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 4897–4992 of 5581.显示第 4897–4992 条，共 5581 条。
“Based on first quarter margins exceeding the range of our previous guidance and our visibility into our growing backlog, we are raising our full year gross margin to a range between 18.5% and 20.5%, and Adjusted Gross Margin between 22% and 24%.”
“Turning to guidance, last night we increased our 2026 FFO guidance by $0.21 at the midpoint with a new FFO range of $3.49-$3.63 per diluted share, reflecting improving performance in our core portfolio and platform operations and updated timing assumptions on Flower Mart expense capitalization.”
“We harness the power of our brands and our unmatched system reach to deliver 3% volume growth, and we grew volume across all segments.”
“This bodes particularly well for the rest of the year as the new larger prescriber base, along with the durability of average duration of therapy, has enabled us to increase our full year revenue guidance from between $900 million and $920 million to between $930 million and $945 million.”
“The net revenues were $87.4 million, a decrease of 31.5% from $127.6 million for 2024, primarily due to reduced demand for EV products in the PRC market and fewer sales of crossover golf carts and other vehicle models.”
“With the addition of Cleveland, JetBlue will have launched nonstop service to 21 cities and increased frequency on over 20 high-demand markets from Fort Lauderdale over the past year, further strengthening our investment in building depth and connectivity in Florida's biggest premium market.”
“That was all built into my expense guidance, that is a part of that, and there's a modest negative impact to operating income of about $5 million-$10 million per quarter that will improve over time as we grow that sub-advisory revenue.”
“Still, we are very much ahead of those 2027 targets when it comes to things like gross margin, EBITDA, cash flow, EPS.”
“Double-digit specialty revenue growth in the quarter reflects targeted fleet investments, 25% more specialty locations, and strong demand for mega projects, cross-selling, and the continued structural shift from equipment ownership to rental.”
“Gold subscribers, 36% year-over-year growth to a record 4.3 million, and that's 16% attach rate relative to the total customer base and 40% of new customers in Q1.”
“As we look ahead, we expect that our robust global pipeline, strength in conversions, construction start momentum, and industry-leading brand premiums will support sustained net unit growth of between 6% to 7% for the full year, even with the current geopolitical uncertainty.”
“We expect our full year 2026 adjusted EBITDA to be between $275 million and $285 million and our full year 2026 free cash flow to be between $100 million and $120 million.”
“For the total company, revenue was down year-over-year by approximately $400 million in the first quarter, as expected, driven primarily by lower EV wholesale volumes.”
“Versus our quarter four 2023 Springboard starting point, we grew sales 33% and EPS 79%, and we expanded operating margin and ROIC by 390 basis points and 470 basis points, respectively.”
“We expect that we will have a stronger free cash flow generation this year than in 2025, both because of an EBITDA that we're generating, which is by comparison, stronger in this past Q1, and also because of CapEx reduction.”
“Aside from general seasonality pressure that exists in the first quarter every year within a few segments in our deposit customer base, one specific component driving the decline in deposits was on the broker deposit side, where balances declined by approximately $60 million.”
“Net interest income increased to $43.5 million, a 3% increase from Q4 2025, supported by both volume and margin expansion.”
“GAAP net income guidance is now $825 million, with GAAP earnings per share of $35.60, an increase of 27% and 34% respectively.”
“We are raising our fiscal year 2026 outlook to reflect revenue growth of 7%-8%, up from 5%-6% previously.”
“Although our confidence in the outlook is increasing, we are holding our full year sales expectations of $2.17 billion-$2.24 billion and full year adjusted diluted EPS to a range of $4.40-$4.60.”
“We expect GAAP gross margin to be within a range of 42%-45%, including approximately 3 percentage points of reciprocal tariff impact.”
“Combined with our operational progress and disciplined capital execution, this all supports our confidence in our long-term targets, including 5%-7% core EPS growth with no new equity needs.”
“Beyond the short-term impact this year, we expect EPS growth, including CoolIT, to accelerate back into the 12%-15% range as contributions from this high-growth, high-margin acquisition accelerate and amortization from the Nalco acquisition falls off.”
“We expect to deliver strong free cash flow in 2026 during the balance of the year as a result of continued operating momentum, lower cash interest expense, and lower CapEx.”
“Full year fiscal 2026 free cash flows were $237 million, growing 16% year-over-year.”
