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 4705–4800 of 5581.显示第 4705–4800 条，共 5581 条。
“There's a second answer to the what's next question, and that involves moving to the next stage of growth, the 2030 target of an incremental $1 billion in top-line sales, a gross margin rate approaching 40%, and total EBITDA north of $1 billion.”
“Turning to our outlook for the Q2 of 2026, we are providing an estimate of adjusted earnings in the range of $0.92 to $1.02 per diluted share as compared to adjusted earnings of $1.01 in the prior year period.”
“While we plan to remain selective in pursuing Citizens assumptions this year, we expect to continue to grow our gross written premiums in 2026 year-over-year as a result of higher policy retentions, higher voluntary sales, and the launch of new states.”
“Gross profit increased 3% and gross margin improved by 90 basis points to 33.9%, driven by effective price realization and continued progress with our commercial initiatives, including strong growth in private label products and with small customers.”
“Given our current backlog and design win pipeline, we expect sequential growth across our product portfolio in 2026 as we capitalize on our investment, gain share in existing market, and benefit from our diversification strategy, starting with another strong sequential quarter of growth of 15%-20% in June.”
“EBIT margin pressure is expected to be approximately 75 basis points due to fixed cost deleverage from lower comp sales, annualizing our loyalty points investment, and the impact of higher fuel costs.”
“Importantly, we saw continued improvement in operating leverage with the efficiency ratio improving to 59.5% and the adjusted efficiency ratio at 55.3%, reflecting disciplined expense control alongside core revenue growth.”
“Given the solid start of the year, we are increasing our full year outlook for all key metrics, including site leasing revenue, Tower Cash Flow, Adjusted EBITDA, AFFO, and AFFO per share as compared to our initial 2026 guidance.”
“Aspire's gross margins were 73 basis points in the first quarter, impacted by spread widening in the pipeline at quarter end that has since largely reversed.”
“Class 4 through 7 truck sales saw the worst demand since 2015, but our results were more about timing than demand.”
“Class 4 through 7 truck sales saw the worst demand since 2015, but our results were more about timing than demand.”
“For the full year 2026, we expect to spend between $375 million and $425 million, which includes $275 million-$300 million in investment capital as well as $100 million-$125 million in maintenance capital.”
“That's how we're approaching it and how that growth in deploying capital into a high margin business is gonna continue to impact, you know, returns going forward.”
“We expect this partnership to provide several important strategic benefits over time as it scales, including optimization of risk-adjusted yields, expanded relationships with existing customers and a broader addressable market, greater product and operational uniformity across states, faster entry into new markets, additional fee income opportunities, and increased wallet share over time from the introduction of new products.”
“Revenues were $527 million, and adjusted pre-tax income was $47 million, or an 8.9% pre-tax margin.”
“Looking ahead to the second quarter, we expect to achieve sequential unit demand growth for EYLEA HD that is consistent with the 10% sequential demand growth in the first quarter.”
“Regarding free cash flow, we expect to improve our free cash flow conversion as a percentage of adjusted EBITDA from approximately 26% based on our 2026 guidance to 35% by 2028, primarily due to lower interest payments on decreasing debt balances and lower restructuring payments.”
“Our revenue growth was driven by subscription-based revenues, which grew 17% year-over-year and 5% sequentially, resulting largely from the delivery of new customer go-lives and expansion with existing customers.”
“As the market stabilize, we don't need to carry that much cash, which is what we showed at the end of the quarter and still do, but we can draw down that cash, get debt down to about $19 billion at the end of this year, and then down to our target $17 billion next year, all while still returning 50% of our operating cash flow back through dividends and buybacks.”
“Our leading indicators, including our $54 billion pipeline, strong win rates of 60%, total backlog of $9.3 billion of which 71% is funded, and our $11 billion of contract wins not yet booked give us confidence that we will continue to remain an industry growth leader, excluding the impact of our confidential contract in both segments.”
“Progressive Leasing's SG&A for the quarter was $81.3 million, or 13.6% of revenue, compared to 12.6% in Q1 of 2025, and was flat in total SG&A dollars spent even as we invest selectively in areas that support long-term growth, including technology modernization, customer experience, and AI initiatives.”
“We continue to expect full year 2026 total revenue to be in the range of approximately $390 million-$410 million, representing growth of approximately 27%-33% compared to 2025.”
