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 289–384 of 6702.显示第 289–384 条，共 6702 条。
“In addition to top-line growth, by overdriving on price, productivity, and volume, we expect to deliver double-digit EPS growth this year, despite facing unexpected in-year input cost headwinds of $550 million-$600 million, driven by tariffs, commodities, and supply chain inefficiencies.”
“As you heard, consumer loan assignment unit volume was over 110,000, an increase of 38% year-over-year, a significant acceleration versus last quarter when volume declined by 1%.”
“While we reported $0.42 of Distributable Earnings prior to realized gains and losses in the third quarter, we expect to see pressure on go forward earnings as we reduce the size of our portfolio to account for the book value impact of these new impairments and as we work through resolving legacy investments.”
“We continue to expect full-year loan growth of 5%-7%, and excluding core conversion costs, full-year non-interest expense outlook remains stable at $65 million-$67 million.”
“Based on our year-to-date performance and the visibility our build-to-suit pipeline provides, we are reaffirming our full year 2026 AFFO per share guidance of $1.55-$1.57, with a midpoint of $1.56, representing nearly 5% earnings growth over 2025.”
“CAMZYOS revenue increased 42% to $420 million, reflecting continued strong demand growth, including new patient starts and deeper penetration into the community setting.”
“We expect net sales of $14.2 billion to $14.6 billion, adjusted EBITDA of $1.075 billion to $1.125 billion, and adjusted EBITDA margin of 7.4% to 7.9%.”
“Taking into account Q3 results, the current margin of macro environment and forward curves, we continue to expect full year 2026 adjusted EPS in the range of $9.25-$9.75.”
“revenue was $27.5 million, which was 71% higher year over year, driven by revenue from Embedded as well as solid demand in the Core business, with unit sales up 9%.”
“In Full Service, we expect reported revenue to grow approximately 2%, reflecting tuition increases offset by lower enrollment, approximately 200 basis points of headwind from net center closings, and approximately 100 basis points of headwind from Australia.”
“Based on information available today, we expect fourth quarter net sales to be in the range of $220 million-$240 million, with gross margin between 40%-42%.”
“Based on information available today, we expect fourth quarter net sales to be in the range of $220 million-$240 million, with gross margin between 40%-42%.”
“For the quarter, revenue was within our guidance range of $950 million-$970 million, as strength in our legacy business was partially offset by supply constraints at RUCKUS.”
“I also believe that the results of the quarter pretty closely follow the guidance we provided and all of the recent filings and announcements around the capital issuance and loan sales.”
“We are maintaining revenue guidance of $5.7 billion-$5.8 billion and adjusted operating margin guidance of approximately 8%.”
“NII increased by 2.6% quarter-on-quarter and 8.5% year-on-year, with strong lending growth more than offsetting the remaining pressure on customer spread from the easing rate cycle.”
“We anticipate OpEx will catch up in the fourth quarter of this year, followed by a more modest, steady growth paired with improvement of the operating line throughout 2027 and beyond.”
“In addition, reported sales are expected to include a headwind of approximately $25 million from MSA revenues from Vantive, representing approximately 30 basis points of impact on reported growth.”
“Non-GAAP gross profit of $96 million increased 18% year-over-year, marking a gross profit yield of approximately 86% on cloud communications revenue growth.”
“The top five customers generated approximately 35% of total revenue, and one customer was over the 10% level.”
“Net sales in the third quarter increased 2% year-over-year to $1.3 billion, with volume growth in three of our four end markets and three of our four regions.”
“Rates were down 4%, while premiums were up $7 million, with growth concentrated in targeted large account business.”
“Other highlights in the quarter include net interest income increased 4.2% linked quarter and 13.8% year-over-year, driven primarily by a sequential improvement in our net interest margin and the Verdant acquisition that closed in September 2025, respectively.”
“We anticipate reported sales growth of approximately 5.5% for the year, including organic sales growth of approximately 3.5%, approximately 1.5 points from currency translation, roughly one point from the Taylor Adhesives acquisition, an approximate 40 basis point headwind from the calendar adjustment.”
“We expect to recognize revenue for wafer deliveries this quarter of approximately $50,000.”
“AA&S sales increased 34% year-over-year to $702 million, driven by several factors, including stronger demand, price, and mix, primarily in Aerospace & Defense and specialty energy.”
