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 4321–4416 of 5581.显示第 4321–4416 条，共 5581 条。
“I had alluded to that even at the end of last year, that even if a part of our pipeline converts this year, we expect to have meaningful revenue improvement in 2027, coming from these new government contracts.”
“With this expanded visibility, we have strong and increasing confidence in our ability to deliver tens of billions of dollars in annual data center AI revenue in 2027 and to exceed our long-term growth target of greater than 80% in the coming years.”
“The operating leverage in our business when coupled with growth in our per-patron performance metrics and operating efficiency resulted in first quarter Adjusted EBITDA growth of $96 million and the achievement of a post-pandemic first quarter Adjusted EBITDA record of $38.3 million.”
“As previously indicated, we expect there to be significant earnings growth in 2027 as the positive impact from PENN 1 and PENN 2 lease-up takes effect, as well as the positive impact of the recent acquisition of Park Avenue Plaza.”
“Net sales from our proprietary product portfolio increased 38% year-over-year to $338.1 million, reflecting solid demand across our psychiatry and addiction portfolios and certain favorable gross to net adjustments during the quarter and six weeks of commercial contribution from LUMRYZ.”
“Our first quarter financial performance was solid as we exceeded the guidance shared during the last earnings call, which as you will recall, took place just over 30 days into my time as CEO.”
“Looking forward, we expect the rate of growth in several of these end markets to slow in 2026 as the near-term effect of those prior external investments and the overall rate of construction spending slows before normalizing and then returning to steady long-term growth.”
“This outlook includes an estimated 200 basis point non-cash impact related to a recently executed warrant agreement with one of our customers.”
“We entered into a binding agreement to sell 11 multifamily assets for $562 million, completed the sale of the construction business, advanced the wind down of our real estate financing platform through multiple dispositions, repurchased 4.3 million shares of common stock, nominated 2 highly qualified independent directors to the board, secured term sheets or reached final stages on all 3 2026 debt maturities, launched our new corporate identity as AH Realty Trust, and raised full-year FFO as adjusted guidance.”
“In our Q2 guidance, we're projecting $840 million-$860 million of revenue at an adjusted EBITDA margin of approximately 19%.”
“It'll fluctuate a little bit in the quarters with volume here, but generally, you're looking at sort of an earnings kind of in that -10%, -12% for the full year.”
“Taking a closer look at customer growth, as seen on slide nine, total active customer count increased 53% in the first quarter compared to the prior year-over-year period and 5% quarter-over-quarter.”
“For the second quarter, we expect volumes to be up sequentially, with the average sales price to be slightly below $18 per ton.”
“These results build on our financial and operational momentum from 2025 and give us confidence in reaffirming our full year 2026 operating earnings guidance range of $6.15-$6.45 per share.”
“However, these statements involve risks and uncertainties, including the successful development and market acceptance of our products, the ability of our third-party suppliers to supply components and products, our ability to convert our backlog into revenue, our ability to maintain current expected delivery schedules, competitive pricing, and acceptance of our products, intellectual property matters, the effect of economic conditions, the impact of tariffs and trade policy, and other risk factors described in our most recent annual report on Form 10-K and in our quarterly filings with the Securities and Exchange Commission.”
“At the segment level, MRD continues to demonstrate strong profitability with adjusted EBITDA of $12.1 million compared to a loss of $4.1 million in the prior year, reflecting the impact of revenue growth, including milestone revenue and continued operating leverage.”
“Looking through to the rest of 2026, we have clear priorities that are centered around ensuring we have the right talent and capabilities in place to drive growth, margin expansion, and cash flow, while remaining steadfast in our discipline around cost management and capital allocation.”
“With CapEx normalizing in 2026 and our developing markets scaling profitably, we expect free cash flow to continue to grow and view this as a key priority.”
“All in all, despite volumes declining 2%, EBITDA grew 6.7% with 160 basis points of margin expansion.”
“We delivered audited full year revenue of CHF 19.3 million, representing a 62% growth year-over-year, with a subsidiary, SEALSQ, contributing CHF 18.3 million and growing 66% over the prior year.”
“With that, we expect full-year 2026 total revenues of $475 million-$490 million, exome and genome volume growth of at least 30%, translating to approximately 126,400 tests, exome and genome revenue growth of at least 20%, adjusted gross margin of approximately 70%, and profitability on an adjusted basis.”
“As a result of increased awards, total backlog for the quarter was $13.8 billion, up from $11.1 billion at the end of quarter four, providing strong visibility into future revenue.”
“We are also reiterating our combined non-GAAP operating expense guidance of $5.65 billion-$5.75 billion, reflecting continued investment in our late-stage clinical pipeline and commercial infrastructure and activities for new launches and revenue diversification.”
