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 3937–4032 of 6702.显示第 3937–4032 条，共 6702 条。
“This dynamic is reflected in our revenue growth this quarter of 11%, translating into adjusted EBITDA growth of 42%, because the growth came from the highest quality, highest margin part of the revenue base.”
“We expect Q3 new orders to be in the range of 21,000-22,000 homes, with continued focus on matching start and sales pace.”
“We delivered a solid set of results this quarter, highlighted by 52% year-over-year gross billings growth, exceeding the high end of our guidance and narrowing sequential operating loss, despite the seasonal softness typical of the first quarter.”
“The above outlook includes an approximate -270 basis point adjusted EBITDA margin impact from pre-opening and start-up costs to support our international expansion.”
“While we recognized a $39 million impairment charge in the fourth quarter driven by geopolitical and macroeconomic factors, we remain confident in the underlying fundamentals and long-term strategic importance of the global markets we serve, with the outlook improving in FY 2027 as headwinds ease and positioning strengthens.”
“Gross margin decreased 160 basis points to 52.1% of net sales in the first quarter of fiscal 2027, versus 53.7% in the prior year period, primarily driven by increases of 380 basis points in inbound transportation and tariff costs, and 110 basis points in outbound transportation and warehousing costs, partially offset by an increase of 330 basis points in product margin driven by price increases and cost reduction initiatives, partially offset by higher promotional discounting.”
“We expect Franchise Brands to continue generating strong margins and cash flow throughout 2026, although we anticipate same-store sales for the segment to moderate from our first quarter results.”
“As a result, beginning with these transactions and going forward, revenue and cost of sales associated with spectrum sale agreements will be recognized on a gross basis in accordance with ASC 606.”
“Adobe GenStudio ARR grew over 25% year-over-year, reflecting enterprise demand for an end-to-end solution that spans workflow and planning, creation and production, asset management, activation and delivery, and reporting and insights.”
“Net income for the quarter was RMB 387.6 million, a 31.4% year-over-year increase, with a net income margin of 29.5%.”
“As a result, for full-year FY 2026, we are tightening our ranges and raising the midpoints for both revenue and adjusted EBITDA to reflect the resilience we're seeing in existing client engagement despite an increasingly challenged consumer environment.”
“Customer demand and our growing visibility into future revenues is what underpins the long-term financial outlook we shared at our most recent Analyst Day of plus 31% revenue CAGR and plus 28% EPS CAGR through our fiscal year 2030.”
“We wanted to disclose the impact of inflation on our bookings, not on our revenue, in Q1, and that was 3% out of the 50% year-over-year growth.”
“Turning to our outlook on page 10, we are reaffirming our full year guidance we issued in March, including net sales of $7.8 billion-$7.9 billion, adjusted EBITDA of $950 million-$980 million, and operating cash flow conversion of 60%-70% of adjusted EBITDA.”
“The two fast-growing businesses, namely robotics and others, as well as cloud and AI infrastructure, already accounted for 38% of our first quarter revenue, and we expect their revenue growth and revenue contributions to continue growing in the coming quarter and to exceed more than 50% of our total revenue in the second half of this year.”
“Given the continued strength we are seeing across the earnings profile of the business, we are maintaining our full-year fiscal 2026 adjusted EBITDA margin guidance range at 6.6%-6.8%, or approximately 100 basis points of year-over-year expansion at the midpoint.”
“Total inside sales rose 7.4% from the prior year to over $1.5 billion, with an average margin of 42.4%, which resulted in total inside gross profit dollars up $61 million, or 10.5% from the prior year.”
“Despite these headwinds, we still delivered year-over-year gross margin expansion, where gross profit increased 35.3% to $19.4 million.”
“Looking at slide 13, based on our year-to-date performance and forecast for the balance of the year, we are reiterating outlook midpoints across all outlook metrics and narrowing expected ranges for net sales, net income, EPS, adjusted EBITDA, and adjusted EPS.”
“We finished the quarter with $794 million in liquid assets, including $488 million in cash, along with uranium inventory and equities, and importantly, no debt.”
“Despite the sales headwinds in the first quarter, gross profit was down only slightly at $89.3 million compared to $90.9 million in the prior year period.”
“For the full year 2026, ending December 28th, 2026, we expect net sales of $367 million-$371 million, reflecting an increase of 12.4%-13.6% year-over-year, driven by continued volume-led growth across our key products and retailers as we drive velocities and distribution expansion.”
“Max, as you think about Uncrustables now being a billion-dollar brand total company, our outlook for that business for FY 2027 is mid-single-digit growth, which is really driven by volume mix momentum, just partially offset by some strategic investments.”
“We expect revenue to be $310 million, an increase of 17% year-over-year, with adjusted operating margin of 18.4%.”
