VREX2026-05-07
Varex Imaging Corp · Q2 FY2026 call record电话会记录
“Non-GAAP gross margin of 34% was at the high end of the guidance, and non-GAAP EPS of $0.21 was in line with expectations.”
Sam Maheshwari12 receipted excerpts条可追溯摘录
Earnings call record财报电话会记录
Source-first earnings records.来源优先的财报记录。
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。
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6702 admitted call records 份准入电话会记录
31809 ingested packets 份已摄取数据包
25107 held by evidence policy 份因证据策略暂缓
3196 tickers 个代码
0 model calls in this publication 次模型调用
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Weekly intelligence每周情报
Open this week’s evidence brief打开本周证据简报q and a↗
See the pattern across calls.查看跨电话会的模式。
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
Directory目录
Currently admissible records当前符合准入条件的记录
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 4609–4704 of 6702.显示第 4609–4704 条，共 6702 条。
VNT2026-05-07
Vontier · Q1 FY2026 call record电话会记录
“Core sales declined by about 1% as strong underlying demand for convenience retail technologies was offset by more than a $25 million headwind associated with higher shipments for our Vehicle Identification System, or VIS, in the prior year.”
Anshooman Aga12 receipted excerpts条可追溯摘录
VITL2026-05-07
Vital Farms Inc · Q1 FY2026 call record电话会记录
“We expect that this will free up $25 million in cash this year, reduce sales by an estimated $14 million in 2026, and improve gross margin by 150 to 200 basis points starting in 2027.”
Russell Diez-Canseco12 receipted excerpts条可追溯摘录
VERX2026-05-07
Vertex Inc · Q1 FY2026 call record电话会记录
“Given the performance of the business in the first quarter and the impact of the cost actions, we expect second quarter revenue of $200 million-$204 million and second quarter adjusted EBITDA of $47 million-$50 million.”
John Schwab12 receipted excerpts条可追溯摘录
VCTR2026-05-07
Victory Capital Holdings, Inc. · Q1 FY2026 call record电话会记录
“Those fees are still supportive of our overall fee rate, and we're comfortable with that guidance as we look out based on the growth that we foresee, to still have that 46-47 basis point range.”
Michael Policarpo12 receipted excerpts条可追溯摘录
VCEL2026-05-07
Vericel · Q1 FY2026 call record电话会记录
“MACI's momentum continued as strong double-digit volume growth drove record first quarter revenue of $56.4 million, representing 22% growth versus the prior year, which was significantly higher than recent first quarter growth rates for MACI and marks the fourth consecutive quarter with MACI growth of 20% or more.”
Joe Mara12 receipted excerpts条可追溯摘录
USPH2026-05-07
U.S. Physical Therapy, Inc. · Q1 FY2026 call record电话会记录
“We lost over 31,000 visits to weather, which, as you know, impacts not just revenue, but the vast majority of our highest paid people we have to pay to sit at home during these events, which has a drag on margins.”
Chris Reading12 receipted excerpts条可追溯摘录
USFD2026-05-07
US Foods · Q1 FY2026 call record电话会记录
“Turning to our financial results, first quarter adjusted EBITDA grew 6.2% to $413 million, driven by volume growth with our target customer types and ongoing progress on our self-help initiatives to improve gross profit and enhance operational efficiency.”
Dirk Locascio12 receipted excerpts条可追溯摘录
UPWK2026-05-07
Upwork, Inc. · Q1 FY2026 call record电话会记录
“Our updated guidance also assumes stock-based compensation of approximately $60 million-$65 million for the full year 2026, which reflects the impact of the restructuring.”
Erica Gessert12 receipted excerpts条可追溯摘录
UGI2026-05-07
UGI Corp · Q2 FY2026 call record电话会记录
“Our year-to-date reportable segments EBIT is up $17 million over prior year, largely from higher gas base rates at our utilities and effective margin management at UGI International, which offset the impact of warmer weather in our global LPG service territories.”
Bob Flexon12 receipted excerpts条可追溯摘录
U2026-05-07
UNITY SOFTWARE I · Q1 FY2026 call record电话会记录
“As Jarrod will share in more detail later, we expect the second quarter to bring more of the same, with guidance for strategic ad revenue to grow 50% year-over-year, including robust Vector revenue growth, as well as year-over-year margin expansion.”