“For fiscal 2026, we expect total revenue of $442 million-$447 million, growth of approximately 17%-19%.”
“net product sales of FILSPARI grew approximately 88% year-over-year to $105.2 million, despite typical beginning of year gross net impacts and fewer revenue recognition days.”
“That demand, combined with improved marketing efficiency, has supported strong unit economics and has given us confidence in our growth plan for 2026 and how our business leverages and expands margins over time.”
“Adjusted EBITDA increased to $3.7 million compared to an adjusted EBITDA loss of $0.3 million in the prior year, with margin expanding to 4.9% from -0.4%, reflecting a meaningful improvement in operating leverage.”
“Please note our gross margin guidance range embeds an approximately 400 basis point year-over-year headwind from higher memory costs in Q3, roughly 200 basis points more than Q2.”
“As it relates to segmentation, business travel saw robust growth during the first quarter, with our business transient revenues growing by 9%, which was largely demand-driven, with room nights increasing by nearly 700 basis points.”
“We are raising our 2026 outlook and now expect gross transaction value to grow between 6% and 9% for the full year, with adjusted EBITDA growth of approximately 8% at the midpoint.”
“Our Paramount+ revenue was up 17% through a combination of both, you know, delivery on price increase as well as our healthy underlying growth in the business from subscribers.”
“We continued to see a consistent ongoing influx of customers into our region as customer growth for the quarter was again strong at 2.2%, near the high end of our annual customer growth guidance.”
“We anticipate Q2 2026 non-GAAP cost of revenue to grow sequentially from Q1 2026 by mid-single digits%, partially driven by the full quarter impact from tvScientific and our investment in GPU capacity.”
“Adjusted EBITDA was a record $42.4 million in the quarter, representing 41.5% growth year-over-year and a 38.7% margin.”
“We note that our fiscal 2026 non-GAAP diluted EPS guidance excludes any impact of potential impairment, restructuring and other costs, amortization of acquired intangible assets and their associated tax effects, and discrete tax and other non-recurring items.”
“We delivered revenue of $1.51 billion and non-GAAP diluted earnings per share of $0.64, both above the midpoint of guidance, driven by growth in AI data center.”
“This trend, combined with our ability to grow revenue despite later-line patients dropping off Ibtrozi, demonstrates the potential impact of revenue stacking going forward.”
“Gross profit for the three months ended March 2026 increased 17.4% to $29.5 million with a gross margin of 60%, as compared to $25.1 million with a gross margin of 57.2% for the same period last year.”
“This reflects pressure mainly on our European sailings, which represent approximately 26% of our deployment in the quarter, as well as weaker than anticipated domestic demand as consumers reevaluate travel plans in the current macroeconomic environment.”
“Despite the decline in revenue, consolidated gross profit increased by $1.3 million or 1.2% versus the prior year quarter to $107.2 million, and reported gross margin expanded by 50 basis points.”
“In addition to this full year operating income outlook, we expect the following for the full year: depreciation and amortization to approximate $210 million, inclusive of approximately $35 million for drydocking amortization, interest income to be approximately $16 million, and interest expense to be approximately $6 million, other income to be approximately $7 million, an effective tax rate of approximately 21%, and drydocking payments of approximately $45 million.”
“Upstream demand metrics are even better, with over 60 new prescribers in the first quarter and over 570 unique prescribers since launch, underpinning a strong team approval outlook for the rest of the year.”
“We expect the adverse impact of these items to increase to approximately $40 million-$50 million in the second quarter as we see a more dramatic impact on our second quarter revenue due to the decline in pre-authorizations in the first quarter, as changes in pre-authorization rates typically impact revenue on a one-quarter lag.”
“Driving higher volumes of machining revenues and completing cost reduction initiatives in our footprint realignment are the final 2 steps in achieving our near-term gross growth margin targets of at least 15%.”
“For the second quarter of 2026, we expect net income to be approximately $150 million-$160 million and adjusted EBITDA to be approximately flat with the first quarter at $295 million-$305 million, which includes the impact of planned second quarter maintenance at the Tioga Gas Plant.”
“Against the backdrop of our seasonally softest quarter due to Ramadan and Chinese New Year, on-demand GMV growth accelerated to 24% year-on-year, while group MTUs increased to 52 million.”
“Lastly, the consolidated backlog reflected on slide 14 totaled $209.6 million, down $27.6 million from last year, with the decline realized in infrastructure stemming primarily from lower pipeline coating open orders, including the impact of the Summit order cancellation.”
“You know, if you look at, again, FY 2026 at the midpoint of the guidance, you know, if you take this quarter, for example, compared to the same quarter a year ago, we grew the revenue from $872 million to $1.214 billion, so 39% year-over-year growth in Q3.”