“In our Retail and Wholesale Products Group, we experienced significant growth in cat litter sales, which were up 13% over the same quarter in the prior year, driven by higher demand in our coarse, lightweight, co-packaged, and crystal products.”
“After our quarterly results, we'll provide an overview of the joint venture transaction with WHP Global, which closed on April the 1st, our post-transaction operating model, including the key growth drivers behind it, our financial outlook for Q2 and full year 2026, as well as three-year targets and the potential value creation opportunities the joint venture unlocks.”
“While near-term financial performance was impacted by delivery timing and strategic investments, we remain committed to long-term growth strategy and maintain our 2026 annual revenue guidance of RMB 600 million.”
“We are pleased with our start to fiscal 2026, with first quarter net sales growth in line with our plans, and earnings per share exceeding our expectations, driven by strong margin expansion.”
“You're raising the ranges on revenue guidance by $30 million, which implies a guide up to expectations for Q4.”
“As a reminder, we had no IEEPA tariff impact to gross margin in the Q1 of 2025, and costs attributable to tariffs increased throughout the year as we use the weighted average method of inventory accounting, with their full impact hitting average unit cost in the Q4 of 2025.”
“Gross profit margin for the second quarter and first half of fiscal 2026 was positively impacted by higher volumes and the resulting positive impact of our strong manufacturing operating leverage.”
“Resort revenue for the quarter declined 7% compared to the prior year, primarily driven by unfavorable weather conditions that impacted visitation and revenue for both local and destination guests, particularly at our resorts in the Rockies and in Tahoe.”
“Gross profit increased 35.3% to $12.4 million, or 23.6% of total revenues in the first quarter of fiscal 2027, as compared to $9.2 million, or 26.1% of total revenues in the same year-ago quarter.”
“Even though we have a strong pipeline, as we previously stated, our current plan does not depend on additional acquisitions to achieve our revenue or adjusted EBITDA profitability guidance.”
“Service backlog was $155.4 million, comprised of future revenue from our long-term service agreements on customer-owned power plants.”
“Obviously, heading into fiscal 2027, you're going to be dealing with the inflation you talked about and the choices you're making around snacks, and those things will be cause for noise and varying degrees of sales or profit pressure.”
“From our own farms in Peru, we expect exportable avocado production to reach all-time highs, ranging between 120-130 million pounds as compared to 105 million pounds in the 2025 harvest season, with sales of our own production weighted to our fiscal fourth quarter.”
“First quarter revenue grew over 4%, primarily due to the strong aerospace performance, while margins also expanded nicely, resulting in an adjusted EBITDA margin of 10.5%.”
“Considering headwinds at certain outbound destinations, as well as airfare price impact on short-haul travels and air ticketing alone, we expect the revenues to increase up to 5% year-over-year in the second quarter.”
“The decrease in adjusted earnings for the second quarter of 2026 compared to the second quarter of 2025 was mainly due to reduced operating leverage from lower volumes related to ongoing macroeconomic uncertainty, combined with weak consumer confidence, tariff-related costs, and inflationary pressures.”
“Based on current available information, including our pipeline for upcoming IP releases and seasonal demand, we expect revenues from our pop toy business to be in the range of RMB 130 million to RMB 140 million for the Q4 of fiscal year 2026.”
“Sales on dkny.com increased over 40% during the strong spring season, driven by higher conversion rates, targeted marketing, and increased newness that resonated with our core customer.”
“As a reminder, we expect free cash flow of approximately $250 million in 2026 before the impact of transformation and integration costs, the final RavenVolt earn-out, and any incremental restructuring.”
“With respect to our outlook for the second quarter of fiscal 2026, I want to remind everyone that formulating our guidance involves some inherent uncertainty and complexity in estimated sales, product margin, and earnings growth given the variety of internal and external factors that impact our performance.”
“That's comprised of $39.9 million of services revenue associated primarily with the Xe-100 design activities under ARDP, and $3.5 million of grant income associated with Dow's demonstration reactor under ARDP.”
“Therefore, this quarter and going forward, we will be presenting free cash flow adjusted for this change in direct deposit receivables in combination with the change in funded instant withdrawal receivables, given that both activities have no impact to our cash profitability but will continue to impact quarter-end figures simply due to timing.”
“We now expect full-year sales growth in the range of 4%-6.5% and adjusted EPS in the range of $4.50-$4.62.”
“For the full fiscal 2027, we expect total revenue in the range of $1.13 billion-$1.14 billion, and we expect to generate operating income in the range of $142 million-$147 million.”
“With respect to tariff rates, there continues to be uncertainty, and our assumption of a full-year blended rate of approximately 15% is unchanged, as is our expectation of an approximately $195 million gross tariff cost in EBIT, or an approximately 215 basis points unfavorable impact to operating margin, which we will partly offset with our planned mitigation actions.”
