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 3553–3648 of 5581.显示第 3553–3648 条，共 5581 条。
“Higher fuel prices were an approximately 20-30 basis point headwind to brokerage gross margin, while rising fuel prices lead to increased revenue without a meaningful corresponding increase in gross profit dollars as fuel costs are passed through over time.”
“Our weighted average portfolio risk rating increased to 2.67 in the first quarter of 2026, compared to 2.45 in the fourth quarter of 2025.”
“We estimate severe weather negatively impacted volume performance by approximately $30 million during the quarter, which was reflected in our full-year revenue guidance provided in February.”
“Starting with sales, as outlined in the table on the upper right corner of this slide, our guidance now assumes growth of roughly 4.5%, up 150 basis points versus our prior assumption, reflecting better than an expected performance with almost all of our markets improving from where we entered 2026, which we haven't seen for a number of years.”
“From an earnings impact perspective, I would note that we anticipate approximately $2 million in annual tax savings as a result of the additional amortization from goodwill and intangibles from the $125 million in cash consideration, which Amanda will cover in greater detail shortly.”
“General customer feedback remains consistent around affordability and interest rates, limited weather impact in 2025 helping create demand in 2026.”
“Moving forward, we plan to continue to reduce SBC with a path toward our medium-term target of 3%-4% of revenue, and we're steadily building toward our goal of 20% GAAP operating margin in the next 3-4 years.”
“Next quarter, we expect recurring service revenues to increase to approximately $44 million, driven by approximately $600,000 of revenue from the multifamily portfolio acquisition in Greenwich, Connecticut that Matt discussed, increased construction management fees, and enterprise value improvements at certain of our managed REITs.”
“In Q1, we beat guidance, expanded EBITDA margins, and grew market share in both refinance and purchase.”
“Looking ahead, we expect approximately 36% of our current backlog to convert into revenue within the next 12 months.”
“Our targets business, which comprises the consumer products segment had first quarter revenues of $44 million compared to $42 million in 2025.”
“We will continue to fund our 30% of project costs through this period, but we expect these to be relatively low and not significant compared to our expected cash flow.”
“Incorporating these updates and based on confidence with the assets and optionality inherent with the development program, we're raising full-year production volume guidance ranges by 5% to 22.5 Mbpd at the midpoint, corresponding with the 30% year-over-year growth that Bobby mentioned at the start.”
“Gross profit grew faster than operating expenses, and adjusted EBITDA grew 2.5x faster than revenue.”
“In Q1, we achieved adjusted EBITDA of $13.1 million or 6.9% of total revenue and expanded our margins by 430 basis points, which showcases our ability to drive operating leverage.”
“Operating income for the first quarter increased 4% year-over-year to $11 million, while operating margin declined by 90 basis points to 13.8%.”
“Having achieved first quarter revenue in line with our expectations, plus another quarter of acceleration in our contracts awarded, confidence provided by our record backlog of $498.1 million and a supportive macro environment, we are reaffirming our full year 2026 revenue forecast in the range of $450 million-$500 million, which represents 41.6% year-over-year growth at the midpoint.”
“In today's dynamic and ever-changing market, Inigo differentiates itself through a strong culture and disciplined underwriting, leveraging data and analytics to drive prudent risk selection, a strong track record of profitability, and value-driven growth.”
“Operating expenses increased to $29.3 million, driven by investments in personnel and infrastructure to support the scaling and volumes required to achieve the significant revenue growth we expect in 2026 and beyond.”
“As we have discussed and guided for 2026, we expect revenue in the near term to reflect the anticipated launch of Proteus as some customers time purchasing decisions closer to the availability of our new platform.”
“We expect adjusted EBITDA to be between $37 million and $43 million, also up sequentially to yet another new quarterly record, reflecting continued margin expansion and implying at least 67% growth year-over-year.”
“Consistent with the prior expectations, we expect that this transaction will reduce 2026 consolidated revenues by approximately $9 million, including the impact of eliminations and benefit adjusted EBITDA by approximately $1 million, all of which is factored into our 2026 financial guidance.”
“With a strong capital base now in place, we are targeting a field sales force between 30-40 reps, revised from our original plan of 20-40 reps, with plans to have that field team in place prior to the PDUFA date, this consistent with industry best practices for rare disease launches.”
