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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 3745–3840 of 5581.显示第 3745–3840 条，共 5581 条。
“On margins, we continue to expect full-year gross margin to expand by 50 basis points to 36.5%, with adjusted operating income margin expected to increase 25 basis points to 17.7%.”
“In terms of its impact on the strat alt, the fact that you look at a customer that is approximately $250 million plus or minus in revenue, it is going to have an impact.”
“Our cash flow per share growth is built on frontage focused portfolio that is intentionally diversified across tenants and industries, yet concentrated in the attributes that matter most as real estate investors, targeting top 100 MSAs, fungible boxes, and replaceable rents.”
“As such, the quarter represents approximately 6% to 8% of full year attendance and revenues, and the company usually operates at a loss in the first quarter because most of our seasonal parks are closed.”
“For Q2, we anticipate revenues to be in the range of $154 million and $156 million, with non-GAAP operating profit anticipated to be between $28 million and $30 million, and non-GAAP earnings per diluted share of $0.23-$0.25, assuming a share count of approximately 126 million shares.”
“As I have said before, we will continue to evaluate every business we own against 3 criteria: alignment with our brands, synergy with our core competencies, and an ability to deliver accretive margins and durable cash flows.”
“Adjusted EBITDA of $234 million grew 39% year-over-year, delivering a 43% margin also in line with guidance.”
“procedure volumes increased 53% year-over-year.”
“With that in mind, we're just reiterating our original guidance for the year, which was sales flat to up 3% and then adjusted EBITDA between $70 million and $80 million.”
“Looking at the residential outlook, since the last earnings call, the MBA and Fannie Mae have revised their forecast down, and they're now calling for existing home sales to be between 4.1 million and 4.2 million seasonally adjusted for the year in 2026 and around 4.5 million in 2027.”
“Although we expect ASPs to continue to decline for the balance of fiscal 2026, we are forecasting approximately 50% revenue growth with adjusted gross margins in the range of 11%-13%, reflecting the strength of our execution and operating model.”
“Overall, we have increased our full-year operating margin outlook from between 7.6% and 7.9% to an updated range of between 7.8% and 8%.”
“In pension risk transfer, the pipeline remains strong, and we expect annual sales between $1.5 billion-$2 billion.”
“Before I turn the call over to Ashley, I would like to spend a moment discussing the update to our 2026 guidance, which incorporates a measured reset for the remainder of the year in light of the increased market uncertainty.”
“First, we delivered an exceptional first quarter, growing revenue 8.6% year-over-year and achieving adjusted EBITDA margins of over 27%, both favorable versus our previously communicated expectations.”
“Adjusted EBITDA grew to $76.9 million, meaningfully outpacing revenue growth of 42%, with EBITDA margin expanding 340 basis points to 18%, demonstrating the continued operating leverage inherent in our platform as we continue to scale.”
“We grew bookings 13%, revenue 15%, and expanded EBITDA margin by nearly six points.”
“Taken collectively, the opportunity set with tier 1 expansion and tier 2 category customers gives us confidence that our exceptional earnings and load growth will continue into the 2030s.”
“I think point 2, you know, I think it's important for you guys to have the framing around sort of Evolent is a bit of a tale of two cities, meaning vast majority of Evolent's growth is coming in oncology, but about 95% of Evolent's approval volume, like the factory that we have to go through to do the work, is not oncology.”
“For the quarter, adjusted operating expenses were slightly higher year-over-year as a percentage of revenue, increasing from 46.5% to 50.3%, representing targeted growth investments across sales and marketing and product development, including the post-acquisition ZyraTalk costs.”
“Approximately 85% of segment activity is tied to utility capital spending, which we expect to remain elevated as electric utilities invest to meet rising electricity demand.”
“We are reaffirming our long-term earnings growth rate of 5%-7% off the midpoint of our revised 2026 guidance.”
“I'm confident that Equinox Gold is well-positioned to deliver top quartile valuation based on our portfolio of long-life assets and Tier 1 jurisdictions, a clear and executable organic growth pipeline, strong and growing free cash flow generation, a disciplined approach to capital allocation and shareholder returns, and importantly, with the right team in place to deliver on those commitments.”
“Total revenue for the quarter was $181.3 million versus $175 million in the prior year, an increase of $6.3 million.”
“For earnings per share, we expect that GAAP diluted EPS will now be in the range of $8.29-$8.59 for the full year, and non-GAAP diluted EPS will now be in the range of $12.98-$13.28 for the full year.”