Matthew Bromberg12 receipted excerpts条可追溯摘录
TXRH2026-05-07
Texas Roadhouse · Q1 FY2026 call record电话会记录
“With first quarter inflation coming in slightly better than expected, as well as an updated forecast for the second quarter and increased visibility into the back half of the year, we are reducing our full year 2026 commodity inflation guidance from approximately 7% to between 6%-7%.”
Mike Lenihan12 receipted excerpts条可追溯摘录
TXG2026-05-07
10x Genomics Inc · Q1 FY2026 call record电话会记录
“Looking at our quarterly cadence, as previously discussed, first quarter revenue represents a higher proportion of our expected full year revenue, driven in part by orders received late in the fourth quarter of 2025 that shipped in January.”
Adam Taich12 receipted excerpts条可追溯摘录
TWFG2026-05-07
TWFG · Q1 FY2026 call record电话会记录
“We expect total revenues to grow 15%-20%, reaching $285 million-$300 million.”
Gordy Bunch12 receipted excerpts条可追溯摘录
TTD2026-05-07
Trade Desk (The) · Q1 FY2026 call record电话会记录
“In terms of our operating plan for the remainder of 2026, we continue to expect headcount growth to remain below revenue growth, reflecting our focus on productivity and operating leverage.”
Tahnil Davis12 receipted excerpts条可追溯摘录
TSSI2026-05-07
TSS Inc · Q1 FY2026 call record电话会记录
“Our outlook for Adjusted EBITDA in the range of $20 million-$22 million for the full year is supported by a multiyear agreement that provides both revenue visibility, downside protection, expanding capacity and capabilities, and a strengthening leadership team.”
Darryll Dewan12 receipted excerpts条可追溯摘录
TS2026-05-07
TS · Q1 FY2026 call record电话会记录
“We expect our sales in the region to be affected in the second quarter in around $140 million.”
Gabriel Podskubka12 receipted excerpts条可追溯摘录
TROX2026-05-07
Tronox Holdings plc · Q1 FY2026 call record电话会记录
“Revenue from other products decreased 27% sequentially and 35% compared to the prior year, mainly driven by timing of pig iron volumes, which we will recover in Q2.”
John Srivisal12 receipted excerpts条可追溯摘录
TRLV2026-05-07
TRLV · Q1 FY2026 call record电话会记录
“First quarter revenue of $287 million was in line with guidance and seasonal trends.”
Kim Rivers12 receipted excerpts条可追溯摘录
TRIP2026-05-07
TripAdvisor · Q1 FY2026 call record电话会记录
“Experiences revenue grew 8% and 4% in constant currency, slightly below our expectations due to an estimated four-point growth headwind from heightened cancellations and softer demand.”
Mike Noonan12 receipted excerpts条可追溯摘录
TREX2026-05-07
TREX · Q1 FY2026 call record电话会记录
“I think the expectation was for, you know, this higher mix of railing sales kinda through this year, to have a, you know, call it ballpark 80 basis point impact or gross margin.”
Trey Grooms12 receipted excerpts条可追溯摘录
TPR2026-05-07
Tapestry, Inc. · Q3 FY2026 call record电话会记录
“With pro forma revenue growing 23% at constant currency, operating margin expanding 490 basis points, and earnings per share increasing 62% versus prior year, each exceeding our expectations.”
Joanne Crevoiserat12 receipted excerpts条可追溯摘录
TPL2026-05-07
Texas Pacific Land Corporation · Q1 FY2026 call record电话会记录
“For natural gas liquids, we received production volumes of roughly 3.8 million barrels, which means every $5 per barrel increase to our NGL realization would equate to an additional $17 million of annual revenue.”
Chris Steddum12 receipted excerpts条可追溯摘录
TPB2026-05-07
Turning Point Brands Inc · Q1 FY2026 call record电话会记录
“We are also introducing full-year EBITDA guidance of $70 million-$90 million, inclusive of increased nicotine pouch investments in salesforce expansion, merchandising support, and consumer marketing.”
