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
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 6702.显示第 4801–4896 条，共 6702 条。
“Moving below operating income, we've reported net financial income of EUR 77.7 million, mainly driven by positive fair value adjustments and favorable unrealized currency exchange gains on our US dollar-denominated cash and investments of EUR 64.3 million.”
“As anticipated during our FY 2025 call, both metrics declined year-over-year, primarily as a result of the $12 million gross negative effect in revenue from the hurricane, with an impact of over $8 million in fixed customer revenue and around $4 million in B2B fixed revenue.”
“As anticipated during our FY 2025 call, both metrics declined year-over-year, primarily as a result of the $12 million gross negative effect in revenue from the hurricane, with an impact of over $8 million in fixed customer revenue and around $4 million in B2B fixed revenue.”
“Consistent with the revised guidance we provided in connection with the XOMA announcement and assuming the acquisition closes in the third quarter, our 2026 total revenue outlook is $270 million-$310 million.”
“For the second quarter, we expect revenue of $405 million-$425 million, center margin of $135 million-$147 million, and adjusted EBITDA of $50 million-$60 million.”
“Consumer gross margin increased to 72.2% for the quarter, driven by a decline in consumer direct costs resulting from decreases in video programming costs.”
“Consumer gross margin increased to 72.2% for the quarter, driven by a decline in consumer direct costs resulting from decreases in video programming costs.”
“We are raising full-year guidance to $210 milion to $230 million, reflecting increased confidence in our commercial pipeline and a more supportive macroeconomic backdrop.”
“Revenue of $12 million from our industrial markets benefited from increased demand for our additive manufacturing products and an increase in sales associated with last time buys for our cutting and welding products.”
“The year-over-year decline in gross margin reflects the expected impact from higher import costs, which increased to 13.8% of net sales from 8.6% in the prior year quarter, as well as elevated inventory adjustments as a percentage of net sales.”
“On the expense side, first quarter general and administrative expenses were $9.4 million, $5.3 million of which was cash G&A expense, or $2.31 per BOE, well below our guidance range and a reflection of our continued operational discipline and positive operating leverage.”
“Partially offsetting these impacts within working capital, accounts payable increased by $9 million and accounts receivable decreased by $9 million, both helping to partially counter the inventory increases.”
“Spread-based marketing gains have more than offset approximately 170 MMcf per day of Waha price-related production shut-ins in the quarter, converting what would have been a volume headwind into a margin tailwind.”
“Over the coming year, we anticipate to significantly expand our Advanced Solutions segment production capacity to support approximately $400 million of revenue.”
“Excluding the previously disclosed discrete impacts driven by reduced demand from the Federal government and three top ETM customers, revenue was down 3.3% on an underlying basis, which was improved 60 basis points versus last quarter.”
“We expect free cash flow of -$39 million to -$41 million, with the increase primarily driven by non-recurring spend.”
“Based on the progress we made in 2025 and the momentum continuing into Q1 2026, we remain focused on achieving our target of adjusted EBITDA breakeven and positive cash flow in the fourth quarter of 2026 and delivering full-year profitability and positive cash flow in 2027.”
“Part of the reason we had anticipated that we may see a slowing in growth relative to 2025 or prior years is as we enacted this pricing change, we expected that there would be some response and impact to prescription demand.”
“Despite these lower sales, in the third graph, our revenues and our adjusted EBITDA grew by close to 2.5% the revenues, 2.2% the adjusted EBITDA of the segment.”
“This was the highest quarterly segment margin since 2022 due to higher realized pricing and an improvement in COGS, offsetting the slight decline in sales volume.”
“After thorough analysis of demand trends and internal forecasts, we expect total revenue between $86 million and $88 million for the second quarter, driven by strong AMTAGVI demand.”
“Finally, credit cards grew 27% year-on-year, supported by solid risk management and continued progress from our reshaping strategy, driving improved monetization and profitability in the product.”
“Cost of product revenues in the first quarter of 2026 was $47.4 million or 15.5% of revenues, which is lower on a percentage basis than our historical performance, reflecting the positive contributions of BRINSUPRI to the company's gross margin profile.”
“With one quarter behind us and progressively increasing visibility, we are raising our full year 2026 revenue growth guidance to approximately 40% or more.”
“We anticipate a revenue contribution from Wuxi in the second quarter of $25 million, with our core business contributing approximately $37 million at the midpoint, representing approximately an 8% growth sequentially or about 20% year-over-year growth in our core ADAS, photonics, and adjacent business.”