“That said, in the second quarter, the timing of 2025 CapEx spending and a difficult uncollectible revenue comparison will act as an almost 300 basis point headwind to same-property NOI growth.”
“Land.com revenue grew 8% year-over-year, and net new bookings hit a record, up 126% year-over-year, boosted by replacing a regionally targeted site-specific ad with a county targeted network ad format.”
“Overall demand for the quarter came in slightly ahead of our expectations, and execution was strong, driving a 50 basis point improvement in adjusted margins, even with the dilutive impact of acquisitions.”
“As you heard from both my remarks and Drew's, we have not accounted for the full range of what that receivable could be in the updated guidance, but that range does wrap around our original 4% target margin for 2026 in Marketplace, and frankly, higher than that at the top end.”
“Michigan continues to make headlines and top rankings nationwide as we see new or expanding load materialize in the state and supporting 2%-3% annual sales growth.”
“Over time, we believe we will return to cross-cycle EBITDA margins of 13%-14% and generate more than $100 million of annual free cash flow.”
“This momentum underpins our expectation for sustained growth in both revenue and adjusted EPS throughout 2026, while our outlook for 2027 has strengthened compared to just 90 days ago.”
“The midpoint of this outlook calls for an approximate 44% EBITDA growth and 170 basis points of margin expansion for the full year.”
“We increased the midpoint of FFO per share guidance by $0.01 to $2.76, which is driven by the contribution from both the outperformance during the quarter and the Mission Ridge land acquisition, partially offset by the accounting treatment for the dilution from our exchangeable notes.”
“Our 2026 guidance assumes lab products generates $45 million-$50 million in annual revenue, $26 million-$30 million in gross profit, $21 million-$24 million in operating expenses, approximately half a million dollars in depreciation, and contributes $3 million-$9 million in EBITDA.”
“As we look at the year as a whole and given what we see today, including the impact of the Middle East crisis, we continue to see a balanced makeup of our 3%-4% revenue growth for the year with a nice split between volume mix and rate.”
“We remain encouraged by the continued resumption of growth in our balance sheet, with ending loans excluding other consumer of nearly 6% annualized quarter-over-quarter and average deposits of 5% year-over-year.”
“Our current interest rate outlook calls for slower and more gradual net interest margin expansion throughout 2026 as the likelihood of further Fed rate cuts has decreased.”
“We expect base rent contribution to growth will accelerate as the year progresses, and we continue to expect revenues deemed uncollectible of 75 to 100 basis points of total revenues, supported by ongoing positive trends in rent collections.”
“The revenue model of this business in terms of consulting business, is changing and is expected to negatively impact organic growth by 50 to 100 basis points over the next couple of quarters.”
“This all supported delivery of $3.2 billion of underlying net income, significantly higher than the Q4, and $8.9 billion of operating cash flow before a working capital build of $6 billion.”
“That would result in fiscal fourth quarter margin in the high 29s and for the year in the 27s for the full year, both representing meaningful margin expansion ahead of plan and on our way to 30%+ margins later in 2027, all ahead of plan as presented last quarter.”
“Lower product margins reflect deposit mix and pricing and part of the circa GBP 100 million headwind that we guided to at full year.”
“Full year 2026 growth margin is expected to remain in the range of 74%-76%.”
“With an improvement in sales and lower cost headwinds, we expect AS segment adjusted EBITDA margin to significantly improve in the second quarter and that we will continue to make meaningful progress and expand margin toward our goal of 20% or greater EBITDA margin on a full year basis.”
“As a reminder, the fourth quarter included a $726 thousand interest reversal on nonperforming loans, which reduced our margin in the fourth quarter by 12 basis points.”
“During the quarter, the percentage of customers leaving us to purchase a home declined to 8%.”
“We are reiterating our 2026 outlook with 2026 revenue growth within our guided range of 10% to 12% and adjusted EBITDA margins between 28% to 30% and EPS growth of 12% to 14%.”
“The decline in total lease volume was driven by the following: first, as expected, lower renewals and re-leasing space given the 657,000 square feet of key known lease expirations that we anticipated would become vacant during the quarter; and second, limited demand from public biotech with 0 leasing volume in the first quarter a segment of our tenant base, which accounts for 24% of our annual rental revenue.”
“In 2026, we are focused on automating workflows and enhancing pricing precision to improve competitiveness, reduce latency, and capture a larger share of institutional flow, driving margin expansion in our execution solution segment through higher volumes and greater operation efficiency.”