Andrew Flynn12 receipted excerpts条可追溯摘录
TOST2026-05-07
TOAST INC-A · Q1 FY2026 call record电话会记录
“Turning to guidance, for the second quarter, we expect total subscription and Fintech gross profit to grow 22%-24% year-over-year and Adjusted EBITDA to be $185 million-$195 million.”
Elena Gomez12 receipted excerpts条可追溯摘录
TOI2026-05-07
TOI · Q1 FY2026 call record电话会记录
“I'm pleased to report a strong start to 2026 in the first quarter, driven by continued expansion and performance of our value-based contracts across markets and the ongoing growth of ancillary services, particularly our pharmacy business, which provides us with confidence to reaffirm our 2026 outlook for revenue and full year adjusted EBITDA profitability.”
Dan Virnich12 receipted excerpts条可追溯摘录
TNDM2026-05-07
Tandem Diabetes Care · Q1 FY2026 call record电话会记录
“Within the quarter compared to when we set our guidance expectations, there were also a few moving parts, and one was just simply that we had estimated a headwind of approximately $5 million for going direct in certain international markets.”
Leigh Vosseller12 receipted excerpts条可追溯摘录
TGLS2026-05-07
Tecnoglass Holdings Inc · Q1 FY2026 call record电话会记录
“As we execute on our pricing and efficiency initiatives throughout the year, we see potential for additional margin expansion as we move through the year and see a clear path to full neutralization of the tariff impact in 2027, when full-year pricing across both businesses and incremental automation savings are expected to fully offset the tariff-related headwinds.”
Santiago Giraldo12 receipted excerpts条可追溯摘录
TGB2026-05-07
TGB · Q1 FY2026 call record电话会记录
“For the quarter, Taseko generated CAD 94 million of adjusted EBITDA, CAD 115 million of earnings from mining operations, and CAD 94 million in cash flow from operations.”
Bryce Hamming12 receipted excerpts条可追溯摘录
TFX2026-05-07
Teleflex · Q1 FY2026 call record电话会记录
“Of note, when taking into account the positive impacts of the TSA and MSA arrangements in terms of reducing the operating expense profile for continued operations, we estimate that our underlying steady-state adjusted operating margin will be approximately 23%, which is 400 basis points above our fully burdened adjusted operating margin guidance for 2026.”
John Deren12 receipted excerpts条可追溯摘录
TCPC2026-05-07
BLACKROCK TCP CA · Q1 FY2026 call record电话会记录
“Importantly, net leverage declined to 1.29 times at quarter end, down from 1.41 times last quarter, bringing it closer to our target range of 0.9 times to 1.2 times.”
Philip Tseng12 receipted excerpts条可追溯摘录
TBCH2026-05-07
Turtle Beach Corp · Q1 FY2026 call record电话会记录
“This decline reflects the lower revenue base and the margin pressure from channel reduction, as well as the continuation of our investment in product development and innovation that will drive growth throughout the remainder of 2026.”
Mark Weinswig12 receipted excerpts条可追溯摘录
TBBB2026-05-07
TBBB · Q1 FY2026 call record电话会记录
“EBITDA for the first quarter of 2026, excluding non-cash share-based payment expense, increased 39% to MXN 1.3 billion, primarily driven by strong sales growth.”
Eduardo Pizzuto12 receipted excerpts条可追溯摘录
SYNA2026-05-07
Synaptics · Q3 FY2026 call record电话会记录
“Our non-GAAP gross margin was above the midpoint of our guidance range, and non-GAAP earnings per share of $1.09 was at the high end of the guidance and increased 21% year-over-year.”
Rahul Patel12 receipted excerpts条可追溯摘录
SVCO2026-05-07
Silvaco Group Inc · Q1 FY2026 call record电话会记录
“For Q2 2026, we expect bookings of $19 million ±10%, revenue of $18 million ±10%, non-GAAP gross margin around 88%, non-GAAP operating expenses of $15.5 million ±5%.”
Chris Zegarelli12 receipted excerpts条可追溯摘录
SVC2026-05-07
Service Properties Trust · Q1 FY2026 call record电话会记录
“Lastly, we will be providing guidance on this call, including estimated 2026 normalized FFO, hotel EBITDA, net operating income or NOI, and Adjusted EBITDARE.”