“With continued strength across our business, we remain confident in our trajectory to achieve significant annual revenue growth this year and are reiterating our outlook of $420 million-$450 million, consistent with what we gave on the March call.”
“We delivered excellent results in Q1, exceeding the high end of our guidance range across revenue, VMD, and Adjusted EBITDA, punctuated by 30% growth in Adjusted EBITDA to a record level of $29.3 million.”
“Importantly, our long-term outlook through 2028 is unchanged, including our expectations for continued double-digit revenue growth, significant margin expansion, and increasing operating leverage as we scale the business.”
“We achieved double-digit growth in both bookings and revenue, expanded gross margin, and delivered adjusted EBITDA of $83 million, which is about 29% of our revenue.”
“We anticipate a long-term average revenue growth rate of 6%-8%, an EBITDA margin expansion of approximately 200 basis points per year.”
“Regarding the recently announced acquisition of PCG, the business generated approximately $125 million of revenue with low double-digit EBITDA margins in 2025, and we anticipate mid single digits revenue growth in 2026.”
“You know, the idiosyncratic drivers from Medicare to the IAS procedural accounting change to the QBE book roll transition to our reciprocal exchange and normalizing, for all three of those, you know, you've got a mid-single-digit growth business in the quarter, and you've got a business that we expect to grow organically, you know, at double-digit rates exiting this year before the impact of the 3 partnerships this year that grew at 27% in the quarter.”
“We are raising enzyme therapies revenue guidance to a range of $2.725 billion-$2.775 billion for the full-year 2026, inclusive of meaningful contributions from Galafold and Pombiliti and Opfolda, resulting in approximately 30% growth at the midpoint.”
“Turning to the full year, we are raising our full-year revenue guidance to $161.5 million-$163.5 million, up $5 million from our prior midpoint of $157.5 million.”
“Based on SYMBRAVO's growth within its launch year and increasing demand for education of the only branded multi-mechanistic acute migraine treatment in the market, we are increasing the SYMBRAVO sales team by approximately 50 representatives.”
“Quarterly results were impacted by the conflict in the Middle East, where we saw certain project pushouts and unfavorable end-of-quarter demand shifts in several Tier 1 customers totaling approximately $9 million in revenue.”
“Project revenue increased 16% to $291 million, driven by solid execution across Federal and key geographies, as well as continued demand for both building efficiency and energy infrastructure solutions.”
“Please note that first quarter gross profit in the Allison Off-Highway segment was negatively impacted by approximately $76 million of one-time acquisition-related Purchase Price Accounting items.”
“When I look at your full year revenue guide, let's say mid 20% revenue growth, data center mid 30%, it looks like semis is probably undergrowing what your deposition and etch customers are talking about for WFE in the high 20%.”
“Revenue of $104.8 million was driven by the execution of 8 deals across a diverse mix of customers, including semiconductors, consumer electronics, pay TV, and OTT.”
“We remain on track to grow full-year Permian production to 1.8 million oil equivalent barrels in 2026, with that growth grounded in value, not volume.”
“Significant growth in rooms revenues, a large portion of which consisted of rate growth, combined with disciplined expense management, drove an improvement in Same-Property hotel EBITDA margin from 27% in the first quarter of 2025 to 29.7% this year, an expansion of 270 basis points.”
“For the second quarter, we expect SLS adjusted EBITDA will be approximately $70 million lower, and earnings will be approximately $80 million lower than the first quarter of 2026, driven by the sizable conservation easement transaction in the first quarter.”
“Our compensation to revenue ratio of 26%-28% remains unchanged, and we expect to trend toward the upper half of the range, reflecting the addition of Atlantic House, which is accretive to our operating margins and earnings, but carries a modestly higher compensation ratio.”
“I am very excited to share in the future what we will look to accomplish over the next 36 months and beyond in terms of growth of profitability and customer satisfaction.”
“As a reminder, there is up to $170 million of additional consideration over two years, a meaningful portion of which is subject to achievement of revenue targets.”
“We are tightening our NFFO guidance range to $0.98-$1.04 per share or $1.01 per share at the midpoint compared to our previous guidance of $0.97-$1.05 per share.”
“These outcomes reinforce our confidence in delivering on our 2026 comparable EBITDA outlook, maintaining disciplined capital spending and preserving balance sheet strength as we continue to deliver solid growth, low risk, and repeatable performance.”
“Given the strong fundraising pipeline you have, the deployments and the likely impact on positive, the development on transaction fees, and, considering the fact that, costs just grew 5% core year-on-year this quarter, I'm just wondering how I square this up with your 40% to 47% up guidance for FRE margins?”
