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 4801–4896 of 5581.显示第 4801–4896 条，共 5581 条。
“Total production volume at our two polysilicon facilities was 43,402 metric tons for the quarter, exceeding our guidance range of 35,000 metric tons-40,000 metric tons.”
“Despite approximately $10 million in headwinds from Winter Storm Fern, we outperformed expectations in our growth trajectory, and were able to achieve our best first quarter results to date.”
“In 2026, on a pro forma basis, with a continued growth in third-party cash flow, we expect DKL third-party EBITDA to exceed 80%.”
“You can see the financial targets that we've laid out and we remain committed to top line of $10 billion, which is 33% above our guide here -- the midpoint of our '26 guide, margins in the mid-double-digit 14% to 15% range, which is a 400 basis point improvement over the midpoint of this year's guide and then 6% free cash flow margins.”
“Non-GAAP wholesale GPU decreased by $83, primarily driven by increased wholesale vehicle volume and gross profit per unit that was more than offset by lower wholesale marketplace gross profit and growth in retail units that outpaced wholesale gross profit.”
“In Q1, we delivered revenue growth in the upper half of our guidance range, 10 basis points of year-over-year adjusted margin expansion and adjusted diluted EPS growth of 14%.”
“Our medical end market delivered strong performance in the first quarter with sales of $25 million, up 28% versus the prior year period, reflecting a sustained growth momentum across our medical portfolio, particularly in therapeutic applications where we see robust demand.”
“Key assumptions reflected in our guidance include increased investment volume, including structured investments of $175 million-$250 million, same property NOI growth for shopping centers of 3.5%-4.5%, and general and administrative expenses of $19.7 million-$20.2 million.”
“Based on our current outlook for 2026, we are now targeting Adjusted EBITDA, excluding the non-cash impact of metal price lag, in the range of $900 million-$940 million, and free cash flow in excess of $275 million.”
“In the third quarter of fiscal year 2026, we delivered strong top-line growth, with total sales excluding raw material surcharge up 10% year-over-year and up 11% sequentially, reflecting higher volumes and continued pricing strength.”
“We expect our expenses to increase over the year, but our full year expense growth is still expected to be modest at 2.5%-3.5% from 2025 normalized.”
“While uncertainty remains in this area around production levels in automotive sales, we expect another year of outperformance and growth in automotive, driven by our wins in 2025 and new opportunities that'll come online later this year.”
“We expect 2026 growth margins to improve from 2025 levels as we benefit from the branded pricing taken in 2025, the removal of tariffs, and favorable ocean freight rates, partially offset by impacts from the inflation and fuel surcharges Martin referenced previously.”
“Excluding severance expenses and other charges, operating income increased 33.4% to $23.3 million year-over-year, demonstrating strong operating leverage as we continue to balance expense discipline with targeted investment in areas of our business that will drive future growth.”
“Fortunately, the lower revenue also comes with lower costs, our EPS guidance of $0.45-$0.50 impact for the full-year is still consistent with our January expectations.”
“With that context, we are maintaining our directional guidance of flattish volumes with earnings slightly exceeding volume growth for 2026.”
“For Q2, we anticipate cost of sales to step up sequentially to about 30% of sales as the protein mix benefit and modest pricing leverage will be more than offset by higher costs across several items, most notably avocados, dairy, and beef.”
“Due entirely to the wind down of the businesses we are disposing, we expect revenue to decline by about $100 million at the midpoint of the range to $2.36 billion, and that our organic recurring revenue mix, which excludes the impact of the disposals, will improve to between 88%-90%.”
“As the team helped customers comply with changing customs regulations and continued to implement the same revenue management disciplines that have been deployed in NAST, the team expanded gross margins in Q1 by 60 basis points year-over-year.”
“You know, when you have 90,000 products flowing through your distribution center for, you know, centers for a company our size and our customer base that demands quality and diversity of product, sourced from all around the world, you become very good at managing through, you know, dairy is deflationary year-over-year, but sequentially, the prices in dairy and eggs and other dairy products have been within a range that's very manageable, that you can provide your customer with high-quality products at a good value and still manage the gross profit dollars to what we need to meet our targets.”
“Free cash flow guidance is unchanged and expected to be in a range of $270 million-$290 million, representing a 60% conversion at the midpoint of our adjusted EBITDA outlook.”
“Going forward, again, we expect that, you know, given where new production is, which is right around 6%, and given where the back book is, which is right around 5.68%, that should give you know, 30+ basis points to work with there as we continue to reprice the book.”
“TSA volumes grew 1.6% in the quarter, while we reduced fleet by 0.6%, a deliberate decision to better align supply with demand.”