Kevin Barry12 receipted excerpts条可追溯摘录
SUPV2026-05-07
SUPV · Q1 FY2026 call record电话会记录
“Total loans declined 5.6% sequentially, reflecting first quarter seasonality, subdued credit demand in local currency, and our continued focus on disciplined risk-adjusted origination.”
Mariano Biglia12 receipted excerpts条可追溯摘录
STVN2026-05-07
STEVANATO GROUP · Q1 FY2026 call record电话会记录
“With the solid start of the first quarter, we are maintaining our 2026 guidance and continue to expect revenue in the range of EUR 1.26 billion-EUR 1.29 billion.”
Marco Dal Lago12 receipted excerpts条可追溯摘录
STRZ2026-05-07
Starz Entertainment Corp · Q1 FY2027 call record电话会记录
“Combined with the ongoing de-aging of our original slate and the growing owned content contribution, this gives us clear line of sight visibility to reaching our 20% adjusted OIBDA margin target in the back half of 2027, a full year ahead of our prior guidance.”
Scott Macdonald12 receipted excerpts条可追溯摘录
STOK2026-05-07
Stoke Therapeutics Inc · Q1 FY2026 call record电话会记录
“It was also, as far back as 2006 in other industry guidance that talked about section 14 and the use of clinical studies that support the understanding of the medicine.”
Ian Smith12 receipted excerpts条可追溯摘录
SSYS2026-05-07
STRATASYS LTD · Q1 FY2026 call record电话会记录
“On a sequential basis, compared to the fourth quarter of 2025, consumables and services both grew slightly, and Stratasys Direct delivered over 10% sequential growth and 23% organically after divestments when compared to the first quarter of 2025, reinforcing the trajectory of our production parts business, as was the case for the full year 2025.”
Yoav Zeif12 receipted excerpts条可追溯摘录
SRRK2026-05-07
Scholar Rock Holding Corp · Q1 FY2026 call record电话会记录
“We are building on a solid foundation for our company's growth, which we believe will be steady and consistent through the end of this decade and well into the next, as we prepare to serve up to 35,000 children and adults living with SMA around the world who have received at least one SMN-targeted therapy.”
David Hallal12 receipted excerpts条可追溯摘录
SRE2026-05-07
Sempra · Q1 FY2026 call record电话会记录
“At Sempra Texas, we had $25 million of higher equity earnings from the UTM, higher invested capital and customer growth, partially offset by higher interest expense, depreciation, and O&M.”
Karen Sedgwick12 receipted excerpts条可追溯摘录
SPT2026-05-07
Sprout Social Inc · Q1 FY2026 call record电话会记录
“For modeling purposes, we expect to exit Q4 with a non-GAAP operating margin close to 15% and non-GAAP net income per share between $0.88 and $0.97, assuming approximately 60.7 million weighted average basic shares of common stock outstanding.”
Alex Kurtz12 receipted excerpts条可追溯摘录
SPB2026-05-07
Spectrum Brands Holdings Inc · Q2 FY2026 call record电话会记录
“Operating income of $43.5 million increased by $24 million, driven by the gross profit increase and lower operating expense I mentioned earlier.”
Faisal Qadir12 receipted excerpts条可追溯摘录
SOUN2026-05-07
SoundHound AI Inc · Q1 FY2026 call record电话会记录
“The opportunity is large, in 2027, assuming the acquisition closes in the second half of this year, we expect that the achievable revenue range will be at minimum $350 million-$400 million, with at least $100 million of growable contribution from LivePerson's long-tenured customers.”
James Hom12 receipted excerpts条可追溯摘录
SMR2026-05-07
NuScale Power Corp · Q1 FY2026 call record电话会记录
“I think the customers who are serious and truly understand the differentiation of Part 52 and Part 50 risk, they fully get it, and those are the ones that I think collectively with ENTRA1 Energy are we're having the most concrete and serious conversations with.”
Clayton Scott12 receipted excerpts条可追溯摘录
SMA2026-05-07
Smartstop Self Storage REIT Inc · Q1 FY2026 call record电话会记录
“In terms of guidance, we are now narrowing our same-store revenue growth from a range of -0.5%-2% to a range of -0.25%-1.75%.”
