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 3841–3936 of 5581.显示第 3841–3936 条，共 5581 条。
“There is a very strong correlation between size and price per NAV in the gold sector as we come from, in the past 200,000 ounces of production, now on guidance 340 and 390.”
“The largest filing we expect to implement during the second half of the fiscal year, APT's GRIP filing seeking $112 million in annualized operating income increases, is scheduled to be considered by the Railroad Commission of Texas next Tuesday, 12 May.”
“Net margin increased over 60% year-over-year to $190 million, reflecting the earnings contribution from a larger receivable base, partially offset by higher funding costs and the higher fair value impacts associated with portfolio growth.”
“Based on bookings and quoting activity, we expect the percentage of revenue from AI applications in our Thermal Processing Solutions segment to exceed 40% in the third quarter.”
“For as an example, from 2019 through guidance for 2026, we've grown revenue at approximately a 32% CAGR and adjusted EBITDA at 25% CAGR, while continuing to generate, you know, operating leverage and free cash flow along the way as we grow very, very rapidly.”
“Gross profit of $4.3 million or 11% gross margin reflected the impact of lower production volumes being unable to fully cover fixed manufacturing costs.”
“As revenue scales, we expect meaningful improvement in our operating margin, which will be visible over the course of 2026 and beyond.”
“Excluding flight equipment sales, which tend to be volatile quarter-to-quarter, revenue increased 2.2% year-over-year, reflecting growth in leasing and increased demand across our MRO facilities.”
“In addition to last week's activity update and TCE guidance, we report today adjusted earnings of $23.6 million or $0.58 per share.”
“On slide 6, sales for the first quarter increased $2.7 billion year-over-year to $9.5 billion, exceeding our guidance range and up 39% versus the prior year or up 34% versus the prior year on a constant currency basis.”
“Additionally, we remain confident that we will achieve the full year 2026 financial outlook, which we provided last quarter on subscriptions and services revenue as well as total revenue and EPS.”
“Merchandising margin was 33.9%, up 70 basis points from the prior year, driven by product mix and targeted customer promotions.”
“At Segovia, our AISC margin increased at $2,935 per ounce, up 128% from Q1 2025 and up 25% from Q4 2025, reflecting higher realized gold prices and increased gold sales volumes.”
“For the second quarter of 2026, we expect net revenue between $350 million-$370 million for a year-over-year growth rate of down 2.4% to up 3.2%, with comparable delivered sales of -5% to flat and net income of $19 million-$24 million and adjusted EBITDA of $40 million to $49 million.”
“The 1% quarter-over-quarter growth reflects the impact of [audio distortion] injector in 2027, continued development of efgartigimod across several indications, and advancing our pipeline assets.”
“Year-over-year quarterly revenue decreased by $27.3 million.”
“Driven by AI demand, our 2026 pipeline is above our expectations and a key factor in our increased guidance for the remainder of the year.”
“Currently, as outlined on slide nine of our supplement, we expect to generate approximately $2.2 billion of free cash flow for the full year.”
“The strong results give us the confidence to increase our revenue guidance for the full year to at least $130 million, $5 million above our previous forecast.”
“epinephrine sales increased 3% to $19.2 million from $18.6 million as increased demand for our prefilled syringe product was partially offset by increased competition for our multidose vial products.”
“Nurse and allied gross margin in the quarter was 25.1%, up 240 basis points year-over-year and 350 basis points sequentially as labor disruption and rapid response revenue had a favorable impact on the segment margin.”
“As we look ahead to 2027, we expect to deliver strong year-on-year growth driven by continued expansion of our commercialized product portfolio, contributions from our pipeline, and associated milestone revenues.”
“For the second quarter of 2026, we expect SaaS and license revenue of between $185.5 million and $185.7 million.”
“Day sales outstanding were roughly 61 days in the quarter, compared with about 57 days for the full year 2025, we expect some normalization as we move through the year.”
“Our Power-Thru architecture delivers up to 40% greater efficiency, and we expect to see a 2x-3x dollar content uplift from isolated gate drivers as customers move toward 800 volt xEV platforms and higher power AI architectures.”
“We estimate that the unmitigated full year cost impact of the supply chain disruptions would be approximately $70 million-$90 million and expect it to be offset by the following: reduced interest expense following our debt reduction actions in Q1, and stronger than expected pricing and volumes in the specialties business, which gives us the confidence to increase our full year specialties outlook, which I will cover on slide eight.”