“We are estimating G&A to be about 6.5% of sales, partially driven by our sales growth outlook impacted by the timing of restaurant openings and closures, as well as periodic true-ups related to stock-based compensation.”
“Our total discussion pipeline, in addition to the $1.7 million sq ft in negotiation, is another $1.4 million sq ft, and we continue to anticipate a minimum of $4 million sq ft of leasing in 2026, consistent with what we put forth in our 2026 guidance.”
“Our Q1 debt-to-equity ratio decreased to 3.7x from 3.9x in Q4 and remains squarely within our target range.”
“As a reminder, from 2026 through 2030, we are targeting double-digit annual EPS growth driven by the following: Organic total revenue growth of 4%-6% annually with potential upside based on viral events-new product launches such as our Agents for Good catalog.”
“More importantly, what we're proving quarter-by-quarter is that we can convert that growth into high-quality earnings, with 59% adjusted EBITDA growth and 16.1% adjusted EBITDA margin in Q1, thanks to enduring structural changes.”
“Coupled with strong operating performance and a visible pipeline of organic growth projects, these factors position us well to deliver 10%-plus per unit FFO growth in 2026.”
“As I mentioned earlier, we expect roughly $600 million of contract manufacturing revenue this year to be phased as roughly 2/3 coming in the first half of the year.”
“It reflects the work we've put in over the past several years, which gives us the confidence to raise our full year revenue outlook to 9%-10%, with operating income and earnings growing faster than revenue, both sequentially and year-over-year throughout the remainder of the year.”
“This remarkable performance was partially attributed to higher pricing associated with the integration of our full-service distributor, Shibo, we acquired in December 2025, and to our impressive volume growth in the quarter, which stood at 52%.”
“Taking into account Q1 results, the current margin and macro environment and forward curves, we now expect full year 2026 adjusted EPS in the range of $9.00-$9.50, which is up from our previous range of $7.50-$8.00.”
“For the third quarter, we reported adjusted operating income of $221 million and the total Avnet adjusted operating margin was 3.1%, an increase of nearly 40 basis points from last quarter.”
“We estimate that foreign exchange had a positive 0.6 percentage point impact to our gross margin sequentially and a negative 1.2 percentage point impact annually.”
“Adjusted EBITDA margin was 11.9%, reflecting softer pricing and higher manufacturing-related costs, including approximately $2 million from weather-related disruptions, a discrete bad debt reserve related to a Middle East energy customer as well as productivity challenges associated with the Hopewell scale-up, notably regarding the HEC scale-up.”
“Interest income from commercial mortgage loans increased modestly to $150 million from $144 million due primarily to loan portfolio growth of about $1.2 billion on amortized cost basis compared to March 31, 2025, outweighing the impact of lower average index rates.”
“Turning to our outlook and assuming current market conditions as well as constant exchange rates, for the second quarter, we expect sales in the range of $8.1 billion to $8.2 billion and adjusted diluted EPS in the range of $1.14 to $1.16.”
“The Mid-Cap Growth strategy, which is another large strategy on that team, has seen a very meaningful performance turnaround that began in late '24 really, started accelerating into '25 and we're continuing to see it in 2016 that we think will continue to help bolster that.”
“We estimate the year-over-year impact of changes in foreign exchange rates based on current rates, which we expect to be a headwind of approximately 10 basis points in the quarter.”
“We expect 2026 GAAP operating margin to be slightly below 18% and an approximately 400 basis point improvement over 2025, and non-GAAP operating margin to be approximately 23.7%, a 100 basis point improvement year-over-year, consistent with our previous guidance.”
“Finally, we will continue to diversify our pipeline, leveraging both internal capabilities and external innovation as we continue to execute our 2026 priorities with a disciplined approach to long-term growth.”
“Given our strong results in the first quarter, including the repurchase of $745 million of our outstanding shares, we are increasing our full-year adjusted EPS guidance to $14.50 per share, not including any additional gains on sale.”
“Following the strong revenue performance in Q3, we are increasing our full year revenue growth guidance to 6% to 7% and raising our PO revenue, excluding zero-margin pass-throughs, growth outlook to 4% to 5%.”
“The adjusted operating margin ratio was 40.8% of sales, which includes a 5% unfavorable impact from acquired IPR&D expense.”
“Meanwhile, of our 14 noncomparable leases in Q1, which are now separately disclosed in our supplemental, 12 were new tenants, 9 of which were in our spec suite program, underscoring the role that program is playing in converting demand into executed leases.”
“While our commercial changes are progressing as planned, given that it is still early in the year, we are maintaining our full year 2026 organic constant currency revenue growth guidance of 1%-3%, with growth roughly consistent throughout the remainder of 2026.”