“Our current yield strategies generated staking revenue of $2.6 million for the quarter, and we also earned around $1 million of interest income on our cash and cash equivalents.”
“Regionally, our APAC and EMEA businesses grew rapidly with a year-over-year revenue growth of 25% and 10% respectively, offsetting a 12% decline in the Americas, which was primarily due to the spend declines we anticipated from the legacy DSP buyer.”
“Our full year fiscal 2026 total revenue outlook of $2.42 billion-$2.44 billion reflects an increase of $10 million at the midpoint compared to prior guidance and 2% revenue decrease year-over-year at the midpoint.”
“With this revenue performance, we are raising our 2026 full-year product revenue guidance to $750 million-$850 million, with expected total revenue of $1.08 billion-$1.18 billion.”
“The revenue mix for the quarter was payment processing revenue, including payments and PSQ Impact of $3.7 million, loan and lease contracts sold net of $2.1 million, lease merchandise revenue of $900,000, interest income on loans of $800,000, and direct revenue of $700,000.”
“Despite this continued development in the right direction, alongside volume growth and continued product cost reduction, gross margin was -3.2% and adjusted gross margin was -3.3%.”
“Our full-year revenue guidance of $78 million-$80 million reflects a healthy growth rate of 26% at the midpoint when comparing with the 2025 full-year revenue of $69.6 million and excluding $6.9 million for the non-strategic enterprise amounts and the one-time license fee.”
“Our ongoing business momentum is expected to drive EBITDA growth of approximately 20% at the midpoint of the guidance while converting approximately 80% of EBITDA to free cash flow.”
“As we said in today's press release, we are currently projecting total revenue for full year 2026 to be approximately CAD 25 million, which represents 56% growth compared to last year, together with 2026 gross margin of 70% or higher.”
“Comparable adjusted EBITDA decreased $35.5 million to $306 million, with comparable adjusted EBITDA margin down 260 basis points to 18.8% versus the prior year.”
“We anticipate the benefits and claims ratio to be around 58%, the DAC amortization and insurance commissions ratio around 12%-13%, and the operating margin around 21%.”
“For the second quarter of 2026, we expect adjusted operating income to be in the range of $63 million-$64 million as compared to $61.5 Million in the prior year quarter, with adjusted earnings per diluted share to range between $0.79-$0.80 per diluted share versus $0.67 in the second quarter of 2025.”
“During the first quarter, Praxis spent $86 million in operating cash compared to $53 million in the first quarter of 2025, reflecting greater clinical trial activity, headcount growth, and commercial launch preparations.”
“Cash collections for the quarter grew 11% year-over-year to $552 million, driven by the continued growth in our U.S.”
“We expect any range of these outcomes to generate higher free cash flow in 2026 than our original guidance.”
“We expect revenue to be between $115 million-$120 million, which would be up 8.5% sequentially at the midpoint.”
“Overall, segment adjusted EBITDA margin prior to NCI decreased to 15.5%, 70 basis points, reflecting the expected impact of transitioning more than 50 new operations to our systems and the temporary higher costs of the ongoing Transition Services Agreement.”
“We're raising our revenue outlook for the year from $2.7 billion-$2.8 billion to $2.75 billion-$2.85 billion.”
“Continued volume reduction improvements were seen from one month through 22 months with no regrowth of nodules at 15 month-22 months.”
“We expect that re-equip sales will make up approximately 70% of total equipment segment revenue for the year with an equipment margin rate of approximately 30%.”
“On a risk-adjusted basis, pricing was down approximately 15%, which is in line with the assumption at the higher end of our adjusted net income guidance range.”
“For the second quarter of 2026, we expect network volume in the range of $2.875 billion-$3.075 billion, total revenue and other income in the range of $345 million-$365 million, and adjusted EBITDA in the range of $100 million-$115 million.”
“If we exclude the $48.5 million in revenue from the client who is under a transition of care agreement over the first half of 2025, our full year revenue growth is projected to be between 10.1%-13.3%.”
“As we look to the rest of the year, we reiterate our expectation that 2026 revenue will grow year-over-year, consistent with our 20% long-term revenue growth target, and that we will make meaningful progress towards our long-term target margin operating models of 27% with gross margin of 77%.”