“These results include the impact of fewer selling days in the quarter, which represented an approximate 240 basis point headwind to growth.”
“ES gross margin before depreciation and amortization increased to 19% in Q1 2026 compared to 18% in Q1 2025 and 18% in Q4 2025, primarily related to product mix.”
“We have revised our full year 2026 adjusted EBITDA and committed growth capital guidance to reflect the delayed startup of the integrated Iraq LNG import terminal.”
“Growth is targeted at areas where we can maintain margins, generate cash, and deepen our customer relationships.”
“For the first quarter of fiscal 2027, we expect total organic revenue to decline between 6.5%-7.5% year-to-year, reflecting 4Q bookings performance and continued pressure on project-based services.”
“After completing our door optimization in the third quarter last year, we have returned to growth in the last two quarters, adding over 250 higher volume, higher margin doors in quarter one with strategic partners such as Publix, Sam's Club, and Target.”
“Net loss attributable to DNOW for the first quarter was a loss of $44 million or a loss of $0.24 per diluted share and was unfavorably impacted by $41 million in inventory step-up to the fair market value amortization charges related to the merger, reduced margins and increased SG&A expenses.”
“After formally releasing our 3-year interim financial target earlier this year, which includes reaching $2 billion in annual revenue, $700 million in gross profit, and over $4 in non-GAAP EPS, this quarter was a great first step toward executing on these goals.”
“To put the scale of this opportunity in perspective and using SPRAVATO's average annual price as a surrogate, capturing just 1% of the total addressable market in these indications represents potential for a roughly $2 billion annual revenue opportunity.”
“The result, 25 years in, is a company that has returned approximately $1.2 billion to shareholders in dividends and share repurchases since IPO, that has grown EBITDA per share at a 12% compounded annual growth rate over the last five years, and that will control over 1,000 Oklahoma undeveloped drilling locations, over 38,000 mi of midstream pipeline, operations in four distinct basins, including high-quality Permian assets, and a daily production platform of over 1.2 BCF per day.”
“Revenue growth accelerated with our broad base of customers, excluding the AI natives, to mid-20s percent year-over-year, up from 23% last quarter and 19% in the year-ago quarter.”
“Our guidance takes into account expected seasonal trends in the third and fourth quarters, much like in 2025 when new patient starts rates declined partially due to scheduling challenges.”
“We delivered a strong start to the year, exceeding the high end of our guidance across revenue and operating margin with year-over-year revenue growth of 2%, excluding FormSwift, and unlevered free cash flow margin of 38%.”
“The acquisition of Clinical Solutions, which we expect to generate $215 million-$230 million of revenue in 2026 and contribute $0.03-$0.05 per share, net of interest incurred to finance the acquisition, partially offset by a reduction of $0.09-$0.15 per share for lower ICE populations compared with our previous forecast.”
“Adjusted EBITDA margin increased approximately 80 basis points to 19%, driven by the SAT volume flow-through and the realization of operating synergies in authentication.”
“Our trailing 12 months free cash flow was approximately 70% of adjusted net income, in line with our target range of a 60%-80% free cash flow conversion rate.”
“Moving to the full year outlook, we are reaffirming our full year 2026 CAFD guidance range of $470 million-$510 million as we continue to believe we are well positioned to meet our 2026 financial objectives based on growth commitments tracking on schedule and expected operational performance for the remainder of the year.”
“Moving to the full year outlook, we are reaffirming our full year 2026 CAFD guidance range of $470 million-$510 million as we continue to believe we are well positioned to meet our 2026 financial objectives based on growth commitments tracking on schedule and expected operational performance for the remainder of the year.”
“Regarding the segment's profitability, we now expect operating income growth of 13%-15% and operating margin expansion of 40 to 60 basis points, with this uplift mainly driven by the stronger revenue outlook.”
“Excluding the timing impact, consolidated adjusted EBITDA would have increased 14.2% to $145.9 million, and consolidated adjusted EBITDA margin would have been 28.9%, up 150 basis points from the prior year.”
“The next comprehensive update that we plan to provide will not only include, of course, data across the 130-13 patient phase I study, but will also include guidance as to where we're going next in terms of design of the first pivotal study, what the patient population is, what the comparator arm is, and of course, what the dose is.”
“Service revenue alone grew 15% year-over-year to $15.4 million, continuing to benefit from growth in our installed base and the active utilization of our instruments by customers worldwide.”
“We believe continued transparency into bookings and ACV to revenue conversion metrics will serve as an important leading indicator towards our 2028 top line revenue target exceeding $1.1 billion and broader Vision 2030 financial glide path.”
