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 4513–4608 of 5581.显示第 4513–4608 条，共 5581 条。
“Our mid-single-digit organic guidance for 2026 reflects what we can see and quantify based on the trends in the market that are impacting our near-term growth.”
“Platform revenue grew 28%, coming in ahead of our outlook, benefiting from the Olympics and Super Bowl, which contributed to an increase in subscriptions and M&E spend.”
“Automotive gross profit loss was $62 million compared to $92 million of gross profit for the same quarter last year, primarily driven by the $100 million decrease in sales of automotive regulatory credits and lower production volumes, which resulted in a $45 million increase in depreciation and stock-based compensation expense combined.”
“As a result of this phase delivery, we anticipate exiting 2026 with an annualized operating lease revenue run rate of $37.8 million, scaling to a run rate of $55.6 million as we exit 2027 and AMD's full 50 megawatt footprint comes online.”
“Looking through the variables in first and second quarters, we are maintaining guidance for full year Same-Property NOI growth of 3.25%-3.75%, as well as for growth in Core Operating Earnings and Nareit FFO per share, each at 4.5% at the midpoint.”
“Moving to adjusted EBITDA, we expect Q2 adjusted EBITDA to be in the range of $285 million-$295 million, representing approximately 71%-77% year-over-year growth and an adjusted EBITDA margin of 40% at the midpoint.”
“Our revenue guidance for the full year will now be 20%-25%, and our full year guidance for bookings growth is 8%-12%.”
“When we look at our 15%-20% adjusted EPS growth target with the opportunity to stack above that, I wanna be clear, this is not easy, and the strategy has to be in place to deliver those numbers.”
“Despite weather-related disruptions that significantly impacted revenue and profitability during the quarter, we delivered positive financial results in our completions business, particularly when measured by Adjusted EBITDA less incurred capital expenditures.”
“For the first quarter of 2026, net revenues were $4.53 billion versus $4.46 billion a year ago, with adjusted EBITDA of $308.1 million and a margin of 6.8% compared to $533.2 million and a 12.0% margin in Q1 last year.”
“We continue to have a robust fiscal 2026 outlook for the Healthcare Life Sciences sector, anticipating revenue growth to exceed our 9%-12% goal, supported by contributions from ongoing and new program ramps, share gains, and strong end market demand across our therapeutics and monitoring sub-sectors.”
“Adjusted Free Cash Flow was $22 million, our best first quarter since becoming a standalone company, with capital expenditures of 3.6% coming in below our target of 4% and efficient uses of working capital in the quarter.”
“Lastly, we continue to anticipate achieving operating profitability, excluding Stock-Based Compensation, by Q3 and for full year 2026, with positive cash flow in 2027.”
“Our team delivered record Q3 sales of $5.5 billion, organic growth of 6.5% and 40 basis points of margin expansion, resulting in 26.7% adjusted segment operating margin.”
“For the first quarter, we reported net earnings of $79 million or 0.61 per share, representing solid profitability as we continue to execute our growth strategy.”
“For the Q2, we expect our operating margins to range between US $7,500 and US $8,500 a day due to increased reactivation costs tied to rig deployments through Q2 and into Q3.”
“As we move forward in 2026, we expect the delta between volume and revenue growth for the second quarter to be similar to the second half of 2025 and then narrow as we anniversary our third GPO agreement mid-year.”
“PBF cash used in operations for the quarter was $324 million, which includes a working capital draw of approximately $340 million, mainly due to movements in inventory and the impact on our net payable position as a result of rapidly moving commodity prices.”
“Typically, the algorithm on our model is centered around a target of 2%-3% organic content growth, net of industry on an annual basis.”
“I recall last quarter, you know, you talked about automation, and I think you had a pretty good backlog going into the quarter, it also sounds like you had pretty good bookings activity in Q1 as well, which, you know, it sounds like has given you a little bit more confidence in that growth outlook.”
“But assuming that the environment remains soft for, let's say, the remainder of this year, the next number of quarters, we expect to continue to maintain that 58.5% FRE margin.”
“Operating income was $20.8 million or 43% of revenue, compared to $24.2 million or 51% of revenue in last year's Q1, driven by increased operating expenses from the acquisitions, the incremental cost of revenues just discussed, higher nonrecurring acquisition-related consulting costs, and increased investments.”
“We have maintained our full-year comparable store sales guidance range of 3% to 5%.”
“With clarity of the CID portfolio reset, we now estimate an approximately $55 million gross profit headwind for the year, which includes the additional patient loss John spoke about earlier.”