“We are also pleased by our ability to drive expanded free cash flow through increased profitability and the benefits of recent tax legislation changes, including a 27% increase in cash provided by operating activities in the first nine months of fiscal 2026, 25.4% growth in free cash flow over the last 12 months versus the comparative period, and free cash flow margin of over 24% over the last 12 months as we execute against our recently increased financial targets.”
“As we think of the assumptions that underpin our guidance for 2026, in our marketplace business, we're expecting broadly mid-single-digit volume growth, with revenue broadly in line with those volumes to maybe a little bit higher than that.”
“To put this progress into context, analyzing our first quarter FRE and adding the $10 million-$15 million of seasonal incentive fees that typically crystallize in the fourth quarter gets us to roughly $215 million-$220 million even before considering the additional revenue growth and margin expansion versus first quarter 2026 that we expect to see over the balance of the year.”
“As we've discussed previously, our subscription service margin continues to reflect the impact of a fixed profit contract we acquired from one of our 2024 acquisitions.”
“Looking at our Performance Products segment, net sales of $18.9 million reflects a decrease of $3.8 million or a decrease of 17% as a result of lower demand for the ingredients used in personal care products.”
“Given the dynamics that Christian cited, we are lowering the high end of our outlook for 2026 revenue by $5 million and now expect revenue in the range of $165 million-$175 million.”
“Before moving on, I'd like to quickly discuss some important growth investments we are making at Outfront during 2026 to support our ambitious revenue targets for this year and beyond.”
“This provides ample liquidity to meet upcoming obligations, including our June 2026 note maturity and support continued portfolio growth as we move toward our target leverage range while maintaining balance sheet flexibility.”
“Turning to our outlook, there is no change to our FY 2026 revenue target of 1%-2% growth year-on-year once you adjust for $30 million of anticipated revenue that went away with our divestitures.”
“For the full year 2026, we expect product segment gross margin to be between 18% and 20%, reflecting the segment sales mix.”
“In Q1, adjusted EBITDA declined by 1.3%, while margins expanded year-over-year, reflecting revenue decline of 4% and a continued focus on cost management and operational efficiency.”
“As discussed on our last earnings call, this effort would reintroduce pricing above 36% for shorter-term loans and higher-risk segments, including some customers we're not able to approve today.”
“We expect this combination to be at least 25% accretive to adjusted EPS in the first year post-closing, 40% accretive in the second year, and 50% accretive in the third year.”
“The midpoint of the adjusted EBITDA range represents approximately 10% growth over 2025, and we remain committed to achieving 15% adjusted EBITDA margins for the full-year 2026.”
“42% revenue growth with a lower net loss and positive adjusted EBITDA, with a higher gross margin and a guidance raise.”
“To put it all into context, with the diesel hedges in place at Haile and Macraes, should oil prices of $100 per barrel prevail for the remainder of 2026, we would expect the impact to be in the order of $25 per ounce higher than our assumptions used when setting guidance.”
“While reported kid growth was modest in Q1 due to timing factors, underlying consumption remains strong, and we expect clear acceleration in Q2, supported by key customer programs, distribution gains, and velocity acceleration in our core.”
“On slide 5, we highlight actions we are taking, flexing our agility to support our customers, protect our business, and create margin opportunity.”
“We ended the quarter with net leverage at 1.13 times within our target range of 0.9 to 1.25 times as we decreased leverage to preserve flexibility.”
“In addition, our credit agreement allows us to include the adjusted EBITDA of TEGNA as if we acquired the business on the 1st day of the period presented, to add back one-time expenses related to the deal and any operational restructuring, and to include the impact of any synergies we expect to realize within 18 months of the close of the transaction, which we continue to expect we will be able to do just on a delayed timeframe.”
“We expect to formalize additional agreements through 2026 with an unrelenting commitment to maintaining our leverage to future uranium prices whilst providing customers access to an incredibly strategic supply source.”
“This transformation has been fueled by exceptional growth in Risk & Compliance and Dow Jones Energy, supporting our target for $1 billion in annual segment EBITDA within five years.”
“This transformation has been fueled by exceptional growth in Risk & Compliance and Dow Jones Energy, supporting our target for $1 billion in annual segment EBITDA within five years.”