“We expect increased tariffs to have a gross negative impact of approximately 150 basis points, with offsets of approximately 100 basis points.”
“Non-GAAP operating margin to be 18%, non-GAAP EPS to be between $0.15 and $0.16, and we expect to be GAAP profitable for Q2.”
“In Q3, we executed on healthy cloud demand, we made exciting progress moving key deals through our sales pipeline, we saw strong services demand and execution, we really demonstrated the power of our financial model, with revenue growing 27%, combined with strong margin and cash flow dynamics.”
“According to the IMF April 2026 World Economic Outlook update, global growth is projected to moderate to 3.1% in 2026 and 3.2% in 2027, with downside risks dominating the outlook.”
“On the bottom line, operating margins were 32%, and a strong 35% free cash flow margin supported $318 million in stock buybacks, the largest quarterly repurchase in our history.”
“The Americas grew 7%, supported by continued strength in premium lenses, while EMEA increased 6%, fueled by strong demand for MyDay and MiSight, further reinforcing our number one position in that region for both revenue and wearers.”
“In fiscal 2026, Columbus McKinnon delivered record net sales of $1.2 billion, up 24% year-over-year, driven by organic growth, including positive pricing and volume, favorable foreign exchange movements, and the addition of $188 million of revenue from the Kito Crosby acquisition.”
“In Q3 2026, we expect to deliver revenue of approximately $1.625 billion, ±$50 million, and an adjusted gross margin of 45%, ±50 basis points, and adjusted operating expenses of approximately $410 million, ±$10 million, resulting in an operating margin of 19%-20%.”
“In the quarter, total sales decreased 2.5% and comp sales decreased 2.3%, about in line with the low end of our guidance.”
“During his 22-year career at Whirlpool, Jim led the company through complex global cycles and navigated margin pressures and volatile global consumer demand.”
“Concrete Waste Management Services business, adjusted EBITDA increased 16% to $7.7 million, driven by strong operating leverage on higher volumes and pricing.”
“First quarter highlights included record revenue of $291 million, improved gross margins of 21%, increased net income of $46 million, or $3.24 per diluted share, and improved adjusted EBITDA of $56.4 million.”
“First, capital expenditures increased $10 million versus last year, but are in line with the full year guidance we've provided.”
“Our multifamily residential loan and other portfolio increased 2% year-over-year and 6% sequentially to CAD 1 billion as we continue to transition some of our higher risk-weighted to lower risk-weighted multifamily residential loans as part of the bank's strategy to capitalize on opportunities for lower risk-weighted credit assets with higher return on capital and continued growth in the SRP portfolio.”
“Gross margin of approximately 77%, operating margin of approximately -9.5% to -10%, net loss per share of $0.18 using approximately 415 million weighted average common shares outstanding, and positive free cash flow margin in the range of 2%-4%.”
“Fiscal 2026 adjusted standalone gross margin was 59.2%, a 50 basis point increase versus fiscal 2025, driven by better conversion, material productivity, and FX, offset by the mix impact from higher Simplera volume.”
“We expect recent M&A to contribute approximately $150 million to inorganic revenue growth in fiscal year 2027, and to be a healthy contributor to our organic base in the out years.”
“Tariffs and fuel costs combined are expected to have a roughly $0.03-$0.04 negative impact to EPS and a 20 basis points-40 basis point negative impact to gross margin.”
“Based on our year-to-date performance and forward visibility, we are raising our full-year FY 2026 Adjusted EBITDA guidance to $150 million-$152 million, representing a 15% growth at the midpoint over fiscal year 2025.”
“Adjusted operating income grew 160% to $155 million, and adjusted operating margin increased approximately 600 basis points to 12%.”
“Removing the impact of both the recent acquisitions as well as a positive impact from changes in FX rates, we would estimate that our growth in services revenue from new and existing customers, that is our organic growth, would have been just over 9% this quarter when compared to the same quarter last year, and this is up from approximately 8% organic growth in Q4.”
“We expect non-GAAP operating income to be in the range of $29.5 million-$30.5 million, resulting in a non-GAAP net income per diluted share of approximately $0.10, assuming 241 million diluted weighted average shares outstanding.”
“First quarter non-GAAP operating income was a Q1 record $325.7 million, and non-GAAP operating margin was 24%, up 530 basis points over the prior year and exceeding our guidance.”
“Turning to guidance, for the second quarter of fiscal 2027, we expect revenue to be $100 million-$110 million, representing a 7% year-on-year growth at the midpoint.”
“Based on our performance and customer engagement, we remain confident in our full-year fiscal 2027 outlook.”