“Adjusted free cash flow was $2.2 million lower than the prior year first quarter, as the first quarter of 2025 was impacted by special payments for professional services related to the review of strategic alternatives, as well as severance payments.”
“The strength of our Q1 results, disciplined execution, and continued momentum we are seeing across our customer base gives us confidence in reaffirming our full-year guidance of $12 billion-$13 billion of revenue and $900 million-$1.1 billion of adjusted operating income.”
“Our gamer and creator peripherals segment gross profit grew 8% to $50.3 million despite year-over-year tariff related headwinds, with segment gross margin of 14.8%.”
“We expect our non-GAAP operating expenses, which exclude cost of product revenue, stock-based compensation, depreciation, and amortization, to be between $480 million and $520 million.”
“The strong bookings performance at the end of 2025 and a continuation of favorable trends to start this year leave us cautiously optimistic that the net book-to-bill will average about 1x for the year and support the upper end of our DSA outlook, including a return to organic revenue growth in the second half.”
“Offsetting these improvements were $7 million of unfavorable volume and mix, including customer price adjustments and the impact of certain short-term production disruptions, $7 million in increased costs in the form of higher wages and general inflation, $2 million from unfavorable foreign exchange, and $12 million of other unfavorable items, primarily the non-recurrence of certain royalty payments we received in the first quarter of last year.”
“We're raising full year 2026 revenue guidance today to $5.29 billion at the midpoint.”
“The total revenue, net revenue guidance of $805 million-$825 million contemplates the impact of the various generic dynamics.”
“While we don't know the exact timing of when the transaction will close, we estimate that the JV could be a full year headwind to AFFO of approximately $0.10 per share, or roughly $0.06 per share for the second half of 2026.”
“Turning to our outlook, we expect subscription and services revenue in the range of $565 million-$645 million with an opportunity for quarter-over-quarter growth.”
“While there was a limited impact of higher diesel prices in Q1, we expect it to weigh on our PRB margins in the future periods if these elevated prices continue.”
“With our high-quality production mix, strong cost structure, and substantial free cash flow at current strip pricing, our next targeted debt level of CAD 13 billion is approaching, at which time we increase shareholder returns to 100% of free cash flow.”
“While rewarding our shareholders as a result of increased cash flows, profitability, and visibility, the payment of that dividend is not expected to affect our capacity to continue growing on a healthy basis in a volatile market environment.”
“In the Plant Nutrition segment, revenue was $67 million compared to $58 million in the prior year Q2.”
“Given our strong operating results, great acquisition, and continued share repurchases, as well as improved outlook for the remainder of the year, we have increased our guidance by approximately 15% since February.”
“Our risk-graded three investments, which are investments where we expect full repayment, but are either spending more engagement time and/or have seen increased risks, the initial asset purchase increased from approximately 11.5% in Q4 to 12.9% in Q1.”
“Despite volatility, origination volume increased 39% compared to the first quarter of 2025, reaching $884 million.”
“For international business group, both of his revenue and income before tax grew positively by 10.7% and 1.6% respectively, driven by the rising ICT service demand from the overseas AI supply chain, together with stronger roaming performance.”
“adjusted EBITDA margin reached 26.9%, expanding 1,010 basis points year-over-year and exceeding the midpoint of guidance by more than 600 basis points, driven by strong revenue growth and favorable mix.”
“buyout realizations, a high level of inflows, fee-related earnings of $300 million and a 47% margin.”
“We continue to efficiently convert EBITDA to free cash flow at industry-leading margins, positioning the company well to continue to invest in accretive growth and return capital to shareholders.”
“specifically, we are already beginning to see increased value-added product demand following President Trump's April 2nd, 2026 executive order that closed valuation loopholes that importers have been using to cheat the Section 232 system, especially in downstream extruded products.”
“When you're looking at Q1 to Q2, we're anticipating for modeling purposes, a sidestep in overall margin with additional opportunities for further enhancements leading into Q3 and Q4 as we progress closer to that low 50% gross profit target.”
“For the first quarter of 2026, the increase was primarily driven by product mix and sales declines in several low margin products that were replaced with more profitable product sales.”
“With our 2026 guidance reaffirmed and using our 2026 budget prices, we expect to generate more than $3 billion of EBITDA and $2 billion of free cash flow, as shown on slide seven, even with only nine months and 11 days of contributions from New Afton and Rainy River.”
