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 3841–3936 of 6702.显示第 3841–3936 条，共 6702 条。
“Maybe if you could just update us on what you're assuming from a macro standpoint, at this point, what degree of uncertainty you've maintained in the guidance, because it seems like the service orders have been very good, up 22 in Q2, 34 for the first half, and that would support higher than the implied 12% services growth in the second half.”
“Importantly, the Gupta data were collected in 2015 and 2016, while the Fiocchi data were collected in 2022 and 2023.”
“The projected margin expansion, combined with the increased contributions from the private bank and the diversified capital markets business we have built, as well as normalizing credit, should drive our ROTCE to the target range of 16%-18%.”
“Today, we issued second quarter results that included sales growth of 4.8%, which represents an acceleration compared to the previous two quarters, and adjusted earnings per share of $1.31, which exceeded the midpoint of our guidance range and the consensus estimate.”
“Supported by strong free cash flow generation in the first half of 2026, we ended June with a cash balance of $1.4 billion and adjusted net debt of $1.4 billion within the top end of our adjusted net debt target range.”
“We expect full-year average loan growth of approximately 12.5%.”
“We expect continued loan and deposit growth in the second half of the year with full average loans of $141 billion-$143 billion.”
“The segment delivered record revenues of $11 billion and record pre-tax profit of $4.3 billion.”
“Driven by second quarter performance and uptake of new product launches, we are increasing operational sales growth by $400 million, now expecting operational sales growth for the full year to be in the range of 6.5%-7.1%, with a midpoint of $100.6 billion.”
“If you really think about close to 100 basis point headwind or pressure on what fuel did coming in at 100 operating ratio in terms of how our fuel surcharge mechanisms work puts us fundamentally inside of our target margins, just barely, but we're excited that we made that step.”
“Even in the context of all the uncertainty that has occurred in the last 90 days, 180 days around interest rates and oil in the Middle East, we still feel very good about our outlook for this year.”
“Based on the gross margin target outlined above and those operating expense efficiencies in R&D and SG&A, we believe we'll then be able to generate minimum operating margins of 30%, with depreciation and amortization in the low to mid-single range as a percentage of revenue.”
“We are now $7.7 billion in assets, reflecting a 19.4% total compounded annual growth rate since 2010, and a franchise that is generating returns that are among the best in our peer group.”
“Today, we are raising our 2026 adjusted diluted earnings per share guidance to at least $27, and we remain confident in our ability to return to at least 12% adjusted EPS growth in 2027, off our ending 2026 earnings baseline.”
“Over the last four years, we have expanded our gross margin by 450 basis points, demonstrating our culture of positive discontent, challenging ourselves to continuously improve the business while continuing to provide better products and services to our customers.”
“Our strong performance over the past six months and the underlying momentum with which we entered the second half of the year gives us confidence to significantly increase our outlook for growth and operating leverage in 2026.”
“Associated with it, when I look at your full-year guide on gross margin, you're essentially saying that your gross margin exit rate Q4 is around 56%-58%, which again would suggest that your mix, your volumes, your software upgrades, et cetera, are very strong.”
“As we previously announced, we expect to increase our third-quarter common stock dividend by 11% to $0.50 per share, subject to approval by our board of directors at its meeting later this month.”
“Adjusted EBITDA margin for the third quarter was 28.7%, compared to 30.7% in the prior period, primarily driven by higher advertising expense, which increased $6.6 million in the third quarter to support the accelerated launch of the Built for Real Life campaign.”
“Our full-year gross margin of 51.4% increased by approximately 11 points compared to FY 2025.”
“The new adjusted expense outlook is about $107.5 billion, with the increase primarily due to higher volume and revenue-related expenses driven by the activity levels and associated revenue outperformance.”
“Maybe we could talk about wallet share gains and any concentration we should think about, because I saw overall market volume's up 9%, but margin was up 50%, and your revenue was up like 86% or whatever.”
“We reported EPS of $1.13 and adjusted EPS of $1.14, and have grown our tangible book value per share, excluding the impact of AOCI, at a compound annual growth rate of 11.3% since our IPO in 2016.”
“At the operating margin line, SGA improved to 23.5% of sales, compared to 24.4% in the same quarter last year, reflecting disciplined cost control and operating leverage.”
“Looking to the second half of the year, our expectations for revenue from strategic partnerships, in particular, the part of our business that is most complex and time-consuming to develop, have shifted recently and have led us to revise our full year 2026 outlook.”