“First quarter cost of sales was $36 million, resulting in a total gross margin of 75%, which is consistent with our full year gross margin guidance range of 74%-76%.”
“In our Water Transmission Systems segment, we expect higher revenue and margins compared to both the second quarter of 2025 and the prior quarter, driven by more favorable volume and product mix and the emergence of a significant previously unplanned project.”
“In, you know, executable and low-risk critical capital to our customers, we could still, with that investment, that growth rate can achieve an 8%-10% total return.”
“Based on the strength of our first quarter results in GBM, we are updating our full-year revenue guidance to a range of $690 million-$710 million, representing 5%-8% growth.”
“We are pleased with our Q1 earnings results, which reflect the effectiveness of our efforts to overcome the healthcare claims margin pressure experienced in 2025.”
“EPS of $0.43, beating street consensus by about $0.01, reflected 19% and 23% growth over Q1 2025 basic and diluted EPS, and was within our $0.37-$0.47 guidance range.”
“I hope you guys are getting a better understanding that the Q1 results were not simply a byproduct of volatility and the price-related impacts, because our team works really hard to optimize that volume margin relationship.”
“We continue to expect operating expenses for the full year to be in the range of $190 million-$200 million as I shared in February.”
“Taken together, we expect EPS of $5.04-$5.16, including a positive impact from foreign exchange of approximately $0.10 using mid-April rates.”
“While both markets continue to experience strong demand, in the U.S., providers are grappling with staffing shortages, and in the U.K., demand is being dampened by funding pressures at the NHS.”
“Our reaffirmed guidance range now contemplates the impact of moderated e-vapor industry growth on combustible and e-vapor product volumes and increased macroeconomic uncertainty facing adult nicotine consumers.”
“Specifically, from the acquisition effective date of April 1, 2026 through December 31, 2026, the acquisition is projected to contribute revenue in the range of $2 million-$4 million and to dilute Merit's initial 2026 guidance for non-GAAP earnings per share by approximately $0.05.”
“Reported aggregates gross profit declined 3% to $288 million as stronger volumes and underlying organic pricing improvements were more than offset by geographic mix and purchase accounting impacts, including a non-cash $22 million charge associated with the fair market value step-up of Quikrete inventory, as well as higher depreciation, depletion, and amortization expense, which is now disclosed within our product line reporting.”
“We expect organic sales growth for 2026 to be between 3%-5% and an adjusted EBITDA margin improvement of 40 basis points-60 basis points on a comparable parameter basis with 2025.”
“Hotels adjusted EBITDA decreased $1.3 million in the first quarter of 2026 compared to the prior year quarter, primarily due to a $400,000 impact from the five fewer operating days, lower other revenues resulting from the weaker ski season and the non-repeating group buyout in the prior year, which included high margin rooms and banquet and catering business and higher benefits costs.”
“Outside of the U.S., volume increased 9%, with credit growth of 9% and debit growth of 8%.”
“As we move into 2026, we continue to advance our key priorities, which include driving solid organic growth, driving improved operating leverage by enhancing efficiencies and better monetizing the value we deliver, providing a market-leading advisor experience through ongoing investments in our platform, and advancing our M&A initiatives as we continue our preparation to onboard Commonwealth, announce the acquisition of Mariner Advisor Network, and continue to execute on our liquidity and succession strategy.”
“We expect our non-GAAP performance margin to be between 47% and 48.5%, driven by higher revenue.”
“We remain focused on managing our cost structure and continue to expect to realize the more than $50 million in annual cost savings I mentioned when we first released 2026 guidance, with most of that benefit coming in 2026, and are offsetting volume and inflationary pressure through productivity initiatives and additional restructuring actions and disciplined capital allocation.”
“Turning to our 2026 guidance on slide 10, we are reaffirming the full year revenue guidance of $23 billion-$23.5 billion, representing 7% organic growth at the midpoint.”
“Our BLS segment ended the quarter with a backlog of $8.6 billion, and we expect approximately $2.7 billion to convert into revenue over the next 12 months.”
“As discussed in our prior call, this will create a price mix impact on average revenue per student in 2026, resulting in similar revenue and volume growth rates this year in that market.”
“More broadly, with respect to Gilead, we received an upfront payment of $40 million upon signing the licensing and option agreement last year, which now has been fully recognized in our revenue.”
“First, we've raised the full year outlook range for same-site NOI growth to a new range of 2.8%-3.5%, driven by improved visibility into the timing of new rent commencements from our SNO pipeline and better than expected credit loss.”