“For the full year 2026, we now expect Adjusted EBITDA margins of 16%, or approximately $137 million, representing growth of approximately 47% year-over-year.”
“Next year, our preliminary guidance for 2027, we anticipate revenue to be in the range of $183 million-$187 million and adjusted EBITDA margin to be in the range of 26%-28%.”
“With power restored and both EAF units now in our production schedule, we expect fourth quarter shipments to increase by approximately 25%-35% versus the third quarter, with volumes weighted towards November and December as we ramp our second EAF unit.”
“Our updated guidance also includes approximately $60 million of incremental revenue and $20 million of incremental adjusted EBITDA from the recent acquisitions of Omnetics, Schatz, and StratEdge.”
“Given the later timing of the first close for this fund and certain other funds that pay management fees on committed capital, we expect FRE margin growth for the full year 2026 will be slightly above the midpoint of our zero to 150 annual basis point range.”
“Based on increasing demand pull interest that we are seeing, we expect approximately 1 Bcf per day of firm transportation optimization agreements, resulting in an annualized free cash flow increase of $50 million.”
“Moving down the P&L, we now expect full year adjusted EBITDA of $1.235 billion-$1.255 billion, up from our previous guidance of $1.205 billion-$1.245 billion, representing an adjusted EBITDA margin of 13.5% and adjusted EBITDA growth of 20% at the midpoint.”
“Full year boiler sales are now expected to grow 10%-12%, up from our prior range of 6%-8%, reflecting strong year-to-date performance, robust quoting activity, and a healthy order pipeline.”
“First, we shifted Prime Day into Q2 for most countries, moving significant sales and ad revenue that were in Q3 2025 into Q2 2026, a tailwind to our Q2 2026 rate and a headwind to Q3 2026.”
“Actual results may differ materially from the results expressed or implied in these statements if the underlying assumptions prove to be incorrect or as a result of risks, uncertainties and other factors, including factors discussed in the earnings release, in the comments made during today's call, and in the Risk Factors section of our Form 10-K, Form 10-Qs, and other reports and filings with the Securities and Exchange Commission.”
“Are you willing to quantify the dollar or margin impact in Q3, and then what is contemplated in Q4 guidance ahead of the transition to targeted parity or better looking at 2027?”
“Walter, you would not expect to see a decline in margin and the AUM that you make on customer cash going forward.”
“Looking ahead to 2027, we expect a step-up in capital as we invest over $100 million of capital incremental to our organic program related to East Side Express and other regional gas demand projects.”
“Full year reported net interest margin of 3.75%-3.85%.”
“As we think about your 2027 outlook for the TTR franchise, it seems like there's a couple moving parts, one being the demand growth via your commercial investments, but then also 340B reform.”
“For the full year 2026, we expect revenue of no less than $5.25 billion, adjusted gross profit of no less than $575 million, and adjusted EBITDA of no less than $100 million.”
“One is we are still incurring the headwinds from pricing resets with auto customers 10 months ago on January 1st of 2026 that go through the full year of 2026.”
“Our early planning indicates legacy brokerage organic growth could look a lot like 2026, and it is also indicating that our early successes of being better together, the roll-in of AP is looking like maybe only impacting that by about 40 to 50 basis points for the full year 2027.”
“Machine Clothing revenue was $169.8 million, modestly below the prior year due to anticipated weakness in the Americas during the quarter related to customer consolidations.”
“We expect the completion of the shaft expansion at Island Gold in 2027, mill expansion at Magino in 2028, and Lynn Lake production in 2029 to drive significant growth over the coming years.”
“Adjusted operating margin was 6.1%, down 140 basis points, primarily reflecting lower sales and lower factory absorption from the reduced production volumes.”
“Results were primarily impacted by lower origination volumes and changes in the fair value of interest rate lock commitments and loans held for sale due to higher quarter-end rates, as well as an increase in reserves amounting to $2.6 million associated with an isolated legacy borrower relationship involving loans originated before our acquisition of Constructive.”
“During the third quarter of 2026, American Coastal continued to maintain its market leadership position in Florida commercial residential property insurance, evidenced by, one, strong account retention near 90%; two, policy in force growth of roughly 7% year-to-date; three, a 3.2% increase in gross premiums written during the current quarter compared to the same period a year ago, despite downward pressure on average account rates; and finally, but most importantly, delivering a combined ratio of 64.7%, which fueled a core return on equity of over 24%.”