“We delivered a cash flow to net sales of 12% for the rolling four quarters at the upper end of our 9%-12% target.”
“Full-year gross margin was 35.4%, and gross profit per unit rose 1% to $7,442, highlighting that this quarter's compression was about mix and volume, not the quality or economics of the deals we write.”
“Looking at the firm on a year-to-date basis, we generated positive operating leverage with total revenues up 14%, driven by growth across all businesses and legacy franchises, including the impact of FX translation, partially offset by a decline in corporate other, and expenses, which have also been impacted by FX translation, up 6%, as we reported an RoTCE of 13.1%.”
“Obviously, with 300 and 660 basis points of leverage and now talking to a full year of 300-400, just how do we kind of box the operating leverage potential for the second half as we get into this kind of tougher comps, albeit with the good top-line revenue growth continuing?”
“Moving down the income statement, our gross margin for the fourth quarter of FY 2026 was 54%, a 130 basis point increase from the fourth quarter of FY 2025, driven primarily by the continued product mix shift towards our higher margin med tech sales, partially offset by tariffs.”
“For the full year, we expect ASM growth of 2%-3%, total revenue growth of 13%-14% versus 2025, an adjusted EBITDA margin of 20.5%-26.5%, and an operating margin of 11%-13%.”
“Record quarterly bookings, a very strong and record backlog, and growing demand across AI processors, silicon photonics, and power semiconductors for both our wafer-level and package-level burn-in solutions positions us well for significant growth in 2027 and moving forward.”
“Operating income grew 17.1%, faster than revenue, confirming operating leverage.”
“We delivered pre-tax profits of $1.4 billion, earnings of $1.56 per share, and an operating margin of 9%, all better than the guidance that we provided at the start of the quarter.”
“With the reclassification to held for use, our fiscal year 2026 guidance now includes associated sales and earnings from these assets, which favorably impacts elements of our outlook.”
“Gross profit of $116.1 million decreased 16.2% versus last year, largely driven by volume declines, higher input costs, and one-time restructuring costs to streamline our operations.”
“Operating income for the third quarter of fiscal year 2026 increased 16.7% from the same period last year to $65.6 million, or 4.4% as a percentage of revenue versus 4.3% in the prior year period.”
“If I take a step back and look at the performance of the whole company, and to reiterate some of what Ramon said a minute ago, the overall net revenue of the company grew 7% in the first half of the year, and Ramon just talked about the volume growth that we're seeing globally that makes us feel really good about the health of the brands.”
“Gross profit for Q2 2026 was $1.8 million or 11% of net revenue, compared to $17.6 million or 62% of net revenue for Q2 2025.”
“Operating income increased to $77 million or 17.2% of sales, an improvement of 70 basis points versus the prior year, reflecting strong incremental margins on higher volumes.”
“During the first quarter, our core BDC net interest margin increased to $13.4 million from $13 million last quarter.”
“This translates to an adjusted diluted EPS of approximately $0.34-$0.36, which includes a $0.02-$0.03 headwind from a higher tax rate and foreign exchange impacting gross margin.”
“Consolidated gross profit margin decreased 110 basis points to 46%, reflecting the net unfavorable impact of tariffs, a less favorable inventory obsolescence impact year-over-year, and a less favorable customer mix within home and outdoor.”
“Based on our current customer signals and our expectations about ongoing AI-driven demand, our preliminary fiscal 2027 view contemplates both total company net sales growth and non-GAAP EPS growth of approximately 30% from the midpoint of our full year FY 2026 outlook.”
“Operating income for the third quarter was $18.5 million, compared to $23.8 million in the prior year, and operating margin was 11.5% of sales compared to 14% of sales last year.”
“With 225 fewer heads in the field, we're targeting the right customers and meaningfully increasing customer touches through disciplined sales execution.”
“Maybe to ask your sense of demand in a different way, how much of some of the regulatory backdrop on both the Section 232 proclamation on tank cars, as well as your outstanding coupler and EAPA case is eating into customer demand and sentiment on waiting for some clarity before going forward on some higher order amounts?”
“Our adjusted operating income was $211.8 million, representing a 34% margin, down approximately 300 basis points relative to the comparable quarter in 2025 due to targeted investments to improve operating leverage, marketing and performance-related compensation linked to ASV momentum.”
