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 4993–5088 of 6702.显示第 4993–5088 条，共 6702 条。
“Our focus on operational efficiency, combined with the operating leverage in our model, drove over 160 basis points of FX adjusted, net adjusted EBITDA margin expansion and 8% adjusted EBITDA growth.”
“We generated $54 million of adjusted EBITDA, with an adjusted EBITDA margin of 11.9%, compared with $61 million in the fourth quarter of 14% of revenue.”
“Based on what we are seeing in the business today, we are raising our full year 2026 adjusted net income guidance from a range of $96 million-$104 million to a new range of $100 million-$106 million, lifting both the low end and the high end of our range.”
“In our surveys of AGA consumers and dermatologists, we evaluated a target product profile consisting of 2.5 years of hair growth following three injections of ABS-201, with a hair growth effect of approximately 35 hairs per centimeter squared versus baseline, similar to high-dose oral minoxidil.”
“In terms of profitability, our net income was $160 million, while adjusted EBITDA was $519 million, up 24% year-over-year, also exceeding guidance.”
“Looking ahead, we expect continued profitability and productivity improvements throughout 2026, which we believe will drive further cash flow improvement and strengthen the balance sheet in support of future growth.”
“During the first quarter, we delivered revenue of $151.1 million, non-GAAP gross margin of 29.2%, and non-GAAP loss per share of $0.07, all in line with our expected guidance range.”
“Our second priority is to really drive demand, and you're seeing that in the enrollments that we've been able to get over the past quarter and more, and then facilitate access with 69% of covered lives or 69% of covered lives currently able to access MIPLYFFA, and the others we're able to do through medical exception pathways.”
“Within the for sale revenue category, mortgages revenue increased 56% year-over-year to $64 million, above our outlook for 40% growth as we saw better than expected conversion rates from customers in our pipeline.”
“Within the for sale revenue category, mortgages revenue increased 56% year-over-year to $64 million, above our outlook for 40% growth as we saw better than expected conversion rates from customers in our pipeline.”
“In Q1, we delivered over 40% bookings growth and approximately 32% adjusted EBITDA margins, while also doubling our absolute free cash flow year-over-year to $185 million.”
“In closing, we are very pleased with our strong start to 2026 as Exzeo delivered another quarter marked by continued execution across premium expansion Revenue growth, solid profitability, and solid balance sheet.”
“Consumer electronics recorded $18 million of revenue, a decrease of 19% primarily due to non-recurring revenue from minimum guarantee arrangements and audit settlements in the same period last year as well as memory-related challenges in certain end products categories.”
“Just wanna ask on the $10 million CapEx number in the quarter, understanding that you're not gonna give a play-by-play on the in-house manufacturing developments, but can you provide any color on the cadence of CapEx going forward, whether it's, you know, quarterly, annual, total dollar amount, just as we think about free cash flow in 2026 and 2027?”
“We continue to advance the commercialization and earnings potential of our Water Infrastructure business, and with the additional projects slated to come online in late Q2 and Q3, we expect to drive continued growth in the back half of 2026 and well into 2027 for the Water Infrastructure segment, which should support continued improvement in consolidated revenue and margin profile for the business.”
“Total revenue landed at EUR 29.7 million below guidance and down 12% compared to the previous quarter.”
“More importantly, we are seeing healthy acceleration in subscriber-related revenue growth, which we expect will pick up real pace in Q2 and through the rest of the year.”
“Our 2026 OES revenues guidance range remains between $1 billion and $1.1 billion, and our 2026 Adjusted operating income guidance range remains $225 million-$235 million for this segment.”
“Adjusted EBITDA margin was 17.1%, an increase of approximately 130 basis points versus the prior year period, driven primarily by greater mix of higher-margin product and repair activity, higher-margin OEM licensed manufacturing sales, and continued synergy realization from recent acquisitions.”
“As a reminder, the full year 2026 guidance ranges provided at our fourth quarter 2025 earnings call were as follows: We expect total revenue in the range $1.02 billion-$1.03 billion, representing approximately 5% growth at the midpoint of guidance over 2025.”