“EBITDA margin was below expectations but increased 10 basis points year-over-year, driven by productivity and price, mostly offset by inflation, volume, and mix.”
“On profit, we anticipate headline operating profit margin for the full year to be in the range 12%-13% and expect H1 margins to be down, reflecting the impact of net sales performance and investment in our growth drivers.”
“Logistics adjusted operating margin was -0.4%, a 70 basis points decrease driven by lower volumes and gross margin pressure, which we expect to improve going forward as we adjust sell side rates.”
“That was the headwind that we were talking about, but it was still baking in that $50 million-$75 million, and we feel very good with that guidance for the year on the free cash flow side, and still assuming to be within that base case scenario of conversions for the year.”
“Turning now to our guidance for the second quarter of 2026, we expect an ASM growth in the range of 0%-2% year-over-year, TRASM of around $0.095, CASM ex-fuel of approximately $0.068, and an EBITDA margin of around 13%.”
“Service revenue grew 13% year-over-year versus the 8% growth in Q1 constant USD payments volume, primarily due to pricing and card benefits.”
“For the year, we expect to generate consolidated revenue of approximately $89.7 billion and a consolidated operating margin of approximately 9.6%.”
“We estimate that the winter weather impacted first quarter behavioral health volume growth by approximately 40 basis points-50 basis points.”
“Operating cash flow was negative $33.3 million this quarter compared to positive $8.1 million last quarter, driven primarily by higher working capital as we build inventory to meet near-term demand and support future growth.”
“The increase to the high end of our guidance, $154 million of revenue, $39 million of adjusted EBITDA, and $0.04 of adjusted diluted earnings per share, primarily reflects the addition of TU de México.”
“In Q1, that translated to a really strong postpaid ARPA growth of 3.9%, a powerful proof point that our unique and durable value prop is resonating as we deepen relationships with customers.”
“Our guidance also includes continued expectations for net sales growth of approximately 3%-5% to approximately $84 billion-$85 billion, driven by inflation of approximately 2%, volume growth, and contributions from M&A from earlier in the year.”
“At the midpoint, within North America, we now expect full-year same property NOI growth of approximately 4.7%, with manufactured housing increasing to 6.2% up from prior guidance, while RV remains unchanged at 0.9% growth.”
“We expect free cash flow generation to improve further through the remaining quarter in calendar 2026, supported by sustained demand trends, operational efficiencies, and capital discipline.”
“Segment operating margin was 28.1%, a year-over-year increase of 260 basis points from 25.5% as we gained operating leverage from strong volume growth.”
“We expect to drive significant operating leverage on this revenue growth with adjusted EBITDA growth of 34%-37% on a constant currency basis, which at current FX rates is expected to be EUR 390 million to EUR 400 million reported, with approximately 200 basis points-225 basis points of margin expansion in 2026.”
“Other operating income, the operating income of EUR 750 million was EUR 55 million above our guidance of EUR 660 million, delivering an operating margin of 15.8%.”
“Given the external environment, particularly the impact of the Iran conflict and the energy disruption on both the demand and supply side, we currently expect to deliver organic constant currency revenue growth in the range of 4.5%-6%, 1 percentage point lower than the previous guidance.”
“What are you hearing, last thing from me really, what are you hearing from your customers, maybe in West Texas and kind of throughout your footprint around the price of oil and kind of the macro impacts from the Iranian conflict and kind of if the price of oil extends here around $100 for a longer period of time, would that have a, you know, kind of pronounced impact on those markets and potentially the loan growth targets?”
“We're reaffirming the guidance we provided on March 24th, balancing our current view of demand and the macroeconomic challenges stemming from the conflict in the Middle East.”
“We're providing initial third quarter guidance of $80 million-$95 million, which reflects shifting power from temporary to permanent at the State Line JV project and deliveries of new equipment in the second half of 2026 that are contracted and will begin earning revenue January 1st, 2027.”
“Polymers delivered an 8% increase in adjusted EBITDA, driven by 5% volume growth in North America and global margin improvement, which was partially offset by continued softness in Europe.”
“Positive comp trends have continued through April, and this gives us the confidence to take up our fiscal 2026 guidance for global comp growth to 5% or better and earnings per share to $2.25-2.45.”
“Turning to profitability guidance, we now expect adjusted EBITDA to be in the range of $230 million-$250 million, representing year-over-year growth of 50%-63%.”
“Sales, gross margin, adjusted EPS, and adjusted EBITDA all met or exceeded the midpoint of our guidance for the first quarter.”
