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 3361–3456 of 6702.显示第 3361–3456 条，共 6702 条。
“We believe if supply continues to decrease and we don't have any significant change in customer, the risks of which Jeff outlined, we think we can get back to kind of historical levels of revenue growth between 3%-4%.”
“The strength of our cement sales volumes was offset by an approximately $6 million earnings impact resulting from unexpected equipment failure at the Mountain Cement facility, some of which we expect to recover through our insurance coverage.”
“We are also raising our adjusted diluted EPS guidance to a range of $2.25-$2.29, representing approximately 16%-18% year-over-year growth, up from our prior guidance of $2.18-$2.23.”
“For the full year, we would expect to see a modestly higher growth rate in non-comps relative to what we have experienced over the last couple of years.”
“We remain firmly on track to meet our 2026 adjusted EPS guidance and longer-term outlooks.”
“Wholesale segment written orders declined 11.9% during the quarter, while our retail segment written orders decreased 10.8%, as a difficult prior year comparison, combined with lower traffic and macroeconomic uncertainty, created near-term pressure.”
“For the third quarter, we anticipate continuing strength, including MRR growth of 9%-11% year-over-year, total revenue growth of 10%-12% year-over-year, and an adjusted EBITDA margin of 51%.”
“Reflecting the strength of our same-store operations, continued operational momentum across our portfolio, and the ability of our local teams to deliver strong clinical outcomes that deepen referral relationships and support sustainable growth, along with the contribution from acquisitions, we are increasing our annual 2026 earnings guidance to $7.75-$7.85 per diluted share, up from our previous guidance of $7.48-$7.62, which we increased last quarter.”
“As shown on the slide, in the first half 2026, EBITDA reached $685 million, up 4% year-on-year, driven mainly by stronger gross margin performance in our integrated business, while second quarter EBITDA was lower than last year, reflecting weaker hydrology and lower gas sales.”
“My question is, can you help us break down the financial year 2027 guidance into quarters, especially the trend that you expect in the first quarter of the financial year 2027 in terms of revenue and margin?”
“Importantly, through portfolio high grading and strategic moves like our recently announced Mercuria joint venture, this volume growth will translate directly into cash flow, underpinning our primary target, growing our upstream free cash flow per barrel by more than 50% by 2030.”
“Our full-year capital expenditure expectations are set between $85 million and $95 million, focused directly on expansion projects in Central America, fresh-cut growth in Europe, investments in the Del Monte Foods business, and technology investments.”
“We grew revenues to EUR 17.2 billion, well on track to reach our full-year ambition of around EUR 33 billion.”
“Adjusted EBITDA margin was 10.4%, a decrease from 12.4%, primarily driven by increased retail revenue per unit resulting from the traditional gross revenue treatment mentioned previously.”
“With the increased productivity we are delivering at each of Christina Lake, Foster Creek, and Sunrise, we are increasing our full-year production guidance for the company to the range of 970,000 BOE-1,010,000 BOE per day, with no change to our capital investment guidance.”
“Our healthcare platform business generates more than $1.1 billion in annual revenue, through the first half of 2026, grew faster than the overall company while delivering substantially higher margins.”
“Together with our year-to-date activity, this leads us to raise our investment volume guidance by over $100 million to a new range of $300 million-$400 million.”
“We expect cash interest of approximately $125 million, in line with prior guidance, and cash taxes of approximately $105 million, up from prior guidance mainly due to increased profitability.”
“Given our strong first half performance, record backlog levels, and continued confidence in both our core and acquired businesses, we are raising our full year adjusted EPS outlook by $0.20 at the midpoint to a range of $6.85-$7.05 per share.”
“The results for the quarter, the team delivered volume growth of 4%, revenue growth of 13%, an operating ratio of 61.6%, earnings of $1.27, which is an increase of 13%.”
“This year, with the combined impact of our structural gross margin expansion, cost discipline, and accelerated synergy realization, we are confident in increasing our full-year adjusted EBITDA margin target by another 100 basis points versus our June outlook to approximately 14%.”
“We expect growth to continue and have increased our 2026 revenue guidance to a range of $1.1 billion to $1.2 billion.”
“Operating income increased by 39.2% to a record $43 million year-over-year, demonstrating strong operating leverage as we continue to balance expense discipline with targeted investment in areas of our business that will drive future growth.”