“We are revising our revenue guidance to allow for a timing shift in $2 million of previously invoiced services for which the delivery shifted from this year to next year for a contract in Enterprise North America, a $2 million new school contract with an existing and ongoing statewide education client that received gubernatorial budget reductions that we expect to return next year, and the approximately $2 million impact of the challenging international environment due to ongoing geopolitical tensions.”
“We expect an operating margin for the year of approximately 39%, adjusted free cash flow of between $271 million and $283 million, and unlevered free cash flow of between $323 million and $334 million, both meaningful increases from our prior guidance.”
“Looking at our reported full year results for fiscal 2026, you can clearly see that our gross margin slightly expanded while earnings per share modestly declined, despite significant investment and nearly $400 million of severance charges made to reposition and create a healthier foundation for our business.”
“Revenue of $78 million exceeded our guidance midpoint of $68 million by approximately $10 million, driven by strong enterprise demand across all major product lines worldwide, as well as improved shipping velocity near the end of the quarter.”
“Just as a follow-up, it sounds like a little over 1% revenue headwind or I guess 1% impact relative to the old guidance and about 1% impact for more offshore shift, give or take.”
“Second, we delivered strong fourth quarter adjusted EBITDA of $140 million, or 22% of revenue on higher sales volume, demonstrating AV's profitability potential with increased volume.”
“Adjusted EBITDA margin decreased to 9.4% compared to 9.9% a year ago, driven by higher material and freight costs and the impact of lower volume.”
“We also target an income before tax margin of 15%-20%, assuming our goal of returning 80% of interest income to customers is met.”
“Our toll processing volumes declined 15% year-over-year due to a combination of closing our Cleveland area Worthington Samuel Coil Processing facility in fiscal 2025 and near-term demand headwinds.”
“Our updated outlook reflects a more cautious demand environment than we had anticipated, shaped by ongoing affordability pressures, elevated competitive intensity, and increased promotional activity in towables, measured dealer ordering patterns, and broader macroeconomic and geopolitical uncertainty.”
“Financially, we grew full-year revenue 18% year-over-year to $4.3 million, driven by strong demand for Omni One, including a robust 2025 holiday season.”
“Turning to our outlook for the third quarter of fiscal 2026, we expect non-GAAP gross billings of approximately $27.7 billion ±$500 million, up approximately 22% at the midpoint; a gross to net adjustment of approximately 33%; revenue of approximately $18.6 billion ±$400 million; non-GAAP net income of approximately $361 million ±$20 million; non-GAAP diluted earnings per share of approximately $4.50 ±$0.25, up approximately 26% at the midpoint, based on approximately 79.4 million diluted shares outstanding.”
“I can appreciate removing the revenue guidance in terms of visibility, but could you help us size if you view the first quarter as sort of run rate once I back out the consolidation of Nanox Health IT, and just any sort of framing on how you expect, what a more realistic 2026 revenue target is?”
“As previously noted, at close of Unilever Foods, we expect to have industry-leading operating margins of 21% and working capital benefits that support 100% free cash flow conversion from net income before any synergies.”
“tariff policies, and bank forecasts for currency, we expect fiscal 2027 net sales to be in the range of $1.025 billion-$1.075 billion and adjusted EBITDA to be between $72 million and $82 million, representing an adjusted EBITDA margin of approximately 7%-7.6%.”
“From a profitability perspective, EBITDA of $181 million increased 9% year-on-year, and EBITDA margin expanded 70 basis points to 19.1%, with EPS up 19% versus the same period last year.”
“Taking this revenue outlook into account, we expect to generate between $605 million-$645 million of adjusted operating income during the transition period, implying an adjusted operating margin of approximately 11.8% at the midpoint.”
“Turning to our financial outlook for fiscal 2027, we expect total sales of $13.6 billion-$13.75 billion, driven by same-restaurant sales growth of 2.5%-3.5%, 75-80 gross new restaurant openings, and 11 Bahama Breeze conversions during the year.”
“Before I get onto cost, just one other data point on the demand side and what we've realized is if we go back from December through till the end of May, we realized around a $75 a ton price increase across our product mix, that's more heavily weighted towards rebar, which is really impacted by the imports and the CBAM measure.”
“Total company adjusted gross margin expanded by four percentage points year-over-year to 79%, while adjusted EBITDA more than doubled and exceeded expectations at approximately $36 million, representing 24% of revenue.”
“Adjusted gross profit margin improved to 50.1%, an increase of 10 basis points above the prior year, due primarily to a higher mix of AIS sales.”
“No signs of tolerance were seen after subchronic dosing, and more than 60-fold safety margin was demonstrated based on respiratory depression as sedation biomarker.”