“With North America now representing more than 80% of our revenue, where energy inflation is more moderate and end market fundamentals remain robust, I feel that we're well positioned to manage the energy price volatility in 2026 without any material downside risk to our current outlook.”
“Adjusted operating margin of 29.3% in fiscal third quarter 2026 decreased 50 basis points year-on-year due to growth investments, partially offset by higher volume, pricing initiatives, and product mix.”
“I'm pleased to report another strong quarter for Tanger, reflecting continued momentum across our leasing, operating, and marketing platforms and successful execution of our growth strategy, all contributing to our increased full year 2026 guidance.”
“Incumbent broadband markets revenue declined $2.2 million, primarily due to lower video revenue from a 14.6% decline in video RGUs as customers switched to streaming video services, and to a lesser extent, lower data revenues due to a 1.6% decline in data ARPU from a more aggressive rate card in competitive markets.”
“Adjusted EBITDA declined 15% to $73.4 million from $86.6 million in the prior year quarter, resulting in an adjusted EBITDA margin of 11.5% compared to 13.6% last year.”
“Given this interest, we're confident that we are well-positioned to achieve the booking goals required to enter 2027 and 2028 with our targeted 50 points of occupancy on the books and strong rate growth.”
“The 79% reflects the impact of a lower revenue denominator against a higher non-bonus compensation base, compounded by the timing of RSU vestings from prior stock-based compensation awards, which was concentrated in the first quarter.”
“First quarter non-GAAP earnings per share were $0.54, up $0.21 year-over-year, driven by volume, factory gross margin expansion, and leverage on our operating expenses.”
“The first quarter delivered another stretch of warm winter weather, 10% year-over-year industrial customer demand growth, and continued maturity of our cost management initiatives.”
“At Hilton Hawaiian Village, which was far more impacted by the storms, RevPAR increased 1% or over 4% when adjusting for the storm disruption driven by higher rated transient demand in the newly renovated Rainbow Tower.”
“For the first quarter of 2026, we generated net revenues of $470 million, operating income of $94 million, and an operating margin of 20%.”
“Net effective rents increased to $22.03 per square foot, up almost 5% from the previous quarter, and we anticipate further rental rate growth supported by strong demand for high quality space and little to no new development in our submarkets.”
“Consumer loan yields are up over 60 basis points since second quarter 2024, resulting from the proactive steps we took to optimize pricing in certain customer segments since the middle of 2023, despite the mix shift headwinds from the growth of our lower loss, lower yielding auto business.”
“Normalized earnings per share came in $0.03 better than the upper end of our guidance range due to higher than expected core sales, better than expected normalized operating margin, and a lower than expected Q1 effective tax rate.”
“Taken together, client assets and liabilities have increased to just over GBP 900 billion, up 5.2% year-on-year, in line with our 2028 annual growth rate target of more than 4%.”
“For organic sales growth, we now expect to grow 21%-23% versus our prior guidance of 10%-13% due to our strong first quarter performance and momentum in infrastructure.”
“During the current period, these costs approximated a higher % of 35% of the arbitration-related revenue, which we anticipate in moving back to our lower averages in future periods.”
“We remain committed to making the necessary investments to support our growth investing a substantial majority of 2026 cash flows into the expansion of our DURA-BASE composite mat rental fleet, which we expect to grow by low to mid-teens percentage in 2026, while also advancing our manufacturing expansion project, which will increase our production capacity by roughly 50%.”
“In our additional pricing scenario, assuming $3 per MMBtu margins on early volumes, $5 per MMBtu margins on steady-state volumes, and an incremental 2 MTPA of long-term SPAs across trains 4 and 5, we project annual distributable cash flow of approximately $400 million prior to the economic interest flip for trains 4 and 5, which we would expect to occur a couple of years later than in our base case.”
“First quarter Power Delivery results exceeded our guidance by 10% on revenue and 21% on EBITDA, with solid execution to start the year, resulting in 120 basis points of EBITDA margin expansion year-over-year.”
“Looking ahead to the second quarter, we expect segment sales to be similar sequentially and up 4%-5% from prior year.”
“Excluding this item, cost of sales was $77 million, a 14% year-over-year decline on a non-GAAP basis, driven by reduced unutilized capacity costs, losses on purchase commitments and inventory write-downs, partially offset by higher sales volume.”
“That's a 12.2% increase or a decrease of 4.4% on a constant basis, with the decrease in volumes in the residential remodeling market impacting our flooring categories, partially offset by volume growth in both our panels and insulation businesses.”
“The consolidated sales impact of these divestitures was approximately $166 million for the current quarter and was partially offset by an $11 million contribution from the acquisition of The Dodge Company.”
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