“With respect to profitability guidance for 2026, we now expect non-GAAP adjusted diluted earnings per share in the range of $4.48-$4.60 compared to our prior guidance range of $4.30-$4.45.”
“For Q3, we anticipate cost of sales to be just under 30%, as sequentially higher avocado pricing will be offset with menu pricing.”
“We expect to derive attractive shareholder returns from this transaction, as ES&H has built an outstanding reputation with its customers over a 30-year history.”
“Our organic growth has exceeded the 4%-7% target range established in 2023, with the focus on full year 2028.”
“Anticipated revenue growth, excluding the impact of the Medicare Cap, improves from the previous guidance range of 6.5%-7.5% to a revised range of 8.25%-9.25%.”
“Reflecting Öksüt's strong performance through the H1 of 2026, we have increased our full year gold production guidance to between 120,000 and 135,000 ounces, representing a 9% increase at the midpoint from our previous guidance.”
“SOP grew 28% with notable operating leverage, which we expect to moderate in the back half of the year given the timing of costs.”
“Those are the factors that give us confidence in year-over-year adjusted EBITDA growth in the third quarter and support our full-year adjusted EBITDA guidance of $850 million-$1 billion.”
“We will always have some marginal availability given the fact that we do 10-year leases and we have some, what I would refer to as larger clients, and if they choose to relocate or we can't accommodate their growth, then we'll have some downtime.”
“For seaborne metallurgical, we expect volume of 1.9 million-2.1 million tons, as Metropolitan has a longwall move and a scheduled longwall outage will reduce sales at Shoal Creek.”
“The challenge, as you know, has been in the two areas, EP and WATCHMAN, that had hyper growth, unusually differentiated growth in 2024 and 2025, and now we expect more pressure in 2026 and 2027.”
“On a year-over-year basis, I would like to highlight growth of 13% in cards, 15% in customer finance, and 11.5% in small and mid-sized enterprises.”
“We think a lot of that product that was done in 2021/2022 is refueling the pipeline for transaction sales, all at a reset basis.”
“Looking forward, we expect tariff refunds to benefit second quarter merchandise margin by $2.4 million, or 40 basis points, resulting in an estimated $0.06 benefit to earnings per diluted share.”
“Dyna's EBITDA margin was up from 4.6% in the prior quarter from sales growth and the tariff refund.”
“We expect to deploy 50% or more of our cumulative free cash flow generated between 2026 and 2030 towards stock repurchases and continue to reduce our common stock outstanding.”
“In terms of the other key assumptions underlying our guidance, for the full year 2026, we now estimate a revenue tailwind from currency of approximately $45 million, down from approximately $50 million previously, as exchange rates have moderated.”
“Incorporates approximately a $3 non-GAAP diluted EPS impact of charges associated with IPR&D and milestones, including the Q2 TJ Bio transaction, the Ionis milestone associated with achieving the first patient dosed in STELLAR-1, our pivotal Phase III salanersen study in SMA, and the pending RayThera transaction associated with the addition of a Phase I immunology asset into the early-stage pipeline, which is expected to close in Q3, and the expected full-year 2026 $0.85 dilution associated with the Apellis transaction, again, largely driven by the impact of financing costs.”
“Combined, this gives us the confidence to increase our 2026 revenue outlook to $3 billion, representing approximately 13% growth and achieving a historical high for the company.”
“Even if we adjust for revenue seasonality and expense phasing, management believe that the full-year run rate for Solta segment profit now stands at approximately $330 million, which is approximately a $100 million increase where compared to 2025.”
“Taking into account Q2 results, the current margin and macro environment and forward curves, we now expect full year 2026 adjusted EPS in a range of $9.25-$9.75, which is up from our previous range of $9-$9.50.”
“Getting down to business, today we're going to cover our financial results for the second quarter, updated guidance for the full year 2026, some recent developments in our innovation pipeline.”
“Non-GAAP gross profit of $90 million increased 14% year-over-year, representing a gross profit yield of approximately 68% on incremental Cloud Communications revenue growth.”
“As the remaining securities proceeds are invested and the targeted loan sale closes, we expect the go-forward margin to come in around 3.30%.”
“The current accident year loss ratio was 68.3%, or 67.9% in the prior year quarter, as we recognized increased competitive pressures in A&H employer stop loss business.”
