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 3265–3360 of 5581.显示第 3265–3360 条，共 5581 条。
“Furthermore, the record production levels had virtually no impact on earnings because we had a backlog of exports amounting to around 80,000 barrels per day, which is another important point that will sustain our results for the second quarter.”
“We continue to expect full year revenue of $106.5 million-$110.5 million, representing 30%-35% year-over-year growth, with gross profit margins between 60%-62%.”
“We are confident to achieve our 2026 guidance, which outlines our commitment for growth, profitability, and shareholder value as seen in the previous slide, supported by key strategic initiatives which have been maturing steadily in the past quarters.”
“We delivered volumes at the high end of our guidance ranges for each product, including oil and condensate production of approximately 225,000 barrels per day.”
“On gross margin, we now expect a full-year level of at least 64.5%, maturely ahead of 2025, despite the additional impact from tariffs.”
“We delivered solid financial performance across the business, including 20% revenue growth year-over-year, strong profitability, and record backlog of over $5.25 billion.”
“Revenue for the Q1 increased 26% year-over-year, supported by a significant increase in console sales and continued growth in circuit sales.”
“Non-GAAP operating expense growth of approximately 10% in the quarter remained meaningfully below our revenue growth of 20%, again demonstrating underlying operating leverage as we scale.”
“New product revenue from the segment grew over 70% year-over-year in the quarter, and customer design wins grew by 25% on the back of both innovation and strong commercial execution of our teams.”
“Over time, we target SG&A in the range of 13%-14% of revenue, which we believe supports our growth while preserving operating leverage.”
“obviously, Ben, I mean, if you look at financial guidance and revenue on where we are with what we have signed and what we expect to convert through the end of the year, and you look at the balance of that, I mean, that should hopefully give you a sense of kind of where we are in current origination without me getting in front of, like, providing, you know, a 2027 expectation.”
“When we think of our CapEx guidance for the year, you know, it's pretty close to 50/50 in terms of, I'll call it maintenance on the coal front and then growth on both the coal and the rare earth and critical minerals front.”
“At a high level, as of 2025, Madison Air is a $3.5 billion revenue business with strong underlying profitability and cash generation, delivering 26.6% EBITDA margins and $440 million in free cash flow last year.”
“In general, as we invest to grow, we currently expect Free Cash Flow in 2026 to operate in the neighborhood of 25%-30% of our Adjusted EBITDA on a full year basis, with belief that it will trend higher with scale and once spending on our growth initiatives and infrastructure to scale our company returns to more normal levels.”
“Total operating expenses in the first quarter increased 7% year-over-year to $33 million, of which fulfillment expenses increased by 5% to $4 million, reflecting the growth in top-line revenues Selling and marketing expenses increased by 13% to $25 million, while general and administrative expenses decreased by 15% to $4 million.”
“Then a financial question on the adjusted net income guidance for profitability in 2026.”
“As we've outlined, we are expecting over 90%, nearly all, of this EBITDA to convert to free cash flow this year and support our growth plans by providing capital to strengthen and de-risk our balance sheet.”
“Year-over-year, fixed base cash rents decreased by about $2.4 million for the quarter, primarily due to lost revenues from one property that was transitioned to direct operations last year and two tenants that were placed on non-rent status this quarter.”
“This year, we expect to generate multiple data readouts to support that strategy, including updated data from our 7+3 combination in newly diagnosed AML at EHA, publication of our venetoclax azacitidine combination, and initial data from our gilteritinib combination in relapsed and refractory AML patients with NPM1 and FLT3 co-mutations.”
“As shown on page 4 of our earnings presentation, highlights include: record quarterly revenue of $151 million with year-over-year growth across all three end markets and the addition of our new maritime defense systems end market, record quarterly gross profit of $64 million, record quarterly adjusted EBITDA of $45 million, all-time high backlog of more than $1 billion.”
“Within the quarter, we grew our defense backlog with a $21.5 million thermal imaging follow-on order, a $3.2 million initial Sentinel FPV order, over $5 million of new European HMD awards, a Phase 1 SBIR for soldier-borne MicroLEDs, and the first DarkWAVE order from THEON.”
“The weighted average yield on our portfolio of 10.1% provides a solid foundation for consistent income generation while our minimal exposure to volatile sectors like software and technology at just 2% positions us well relative to many of our peers.”
“We expect advertising and commission revenues to remain an important growth driver for JD Retail throughout 2026, fueled by the following factors: Our supply chain strengths, expanding user base, enhanced 3P ecosystem and traffic allocation efficiency, optimized AI-powered advertising conversion, and deepening synergies across our businesses.”