“Of these amounts, Vafseo net product revenues were $15.8 million in Q1 2026 compared to $12 million in Q1 2025, representing a 32% increase, with an even larger increase in underlying demand as evidenced by the strong Q1 patient growth Nick described, as well as by the fact that Q1 2025 revenues reflected initial customer inventory build.”
“Third, we anticipate revenue from the $1.8 billion customer win to start to ramp in Q4, and we expect to generate approximately $20 million-$25 million of revenue in the fourth quarter.”
“I think we would expect to do more of the same in fiscal 2027, but I'll stop short of giving any sort of outlook or guidance for 2027 today.”
“We started the year with a solid Q1 report, with revenue up 34% and gross margin above the middle point of our long-term targets range.”
“As Russell mentioned, this result includes a one-time impact associated with the customer settlement in the quarter, which resulted in a headwind to system revenue of $5 million, gross margins of approximately 70 basis points, and EPS of $0.09 per share.”
“Our focus on operational efficiency, combined with the operating leverage in our model, drove over 160 basis points of FX adjusted, net adjusted EBITDA margin expansion and 8% adjusted EBITDA growth.”
“We generated $54 million of adjusted EBITDA, with an adjusted EBITDA margin of 11.9%, compared with $61 million in the fourth quarter of 14% of revenue.”
“Based on what we are seeing in the business today, we are raising our full year 2026 adjusted net income guidance from a range of $96 million-$104 million to a new range of $100 million-$106 million, lifting both the low end and the high end of our range.”
“In our surveys of AGA consumers and dermatologists, we evaluated a target product profile consisting of 2.5 years of hair growth following three injections of ABS-201, with a hair growth effect of approximately 35 hairs per centimeter squared versus baseline, similar to high-dose oral minoxidil.”
“In terms of profitability, our net income was $160 million, while adjusted EBITDA was $519 million, up 24% year-over-year, also exceeding guidance.”
“Looking ahead, we expect continued profitability and productivity improvements throughout 2026, which we believe will drive further cash flow improvement and strengthen the balance sheet in support of future growth.”
“During the first quarter, we delivered revenue of $151.1 million, non-GAAP gross margin of 29.2%, and non-GAAP loss per share of $0.07, all in line with our expected guidance range.”
“Our second priority is to really drive demand, and you're seeing that in the enrollments that we've been able to get over the past quarter and more, and then facilitate access with 69% of covered lives or 69% of covered lives currently able to access MIPLYFFA, and the others we're able to do through medical exception pathways.”
“Within the for sale revenue category, mortgages revenue increased 56% year-over-year to $64 million, above our outlook for 40% growth as we saw better than expected conversion rates from customers in our pipeline.”
“Within the for sale revenue category, mortgages revenue increased 56% year-over-year to $64 million, above our outlook for 40% growth as we saw better than expected conversion rates from customers in our pipeline.”
“In Q1, we delivered over 40% bookings growth and approximately 32% adjusted EBITDA margins, while also doubling our absolute free cash flow year-over-year to $185 million.”
“In closing, we are very pleased with our strong start to 2026 as Exzeo delivered another quarter marked by continued execution across premium expansion Revenue growth, solid profitability, and solid balance sheet.”
“Consumer electronics recorded $18 million of revenue, a decrease of 19% primarily due to non-recurring revenue from minimum guarantee arrangements and audit settlements in the same period last year as well as memory-related challenges in certain end products categories.”
“Just wanna ask on the $10 million CapEx number in the quarter, understanding that you're not gonna give a play-by-play on the in-house manufacturing developments, but can you provide any color on the cadence of CapEx going forward, whether it's, you know, quarterly, annual, total dollar amount, just as we think about free cash flow in 2026 and 2027?”
“We continue to advance the commercialization and earnings potential of our Water Infrastructure business, and with the additional projects slated to come online in late Q2 and Q3, we expect to drive continued growth in the back half of 2026 and well into 2027 for the Water Infrastructure segment, which should support continued improvement in consolidated revenue and margin profile for the business.”
“Total revenue landed at EUR 29.7 million below guidance and down 12% compared to the previous quarter.”
“More importantly, we are seeing healthy acceleration in subscriber-related revenue growth, which we expect will pick up real pace in Q2 and through the rest of the year.”
“Our 2026 OES revenues guidance range remains between $1 billion and $1.1 billion, and our 2026 Adjusted operating income guidance range remains $225 million-$235 million for this segment.”
“Adjusted EBITDA margin was 17.1%, an increase of approximately 130 basis points versus the prior year period, driven primarily by greater mix of higher-margin product and repair activity, higher-margin OEM licensed manufacturing sales, and continued synergy realization from recent acquisitions.”
