sequentially higher passthrough revenue in both the clinical pharmacology and clinical development businesses.”
“We believe the first quarter of 2026 marked a trough for our service revenue growth rate, and we anticipate a positive trajectory in our growth rates going forward.”
“At our investor day, we introduced our new target model with a goal of doubling revenues to $1.6 billion, achieving 55% non-GAAP gross margin and more than doubling non-GAAP earnings per share to $5 per share by 2030.”
“Adjusted operating income was $158 million, and adjusted operating margin was 5.2%, up 10 basis points year-over-year, driven by the strong performance in communications and offset by weakness in consumer-related end markets.”
“Deposits increased to $693.8 million versus $674.9 million, driven by growth in interest-bearing demand deposits and time certificates of deposit, partially offset by a decrease in non-interest-bearing demand deposits, reflecting a shift in customer partner balances toward the interest-bearing products.”
“The new score combines the FICO Score with consumer permission cash flow data from Plaid's network of more than 12,000 financial institutions, giving lenders a more complete view of credit risk on the same score scale they already use today.”
“Looking at each of the assets, at NT, traffic was impacted by the capacity improvement construction works and declined 0.6% in the second quarter and 2% in the first half of the year.”
“Turning quickly to demand, total customer load increased approximately 2% in the quarter on a weather-adjusted basis, with industrial load increasing over 4%, with growth across most sectors, but especially in metals, oil and gas, and chemicals, reflecting strengthening order activity and tailwinds from the AI and data center infrastructure build-outs.”
“Second quarter financial performance at First Commonwealth and highlights include core EPS of $0.44, up $0.07 over the first quarter, a core ROA of 1.46%, and core pre-tax, pre-provision ROA of 2.14%, a core efficiency ratio of 52.24%, and a net interest margin of 4.01%, which expanded nine basis points as a function of lower deposit and funding costs, higher loan yields, and securities purchases.”
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