“Total volumes grew 0.8%, net revenue grew 7.6%, and normalized EBITDA increased 8.9%, with 40 basis points of margin expansion, while normalized EPS grew 15.4%.”
“Recurring management fees increased 38% year-over-year, while our ENI operating margin expanded to 42.6%, reflecting the operating leverage in our business model.”
“On a year-to-date basis, we have generated approximately $264 million of free cash flow, excluding the net impact tariff refunds and applicable cash taxes, keeping us firmly on track to attain our full-year free cash flow guidance of greater than $350 million.”
“Our third quarter results continued to benefit from the strength of our internal growth built into the portfolio with contractual same-store rent growth of 2.6% year-over-year, reflecting the impact of higher inflation on lease revenues, as well as certain multi-year rent escalations occurring this year.”
“Taking a look at the third quarter, the company grew operating EBITDA by 5.8%, grew revenue by 6.3%, continued to reduce our SG&A down to 9.3%, maintained operating EBITDA margins at 31% in the face of strong headwinds from fuel, and grew free cash flow by 20%.”
“Turning to our outlook for 2026, we updated our domestic same-store sales guidance to decline of between 6.5% and 7% for the full year, given trends in the current consumer environment and the pace with which our actions are flowing into the top line.”
“The change in cash during the third quarter of 2026 as compared to the second quarter of 2026 was driven by the net loss in the third quarter of 2026, excluding the impact of non-cash charges such as stock-based compensation and amortization of our intangible and right of use assets, as well as timing of cash received from customers for revenue and related payments of rebates to payers, and the timing of cash paid to third parties for services related to operating expenses and inventory production.”
“If that's the case, that initial exposure and slowly ramping up mitigates GI adverse events, you would think that transitioning from 17.5 mgs weekly to a daily oral dose would not represent any risk of increased GI adverse events.”
“Operating income was $364 million, about $50 million above our guidance of $315, including gross margin expansion of almost 300 basis points versus last year to 55.4%.”
“For 2027 early view, we expect the growth momentum established in 2026 will continue into the next year, supported by the healthy demand across our core business and growing opportunity in differentiated technology and high-value applications.”
“Balance sheet and fee income growth, strong asset quality metrics, and stable net interest margin contributed to an operating return on tangible common equity of 19.5% for the quarter.”
“Adjusted diluted earnings per share was $0.18, above the high end of our guidance range, as our revenue performance more than absorbed the incremental fuel headwind.”
“Based on the October spot rates, we now expect the full year currency impact to be around minus 2% on turnover and around minus 30 basis points on underlying operating margin.”
“acute care same-facility revenue per adjusted admission decreased by 1.7% during the third quarter of 2026 on a reported basis and was slightly positive when excluding the net headwind from out-of-period Medicaid supplemental benefits and the shift in exchange to uninsured volumes.”
“In October, we modified and extended our existing $70 million mortgage secured by The Outlets at Montehiedra, adding $17 million of additional proceeds through an interest-only B note at a fixed rate of 6.95%, reflecting the growth in NOI and favorable outlook for the property.”
“We expect the higher dollar rate environment coupled with net interest margin support from the rollover of our replication portfolios at higher yields to generate similar NII annual growth trends in 2027 as we are seeing in 2026.”
“With the challenging mortgage markets and the movement of treasury management revenue to NII, we now expect low to mid-single-digit growth in full year non-interest income, and we reaffirm our full year 2026 non-interest expense guidance of middle single-digit growth as we continue investing in the business while maintaining expense discipline.”
“Gross profit increased 116.1% to a record $7.0 million, and gross profit margin expanded 590 basis points to 49.0% from 43.1%.”
“As we look to the fourth quarter and into 2027, the demand signals across our end markets remain strong, and we look forward to sharing an updated target earnings model on our Q4 call.”
“I know Steve mentioned that you're including a lot of Hexa AI capacity into Tenable One packages, but when you see prompt volume go up 5x, to what degree does that maybe impact your gross margin visibility?”
“Clearly, that ties into, in DDN, the 70% order growth we had, and what I said in the call that we expect our revenue to be up over $1 billion this year in 2027, driven by our hyperscaler customers.”