“For the second quarter, we expect revenue in the range of $330 million-$360 million, assuming relatively neutral foreign currency impact, reflecting sequential improvement from the first quarter.”
“Given the fantastic start to the year, we are pleased to fully reset the revenue guide range by more than $120 million and increase our gross margin guidance to 65% at the midpoint.”
“As we look forward to the remainder of 2026, we expect free cash flow to be supported by tight global fertilizer supply and demand fundamentals, business improvement and organic growth drivers, combined with a rigorous focus on optimizing our portfolio.”
“We expanded both our gross and operating margins year-over-year and delivered nearly 12% growth in diluted earnings per share at $2.48, exceeding the high end of our guidance range.”
“Considering these factors, for the full year of 2026, our guidance is as follows: We expect to deliver gross profit growth in the low single digits and that our gross margin will be approximately 21.5%.”
“Going forward, we continue to anchor to a category growth of roughly 2%, which is consistent with what we saw last year.”
“Excluding Markforged, Nano Dimension's standalone revenue was $12.6 million, lower year-over-year by approximately 12%, primarily due to reduced sales driven by increased tariffs and the impact of divestments.”
“As previously communicated, we're targeting about 13%-14% adjusted EBITDA margins, demonstrating meaningful growth from where we're at today at about 11.6% through 2025.”
“Full-year revenue for 2026 is still expected to total $40 million-$45 million.”
“Against the backdrop of global volatility and uncertainty, we achieved 4% sales growth and an industry-leading EBITDA margin approaching 36%.”
“The $2 million recovery equates to approximately $6.5 of diluted earnings per share, impacting our expectations for Q3, and that's been incorporated into our updated guidance that follows.”
“Net revenues of $460 million and Adjusted EBITDA of $231 million, translating into a 50% EBITDA margin.”
“Revenue contribution from these large customers grew 38% year-over-year, contributing to 72% of revenue during the quarter, up from 69% in the first quarter last year.”
“While there is some uncertainty in the economic environment and outlook, we continue to see signs of continued strength, including steady GDP growth, a low and stable unemployment rate, and solid corporate earnings.”
“We are reiterating the guidance issued last quarter, expecting full year 2026 net sales to range between $500 million and $515 million, compared to $480 million for 2025.”
“Total revenue was $134 million, $2 million above the high end of our guidance, representing approximately 13% year-over-year growth on a reported basis, and 8% on a constant currency basis.”
“Excluding the impact of our decision in the fourth quarter of 2025 to exit low margin products with the idling of 2 rotational molding facilities, net sales would have increased 5% year-over-year.”
“Together, Canada scaling to 105,000-120,000 GEOs plus continued growth at Gold Bar, El Gallo, and our Argentine assets, San Juan, positions us to achieve our company-wide target of 250,000-300,000 gold equivalent ounces by 2030.”
“The volume addition from the Chinook #8 well that we expect to come online in the second half of this year will be significant.”
“Overall demand remains healthy, and notably, we expect revenues from our top 25 defense customers to significantly increase from FY 2025 to FY 2026.”
“Notwithstanding the anticipated impact of the divestment of RapidFit and Eyewear, we reaffirm our full year revenue guidance of fiscal year 2026 in the range of EUR 273 million-EUR 283 million.”
“I think the 55%-60% guidance that we put out with the February release, you know, first quarter, where we came in at first quarter, $428, was right in line with what we expected.”
“And when you think about organic growth, primarily grounded in Mission Critical Networks and LMR, we expect it to be stronger annually for the full year 2026 over 2025, and we like the double-digit orders for product and the pipeline that Jack's team continues to provide.”
“However, you know, as we've said in the past, the bookings window in our theaters is typically 3 to 6 months in advance, so, you know, we still have some time and are working to narrow that gap.”
“Given our strong start to the year and improved visibility into the balance of 2026, we are increasing the range for our full-year revenue expectations and substantially raising our EBITDA guidance.”
“Strong sales volumes, improved market pricing, and the PPA agreement combined to generate $114.5 million of material segment revenue and PPA income, approximately double last year's first quarter, and generated $36.7 million of segment adjusted EBITDA in the quarter.”
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