“Accordingly, we are raising our 2026 revenue guidance to a range of $263 million-$267 million in revenue, representing 11%-13% growth, and reaffirming our expectations for approximately $25 million in adjusted EBITDA and full year free cash flow breakeven, driven by continued share gains, OPSB expansion, and execution of our multi-year new product launch cycle.”
“Delayed OEM engine deliveries continue to contribute to variability, and as a result, we expect approximately $0.10-$0.15 of earnings per share impact in the second quarter as certain projects shift into the second half of the year due to delayed engine deliveries from OEMs.”
“Similarly, we have been focused on improving gross margins and leasing revenue with 61% for the first quarter of 2026 when compared to 55% for the first quarter of 2025.”
“Considering our ongoing focus on driving operating leverage and the segment top-line growth targets I mentioned earlier, we are targeting an adjusted EPS range of $21.80-$23.50 for the year, reflecting 20% growth at the midpoint.”
“Gross profit decreased by $2.1 million, or 3.8% to $53.8 million compared to the third quarter of last year, driven by significantly lower inventory valuation adjustments compared to the prior year, partially offset by higher net sales.”
“We are aiming to hold G&A spending to no more than revenue growth on a full year basis while also making the necessary expenditures to support new 2027 launches.”
“Our full year organic growth projection of 1% to 3% remains unchanged, reflecting current demand levels adjusted for seasonality.”
“Adjusted operating income declined 14% versus last year, and our adjusted operating margin contracted 230 basis points to 13.9%, both in line with our February outlook.”
“From a profitability standpoint, we are raising our full-year 2026 Adjusted EBITDA margin guidance to 12%-13%, reflecting increased operating leverage and a balanced approach to investing in our key priorities, including product innovation, commercial initiatives, international expansion, and platform capabilities.”
“Blended rent growth of 70 basis points for the first quarter was in line with the trajectory of our full year guidance assumption of 1.7%.”
“Relative to our prior guidance, we are raising revenue by $175 million at the midpoint with $80 million of the beat in the first quarter and $95 million driven by the improved outlook across our business for the balance of the year.”
“In North America, we delivered above-market growth for the third straight quarter, with box shipments exceeding the industry by 3% as planned customer wins came through.”
“That 90 basis point year-over-year reduction created a comparable headwind to our same-store revenue growth this quarter.”
“We expect these growth trends to yield second-quarter gross profit of $905 million-$950 million, which represents year-over-year growth in gross profit dollars of 8%-13% and also represents gross margin growth both sequentially and year-over-year.”
“Liability NII increased by EUR 91 million quarter-on-quarter, reflecting both volume growth and a 5 basis points increase in the liability margin.”
“We now expect to generate $640 million of adjusted EBITDA in 2026 at the midpoint of our guidance, up 50% versus the previous year, which equates to a 51% margin, up 16 percentage points versus 2025.”
“Content Solutions delivered gross profit of $18 million, a decline of $5 million driven by lower box office, and gross margin declined to 58% versus 69% in the prior year.”
“During the first quarter, Illumina's revenue of $1.09 billion came in $20 million above the midpoint of our guidance, driven primarily by better-than-expected instrument sales, as we placed more than 80 NovaSeq X instruments in the quarter above our targeted range of 50-60 per quarter.”
“Based only on existing contracts, we expect adjusted EBITDA of $67 million-$73 million or an adjusted EBITDA margin of about 50%, diluted EPS of $0.80-$0.97, and non-GAAP diluted EPS of $1.41-$1.60.”
“We're reaffirming our full year 2026 IDACORP earnings guidance estimate in the range of $6.25-$6.45 diluted earnings per share, which includes our expectation that Idaho Power will use less than $30 million of additional tax credit amortization to support earnings.”
“ICE Risk Model 2 is now deployed across more than 1,000 energy contracts, improving portfolio margining efficiency so volumes can scale while appropriately increasing capital requirements.”
“Organic growth of 7% in the first quarter was driven by 12% organic growth in our larger, higher margin grid infrastructure business, where demand strength was broad-based across T&D end markets.”
“Hippo kicked off 2026 with strong momentum, accelerating the top line growth of our business in the first quarter while announcing initiatives to support our technology-driven insurance platform and delivering a fourth consecutive quarter of profitability on both a stated and adjusted basis, with $7 million of net income and $17 million of Adjusted Net Income in the quarter.”
“The total increase of $159 million was primarily due to the impact of higher sales volumes of $113 million and the impact of an increase in average gross selling prices of $69 million.”
“This outlook reflects stronger performance in our core fee business, offset by revised expectations for the distribution segment, which we believe will decline by approximately $25 million for the full year compared to 2025, including $15 million in the second quarter from the impact of the security concerns in Mexico.”