“And finally, with respect to our outlook for the year, we are raising our reported revenue outlook to 6% to 8% to include the DCI acquisition, and we are affirming our outlook for organic revenue growth of 2% to 4% and adjusted earnings per share of $8.70 to $8.90.”
“In our consolidated results, we estimate that the weather impacted gross profit by $19 million and EPS of $0.56.”
“Looking ahead, we are encouraged by our institutional outlook, supported by a record pipeline of $27.5 billion, including public market mandates expected to fund next quarter and private markets mandates expected to fund by year-end, most notably the increased $12 billion commercial mortgage loan mandate from Equitable.”
“On the back of our first quarter performance, the leading indicators we see in our business and the traction we are seeing in our transformation work streams, we are raising our guidance for adjusted EPS growth to 5%-6% versus the prior range of 4%-5%.”
“Our consolidated operating earnings of $97 million represented a 5.7% margin, and our net cash from operating activities came in at $122 million.”
“We are seeing an impact in our 2026 outlook from increased fuel costs.”
“Although earnings and profitability were down slightly, the March quarter is typically our weakest quarter from a profitability perspective, and we actually had less impact from the seasonality than we typically see due to lower average cash balances as we decreased our brokered funding compared to the year-ago quarter, and because we experienced stronger loan growth.”
“Our revenue of $4.0 billion came in well above our outlook range, driven by strong execution and customer demand for the ZT Systems business, resulting in some accelerated compute shipments previously expected in the second half to shift into the second quarter.”
“We expect Q2 non-GAAP total operating costs, which includes cost of sales, to be between $110 million and $114 million.”
“With conclusion of Petrobras' extensions in April, this month alone has already had more than 40 additional UDW rig years fixed, bringing year-to-date backlog additions significantly above the entirety of last year's contracting volumes for the full year.”
“A useful way to evaluate revenue performance under this accounting transition is risk-adjusted revenue or revenue less provision for credit losses, which grew 58% to $252 million due to the revenue growth I just described and the materially lower provision for credit losses under fair value option.”
“Based on our current plans, we expect our existing cash equivalents, and marketable securities will be sufficient to fund our operating requirements into 2029, providing runway to advance pociredir through the next phase of clinical development.”
“Over time, we expect this pressure to contribute to more store closures on top of the roughly 450 closures our two public pizza competitors have already announced for 2026.”
“We saw strong momentum in sales volume with an 11.7% increase year-over-year, driven primarily by higher demand for cement and concrete.”
“In 2024 and 2025, you kinda had an operating margin profile where we had the dilutive impact of the Beta acquisition in 2024, but then, you know, margins improved dramatically in 2025 as we got the synergies and we got the benefits of making that more profitable.”
“Our net interest income increased from the prior quarter to $30.3 million due to average balance sheet growth and higher investment security yields and reduced deposit costs, as well as the positive churn in the loan portfolio that Tim discussed, resulting in a 6 basis point increase in our net interest margin.”
“Moving on to the margin, our GAAP-reported first quarter net interest margin decreased 6 basis points linked quarter to 3.65%, while the non-GAAP core net interest margin, excluding purchase accounting accretion, decreased 4 basis points from 3.64% to 3.60% for the quarter ended March 31.”
“It is my belief that if we continue with low to mid-single-digit revenue growth in our primary business, and we're able to stabilize the margin as we have for the last 12 months, continue to stabilize it, and we're able to expand the home services business, the $60 million of eliminated costs puts us way ahead of needing to worry about being cash flow positive.”
“As a result, our 2026 expected coal sales volumes are now more than 95% committed and priced at the midpoint of our guidance ranges.”
“So as far as that 1% to 2% impact on operating income margin that was anticipated to be a full year impact based on our estimate of currently when we believe those costs will begin.”
“Based on everything we know today, we are reaffirming our guidance, which includes our adjusted revenue outlook for 2026 at 6%-9% revenue growth, inclusive of the Intermex acquisition, which we continue to expect to close in the second quarter of this year, and our adjusted EPS for the full year, we believe will be between $1.75-$1.85.”
“Maybe Cash Connect overall profitability diminishes a bit, but what impact does removing those 3 cuts have on that ROA target of 140 ±?”
“Our adjusted NOI margins decreased 52 basis points year-over-year to 95.1%, reflecting higher operating property costs relative to rental revenues in the quarter.”