“Gross profit increased 10.2%, and gross margin rose 278 basis points compared to last year, mainly driven by lower costs coming from the 8.1% appreciation of the Chilean peso against the U.S.”
“Our Q1 financial results were driven by an 8.2% revenue growth in our corporate channel, driven by record usage as well as a continuation of customer acquisition across our continuum.”
“We are also reaffirming full year 2026 guidance of flat to 2% revenue growth and adjusted EBITDA margin of 29%-30%.”
“First quarter revenue grew 15% year-over-year to $244 million, above the midpoint of our guidance range, driven by strength from our strong year-end 2025 bookings, as well as continued momentum in our international business, with slight moderation in OEM advertising reflecting the typical first quarter step down.”
“In golf ball, our revenues were up 2% in Q1, but I believe this underrepresents the strength of our start to the year in this category, as our Q1 volumes were intentionally reduced by the elimination of low-margin SKUs, as well as by lower sell-in volumes at retail in support of improved inventory efficiency.”
“This strong revenue performance, combined with the operating leverage inherent in our business model, has produced continued positive financial results while we ramp up investments, including revenue growth of 79%, which was driven by volume growth of 15% and a 61% increase in clinical ASP.”
“We expect repayment volumes to continue, with that, we can manage to the high end of our range of 1-1.25 turns.”
“If end of April exchange rates would prevail throughout the remainder of the year, our Q2-Q4 GAAP revenues would be negatively impacted by approximately $3 million, relative to the exchange rates assumed in our 2026 financial outlook.”
“At the midpoint, our outlook implies an adjusted EBITDA margin of around 10%, driven by our expectations for a relatively flat gross margin performance year-over-year and slight operating expense deleverage to invest in our 2026 and 2027 greenfield store growth, including continued expansion into the Southeast and the associated marketing expense.”
“We view the yield impact as transitory and a key operational priority throughout 2026, and as it is resolved, we expect a corresponding expansion in gross margin.”
“We expect to fully market our own volumes by mid-2026.”
“With the momentum we are seeing for Gen-3 services, we are increasing our revenue guidance for the year from our previous range of $120 million-$145 million to an updated range of $130 million-$150 million, representing an overall growth rate of over 30% at the midpoint as compared to 2025.”
“Given stronger forecasted cash flows in 2026, driven by new capital projects placed in service, executing upon our regulatory initiatives, and increasing large load customer growth, compared to last year, we expect a significantly lower total equity need of $50 million-$70 million in 2026.”
“For all these reasons, we remain confident in our 2026 annual guidance of 8%-9% RevPAR growth and Adjusted EBITDA range of $502 million-$516 million, as well as with our multi-year growth outlook of mid-teens annual growth of Adjusted EBITDA.”
“For fiscal Q4 2026, we expect total revenue to be in the range of $425 million-$435 million and core revenue to be in the range of $392 million-$402 million, reflecting 13%-16% year-over-year growth.”
“We expect to generate revenues of between $785 million and $845 million compared to $784 million in the second quarter of 2025, which at the midpoint of our guidance, would represent a 4% revenue growth increase for the second quarter and 22% revenue growth for the first half of the year, or 13% organically.”
“We expect funded loan volume of approximately $1.65 billion, representing approximately 37% year-over-year growth, slower than what we had originally anticipated going into Q2.”
“We delivered solid second quarter with $4.7 billion in revenue, up 2.6%, reflecting broad-based growth across most of the portfolio, with a stronger contribution from higher margin businesses and disciplined execution through a dynamic environment.”
“We increased our AI-powered solutions revenue objective from approximately CAD 1.5 billion to approximately CAD 2 billion by 2028 when we made the Saskatchewan announcement, we're confident in that target.”
“Looking ahead, we expect the trend in loss from operations to flatten over the next 2 quarters as we ramp up launch readiness activities for the next 3 products and continue narrowing towards the end of this year to 2027 as we transition to a P&L breakeven, followed by cash flow positivity, which we expect to be sustainable from that point on.”
“Supply costs increased by $5.1 million, mostly driven by higher overall per unit purchase water costs included in water rates in 2026, with no impact to net earnings, and higher purchase water volume when compared to the same quarter last year.”
“Lastly, we now expect full year non-GAAP operating income of $91.5 million to $94.5 million, which includes the Q1 beat of $700,000, offset by an FX headwind of $2.2 million.”
“In the second quarter, we expect a return to low single-digit growth, primarily driven by favorable comparisons following the demand slowdown that began in the second quarter of 2025.”
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