“In Retirement, we generated over $200 million in adjusted operating earnings, delivering trailing 12-month margins of 39% while continuing to invest in future growth.”
“With regard to the launches of Fanapt in bipolar I disorder and PONVORY in multiple sclerosis, as I mentioned, the launches were initiated in 2024, and we continue to enhance our commercial efforts through the Q1 of 2026, with the impact of these commercial efforts contributing to revenue growth in 2025 and expected to continue to contribute to our revenue growth in 2026 and beyond.”
“Based on our current operating plan and including the net effects of the recent Astellas agreement and capital raise, we expect our cash runway to extend into the second half of 2028, enabling multiple value-creating milestones across our pipeline.”
“We will actively manage around lower AECO pricing to prioritize value over volumes, and we expect Q2 2026 production to average between 123,000 and 125,000 BOE a day.”
“Shifting to profitability, consolidated net income for the second quarter was $400,000 or $0.01 per diluted share, which was in line with the outlook we shared last quarter.”
“While sales of nebulized TYVASO lagged a little bit over the quarter, Tyvaso DPI contributed 9% year-over-year growth, driven by an increase in patient demand.”
“These may include statements regarding our ongoing commercialization activities related to ZUSDURI and JELMYTO, our ongoing and planned clinical trials and non-clinical trials, commercial and clinical development milestones, market and revenue opportunities, our commercialization strategy and expectations, as well as anticipated data, regulatory filings and decisions, the importance of ZUSDURI's growth for UroGen's long-term strategy, the potential benefits of our products and product candidates, future R&D efforts and milestones, our corporate goals and 2026 financial guidance, among other things.”
“business process outsourcing consolidated joint venture generated $3 million of non-segment revenue and gross margin benefit with no net cash impact.”
“We had a successful and disciplined 1-1 standard treaty cycle while pressure on market pricing has increased.”
“Non-GAAP EPS increased 44% year-over-year, more than twice as fast as our bookings growth, driven by disciplined cost management and operating leverage.”
“Despite the challenges following our Q1 results and taking into consideration our current visibility for the year, we are reaffirming our full year 2026 outlook.”
“Volatility in Q1 was driven by several factors, including market concerns around the impact of AI on software investments, increased redemption requests from shareholders of non-traded BDCs, and heightened geopolitical uncertainty, the latter of which was not something we anticipated at the time of our last earnings call.”
“For a list and description of the risks and uncertainties that we face, please see the reports that we have filed with the SEC, including in our annual report on Form 10-K for the full year ended December 31st, 2025 that we filed on March 19th, 2026, and our quarterly report on Form 10-Q for the quarter ended March 31st, 2026 that we filed today.”
“The trajectory across all three segments is consistent with our prior guidance and remains fully aligned to deliver the Investor Day company targets for 2027: $3 billion in ARR, $4 billion in revenue, and 30% EBITDA margins.”
“First, we held an initial close of $45.3 million in equity commitments to our new SBIC fund, constituting more than half of our target of $87.5 million of equity commitments.”
“Based on our outlook and assessment of the current market, we continue to anticipate double-digit revenue growth and strong earnings in 2026, with even higher earnings expected in 2027, by which time many of the newer large projects in our backlog should be in the construction phase.”
“As articulated on our Q4 Earnings Call, this outlook reflects anticipated revenue growth of 21%, adjusted EBITDA growth of 43%, and margin expansion of approximately 600 basis points to 39.6% at the midpoint of our guidance.”
“When it comes to our revenue growth, as we outlined in our strategic planning at the beginning of February, we got 3 vectors to support our revenue growth going forward.”
“Adjusted gross profit increased 11% YoY, and adjusted gross margin expanded 60 basis points, reflecting strong execution, improving mix, and continued demand for high-value technical services.”
“BRIUMVI net product revenue in Q1, ahead of our guidance of $185 million-$190 million.”
“Higher volumes sales generated a higher EBITDA of ARS 36.2 billion.”
“High margin, top-line exposure to higher gold and silver prices, translating into per share cash flow growth of 67% year-over-year.”