“As reported this morning in our earnings release, second quarter revenue was $69.7 million, up 23.1% versus the second quarter of 2025, reflecting broad-based growth across all three target markets.”
“On a year-over-year basis, revenue declined 5.6% organically, reflecting the impact of the discrete factors we had discussed previously.”
“We anticipate exiting the year with more than 200 driverless trucks in operation, which translates to an approximately $80 million revenue run rate for our Transportation-as-a-Service business.”
“In a quarter in which the E&S industry contracted as a whole, we produced 23.4% growth in gross written premiums alongside an 85.9% combined ratio, with both metrics well ahead of guidance.”
“Inventory is down nearly $80 million fiscal year to date, supporting strong cash generation and positioning us for improved absorption and reduced inventory-related margin headwinds going forward.”
“We continue to take a disciplined and deliberate approach to capital allocation, distributing two-thirds of earnings while executing on targeted and measured growth.”
“Jason, I think if I hear correctly, you are talking about maybe royalty revenue growth this year instead of 20%, probably going to be high teens, because of all the things happening in the smartphone, incremental weakness, et cetera.”
“Our contract mining partner CMPs is also performing well, with our year-to-date sales margin of 43% above the top end of guidance.”
“Taken together, these factors support our outlook for relative stability and earnings and our decision to maintain a stable quarterly dividend, building on our track record of stable or growing regular quarterly dividends for 17 consecutive years.”
“Collectively, the organizational changes are expected to generate approximately $40 million in annualized cost savings while improving our ability to serve customers and scale for future growth.”
“As we look into the third quarter, we anticipate sales to increase roughly in the 20% range compared to the second quarter as we participate in the beginnings of a variety of new program launches for our customers.”
“Adjusted operating margin expanded 180 basis points to 32.9%, and adjusted earnings per share increased to $0.94.”
“As a result, we are reaffirming our 2026 full year guidance, including mid-single digit or greater organic revenue growth, 70-80 basis points of margin expansion, strong adjusted earnings growth, and double-digit free cash flow growth.”
“Turning to our outlook, based on our first half performance, commercial momentum, favorable OEM revenue trends, and improving profitability, we are raising our full year 2026 guidance.”
“product revenues declined to $32.2 million from $36.5 million in Q2 2025, driven by ongoing pricing pressure in the competitive generic market, partially offset by higher product volumes.”
“For the full-year, we expect revenue of $528 million to $531 million, representing growth of 19%-19.7%, and adjusted EBITDA of $96 million to $98 million, or 18.3% margin at the midpoint, reflecting expanded operating leverage as we scale the business.”
“Q2 2026 revenues and clear aligner volumes were in line with our outlook, while clear aligner ASPs and non-GAAP operating margin of 22.9% exceeded our expectations.”
“Given the strong operating fundamentals and increased confidence heading into the second half of the year, together with the accretion from our external growth, we raised our full-year earnings guidance again this quarter, now targeting approximately 10% year-over-year FFO growth at the midpoint.”
“Reflecting our strong first half performance and positive outlook for the business, we are raising our full-year earnings guidance to $16.80 per share, not including any additional gains on asset sales.”
“Based on the first half performance and continued momentum, we now expect volume growth between 38%-40% this year, which is well above our initial target of more than 30%.”
“These results cap a fiscal year performance at the high end of our updated guidance ranges from last quarter, with 7% revenue growth, 80 basis points of Adjusted EBIT margin expansion, and 11% Adjusted EPS growth.”
“Our updated full year guidance now reflects revenue in a range of $3.4 billion-$3.45 billion, adjusted EBITDA in a range of $590 million-$615 million, adjusted EPS in a range of $1.45-$1.60, and operating cash flow in a range of $350 million-$400 million.”
“Large tenant demand is increasing, including an RFP that we expect to get for 100,000 to 120,000 feet, which could figure not into Tower 3, but actually Tower 1 activity.”
“Our strong first half performance, along with the benefits from share repurchases and higher margins, more than offset the revenue headwind from electric metering delays and gives us confidence to raise the EPS range from $5.35-$5.60 to $5.55-$5.70.”
“While our outlook conservatively reflects the near-term impacts of the regional conflict in the Middle East and a more gradual, elongated recovery in activity levels, as we have said before, we project second half of 2026 adjusted EBITDA margins to exceed 24%, with fourth-quarter margins exceeding 26%.”