H. Michael Schwartz12 receipted excerpts条可追溯摘录
SM2026-05-07
SM Energy Company · Q1 FY2026 call record电话会记录
“With this strong start, we are raising our full-year production and maintaining our capital guidance, delivering more volume with the same investment and building a strong and sustainable free cash flow growth trajectory.”
Beth McDonald12 receipted excerpts条可追溯摘录
SLF2026-05-07
SLF · Q1 FY2026 call record电话会记录
“We obviously continue to see good, strong momentum with that business, and we have had an external target of 7% after tax margin for the combined Group Benefits businesses.”
David Healy12 receipted excerpts条可追溯摘录
SKWD2026-05-07
Skyward Specialty Insurance Group Inc · Q1 FY2026 call record电话会记录
“While it feels like a faraway comparison, if you look at our management liability book, which is made up of, you know, Web3, you know, smart contract types of exposure and cannabis and distressed homeowners, you know, we're away from the parts of the management liability market that has the pressures of 50 carriers competed and, you know, and really no opportunity, you know, to create kinda margin that separates from the rest of the industry.”
Andrew Robinson12 receipted excerpts条可追溯摘录
SKIN2026-05-07
SkinHealth Systems Inc · Q1 FY2026 call record电话会记录
“As importantly, despite the revised revenue outlook, we are maintaining our adjusted EBITDA guidance range of $35 million-$45 million, which reflects the underlying margin strength, the operational discipline, and the resilience of our business model.”
Pedro Malha12 receipted excerpts条可追溯摘录
SIGA2026-05-07
SIGA Technologies Inc · Q1 FY2026 call record电话会记录
“As I talk about revenues, I would like to highlight that we expect second quarter product revenues to reflect the delivery of approximately $13 million of oral TPOXX to an international customer, as well as additional IV TPOXX deliveries to the SNS.”
Dan Luckshire12 receipted excerpts条可追溯摘录
SHAK2026-05-07
Shake Shack, Inc. · Q1 FY2026 call record电话会记录
“Despite that volatility, I'm excited to share that our sales momentum is building in Q2 and that we are reiterating our 2026 guidance for same Shack sales, restaurant-level margins, and our long-term financial targets.”
Rob Lynch12 receipted excerpts条可追溯摘录
SGI2026-05-07
Somnigroup International · Q1 FY2026 call record电话会记录
“Mattress Firm adjusted gross margins decreased 360 basis points to 31.5%, including a 40 basis point headwind from the stub period.”
Bhaskar Rao12 receipted excerpts条可追溯摘录
SG2026-05-07
Sweetgreen Inc · Q1 FY2026 call record电话会记录
“For the full-year restaurant level margin guidance, it does imply about 100 basis points, maybe a little bit more in the second half of the year, in terms of leverage.”
Zach Ogden12 receipted excerpts条可追溯摘录
SERV2026-05-07
Serve Robotics Inc · Q1 FY2026 call record电话会记录
“We expect it to drive significant growth over the course of the year in line with our $26 million revenue guidance for 2026.”
Ali Kashani12 receipted excerpts条可追溯摘录
SENS2026-05-07
Senseonics Holdings Inc · Q1 FY2026 call record电话会记录
“Equally important, gross margin reached 58%, driven by more new users, higher manufacturing volumes, and the structural benefit of eliminating the Ascensia revenue share.”
Tim Goodnow12 receipted excerpts条可追溯摘录
SD2026-05-07
Sandridge Energy Inc · Q1 FY2026 call record电话会记录
“2, exercise capital stewardship and invest in projects and opportunities that have high risk-adjusted, fully burdened rates of return while being mindful and prudently targeting reasonable reinvestment rates that sustain our cash flows and prioritize our regular weight dividend.”
Grayson Pranin12 receipted excerpts条可追溯摘录
SCSC2026-05-07
ScanSource, Inc. · Q3 FY2026 call record电话会记录
“We are maintaining our full-year projections for both revenue and adjusted EBITDA, and for FY 2026 free cash flow, we are raising our expectations to at least $90 million.”