“We expect BetterHelp adjusted EBITDA margin of 2.7%-4.3% for the full year, with the midpoint down approximately 30 basis points versus our prior guidance and down approximately 90 basis points versus the prior year, reflecting the impact of revenue mix, investments to support the scaling of insurance and a reduction in advertising and marketing expense in the mid 20% range versus 2025 levels.”
“For the full year 2026, we now expect adjusted EBITDA margin of approximately $4.7 billion.”
“With the strong fourth quarter outlook and the sales of two LR2s for over $140 million, which are pending closing, we expect our liquidity position to grow through the end of the year.”
“Net revenues were EUR 37.6 billion, up EUR 0.4 billion, or 1%, compared with the third quarter of last year, despite volume being down 1% due to growth in financial services.”
“We expect our market rent growth for next year to be in the range of 2%-4%, an acceleration as compared to the 1.6% market rent growth expected for 2026.”
“Based on the anticipated full-year impact of the strategic realignment and our visibility into our product sales pipeline, we are reiterating our full-year 2026 financial guidance estimates.”
“We also now expect to deliver full-year net income between $500 million and $520 million, compared to our prior range of between $455 million and $470 million, which result in a full-year return on equity above 40%.”
“In terms of end markets, we are experiencing significant weakness in new residential construction demand, which comprises 20% of our sales, and we expect this market to be down double digits for the full year 2026, in line with lower new home completions.”
“This 136 MW plus 113 MW, which is 249 MW, will become revenue generating over the next few quarters.”
“We expect Adjusted EBITDA margins to expand another 300 to 400 basis points in 2027, driven by continued high margin Glo Fiber revenue growth and a full year of operating expense savings from the previously announced reduction in force that will be completed in December.”
“While we plan for near-term margin pressure as we reset the business for long-term growth, we expect EBIT margins to remain above 5%.”
“Despite the heightened level of interest rate volatility and a potential slowdown in property sale activity, we continue to see significant demand for debt capital, driven by the substantial volume of loans originated during 2021, 2022, that are scheduled to mature over the next several years, which we believe will continue to create a meaningful and durable opportunity for Seven Hills.”
“Adjusted EBITDA was $66 million, up 18% versus the prior year, driven by global volume growth, margin recovery, and Project Catalyst savings.”
“Copper sales increased 41%, while volume decreased 0.4% in a scenario of better price.”
“As we contemplate potential future rate hikes or the 10-year kind of remaining north of 5%, is there an absolute level of rates where demand destruction occurs that puts your organic growth targets at risk?”
“Parts, service, and collision center revenue was approximately $680 million, up 5.8%, and aftermarket operations generated nearly 63% of our total gross profit.”
“Parts, service, and collision center revenue was approximately $680 million, up 5.8%, and aftermarket operations generated nearly 63% of our total gross profit.”
“In turning to profitability, adjusted EBITDA was $62.2 million in the third quarter, representing 73% year-over-year growth and 16.1% margins, or $57.9 million and 15% margins when excluding the foreign currency gain.”
“But compared to what we saw 10 years ago, we are really confident that the ability to assume risk at the capital level versus the earnings level, which is really at the core of what we are talking about, will remain intact going forward.”
“Turning to the specific drivers, we expect fourth quarter portfolio growth of approximately $60 million, supported by seasonal loan demand and a reserve build of approximately $6 million, with our allowance rate flat sequentially.”
“That is the pressure we constantly have to fight as we have to continue to focus on investing over the next five or 10 years, even if that does hurt margins over the next quarter or the next year.”
“I think, Anupam, there's really nothing on the sales force side right now beyond just completing the training, getting out to the accounts and customers, and completing the engagement with 200 accounts, which I think will happen quite rapidly.”
“Excluding this currency impact, operating income would have been $16.5 million, representing 37% growth compared with the third quarter of 2025.”
“We forecast fourth quarter adjusted EBITDA in the range of $62.4 million-$65.4 million, and we are raising full year 2026 adjusted EBITDA to the range of $253 million-$256 million, representing approximately 28.6% of revenue at the midpoint.”
“As a result, we expect 2027 earnings to be weighted towards the latter part of the year, with growth following a stair-step pattern as projects come online rather than a straight line throughout the year.”
“We see the volume growth coming through in 2027, and we have access to fractionation that will be able to handle those volumes and positions us well for when we turn on the Corpus Christi fractionator in 2028, that we can readily fill it.”
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