“As a reminder, the full year 2026 guidance ranges provided at our fourth quarter 2025 earnings call were as follows: We expect total revenue in the range $1.02 billion-$1.03 billion, representing approximately 5% growth at the midpoint of guidance over 2025.”
“In Retirement, we generated over $200 million in adjusted operating earnings, delivering trailing 12-month margins of 39% while continuing to invest in future growth.”
“With regard to the launches of Fanapt in bipolar I disorder and PONVORY in multiple sclerosis, as I mentioned, the launches were initiated in 2024, and we continue to enhance our commercial efforts through the Q1 of 2026, with the impact of these commercial efforts contributing to revenue growth in 2025 and expected to continue to contribute to our revenue growth in 2026 and beyond.”
“Based on our current operating plan and including the net effects of the recent Astellas agreement and capital raise, we expect our cash runway to extend into the second half of 2028, enabling multiple value-creating milestones across our pipeline.”
“We will actively manage around lower AECO pricing to prioritize value over volumes, and we expect Q2 2026 production to average between 123,000 and 125,000 BOE a day.”
“Shifting to profitability, consolidated net income for the second quarter was $400,000 or $0.01 per diluted share, which was in line with the outlook we shared last quarter.”
“While sales of nebulized TYVASO lagged a little bit over the quarter, Tyvaso DPI contributed 9% year-over-year growth, driven by an increase in patient demand.”
“These may include statements regarding our ongoing commercialization activities related to ZUSDURI and JELMYTO, our ongoing and planned clinical trials and non-clinical trials, commercial and clinical development milestones, market and revenue opportunities, our commercialization strategy and expectations, as well as anticipated data, regulatory filings and decisions, the importance of ZUSDURI's growth for UroGen's long-term strategy, the potential benefits of our products and product candidates, future R&D efforts and milestones, our corporate goals and 2026 financial guidance, among other things.”
“business process outsourcing consolidated joint venture generated $3 million of non-segment revenue and gross margin benefit with no net cash impact.”
“We had a successful and disciplined 1-1 standard treaty cycle while pressure on market pricing has increased.”
“Non-GAAP EPS increased 44% year-over-year, more than twice as fast as our bookings growth, driven by disciplined cost management and operating leverage.”
“Despite the challenges following our Q1 results and taking into consideration our current visibility for the year, we are reaffirming our full year 2026 outlook.”
“Volatility in Q1 was driven by several factors, including market concerns around the impact of AI on software investments, increased redemption requests from shareholders of non-traded BDCs, and heightened geopolitical uncertainty, the latter of which was not something we anticipated at the time of our last earnings call.”
“For a list and description of the risks and uncertainties that we face, please see the reports that we have filed with the SEC, including in our annual report on Form 10-K for the full year ended December 31st, 2025 that we filed on March 19th, 2026, and our quarterly report on Form 10-Q for the quarter ended March 31st, 2026 that we filed today.”
“The trajectory across all three segments is consistent with our prior guidance and remains fully aligned to deliver the Investor Day company targets for 2027: $3 billion in ARR, $4 billion in revenue, and 30% EBITDA margins.”
“First, we held an initial close of $45.3 million in equity commitments to our new SBIC fund, constituting more than half of our target of $87.5 million of equity commitments.”
“Based on our outlook and assessment of the current market, we continue to anticipate double-digit revenue growth and strong earnings in 2026, with even higher earnings expected in 2027, by which time many of the newer large projects in our backlog should be in the construction phase.”
“As articulated on our Q4 Earnings Call, this outlook reflects anticipated revenue growth of 21%, adjusted EBITDA growth of 43%, and margin expansion of approximately 600 basis points to 39.6% at the midpoint of our guidance.”
“When it comes to our revenue growth, as we outlined in our strategic planning at the beginning of February, we got 3 vectors to support our revenue growth going forward.”
“Adjusted gross profit increased 11% YoY, and adjusted gross margin expanded 60 basis points, reflecting strong execution, improving mix, and continued demand for high-value technical services.”
“BRIUMVI net product revenue in Q1, ahead of our guidance of $185 million-$190 million.”
“Higher volumes sales generated a higher EBITDA of ARS 36.2 billion.”
“High margin, top-line exposure to higher gold and silver prices, translating into per share cash flow growth of 67% year-over-year.”
“The timing impact from our two largest cell therapy customers who received FDA Fast Track designation was a 3% headwind, while a large OEM commercial supply order that we typically receive in Q3 but received in Q2 of this year was an additional 1% headwind to revenue.”