Steve Jones12 receipted excerpts条可追溯摘录
SARO2026-05-07
StandardAero · Q1 FY2026 call record电话会记录
“We continue to expect to eliminate $300 million-$400 million of low to no margin material pass-through revenue in 2026, with subsequent margin benefit and revenue impact now coming over the next three quarters, as implied in our updated guidance.”
Dan Satterfield12 receipted excerpts条可追溯摘录
SABR2026-05-07
Sabre · Q1 FY2026 call record电话会记录
“While we now expect slightly lower air distribution bookings and revenue growth for the year, we expect our 2026 gross margin to be toward the higher end of our previous guidance range of 56%-57% due to favorable mix trends.”
Mike Randolfi12 receipted excerpts条可追溯摘录
RYZ2026-05-07
Ryerson Holding Corp · Q1 FY2026 call record电话会记录
“Turning to current expectations, bookings have remained at healthy levels in recent weeks, and we expect the second quarter to fall in line with typical seasonal demand patterns, producing shipments 1%-3% higher relative to the first quarter on a same-store basis.”
James Claussen12 receipted excerpts条可追溯摘录
RYN2026-05-07
Rayonier · Q1 FY2026 call record电话会记录
“Based on our current transaction pipeline and sales closed quarter to date, we expect an adjusted EBITDA contribution in the second quarter of $25 million-$35 million.”
Wayne Wasechek12 receipted excerpts条可追溯摘录
RXT2026-05-07
Rackspace Technology Inc · Q1 FY2026 call record电话会记录
“The intent is ultimately with, you know, we've got our eye on 2028, the maturity, the debt stack that's gonna be due in the middle of 2028 and getting deleveraged through, you know, an increase in operating leverage, EBITDA, as well as additional cash flow.”
Mark Marino12 receipted excerpts条可追溯摘录
RXO2026-05-07
RXO, Inc. · Q1 FY2026 call record电话会记录
“Higher fuel prices were an approximately 20-30 basis point headwind to brokerage gross margin, while rising fuel prices lead to increased revenue without a meaningful corresponding increase in gross profit dollars as fuel costs are passed through over time.”
Jamie Harris12 receipted excerpts条可追溯摘录
RWAY2026-05-07
RUNWAY GROWTH FI · Q1 FY2026 call record电话会记录
“Our weighted average portfolio risk rating increased to 2.67 in the first quarter of 2026, compared to 2.45 in the fourth quarter of 2025.”
Tom Raterman12 receipted excerpts条可追溯摘录
RSG2026-05-07
Republic Services · Q1 FY2026 call record电话会记录
“We estimate severe weather negatively impacted volume performance by approximately $30 million during the quarter, which was reflected in our full-year revenue guidance provided in February.”
Brian DelGhiaccio12 receipted excerpts条可追溯摘录
RRX2026-05-07
Regal Rexnord · Q1 FY2026 call record电话会记录
“Starting with sales, as outlined in the table on the upper right corner of this slide, our guidance now assumes growth of roughly 4.5%, up 150 basis points versus our prior assumption, reflecting better than an expected performance with almost all of our markets improving from where we entered 2026, which we haven't seen for a number of years.”
Robert Rehard12 receipted excerpts条可追溯摘录
RPC2026-05-07
Ridgepost Capital Inc · Q1 FY2026 call record电话会记录
“From an earnings impact perspective, I would note that we anticipate approximately $2 million in annual tax savings as a result of the additional amortization from goodwill and intangibles from the $125 million in cash consideration, which Amanda will cover in greater detail shortly.”
Arjay Jensen12 receipted excerpts条可追溯摘录
ROCK2026-05-07
Gibraltar Industries, Inc. · Q1 FY2026 call record电话会记录
“General customer feedback remains consistent around affordability and interest rates, limited weather impact in 2025 helping create demand in 2026.”
Bill Bosway12 receipted excerpts条可追溯摘录
RNG2026-05-07
RingCentral, Inc. · Q1 FY2026 call record电话会记录
“Moving forward, we plan to continue to reduce SBC with a path toward our medium-term target of 3%-4% of revenue, and we're steadily building toward our goal of 20% GAAP operating margin in the next 3-4 years.”