“Q2 operating margin was a record 67%, and adjusted EBITDA was a record 69% of revenue, which was above our guidance.”
“The opportunity going forward, look at the pure enterprise AI market, enterprise AI application market, which we are most certainly in, looks like a $10 billion market growing at a 50% compound annual growth rate.”
“The increase was driven primarily by pricing initiatives taken during Q4 2025 and Q1 2026, which we expect to continue to favorably impact same-store inside sales for the remainder of the year.”
“The increased net sales outlook represents year-over-year growth of 7%-9% compared to the prior guidance of 5%-6% and embeds an expectation that our top-line strength continues through the balance of the year, reflecting a low double-digit two-year comp for the balance of the year.”
“Given our strong Q1 performance, we are maintaining our comp sales growth commitment and continue to expect comp growth for the full year will be between 2.5% and 3.5%.”
“Looking at our profitability metrics, IFRS earnings before taxes came in at BRL 222 million, 3.1% above the guidance, and the IFRS net income reached BRL 152 million, 8.4% above the guidance of BRL 140 million.”
“This visibility, paired with our continued operating leverage across the overall company, reinforces our confidence in reaching 40% free cash flow margin in fiscal 2028.”
“For the second quarter, we expect net revenue to decline between 25%-30% year-over-year, and we expect adjusted EBITDA will be between $8 million and $10 million, impacted by higher CPA and deleverage on our reduced revenue.”
“That said, because the domestic business faced additional pressure from the tax-related disruption in Q1 and the early part of Q2, our full year revenue outlook in absolute dollar terms is now somewhat lower than where we started the year.”
“72 million revenue for the quarter, CAD 17.5 million gross operating margin, the business still did CAD 8 million of net operating income, which I think is very admirable because as we've been growing the business, I'm going to talk about our growth shortly, we've brought on key team members, we have contractors, we have tax specialists.”
“Revenue of $264 million, growth of 23%, operating profit of $38 million at a 14% non-GAAP operating margin, and 1,519 customers paying us more than $100,000 a year, up 18% year-over-year.”
“We are raising our full year 2026 guidance to $160 million-$200 million, and I am personally focused on what it takes to build a profitable $500 million revenue business next year.”
“Deferred revenue totaled nearly RMB 1.8— up 24.1% year-over-year, providing clear visibility into revenue recognition in the coming quarters and laying a solid foundation for the steady execution for our full year business plan.”
“As a percentage of sales, operating profit increased 40 basis points to 5.9%, even with higher than anticipated fuel costs, as we continue to build on our progress towards the annual target of 6%-7% as contemplated in our long-term financial framework.”
“We exited the quarter with robust order volumes, elevated backlogs, and focused execution, giving us confidence in delivering on our record organic guidance ranges, inclusive of record sales of over $3.8 billion or a 4% increase over prior year, driven by growth in several key high-margin businesses, operating margin expansion versus 2025, earnings per share roughly 8% above prior year, and free cash flow conversion of approximately 90%, important as we remain committed to returning value to our shareholders.”
“We now expect adjusted SG&A leverage in the range of 140-160 basis points versus fiscal 2025, higher than previous outlook of 70-100 basis points of leverage due to the impact of higher sales as well as ongoing disciplined expense control.”
“The VaR is expected to increase as we continue to account for the increased term contract volumes that will start from the end of 2026 and continue to accumulate into mid 2027 and beyond, while this also reflects a volatile market in the meantime.”
“Partially offsetting our recompete headwinds this year is on contract growth or OCG, which we expect will remain at 2%-3% in FY 2027.”
“We expect revenue growth and operating leverage to deliver EPS growth of 12%-16% and free cash flow of at least $4.5 billion.”
“That inflection is bolstered by more than $600 million in optical revenue with ZeroFlap Optics, silicon photonics, PICs, and optical DSPs, each contributing more than $100 million, driving more than 80% year-over-year total revenue growth for the full year.”
“We also attribute approximately $13.4 million of the $38.6 million of backlog growth between Q1 2025 and Q1 2026 to tungsten pricing impacts.”
“Gross margin for the quarter was 46.2%, a decrease of 50 basis points from 46.7% in the first quarter of 2025, with the decrease being the result of a 10 basis point reduction in merchandise margins, along with a 40 basis point impact from increased buying, distribution, and occupancy expenses.”
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This is a transcript-only, historically incomplete publication. Releases, filings, slides, consensus and price reaction are visibly marked as not joined; lower-evidence packets remain held instead of being inferred.这是仅基于电话会文本且历史覆盖尚不完整的发布。新闻稿、披露文件、演示材料、一致预期和股价反应均明确标注为未接入；证据不足的数据包会被暂缓，而非由推断补齐。