“For the second quarter of 2026, we expect strong growth in Aerospace, Architectural Coatings Latin America, Protective and Marine Coatings, Automotive OEM Coatings, and Packaging Coatings, while demand in Architectural Coatings Europe, Automotive Refinish Coatings, and in global industrial end-use markets will remain below prior year.”
“Turning to our outlook, we expect second quarter revenue between $103 million and $106 million, compared with revenue of $97.9 million in second quarter 2025, a year-over-year increase of 7% at the midpoint.”
“For the full year, we still expect capital investments of $65 million-$75 million, which represents a much more normalized run rate and an important tailwind for higher discretionary free cash flow and greater flexibility for debt reduction and share repurchases.”
“As mentioned since 2024, we expected our net interest margin to increase, and it has.”
“Same-store service and parts revenue increased 7% as our strategies to increase customer pay drove a 10% increase, which was more than offset the 3% decline in warranty.”
“Our gross margin reached 33.4%, which represents an improvement of 188 basis points as compared to last year, while our adjusted EBITDA reached positive $5 million, which represents 2.2% of our net sales and an improvement of $8.7 million versus last year.”
“As outlined in our earnings release, based on our Q1 performance and favorable momentum, we currently expect to deliver 10% growth in total revenues and Adjusted EBITDA for the Q2 at the midpoint of our guidance ranges, excluding the results of exited and reorganized operations.”
“So can you just talk about like what specific drivers, maybe volume, mix or margins that gives you the most confidence in achieving this guidance and where you could see some risk to -- the greatest risk or greatest upside?”
“Americas segment operating profit was $142 million, essentially flat year-over-year, benefiting from higher net price while lower sales volume and higher operating costs were headwinds.”
“Our 2026 adjusted FFO guidance does not include any additional investments, asset sales, or capital market transactions other than what I just mentioned or what was included in the earnings release.”
“We expect to achieve our consolidated earnings guidance of $2.43 per share with a range of $2.38-$2.48, assuming normal weather for the balance of the year.”
“Fuel was down 10% between those two periods, so you had revenue impact on the downside of fuel, but profitability was consistent between those two periods.”
“Enterprise gross margin reached another record in the quarter at 52.7%, up 640 basis points year-over-year, driven again by strong demand for our ProAV Managed Switches, an improved regional mix, and aided by the aforementioned license acquisition.”
“Net interest margin increased six basis points to 2.75% compared to 2.69% in the prior quarter.”
“In terms of our overall differentials, you know, I think Chad talked a little bit about this in guidance, I would tell you that we're seeing likely significantly better than expected oil differentials, which is really the biggest driver to our revenue, giving us about 80% of our revenue.”
“Turning to the second quarter, our EBITDA guidance assume a $6 million-$8 million impact, considering that the inefficiencies in the Middle East will persist through the quarter across our segments, but primarily within international drilling.”
“We financed loan originations grew 65% year-over-year, marking our 10th consecutive quarter of growth, driven by continued strength in demand generation and our ability to capture that demand.”
“With the strong start to the year, we also remain committed to making progress toward our midterm EBITDA margin target of 23% while generating strong cash flow over the balance of 2026.”
“Nearly 90% of the Fortune 500 now have active agents built with our low-code, no-code tools, and we are seeing fast growth of our Copilot credit consumptive offer, up nearly 2x quarter-over-quarter as customers increasingly extend Copilot with custom agents tailored to their workflows.”
“Excluding any impact from the new subcontractor agreement that Sanjeev mentioned, we expect Q2 total revenue to be in the range of $15.5 million-$16.5 million.”
“Industrial segment revenues for the quarter were $883 million, a 6% increase versus Q1 2025, including 4% organic growth, driven by increases in sales in precast concrete products, partially offset by lower revenues from sales of car hauling equipment due to softening demand within the auto industry.”
“We maintain our prior expectations of approximately 25% full-year revenue growth for Paragon, and we continue to expect low 20s EBITDA margins.”
“Of the 4% growth in Mobile Modular, can you just talk about kind of price versus volume and your outlook for growth, you know, for the next several quarters?”
“Combined, these brands represent approximately 1% of segment net sales and we expect when annualized, will represent an estimated 20 basis points of improvement to the segment's gross margin profile.”
“While we will continue with targeted capital spending, we believe our operating expenses are appropriately sized and scaled to match our growth profile, and our margins are sustainable.”
“First quarter operating income was $22.9 billion, representing a 41% operating margin.”
“As Joe mentioned, the 60% year-over-year decline in our wound net sales, which was a 24% decline on a volume basis, was pressured by significant disruption, confusion, and chaos in the marketplace, particularly among private office and associated care settings that previously were reimbursed by Medicare for skin substitutes under an ASP plus 6% methodology.”