“Despite this, segment margins remained over 20%, We expect them to improve in the 2nd and 3rd quarter of this year as we continue to focus on disciplined cost management, efficient scheduling, and as we realize the benefits of increased scale.”
“We have it, you know, while the headline risk is dramatic, if you go back to 2021 when interest rates were zero, you think about companies that were lent money at 20x revenue, not EBITDA, revenue, now you have AI kind of, you know, taking a center stage, I think it's gonna take time to play out.”
“Sales in the first quarter were near the midpoint of our guidance, with stronger than expected demand in India, particularly with Bharti Airtel, who was a 10% plus customer in the quarter.”
“We are expecting adjusted operating income margin of about 27.4% in the first quarter of 2026, supported by ongoing efficiency gains as we absorb the impact of tariffs and currency movements, while also investing into the future of the Parse single-cell analysis business.”
“Insurance Services revenue was $75 million, growth of 50% over the prior year and exceeding expectations driven by higher fee-based revenue with higher RWP volume and new customer additions.”
“Sales increased 3%, adjusted operating income increased 7%, ROS expanded by 100 basis points to 25.0%, our 16th consecutive quarter of margin expansion, and adjusted EPS rose double digits to $1.22.”
“In contrast to pressures in the primary market, the secondaries market is positioned for another year of robust growth as rising demand from GPs and LPs for liquidity solutions is being matched by growing secondary investor appetite.”
“Specifically, for the second quarter, we expect sales to grow year-over-year in the range of 5%-7%, driven by utility and our plan to ship in line with retail.”
“We see margin being favorable, and we see that our build percentage at 31.8% in the first quarter is good for our performance and good for our customers to be able to get trucks for us.”
“We let just over 40% of the incremental revenue flow through to our adjusted EBITDA guidance and update our annual range to become $170 million-$174 million or a 23.4% margin at the midpoints.”
“Looking forward to the outlook for our second quarter of 2026, we expect total revenue to be between $127 million-$132 million, with revenue of services from $72 million-$76 million, with the range reflecting several assumptions around testing volumes and reimbursement pricing.”
“Regarding a question on organic growth and Investor Day and the 4% reference, certainly, as I said in my prepared remarks, you know, we're on track to achieve our operating plans and targets, and that would include the organic growth reference as well.”
“Aeronautical revenues increased 4.3% relative to 1Q 2025, mainly due to the increase in domestic passenger traffic despite a 10.5% decrease in international passenger revenues as a result of appreciation of the Mexican peso.”
“While we are not embedding additional transactions in our 2026 guidance, we believe the platform represents a credible source of incremental earnings optionality, potentially in the range of $0.10-$0.20 of Core FFO over the next 12 months under favorable conditions, balanced against our risk-adjusted return discipline and capital availability.”
“Given the commentary you made, and the idiosyncratic growth drivers you're seeing relative to 2026 and 2027, just wanted to clarify that you still on track to sort of deliver to your analyst day targets from 2024 out into 2027, and maybe you can confirm both the revenue and gross margin side of that.”
“On slide eight, we show net interest margin increased 1 basis point to 370 basis points in the first quarter of 2026, with purchase accounting accretions net impact equating to 7 basis points.”
“As we look further into 2026, we continue to expect that Nucor's earnings and cash flow will trend significantly higher than 2025 as we benefit from strong non-residential construction and infrastructure demand and begin to see returns from the investments we've been making these past few years.”
“Aftermarket sales and services, which accounted for the remaining 37% of Energy Equipment revenue, experienced a 12% reduction year-over-year, primarily the result of certain large reactivation projects completed in the first quarter of 2025 and the negative impact of disrupted deliveries and reduced offshore rig activity in the Middle East.”
“Considering our strong first quarter revenue performance and earlier than assumed MolDX approval of PanTracer Liquid in March, we are increasing our full year revenue guidance to a range of $797 million-$803 million up from $793 million-$801 million previously.”
“We also said we expect to initiate our commercial launch in late 2026 by opening the platform for pre-orders with customer installations beginning in early 2027.”
“Consistent with our comments last quarter, we expect new generation products to comprise approximately 10% of our total revenue in the fourth quarter of 2026, up from only 2% for the full year 2025.”
“Looking at our cash flows for the first quarter of 2026, we used $4.8 million in operations, reflecting the continued investment in our fuel development program and expanded team.”
“Against that backdrop, the Landstar business model performed well, with revenue increasing approximately 2% compared to the 2025 first quarter, gross profit increasing approximately 14%, variable contribution dollars increasing approximately 7%, and basic and diluted earnings per share increasing approximately 36%.”
“Given this quarter's results, we expect total revenue per enrollment for the full year to be up roughly 2% from last year.”
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