Vlad Shmunis12 receipted excerpts条可追溯摘录
RMR2026-05-07
RMR Group Inc · Q2 FY2026 call record电话会记录
“Next quarter, we expect recurring service revenues to increase to approximately $44 million, driven by approximately $600,000 of revenue from the multifamily portfolio acquisition in Greenwich, Connecticut that Matt discussed, increased construction management fees, and enterprise value improvements at certain of our managed REITs.”
Matt Brown12 receipted excerpts条可追溯摘录
RKT2026-05-07
ROCKET COS INC-A · Q1 FY2026 call record电话会记录
“In Q1, we beat guidance, expanded EBITDA margins, and grew market share in both refinance and purchase.”
Brian Brown12 receipted excerpts条可追溯摘录
RKLB2026-05-07
RKLB · Q1 FY2026 call record电话会记录
“Looking ahead, we expect approximately 36% of our current backlog to convert into revenue within the next 12 months.”
Adam Spice12 receipted excerpts条可追溯摘录
RILY2026-05-07
BRC Group Holdings Inc · Q1 FY2026 call record电话会记录
“Our targets business, which comprises the consumer products segment had first quarter revenues of $44 million compared to $42 million in 2025.”
Scott Yessner12 receipted excerpts条可追溯摘录
RGLD2026-05-07
Royal Gold · Q1 FY2026 call record电话会记录
“We will continue to fund our 30% of project costs through this period, but we expect these to be relatively low and not significant compared to our expected cash flow.”
Martin Raffield12 receipted excerpts条可追溯摘录
REPX2026-05-07
Riley Exploration Permian Inc · Q1 FY2026 call record电话会记录
“Incorporating these updates and based on confidence with the assets and optionality inherent with the development program, we're raising full-year production volume guidance ranges by 5% to 22.5 Mbpd at the midpoint, corresponding with the 30% year-over-year growth that Bobby mentioned at the start.”
Philip Riley12 receipted excerpts条可追溯摘录
REAX2026-05-07
The Real Brokerage Inc · Q1 FY2026 call record电话会记录
“Gross profit grew faster than operating expenses, and adjusted EBITDA grew 2.5x faster than revenue.”
Tamir Poleg12 receipted excerpts条可追溯摘录
REAL2026-05-07
Therealreal Inc · Q1 FY2026 call record电话会记录
“In Q1, we achieved adjusted EBITDA of $13.1 million or 6.9% of total revenue and expanded our margins by 430 basis points, which showcases our ability to drive operating leverage.”
Ajay Gopal12 receipted excerpts条可追溯摘录
RDWR2026-05-07
RADWARE LTD · Q1 FY2026 call record电话会记录
“Operating income for the first quarter increased 4% year-over-year to $11 million, while operating margin declined by 90 basis points to 13.8%.”
Guy Avidan12 receipted excerpts条可追溯摘录
RDW2026-05-07
Redwire Corp · Q1 FY2026 call record电话会记录
“Having achieved first quarter revenue in line with our expectations, plus another quarter of acceleration in our contracts awarded, confidence provided by our record backlog of $498.1 million and a supportive macro environment, we are reaffirming our full year 2026 revenue forecast in the range of $450 million-$500 million, which represents 41.6% year-over-year growth at the midpoint.”
Chris Edmunds12 receipted excerpts条可追溯摘录
RDN2026-05-07
Radian Group, Inc. · Q1 FY2026 call record电话会记录
“In today's dynamic and ever-changing market, Inigo differentiates itself through a strong culture and disciplined underwriting, leveraging data and analytics to drive prudent risk selection, a strong track record of profitability, and value-driven growth.”
Rick Thornberry12 receipted excerpts条可追溯摘录
RCAT2026-05-07
Red Cat Holdings Inc · Q1 FY2026 call record电话会记录
“Operating expenses increased to $29.3 million, driven by investments in personnel and infrastructure to support the scaling and volumes required to achieve the significant revenue growth we expect in 2026 and beyond.”
Christian Morrison12 receipted excerpts条可追溯摘录
QSI2026-05-07
QSI · Q1 FY2026 call record电话会记录
“As we have discussed and guided for 2026, we expect revenue in the near term to reflect the anticipated launch of Proteus as some customers time purchasing decisions closer to the availability of our new platform.”