“Gross margin was 27.4% compared to 29.3% a year ago, reflecting less favorable product mix within building products, the purchase accounting impact of the inventory step-up at LSI, and inflationary cost pressures.”
“We would expect total revenue growth to be consistent with our full-year guidance, with an adjusted operating margin of 41%-42%.”
“On slide 17, our treasury comprising cash and term deposits decreased by CAD 22.3 million.”
“Operating margin was 8.2%, and adjusted operating margin was 10.4%, expanding 40 basis points year-over-year, primarily from gross margin expansion driven by leverage on higher sales and pricing realization, partially offset by inflationary cost pressures.”
“Revenue of $2 billion was up approximately 1% year-over-year on a reported basis, but down 1.9% on a constant currency basis, reflecting challenging prior demand dynamics, including elevated cancellations in earlier periods.”
“While customer demand and larger project awards can vary and will vary by end market, by quarter, our backlog, pipeline, and operating priorities support our confidence in continued progress toward our fiscal 2028 growth and margin targets.”
“Our top 200 customers these days make up about 25% of our rental revenue, and our top 200 customers are growing in the 13%-14% range year-over-year in 2026 as compared to obviously the overall growth that we saw in the business and also in general tools.”
“Our home building operating income margin for the quarter was 2.5%, compared to 8.6% for the last year's second quarter, mainly due to our lower housing gross profit margin and selling, general, and administrative expenses as a percentage of revenues.”
“Consolidated adjusted operating income improved $491 million or 8% for the full year, despite a nearly $400 million headwind from FedEx Freight results.”
“Our yield growth was revised by approximately one percentage point relative to our previous guidance and represents a $0.14 per share operational knock-on impact of the extreme geopolitical volatility generated by the Middle East conflict.”
“We expect the impact to be a decrease of 10-15 margin points based on the volumes we are now anticipating before beginning to ramp back towards our target margin of 60%+ as we transition away from our rented systems.”
“A new revenue stream beginning in fiscal 2027 for FFL services will be accretive to sales, but not at the same 87% profitability rate.”
“When we launched the roadshow, our goal was to use the IPO proceeds to fund the majority of our growth pipeline through the end of 2030, targeting 1 GW of installed capacity.”
“That said, identical sales without fuel growth of 1% included a 130 basis points headwind to the total company from the Inflation Reduction Act, an additional 40 basis points headwind to the total company from the accelerating shift from brand to generic prescriptions.”
“Importantly, within our range for revenue of 1%-5% for the quarter margin in EPS, we expect strong overall margin in EPS expansion for the year.”
“Gross margin of 29.8% was one percentage point above last year, reflecting a 23% increase in production volume, lower promotions, and a 2%-3% price increase from January, partially offset by increased volume-related spending tariffs and inventory reserves.”
“For our first quarter, while we continue to have a measured view of the current macro environment, we expect first quarter sales to be in the range of $490 million-$510 million, reflecting organic growth of up to 4%, which excludes acquisitions and divestitures, and adjusted operating margin in the range of 4%-5.5%.”
“In managing margins more dynamically, we lowered GPUs by less than the $300 per retail unit guidance we provided last quarter, as we balanced demand, margins, and efficiency gains in our reconditioning processes to support sales.”
“We expect core operating income to be in the range of $589 million-$649 million, which implies a core operating margin of approximately 6.4% at the midpoint.”
“Free cash flow of $205 million, up from $195 million, driven by expected cash earnings growth and moderated by $15 million of year one Emerald dilution, $15 million of higher CapEx, largely from new product development, restructuring costs we expect to moderate over time, and higher cash taxes.”
“For 2026, we are targeting approximately 40% top-line growth, with operating profit scale is expected to remain broadly stable.”
“We remain committed to our previously announced of $430 million revenue target for 2026.”
“As a quick summary, second quarter revenue of nearly $21 million increased both year-over-year and sequentially, gross profit margin expanded to 35.1%, a 360-basis point gain over the same period last year.”
“As Tarun mentioned, we expect to generate positive comp sales in the remainder of FY 2026, leading to EBITDA growth and a steady improvement of our margin profile.”
“Non-GAAP operating income was approximately $4.4 million, representing an operating margin of 5.6%.”
“Our full-year performance reflected continued momentum, with net revenue increasing 20% in Canada adult-use cannabis and 18% in Canada medical, alongside operational execution across the platform.”
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