“These new co-brand card products in Japan will launch in 2027 and mark further progress in a priority growth market where we already have around 60 hotels and more than 20 in the pipeline and millions of IHG One Rewards members.”
“Deliver at or above our long-term revenue targets for our core businesses, expand our margins by capturing some of the remaining 2 percentage points of opportunity, and improve free cash flow generation.”
“Third, of the total of $12 million in revenues that shifted out of the first quarter due to timing of project work for commercial and international government clients, we expect one half to be recognized in the second quarter and the remainder to come through the second half of this year, supporting our full year guidance for company-wide revenue growth of 3% at the midpoint.”
“Do you see the possibility of a sub 32% gross margin before we come out within your long-term range, given the uncertainty around fuel surcharges, which I don't know if you're able to recoup those from customers quickly.”
“It's noteworthy that our full-year revenue growth guide, excluding the impact of M&A, rises from 10%-14%.”
“As you adjust your models, please keep in mind the following: We continue to expect our legacy Clearbit business to be a 40 basis point headwind to full year 2026 revenue growth.”
“In the meanwhile, as we look at your Northstar RPU, above or more than $1,500 and, you know, the DOE low 30s, as we think about, I guess, the back half and 2027 and these segments start to grow, any color you can kinda give us as we think about things like revenue and margin contribution until these segments are ultimately broken out.”
“Shifting gears to margins, comparable hotel EBITDA margin of 32.7% was 70 basis points above the first quarter of 2025 as a result of total revenue growth, which outpaced absolute wage and benefit increases.”
“Representing 17% year-over-year growth now in its seventh year on the market, which is in line with the growth required to achieve full year guidance of between $1 billion and $1.04 billion.”
“On capital recycling, we're in various stages on asset sales targeting approximately $200 million this year, and these are all FFO creative non-core dispositions.”
“Production averaged approximately 46,000 BOEs per day, which came in about 7.5% above the midpoint of our guidance range, which includes the effects of Winter Storm Uri.”
“We remain confident in achieving the 58-68 annual rig guidance range we set out at the start of the year, with strong growth in Latin America offsetting some of the weakness in the Middle East.”
“We are maintaining our 2026 Core EPS guidance of $4.20 to $4.50 and remain confident in achieving our three-year strategic goal of a 10% compound annual growth rate in core earnings per share and a sustainable 12%-13% shareholder return on equity.”
“Looking at the full year 2026, we expect second half revenue to be meaningfully stronger than the first half, driven by strong services and spares bookings during the first half of the year that will translate into revenue as customers prepare for higher activity levels.”
“We continue to execute on our 2026 business plan, and we are reaffirming our 2028 guidance of $3.50 to $3.60 adjusted earnings per share and adjusted ROE of 17%.”
“Adjusted operating margin for the year expanded 140 basis points to 25.4%, reflecting structural improvement from portfolio transformation even as we continued to invest for future growth and absorb macro cost headwinds.”
“On profitability, gross margin finished the quarter at 42.6%, up 20 basis points versus the prior year as positive mix and freight were partially offset by the impact of the annual Grainger sales meeting.”
“With all of our renewals now negotiated, we have clear line of sight to growth in net retransmission revenue for full year 2026, even before adjusting for the impact of any of the acquisitions.”
“On those power lines, those 18 and above that we have been launching over the course of the last 18 months, and we've got another 36 months of a very robust pipeline coming in, that's why we feel very strong to the You know, in terms of the organic growth of our SKUs, if we will, that we are much more meaningfully participating in the higher profit pool, and that will continue to grow as we've got our marketing plans behind it, we've got our sales enablement teams out in the marketplace, and we've got the products to do it with.”
“For the upcoming quarter, we expect net revenues in the range of $5.9 million-$6.7 million, with gross margin of approximately 54%-56%.”
“In other words, revenue from the second Borborema royalty, a net 0.75% NSR to Gold Royalty Corp, is not included in the IFRS revenue line on our income statement, but is included in other operating income on the income statement and has been added to the $9.4 million total revenue land agreement proceeds and interest reported in the quarter.”
“Given our Q1 performance and what we can see today, we are raising our full-year outlook and now expect at least $535 million in revenue and at least $227 million adjusted EBITDA for 2026.”