“As previously communicated, we currently anticipate our full year 2026 non-compensation expenses to grow a similar rate to 2025 through our ongoing investments in technology, including AI, increased deal-related travel expenses, and growth in headcount.”
“For Q2, we expect the health vertical to be approximately 1% of total revenue, as we made a strategic decision to limit Under-65 Health open marketplace participation to carriers only, simplifying our operations.”
“Adjusted gross margin declined 460 basis points to 45.1%, primarily due to the gross cost impact of tariffs that we previously mentioned as part of our guidance, as well as unfavorable foreign exchange and inflation.”
“We are maintaining both our 2026 adjusted company FFO guidance range of $3.22-$3.37 per common share and 2026 same-store NOI growth guidance range of 1.5%-2.5%.”
“Through the performance we have seen and improved visibility through the remainder of the year, we have the confidence to raise our full year 2026 earnings guidance, increasing our adjusted diluted earnings per share to a midpoint of $1.17.”
“Gross profit increased 159% to $100 million, while adjusted gross profit increased 119% to $101 million for a gross margin and an adjusted gross margin both of 39%.”
“Looking at the segment revenue guidance, HCS is now expected to grow 4% compared to the previous guidance of 2%, and BCS is now expected to grow approximately 16%.”
“Growth was consistent across key categories with customer pay gross profit up 6.5% and warranty gross profit up 5%.”
“This guidance fully incorporates the incremental $100 million of stock we have repurchased since our last earnings call and further contemplates $170 million of 1031 acquisitions scheduled to close in the second quarter.”
“Gross profit increased 0.7% to reach MXN 19 billion, resulting in a gross margin expansion of 100 basis points to 48.6%.This margin expansion reflects unfavorable mix effects post-excise tax increase in Mexico, more than compensated by lower raw material costs such as sugar and PET, coupled with the appreciation of the Mexican peso as applied to our US dollar-denominated raw material costs.”
“Gross margin was 62.2%, 45 basis points above the midpoint of guidance, driven by better-than-modeled service business mix and manufacturing scale due to higher business volume.”
“Gross profit increased by 17x sequentially and four-fold year-over-year, while gross margins expanded by 8 percentage points sequentially and 10.8 percentage points year-over-year.”
“In 2026, we expect this pipeline to contribute approximately 90-100 basis points of Same-Property NOI growth.”
“Adjusted EBITDA margin finished at 26.7%, which was down year-over-year, largely driven by the flow-through on organic volume declines, the dilutive impact of tariffs, and continued commercial investments for growth.”
“I think the revenue guidance that Beth shared, of $100 million-$110 million, is consistent with that expectation, we'll see it steadily grow over time with that focus being on the highest risk patient population.”
“For the second quarter of 2026, we expect 3%-4% organic growth, adjusted EBITDA margin in the 26.5%-27% range, and adjusted EPS of $2.07-$2.12.”
“The revenue increase was partially offset by higher water production expenses of $0.20, attributable to $0.10 of higher water supply costs due to increases in average per unit cost for purchased water and groundwater extraction, $0.09 from increases in water production balancing and memorandum accounts primarily related to the full cost balancing account in California, and $0.08 from higher customer usage.”
“Against this backdrop, we delivered 2.2% organic revenue growth in the quarter, 2.4% from price and a decline of 0.2% in volume mix.”
“Based on our current expectations of NOI growth and assuming $200 million of non-core asset sales, we expect to end the year with debt-to-EBITDA in the low to mid sixes, with additional reductions likely in future periods as NOI grows.”
“This outlook includes modest working capital improvement, net interest expense of approximately $45 million, a normalized effective tax rate of around 24%, an increased CapEx of approximately $40 million as we continue to invest in upgrading our operational capabilities.”
“As a reminder, we expect Auto OEM revenue to decrease in 2026 as the BMW program has reached peak volumes and as certain legacy programs approach end of life.”
“For the full year, significantly higher data center revenue is expected to be the main contributor to our C&I segment organic growth, while the net effect of foreign currency, the Allmand and Enercon acquisitions, and two small divestitures that closed in the first quarter of 2026 are anticipated to have an approximate 5% favorable impact versus prior year.”
“As a result of our first quarter outperformance, we are raising our full year 2026 net sales guidance to $620 million-$635 million, compared to $600 million-$620 million previously.”