“Cash flow remains robust, and for 2026, we continue to anticipate being around the higher end of the free cash flow conversion of adjusted net income target range of 75%-100%.”
“Both metrics were elevated, with cash costs above the company's guidance range of $1,900-$2,100 per ounce and mine site AISC above the company's guidance range of $2,750-$2,950 per ounce due to lower gold ounces sold, higher royalties and excise taxes on gold sales from higher than fundamental prices, and increased diesel prices.”
“We continue to take steps to sharpen our focus on enrolling this important OVATION 3 study as rapidly as possible and to conserve cash.”
“The international environment has become more volatile, with higher energy prices and external uncertainty potentially pressuring inflation and growth outlook.”
“At the same time, the strong pipeline we are building today provides visibility into continued growth, with many of the leads we are currently generating expected to convert into sales in the second half of 2026 and into early 2027.”
“Cost of revenues increased by 12% year-over-year to RMB 1.48 billion for Q1, primarily due to increased cost of in-game virtual items, as well as increased revenue sharing fees and content costs.”
“Because of this, underlying demand is tracking in line with or above our expectations, therefore, we're fully reaffirming our 2026 revenue guidance of between $350 million-$365 million for the full year.”
“Hydraulics gross profit in the quarter grew 18% year-over-year, and gross margin expanded 220 basis points to 31.8%, driven by better fixed cost leverage on higher volume, lower material costs, and the impact of the CFP divestiture.”
“A discussion of these risks and uncertainties is included in our filing with the SEC from time to time, including the section titled Risk Factors in our annual report on Form 10-K for the year ended December 31, 2025, and our quarterly report on Form 10-Q filed today, which I encourage you to review.”
“By year-end, we expect fully 50% of our production to be coming from the Three Sisters.”
“Our gross margin increased to 49% for the three months ended March 31st, 2026 from 18% for the three months ended March 31st, 2025, largely due to changes in the revenue mix, especially higher margins from our service offerings and increased share of 5G and product sales during the quarter.”
“Near term, we expect operations and processing costs to remain relatively flat as a percent of volume as we continue these initiatives, with AI-driven improvements expected to impact further in the second half of 2026.”
“We are raising full-year revenue guidance and now expect $175 million-$180 million, up from $172 million-$178 million, representing growth of 20%-23% year-over-year.”
“In trading, we saw incredibly strong growth in commodities, which represented 60% of trading commission in the first quarter, with volumes increasing nearly 4-fold year-over-year.”
“While the Q3 growth rates of 18% for revenue and 76% for operating income represent recent quarterly highs rather than a new normal expectation, we remain confident in our ability to continue to deliver double-digit revenue growth, coupled with expanded operating leverage as we close out fiscal year 2026 and continue to help more patients to breathe easier into the future.”
“In line with these trends and given our current macroeconomic environment, we are taking a measured approach to our outlook and guiding second quarter revenue to a range of $93 million-$95 million with an adjusted EBITDA loss in the range of $2 million-$4 million.”
“Gross margin grew by $5.8 million in the quarter to 26.9%, a nice improvement from 26.2% last year in Q1.”
“Together with charter arrangements for our existing fleet, these additions position us with a pro forma fleet of 104 containerships and 15 Capesize and Newcastlemax vessels with a $4.1 billion contracted revenue backlog.”
“As we move forward in 2026 and beyond, we anticipate that all of these factors will continue to support our long-term growth, enhance future profitability, and further strengthen shareholder value.”
“We expect Q2 revenue to be around $178 million, with Adjusted EBITDA margins around 17.5%, which implies the back half of the year will be about 55% of our full-year revenue.”
“Our strong start to the year, the visibility provided by our record backlog, and our confidence in executing our growth strategy have given us the conviction to raise our full year 2026 revenue guidance.”
“To remind you, HOPE-3 was a pivotal phase III multi-center randomized double-blind placebo-controlled study that enrolled 106 patients in a 1-to-1 randomization scheme.”
“In accordance with our new incoming business I mentioned earlier, we can already say that we expect a surge in revenue in the second half of 2026, with over 25% higher revenues compared with the first half, with a potential to see additional upside based on timing of orders and deliveries between Q4 2026 and early 2027.”
“Higher demand in the power generation and critical infrastructure end markets drove revenue growth of more than 40% in Gearing and more than 60% in Industrial Solutions year-over-year.”