“Cash Gross Profit increased $15 million year-over-year to $26 million or 18% of revenue, a great result in what is typically our most weather-impacted quarter.”
“Our updated outlook implies the following midpoints: Net sales of $3.75 billion or 2% growth at constant currency, Adjusted EBIT of $560 million, implying a 14.9% margin, and Adjusted free cash flow of $415 million.”
“As Green Brick Mortgage continues to expand its service to most of our communities, we anticipate that by year-end, its capture rate will range from 70%-80%, which should generate additional revenue as we increase the number of loans funded through our mortgage company.”
“Same-store customer pay and warranty revenues increased approximately 3% and 5% respectively, with corresponding gross profit growth of approximately 6% and 9%.”
“Securities and Exchange Commission and Canadian Securities Administrators, including in the case of our fiscal 2026 outlook and our three-year objectives for the 2026-2028 period, as well as certain risks and assumptions related thereto, and our earnings press release dated April 30th, 2026.”
“Specifically, as it relates to the second quarter of 2026, we expect consolidated revenue of approximately CAD 1.89 billion-CAD 1.9 billion at an Adjusted EBITDA margin of 30.4%.”
“Turning to margins and free cash flow, normalized EBITDA grew 13% to $414 million, delivering 210 basis points of margin expansion to 33% and exceeding our guide for the quarter.”
“Q1 adjusted EBITDA in the segment grew 8% to $255 million, driven by operating leverage, structural cost savings, and the favorable impact from foreign exchange rates, partially offset by targeted growth investments to support innovation and commercial initiatives.”
“You know, here we are committing to not only inbound growth, but revenue growth, and even the margin growth in 2027 for Subsea, just to remind everybody of that comment, which I think is pretty spectacular and speaks to the high quality of our backlog, our execution capability, and Our deep insight into the market and our customer's need because of the privileged position that they allow us to be in.”
“Improving first-year acquisition trends combined with strong renewal rates gives us confidence that we expect to deliver approximately 1% member count growth this year.”
“Based on this outlook, we also remain confident in our expectation to generate approximately $915 million of adjusted free cash flow in 2026, which reflects continued execution against our annual production plan of 1,050 CFM56 modules to meet customer demand while prioritizing excess cash flow for reinvestment in high-return growth initiatives, including M&A, minority investments in the 2026 SPV, and the continuing development of FTAI Power.”
“CuRe is scheduled to be replicated across the Series 6 and 7 fleet through the first half of 2028, which, if achieved, supports the potential realization of up to $0.6 billion of additional revenue from technology adjusters in the backlog, with the majority anticipated in 2027 and 2028.”
“We expect the class of 2026 new stores to average approximately 55,000 square feet, and while smaller in size, we believe this format allows us to enter more dense markets without sacrificing sales productivity.”
“Sales, excluding India, are expected to be up 1% at the midpoint versus last year, with volume growth outpacing mid single-digit price decline and a minor FX headwind.”
“While bookings and sales were impacted by events in the Middle East, we maintain our full-year adjusted EPS outlook of $4.00-$4.20, which at the midpoint represents 13% growth over 2025.”
“Our guidance continues to include the impact of the sale of 11 branches in Nebraska, which closed subsequent to the end of the Q1, while excluding the anticipated gain on sale from the transaction, which we expect will total approximately $19 million.”
“The 70 basis point improvement in operating leverage and flat cash G&A compared to the prior year illustrates our continued efforts at achieving efficient growth and the benefits of our rising scale.”
“Revenues of $192.9 million increased 1.2% due to higher realized bill rate for risk investigation and construction solution services, which was partially offset by lower demand for dispute advisory services.”
“Looking ahead, we expect earnings to benefit from the larger core portfolio and a more stable contribution from NewPoint over the course of 2026.”
“For fiscal year 2026, we are maintaining our revenue and margin guidance.”
“Given our current bookings patterns, we expect 2026 CapEx revenue to increase throughout the remainder of the year and contribute more meaningfully to our overall growth profile, driven by strong WFE growth and improving fab construction trends, which support not only the latter half of 2026, but also growth expectations in 2027 and beyond.”
“As we discussed last quarter, we expect pricing and underwriting actions will pressure growth throughout 2026.”
“Property growth of 1% in the quarter, when excluding reinstatement premiums, was largely driven by a 9.4% increase in property cat XOL, and this was more than targeted decreases of 23.9% in casualty pro rata and 13.3% in casualty XOL.”
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