Jeff Keyes12 receipted excerpts条可追溯摘录
QNST2026-05-07
QuinStreet, Inc. · Q3 FY2026 call record电话会记录
“We expect adjusted EBITDA to be between $37 million and $43 million, also up sequentially to yet another new quarterly record, reflecting continued margin expansion and implying at least 67% growth year-over-year.”
Doug Valenti12 receipted excerpts条可追溯摘录
PZZA2026-05-07
Papa John's Pizza · Q1 FY2026 call record电话会记录
“Consistent with the prior expectations, we expect that this transaction will reduce 2026 consolidated revenues by approximately $9 million, including the impact of eliminations and benefit adjusted EBITDA by approximately $1 million, all of which is factored into our 2026 financial guidance.”
Ravi Thanawala12 receipted excerpts条可追溯摘录
PVLA2026-05-07
Palvella Therapeutics Inc · Q1 FY2026 call record电话会记录
“With a strong capital base now in place, we are targeting a field sales force between 30-40 reps, revised from our original plan of 20-40 reps, with plans to have that field team in place prior to the PDUFA date, this consistent with industry best practices for rare disease launches.”
Wes Kaupinen12 receipted excerpts条可追溯摘录
PURR2026-05-07
PURR · Q3 FY2026 call record电话会记录
“Our current yield strategies generated staking revenue of $2.6 million for the quarter, and we also earned around $1 million of interest income on our cash and cash equivalents.”
Brett Beldner12 receipted excerpts条可追溯摘录
PUBM2026-05-07
PubMatic Inc · Q1 FY2026 call record电话会记录
“Regionally, our APAC and EMEA businesses grew rapidly with a year-over-year revenue growth of 25% and 10% respectively, offsetting a 12% decline in the Americas, which was primarily due to the spend declines we anticipated from the legacy DSP buyer.”
Steve Pantelick12 receipted excerpts条可追溯摘录
PTON2026-05-07
Peloton Interactive, Inc. · Q3 FY2026 call record电话会记录
“Our full year fiscal 2026 total revenue outlook of $2.42 billion-$2.44 billion reflects an increase of $10 million at the midpoint compared to prior guidance and 2% revenue decrease year-over-year at the midpoint.”
Saqib Baig12 receipted excerpts条可追溯摘录
PTCT2026-05-07
PTC Therapeutics, Inc. · Q1 FY2026 call record电话会记录
“With this revenue performance, we are raising our 2026 full-year product revenue guidance to $750 million-$850 million, with expected total revenue of $1.08 billion-$1.18 billion.”
Matthew Klein12 receipted excerpts条可追溯摘录
PSQH2026-05-07
PSQH · Q1 FY2026 call record电话会记录
“The revenue mix for the quarter was payment processing revenue, including payments and PSQ Impact of $3.7 million, loan and lease contracts sold net of $2.1 million, lease merchandise revenue of $900,000, interest income on loans of $800,000, and direct revenue of $700,000.”
Krista Wenzel12 receipted excerpts条可追溯摘录
PSNY2026-05-07
PSNY · Q1 FY2026 call record电话会记录
“Despite this continued development in the right direction, alongside volume growth and continued product cost reduction, gross margin was -3.2% and adjusted gross margin was -3.3%.”
Jean-François Mady12 receipted excerpts条可追溯摘录
PSNL2026-05-07
Personalis Inc · Q1 FY2026 call record电话会记录
“Our full-year revenue guidance of $78 million-$80 million reflects a healthy growth rate of 26% at the midpoint when comparing with the 2025 full-year revenue of $69.6 million and excluding $6.9 million for the non-strategic enterprise amounts and the one-time license fee.”
Aaron Tachibana12 receipted excerpts条可追溯摘录
PRVA2026-05-07
Privia Health Group, Inc. · Q1 FY2026 call record电话会记录
“Our ongoing business momentum is expected to drive EBITDA growth of approximately 20% at the midpoint of the guidance while converting approximately 80% of EBITDA to free cash flow.”
Parth Mehrotra12 receipted excerpts条可追溯摘录
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Read it correctly如何正确阅读
A record of what was said — not a market call.这是对已说内容的记录，而非市场判断。
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。