“We delivered against our mid-single-digit same-store sales guide despite challenging weather in January, a 60 basis point impact, and the initial impact of strategic densification in Phoenix as we added new stores around existing high-volume locations, which resulted in a 160 basis point headwind, as Mark mentioned earlier.”
“On our fourth quarter call, we shared the target of reaching a $4 billion commercial aircraft backlog by year-end 2026, up from a $3.5 billion backlog at the end of last year.”
“While we ended the quarter at the upper end of our target net leverage range of between 1.0x-1.25x, we believe we remain in a position to capitalize on attractive investment opportunities as the portfolio continues to generate healthy levels of repayment activity.”
“The 310 basis point gross margin expansion was driven by higher volume, improved productivity, and a $2.8 million cumulative catch-up adjustment on the MV-75 program, which added about 120 basis points of margin based on updated program estimates.”
“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 differentiated programs that have the potential to meaningfully improve patients' lives.”
“As John reviewed, we reported organic revenue growth in the second quarter of more than 12% versus the prior year period, led by broad-based net new business, higher like-for-like volumes, and the favorable impact of the calendar shift, which was approximately 3%.”
“Tariff uncertainty led many of our customers to defer orders for our highest margin product in Q4 of 2025 and Q1 of 2026.”
“As we've announced separately, the combinations in the pipeline, we are raising our full-year inorganic revenue guidance from $33 million to $55 million.”
“Finally, in our critical digital infrastructure accelerating growth market, Amentum received over $600 million in awards to provide advanced engineering and technology solutions to a broad range of telecom, hyperscaler, and national security customers.”
“Those same three customers accounted for approximately 71% of our first quarter 2026 sales, indicating that we are successfully diversifying our revenue stream to new customers and markets.”
“Looking ahead, we are reiterating our 2026 revenue guidance of between $113 million and $117 million, with continued profitability improvements for the year.”
“We are increasing our full year revenue guidance, with growth now expected to be in the range of 6%-7%, an increase of 1 percentage point to the low end of our prior range, with equal contribution expected from volume and price.”
“The number of customers reporting a quarter million-plus royalty dollars has grown from 1 a year ago to 3 currently, further highlighting our rapidly diversifying and growing royalty revenue stream.”
“Accordingly, we expect low double-digit growth in crushing volumes driven by greater cane availability, and we anticipate a full year of ethanol maximization given the current price scenario.”
“Corporate-wide, this translates into $224 million in free cash flow, even accounting for a very large tax payment that was made in January as a result of our 2025 income taxes that, you know, just simply due to the profitability of the business, the Mexican government's paid $95 million, you know, which obviously came out of our cash flow.”
“Specific to the growth in the Middle East, which has contracted in the first half of the year, we're expecting the second half of the year, we're gonna start seeing the growth to support the guidance we have of 4%-6%, excluding the Workday impact, and including the Workday impact, 6%-8% growth.”
“We expect this partnership will help decrease risk related to international importation of pharmaceuticals, including potential tariffs.”
“For the first quarter, we reported revenue of $320.9 million that declined 1.5%, but grew 0.2% on a constant currency basis within our prior guidance range.”
“I also want to highlight here, if you look to operating cash flow, you know, EBITDA minus CapEx, we came from a margin in the first quarter of 2024, 23.6%, went to 25%, and now we are in 26.2%.”
“maybe just on Lost Creek, so noting the 57,000 lbs drummed in April, should we expect this to be linear for the rest of Q2?”
“At Fiber Infrastructure, we still expect revenues and contribution margin to be $975 million and $560 million respectively at the midpoint for full year 2026.”
“Despite revenue pressure, Paycell's net interest margin expanded significantly by 3.6 percentage points to 8.3%, supported by lower funding costs.”
“With strong customer demand and active discussions representing more than 20,000 beds, we believe Target is well-positioned to drive long-term value creation through our focused strategic growth initiatives.”
“In summary, in line with our recently announced 40% improvement to full year 2026 Adjusted EBITDA guidance, our company is focused on accelerating its path to profitability and anticipates Adjusted EBITDA loss to further narrow through the second half of 2026 absent unexpected macro or geopolitical headwinds.”
“Total sales volume increased 5.6% over the trailing 12 months and 8.8% in the quarter, with comparable sales growth of 6.5% for the first quarter.”
“Resident revenue increased 8.5% year-over-year, and community NOI reached $51.3 million, with NOI margin expanding 70 basis points year-over-year despite the near-term dilution associated with bringing newly acquired non-core and transitioning communities into the platform.”