“Turning to our Q2 results, XPLR's portfolio generated approximately $523 million in Adjusted EBITDA and $257 million in free cash flow before growth.”
“Bruce, just as a reminder, we've talked about the $18 million of synergy target over 18 months, and that would equate to a 300 basis point margin expansion for FirstFleet, which would bridge the gap between the FirstFleet adjusted operating income margins compared to our organic Dedicated fleet.”
“Year-to-date, we generated $69.1 million of free cash flow, down from $82.7 million in the same period last year, which reflects the previously communicated headwind from the end-of-life announcement of our on-prem platform, and also includes approximately $11.9 million of acquisition-related costs related to the accounting treatment of our acquisitions.”
“My question is, should we expect an acceleration on net income in the H2 of 2026 and, as a consequence, an acceleration of dividends?”
“While we have a handful of client wins that have helped us since Q4 of FY 2025, the bulk of the strength in our commercial payments volumes has been from our underlying business in both domestic and cross-border portfolios, which we expect to continue well into the future.”
“Do you think that you're in a situation where you're right-sized on the 2H, 2026, 2027, demand outlook, or is there more trimming or even growth that needs to be done on the capacity side, just given the ebbs and flows of demand over the last 18 months?”
“Included in this outlook is our expectation that the size of our debt and preferred equity portfolio will continue to decline from $380 million at the end of the second quarter to approximately $250 million-$300 million at year-end due to successful repayments, opportunities to gain control of assets, and our disciplined underwriting where other capital uses offer superior risk-adjusted returns and growth.”
“Absent the receipt of any additional funding and inclusive of other outlook assumptions, our adjusted EPS could be negatively impacted by $0.20-$0.30, and cash flow could be negatively impacted by $150 million-$250 million.”
“Total fly ash volumes were up approximately 12% on a low base compared to the prior year quarter, while ready-mix concrete volumes increased 2.6% year-over-year, with Mid-Atlantic generating strong growth in non-residential applications while Florida volumes were impacted by project delays.”
“M&A becomes a little bit more of a drag on a margin perspective as we focus on integrating the Mexico acquisition, and it's a headwind of about 60 basis points.”
“We have increased gross profit by 8% to $260 million, and grew our adjusted EBITDA 11%, demonstrating discipline, cost control, and execution across our businesses.”
“EBITDA grew around 7% in the first half, while EBITA after lease increased close to 8%, supported by operational efficiency, cost discipline, and continued margin expansion.”
“We expect mobile to grow sequentially in the high teens range, supported by the seasonal ramp of new product launches at our largest customer, while broad markets is expected to grow approximately 5% year-over-year, representing approximately 39% of total sales.”
“My second part was on your overall real property same-store revenue guidance, which you maintained this quarter at 4.25% midpoint, and that compares to 4.8% that you've done year-to-date, which would imply a pretty meaningful slowdown in the second half of the year to 3.7%.”
“Exiting the year, HAMR-based products represented approximately 40% of our nearline exabyte shipment run rate, and we continue to invest in HAMR capabilities to support our mid-20% exabyte growth target while further enhancing profitability and capital efficiency.”
“Our non-GAAP revenue is down from $73 million down to $56 million, which had a direct impact on our gross margin and gross profit, down from 46.9% to 27.6%.”
“With high incremental margins in our benchmark products and disciplined expense management across the business, we were able to deliver 200 basis points of margin expansion, leading to EPS growth of 23%.”
“Net revenue declined 3.7% year-over-year to CAD 235.8 million, reflecting persistent demand softness and broader market headwinds.”
“Adjusted segment margin increased 50 basis points with strong incremental margin of 26.4%.”
“The sequential decline was primarily volume driven as purchase commitments declined 9%, while the 92 basis point gain on sale margin remained near the high end of our historical target range.”
“If you looked at the Rithm earnings today as of the end of 630, we had $2.1 billion of cash on liquidity.”
“Sales were at $216.8 million, up 6.9% from the prior year and above the midpoint of our guidance.”
“Providing some comments on each of our segments, our High-Spec Rig segment had a strong second quarter with revenue increasing 4%, supported by increased rig hours quarter-over-quarter and a modest rate uplift on the back of fuel surcharges passed along to customers early in the quarter to offset increases in our fuel costs.”
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