“Moving to guidance, for the second quarter, we expect revenues to be between $492 million and $505 million, gross profit to be between $147 million and $152 million, ex-TAC Gross Profit to be $189 million-$194 million, Adjusted EBITDA to range from $49 million-$55 million, and non-GAAP net income to be $36 million-$43 million.”
“In light of our strong Q1 operational execution and sales momentum, and our expectation that our largest clients' AI-driven efficiency initiatives are likely to negatively impact our Trust and Safety revenues in 2026, we're reiterating our full year revenue outlook of $1.21 billion-$1.24 billion.”
“Looking ahead, we reiterate our full year 2026 guidance of net product sales of $670 million-$700 million, SG&A expenses of $545 million-$565 million, including approximately $40 million in stock-based compensation, R&D expenses of $115 million-$135 million, including stock-based compensation of approximately $20 million, and gross margins of approximately 93%.”
“I mean, for us, as you know, we expect to be 73% oil in 2026, which, you know, drives those top decile margins that we're very proud of.”
“For 2026, we remain focused on the following priorities: Improving our leading and lagging safety performance indicators while achieving strong fleet availability, delivering adjusted EBITDA and Free cash flow within our 2026 guidance ranges, maximizing the value of our legacy thermal sites by advancing our Alberta data center project, as well as advancing our coal-to-gas conversion at Centralia toward a final investment decision, pursuing strategic M&A opportunities, and enhancing our financial strength and flexibility through disciplined capital allocation and cost control.”
“Net income for the fiscal second quarter was $9 million, an improvement from a net loss of $10 million in the second quarter of fiscal year 2025, thanks to expanding margin and operating leverage.”
“Canadian segment profit increased $6 million over last year, and profit margin expanded 310 basis points, which we attribute to our continued focus on productivity and tight management, matching demand and production.”
“One is if, you know, CAD 680,000 in the first quarter in terms of refined product sales, that certainly looks very conservative vis-a-vis what your annual guidance looks like.”
“Turning to gross margin, total cost of sales for the quarter was $109 million, a decrease of 21% compared to last year, driven primarily by lower sales volume.”
“We are lowering the gas utility range to $275 million-$295 million, primarily due to the impact of lower usage and weather-related margin headwinds.”
“With robust demand, we are investing $200 million in our Spokane, Washington facility to double our target's capacity, reduce customer lead times, and at the same time, provide sustainability benefits through increased recycling and CO2 emissions reduction.”
“We expect China to be broadly neutral to growth for the full year, making it the first time since 2021 that it will not be a major headwind to revenue growth.”
“The remaining components of adjusted cost of revenue were $261 million in Q1 or 17% of revenue, which is in line with our full year cost structure guidance range, an improvement of 2 percentage points year-over-year.”
“It was $2.1 million in Q1, and we expect it to be less than $5 million for the full year, which creates a modest headwind to reported total revenue but improves the quality of our revenue mix as non-cash revenue becomes a smaller component.”
“While we expect an elevated focus on private credit and BDCs to persist through 2026, we think it's important to remind investors that we've been positioning the portfolio for this moment of recalibration of risk in direct lending for a long time.”
“We delivered strong revenue growth, expanded gross margins, and demonstrated meaningful operating leverage, growing revenue 88% and expanding operating margins by 25% versus the year-ago quarter.”
“Going forward, I guess the question is, you're not planning to see What kind of increase in gross margin are we planning to see for the full year, taking into account the lower tariffs than what was true, lower than the IEEPA tariffs, also the increase plus that 30 Bips from freight?”
“I know many of the people on the call are not our target customer, but our target customer, you know, middle America, value-seeking consumers, we surveyed, we asked, even though Pay in 5 seems like it's just an incremental change over Pay in 4, there was a big demand among our consumer base for that incremental change, and we've seen it in the implementation.”
“In terms of this $14 million customer for which we have this doubtful debt provision, I can say that for the last 3 quarters or so, we had very low revenue from them reported in the book, so no direct impact, I would say.”
“Saratoga Investment Corp highlights this quarter include net positive originations generated from our strong pipeline, including five new portfolio companies originated in the quarter, sustained long-term AUM growth, a strong 9.1% latest 12 months return on equity, beating our prior year and more than double the industry, and importantly, continued solid performance from the core BDC portfolio in a challenging and volatile macro environment.”
“We are reiterating our full-year 2026 revenue guidance of $120 million-$135 million.”
“We expect there to be very high demand for this for a variety of reasons, not the least of which is the disclosure of the 302, you know, key findings which elicits people to, you know, do it.”
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