“The joint venture is targeting approximately $1.1 billion total in senior secured limited recourse project debt supported by three leading major Export Credit Agencies, including the Export-Import Bank of the United States and Export Finance Norway, along with a strong syndicate of commercial banks.”
“We are proud of our performance to start 2026, executing key projects ahead of schedule, adding meaningful backlog, delivering first quarter EBITDA that exceeds expectations, and raising our full year revenue and EBITDA guidance.”
“Strong gross margins and effective cost control enabled us to deliver bottom-line results above our guidance range, with adjusted operating income coming in at $73 million and adjusted diluted EPS of $0.44.”
“We expect the advancement of AI agents to meaningfully impact and accelerate Ethereum usage metrics in the near and long term.”
“As we outlined in our fourth quarter call, we expected strong year-over-year revenue growth in the first quarter of 2026, driven by shipment of a portion of the $5.7 million of on-premises Novera quantum computing system purchase orders announced late last year.”
“We increased revenue by $30 million at the low and high ends of the guidance range, increased adjusted EBITDA by $5 million at the low and high end of the range, we increased free cash flow by $7 million at the low and high end of the guidance ranges.”
“Sales and marketing expenses for the quarter were $1.6 million, compared to $0.7 million in the prior year, increasing primarily as a result of employee compensation costs, customer lead generation activities, trade show participation, advertising, and other marketing and selling costs.”
“Among the factors that could cause actual results to differ materially are the timing and ultimate conversion of power systems orders, including data center-related orders, quarterly variability in our product mix and corresponding gross margin, the cost, pace, and outcome of capacity ramp-up activities at our Wisconsin operation, demand in the oil and gas end market, supply chain, and component availability, macroeconomic, regulatory, and trade conditions, pending litigation and regulatory inquiries, and the other risks and uncertainties described in our most recent annual report on Form 10-K, our quarterly reports on Form 10-Q, and other filings with the SEC, all of which are incorporated by reference for purposes of today's call.”
“Based on our current pipeline, we expect to enter into several more in the coming months and expect to realize over $15 million in sponsorship revenue in 2026.”
“We will continue to focus on accelerating programs, but as of today, we think the first half will be in the 40% range for the full year in context of our overall guidance of the full year sales growth of 13%-15%.”
“For Network Rail, we are actively engaging with our customer to improve the financial outlook for the contract and/or otherwise minimize the volatility and risk.”
“The business ended the quarter with approximately 2.37 million customers, a year-over-year increase of 9%, well ahead of the 5%-6% net customer growth embedded in our long-term growth plan.”
“We will continue with our counter-cyclical investment and CapEx will be around $180 million for the full year of 2026, reflecting increased activity and a strong pipeline of contract awards.”
“We expect some continued pressure from a Phase 3.2 ramp-up costs and current raw material price increases aim to maintain a strong margin profile.”
“When combined with our DAP pricing guidance for the segment of $760-$780 per ton, this suggests that second quarter realized stripping margins will be in excess of $400 per ton for our sales book, 60% of which has already been committed and priced.”
“We expect non-GAAP operating income of $46 million-$48 million, with an operating margin of 13%-14%, which assumes a negative FX impact of 100-200 basis points.”
“But as, you know, with 2 GW capacity power and so many opportunities to generate free cash flow from a long-term perspective, 15-year risk-free or low risk rate of return type projects, it certainly begs the attention from a rating perspective.”
“Second, thinking a little bit more about your $1 billion revenue by 2027 guidance that you announced earlier this year, is there a chance you could achieve that on a run rate basis before 2027?”
“SG&A expenses also improved to 55% of revenue from 56.9%, supported by lower bad debt expense, which declined to 9.5% of revenue from 10.1%, reflecting stronger financial aid processing and cash collections.”
“This increases the reach of our field sales team to approximately 15,000 targeted eye care professionals, allowing us to respond to inbound demand from physicians outside our initial target group and to build higher frequency territories.”
“Based on the discussions we're having today, we expect our investment in power equipment to generate unlevered returns greater than 15% and EBITDA build multiples around 5x, competitive with our compression business after factoring the added benefit of increasing the average duration of our contracted cash flow with high-quality customers.”
“We control scarce, deliverable power in 3 of the most supply-constrained markets in North America, allowing us to work alongside our customers to solve that challenge together.”
“Net income for FY 2026 March was JPY 447.3 billion, exceeding the full year forecast of JPY 440 billion.”
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