“This segment improved sequentially, and based on what we see in the pipeline and our booking strength in Q2, we expect that CGI Federal will return to positive organic growth in Q3.”
“EBIT margin increased by 120 basis points year-over-year, driven by volume and contract settlements, partially offset by tariffs.”
“We may have another $5 million-$10 million of safety, and then the remainder is organic growth opportunities, heavily focused on the resin-based sector and particularly in our small plastics area, which is our small polymers, which is obviously showing the growth that we expected when we did our acquisitions.”
“Operating earnings of $493 million are up $61 million, driven in part by the increased revenue, but most importantly, by a 70 basis point improvement in operating margin.”
“Revenue was $105.5 million, down 1.6% year-over-year, reflecting continued growth in high-value work, offset by headwinds in low-value transactional activity on the marketplace alongside a continued growth of service revenue.”
“On an underlying basis, excluding the impact of acquired backlog and third-party Labrie refuse orders received in Q1 last year, our orders this quarter increased by $70 million or 13% year-over-year, with healthy demand across both our Environmental Solutions and Safety and Security Systems Group.”
“This increase in non-GAAP gross margins was driven primarily by improvement in the probe card segment, which were up 603 basis points to 50.5%, partially offset by the decrease in our systems segment, which declined 350 basis points to 38% on seasonally softer demand and as we transition to production of our TRITON system for Co-Packaged Optics applications, as Mike described.”
“We are reaffirming this year's capital investment plan of $6 billion and our Core Earnings guidance range of $2.62 a share to $2.82 a share, with most of the remaining earnings growth compared to 2025 materializing in the second half of the year.”
“This quarter's net interest margin, or NIM, of 3.92% is in line with our previous guidance.”
“Our global revenue grew by over 6% despite a nearly 4% decline in volume, which was expected as we exited low-margin products like Escape in North America and Focus in Europe.”
“The growth in revenue is being driven by larger deals over $1 million, higher overall volumes of deals and improved ASPs due in part to selective price increases.”
“For full year 2026, we are increasing our revenue guidance to a range of $2.3 billion-$2.33 billion, representing 10%-12% constant currency organic growth.”
“Commissions and related revenue was $63 million, up 14% year-over-year, driven primarily by higher trading volumes.”
“We currently expect full year take rate to be roughly equal to that of the first half of the year, and our full year Adjusted EBITDA margin outlook of 28%-30% remains unchanged.”
“You know, if you're not gonna collect the revenue or how and when will you collect the revenues relative to the construction and equipment payments, and how and when will the $2 billion or $7 billion be returned to customers?”
“Our consolidated gross margin of 59.4% was impacted by incremental tariffs, delivering out orders with increased promotional activity and higher clearance sales, partially offset by a change in sales mix, lower inbound freight, reduced headcount, and a higher average ticket.”
“We expect second quarter adjusted EBITDA in the range of $155 million-$170 million, with demand conditions sequentially similar to the first quarter, and taking into consideration some risk from raw material and logistics inflation that we may not recapture immediately despite ongoing sourcing and pricing actions.”
“On the expense side of the house, pressure from Northeast snow removal costs and utilities were offset by a very low 20 basis point growth in payroll.”
“Starting with Serve Better, we delivered annualized growth bookings of $378 million in Q1, up 9% year-over-year, with approximately $140 million of pre-selling activity on top of that.”
“Going to grids, we recorded a decrease of 18%, mainly due to the positive impact of issuance provision on 2025 and the impact of the higher O&M expenses associated with the anticipation of the 2026 winter plant activities, partially offset by a higher contribution from complementary distribution activities, mainly related to the new customer connections.”
“As we anticipated when we exited 2025, operating margin of this segment decreased due to a shift in mix that included a greater percentage of revenues from projects where we're acting as either a construction manager or prime contractor, and which inherently carry lower-than-average gross profit margins due to reduced markups on materials, equipment, and subcontractor costs.”
“immigration policy, combined with the 1% remittance excise tax and our targeted investments in new customer acquisition, resulted in accelerated digital transaction growth of 35%, new customer growth of 42%, and digital revenue growth of 42% year-over-year.”
“We expect non-GAAP operating income growth between 6% and 10% year-over-year in Q2, implying non-GAAP operating margin between 27.6% and 28.1%.”
“These experience improvements, coupled with our everyday value leadership, represented by a per person average guest check that is $3-$4 below competition, are supporting a powerful flywheel of traffic sales growth, margin expansion, and reinvestment into our business.”
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