“Other aspects impacting comparability to Q1 2025 include the dissolution of the joint business with QuidelOrtho, Biotest strong sales growth in Q1 2026 as operational enhancement progresses during the course of the year, and general phasing across the Grifols group in 2026, where we expect Q3 and Q4 to be our strongest quarters, partially aided by the ramping up of our plasma collections in Egypt during the course of the year.”
“Operating profit increased to $58 million from $20.6 million in the fourth quarter, and net income for the period was $20.2 million, even after the impact of non-recurring items and a higher tax charge associated with the increased profitability and the oil price related surcharge in Colombia.”
“We expect 2026 margin and cash flow performance to be driven by sustained operational execution across the fleet, continued contribution from the carbon program, disciplined commercial risk management, and growing demand for products.”
“We, in the previous call, said that we expect to lose, like, 1,000 customers over the year.”
“At the same time, we're under contract to acquire an approximate 100,000 square foot single-tenant industrial asset occupied by a Fortune 50 investment-grade tenant for $14 million at an 8.2% cash cap rate, which would further demonstrate our ability to prudently execute our accretive recycling strategy into higher quality assets that we believe will generate more compelling risk-adjusted returns.”
“Pivoting to financial guidance, Globus Medical reaffirms its full year 2026 revenue guidance of $3.18 billion-$3.22 billion, and we are increasing our guidance for non-GAAP fully diluted earnings per share to be in the range of $4.70-$4.80 from the previous range of $4.40-$4.50.”
“Consumer gross margin increased to 72.2% for the quarter, driven by a decline in consumer direct costs resulting from decreases in video programming costs.”
“With respect to the portfolio, the portfolio growth for the period did not have a material impact on investment mix or spread profile as first lien debt and total debt investments came in at 70% and 90% of the portfolio cost, respectively.”
“Moving to TRODELVY on slide 12, sales of $402 million were up 37% year-over-year and 5% sequentially, with growing demand across breast cancer indications in all regions.”
“You know, I think if we deliver, you know, in that 630-650 range for each quarter in the full-year, we'd probably be quite happy that we've delivered well within our guidance.”
“We also generated nearly 20,000 tons of engineered carbon dioxide removal credits or CDRs to be sold into the voluntary carbon market and continued to see steady demand and relatively strong credit pricing for low carbon ethanol sales in markets where we participate.”
“For full year 2026, we expect group revenue of between $990 million and $1.01 billion and adjusted EBITDA of between $270 million and $280 million, in line with the 2026 annualized estimates we provided in February.”
“Approximately 40% was deployed towards debt paydown and delevering, 40% towards shareholder returns through opportunistic share repurchase and our quarterly dividend, and the remaining 20% towards targeted tuck-in acquisitions that expand our capabilities and further accelerate growth.”
“The net effect to us is roughly $12 million-$15 million less segment margin from that field in 2026 versus what we had embedded in our original guidance for the year, but just to reiterate, we believe we have other positives that will keep us on track to achieve the midpoint of our original guidance we outlined in February.”
“While we expect continued pressure on prescription transactions revenue in 2026, our increase in guidance is driven primarily by stronger than expected performance in Pharma Direct as we continue to build momentum in our consumer direct pricing offering.”
“Product margins were 31.3% this quarter, up 3.8% year-over-year, driven primarily by price increases as we capitalized on strong demand and benefited from lower ocean shipping costs.”
“Excluding the impact of the prior year catch-up fees, our fee-related earnings in the quarter grew by approximately 20% year-over-year, and we continue to enjoy organic growth and operating leverage across the business.”
“Looking out at guidance, you affirmed 2026 full year guidance EPS.”
“On margins, we continue to expect full-year gross margin to expand by 50 basis points to 36.5%, with adjusted operating income margin expected to increase 25 basis points to 17.7%.”
“In terms of its impact on the strat alt, the fact that you look at a customer that is approximately $250 million plus or minus in revenue, it is going to have an impact.”
“Our cash flow per share growth is built on frontage focused portfolio that is intentionally diversified across tenants and industries, yet concentrated in the attributes that matter most as real estate investors, targeting top 100 MSAs, fungible boxes, and replaceable rents.”
“As such, the quarter represents approximately 6% to 8% of full year attendance and revenues, and the company usually operates at a loss in the first quarter because most of our seasonal parks are closed.”
“For Q2, we anticipate revenues to be in the range of $154 million and $156 million, with non-GAAP operating profit anticipated to be between $28 million and $30 million, and non-GAAP earnings per diluted share of $0.23-$0.25, assuming a share count of approximately 126 million shares.”