“The net expense ratio was 25.8%, up 1.3 points compared to the prior year quarter, with the increase primarily driven by a higher ceded premium ratio and higher policy acquisition costs associated with growth outside of Florida.”
“With your 2026 EPS outlook reiterated, can you talk a little more about your embedded finance offering and this initiative's impact on 2026 results?”
“On the capital allocation front, we still expect consolidated capital expenditures of $150 million-$170 million in 2026 to ensure that we are prepared for the forthcoming natural color conversion activity and that we can achieve our $1 billion sales goal.”
“Second, for organic loan growth, loan pipelines have grown 50% since last summer, and that's resulted in solid annualized loan growth of 8% in the fourth quarter, and then another 7.5% loan growth in the first quarter.”
“Actually, we have made great progress this quarter to secure additional customers that give us further visibility into the demand for our capacity in 2027 and 2028, and as indicated, developing more growth and scaling more than what I've mentioned as an exit rate going forward.”
“The equity is a little bit under $300 million it's about $287 million the commercial real estate portfolio, this is all post-2024 vintage things that we've done is $236 million, and we have give or take a little bit under $100 million in cash and liquidity.”
“Furthermore, we are raising our 2026 outlook for investment volume by $100 million and increasing guidance for FFO and AFFO per diluted share to new ranges that imply approximately 12% growth at the midpoints.”
“As we saw in our press release this morning, we are maintaining our fiscal 2026 guidance ranges across organic sales growth, core EPS, and adjusted free cash flow productivity.”
“Starting with RIS, and as shown on slide five, pre-tax operating earnings of $318 million increased 4% year-over-year, driven by 3% net revenue growth and margin expansion.”
“If you look at $150 million pipeline and the $185 million that we've closed, we're sitting in a great spot to certainly be in the range of our guidance between $400 million and $500 million, if not more, based on the opportunity set that we see.”
“To recap, our guidance is for mid to high single digit loan and deposit growth, NIM growing past 3% in the back half of the year, other income ranging from $7-$9 million per quarter, and expenses stable at $70-$71 million per quarter.”
“Overall, Intermodal revenue declined 1%, and revenue less fuel decreased 2% due to these volume impacts, while improved pricing and positive mix within the segment drove RPU higher by 3% and RPU less fuel higher by 2%.”
“In closing, we announced Reaching for Sustainable Growth, our vision for business in 2030, in May 2024, and set as numerical targets the consistent attainment of ROE of 8%-10% or more, and income before income taxes of more than JPY 500 billion.”
“We have improved earnings 27% from the first quarter of 2025, with growth in our balance sheet, net interest margin improvement, and a 4.5% year-over-year growth in our fee-based income as well.”
“Our net interest income increased 19.7% from the Q1 of 2025 due to an increase in net interest margin and an increase in average interest-earning assets.”
“With this updated guidance, FY 2026 will be a year of solid double-digit year-over-year sales growth, further expansion in adjusted operating margin, even stronger double-digit growth in adjusted diluted earnings per share, and improved free cash flow conversion.”
“As Mike just noted, the profitability of the business continues to be strong, with net income and net operating earnings increasing by 26.1% and 36.3% respectively quarter-over-quarter.”
“When I think about the winter storm specifically, and in my prepared comments, we indicated that that was 30 basis points impact on year-over-year volume growth on admissions and a 50 basis points impact on year-over-year ER visits.”
“Based on the S&P Global Mobility light vehicle production outlook and the company's estimates for premium audio, aerospace, medical, fire protection, and consumer electronics products, the company has updated its expected calendar year 2027 revenue range to be between $2.8 million and $2.9 billion.”
“As we did, as we entered 2024, we sit in a very enviable position with a clear and well-documented line of sight toward a very healthy multi-year AFFO growth, both in our acquisition and development pipelines.”
“The net interest margin as a percentage of earning assets on a tax equivalent basis was 3.80%, an increase of 22 basis points from the prior quarter and an increase of 76 basis points from the prior year first quarter.”
“In the quarter, our earnings crept up to 57 basis points on closed volume, compared to 46 basis points in the same period a year ago.”
“The transaction is expected to close in early May, and we expect our new partner to initially contribute annualized revenues of roughly $250 million with EBITDA margins in the 8%-10% range.”
Try a ticker, period, category, or a call speaker.请尝试代码、期间、分类或电话会发言人。
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。