“As I have said before, we will continue to evaluate every business we own against 3 criteria: alignment with our brands, synergy with our core competencies, and an ability to deliver accretive margins and durable cash flows.”
“Adjusted EBITDA of $234 million grew 39% year-over-year, delivering a 43% margin also in line with guidance.”
“procedure volumes increased 53% year-over-year.”
“With that in mind, we're just reiterating our original guidance for the year, which was sales flat to up 3% and then adjusted EBITDA between $70 million and $80 million.”
“Looking at the residential outlook, since the last earnings call, the MBA and Fannie Mae have revised their forecast down, and they're now calling for existing home sales to be between 4.1 million and 4.2 million seasonally adjusted for the year in 2026 and around 4.5 million in 2027.”
“Although we expect ASPs to continue to decline for the balance of fiscal 2026, we are forecasting approximately 50% revenue growth with adjusted gross margins in the range of 11%-13%, reflecting the strength of our execution and operating model.”
“Overall, we have increased our full-year operating margin outlook from between 7.6% and 7.9% to an updated range of between 7.8% and 8%.”
“In pension risk transfer, the pipeline remains strong, and we expect annual sales between $1.5 billion-$2 billion.”
“Before I turn the call over to Ashley, I would like to spend a moment discussing the update to our 2026 guidance, which incorporates a measured reset for the remainder of the year in light of the increased market uncertainty.”
“First, we delivered an exceptional first quarter, growing revenue 8.6% year-over-year and achieving adjusted EBITDA margins of over 27%, both favorable versus our previously communicated expectations.”
“Adjusted EBITDA grew to $76.9 million, meaningfully outpacing revenue growth of 42%, with EBITDA margin expanding 340 basis points to 18%, demonstrating the continued operating leverage inherent in our platform as we continue to scale.”
“We grew bookings 13%, revenue 15%, and expanded EBITDA margin by nearly six points.”
“Taken collectively, the opportunity set with tier 1 expansion and tier 2 category customers gives us confidence that our exceptional earnings and load growth will continue into the 2030s.”
“I think point 2, you know, I think it's important for you guys to have the framing around sort of Evolent is a bit of a tale of two cities, meaning vast majority of Evolent's growth is coming in oncology, but about 95% of Evolent's approval volume, like the factory that we have to go through to do the work, is not oncology.”
“For the quarter, adjusted operating expenses were slightly higher year-over-year as a percentage of revenue, increasing from 46.5% to 50.3%, representing targeted growth investments across sales and marketing and product development, including the post-acquisition ZyraTalk costs.”
“Approximately 85% of segment activity is tied to utility capital spending, which we expect to remain elevated as electric utilities invest to meet rising electricity demand.”
“We are reaffirming our long-term earnings growth rate of 5%-7% off the midpoint of our revised 2026 guidance.”
“I'm confident that Equinox Gold is well-positioned to deliver top quartile valuation based on our portfolio of long-life assets and Tier 1 jurisdictions, a clear and executable organic growth pipeline, strong and growing free cash flow generation, a disciplined approach to capital allocation and shareholder returns, and importantly, with the right team in place to deliver on those commitments.”
“Total revenue for the quarter was $181.3 million versus $175 million in the prior year, an increase of $6.3 million.”
“For earnings per share, we expect that GAAP diluted EPS will now be in the range of $8.29-$8.59 for the full year, and non-GAAP diluted EPS will now be in the range of $12.98-$13.28 for the full year.”
“These results include the impact of fewer selling days in the quarter, which represented an approximate 240 basis point headwind to growth.”
“ES gross margin before depreciation and amortization increased to 19% in Q1 2026 compared to 18% in Q1 2025 and 18% in Q4 2025, primarily related to product mix.”
“We have revised our full year 2026 adjusted EBITDA and committed growth capital guidance to reflect the delayed startup of the integrated Iraq LNG import terminal.”
“Growth is targeted at areas where we can maintain margins, generate cash, and deepen our customer relationships.”
“For the first quarter of fiscal 2027, we expect total organic revenue to decline between 6.5%-7.5% year-to-year, reflecting 4Q bookings performance and continued pressure on project-based services.”
“After completing our door optimization in the third quarter last year, we have returned to growth in the last two quarters, adding over 250 higher volume, higher margin doors in quarter one with strategic partners such as Publix, Sam's Club, and Target.”
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