“The timing impact from our two largest cell therapy customers who received FDA Fast Track designation was a 3% headwind, while a large OEM commercial supply order that we typically receive in Q3 but received in Q2 of this year was an additional 1% headwind to revenue.”
“Moving to guidance, for the second quarter, we expect revenues to be between $492 million and $505 million, gross profit to be between $147 million and $152 million, ex-TAC Gross Profit to be $189 million-$194 million, Adjusted EBITDA to range from $49 million-$55 million, and non-GAAP net income to be $36 million-$43 million.”
“In light of our strong Q1 operational execution and sales momentum, and our expectation that our largest clients' AI-driven efficiency initiatives are likely to negatively impact our Trust and Safety revenues in 2026, we're reiterating our full year revenue outlook of $1.21 billion-$1.24 billion.”
“Looking ahead, we reiterate our full year 2026 guidance of net product sales of $670 million-$700 million, SG&A expenses of $545 million-$565 million, including approximately $40 million in stock-based compensation, R&D expenses of $115 million-$135 million, including stock-based compensation of approximately $20 million, and gross margins of approximately 93%.”
“I mean, for us, as you know, we expect to be 73% oil in 2026, which, you know, drives those top decile margins that we're very proud of.”
“For 2026, we remain focused on the following priorities: Improving our leading and lagging safety performance indicators while achieving strong fleet availability, delivering adjusted EBITDA and Free cash flow within our 2026 guidance ranges, maximizing the value of our legacy thermal sites by advancing our Alberta data center project, as well as advancing our coal-to-gas conversion at Centralia toward a final investment decision, pursuing strategic M&A opportunities, and enhancing our financial strength and flexibility through disciplined capital allocation and cost control.”
“Net income for the fiscal second quarter was $9 million, an improvement from a net loss of $10 million in the second quarter of fiscal year 2025, thanks to expanding margin and operating leverage.”
“Canadian segment profit increased $6 million over last year, and profit margin expanded 310 basis points, which we attribute to our continued focus on productivity and tight management, matching demand and production.”
“One is if, you know, CAD 680,000 in the first quarter in terms of refined product sales, that certainly looks very conservative vis-a-vis what your annual guidance looks like.”
“Turning to gross margin, total cost of sales for the quarter was $109 million, a decrease of 21% compared to last year, driven primarily by lower sales volume.”
“We are lowering the gas utility range to $275 million-$295 million, primarily due to the impact of lower usage and weather-related margin headwinds.”
“With robust demand, we are investing $200 million in our Spokane, Washington facility to double our target's capacity, reduce customer lead times, and at the same time, provide sustainability benefits through increased recycling and CO2 emissions reduction.”
“We expect China to be broadly neutral to growth for the full year, making it the first time since 2021 that it will not be a major headwind to revenue growth.”
“The remaining components of adjusted cost of revenue were $261 million in Q1 or 17% of revenue, which is in line with our full year cost structure guidance range, an improvement of 2 percentage points year-over-year.”
“It was $2.1 million in Q1, and we expect it to be less than $5 million for the full year, which creates a modest headwind to reported total revenue but improves the quality of our revenue mix as non-cash revenue becomes a smaller component.”
“While we expect an elevated focus on private credit and BDCs to persist through 2026, we think it's important to remind investors that we've been positioning the portfolio for this moment of recalibration of risk in direct lending for a long time.”
“We delivered strong revenue growth, expanded gross margins, and demonstrated meaningful operating leverage, growing revenue 88% and expanding operating margins by 25% versus the year-ago quarter.”
“Going forward, I guess the question is, you're not planning to see What kind of increase in gross margin are we planning to see for the full year, taking into account the lower tariffs than what was true, lower than the IEEPA tariffs, also the increase plus that 30 Bips from freight?”
“I know many of the people on the call are not our target customer, but our target customer, you know, middle America, value-seeking consumers, we surveyed, we asked, even though Pay in 5 seems like it's just an incremental change over Pay in 4, there was a big demand among our consumer base for that incremental change, and we've seen it in the implementation.”
“In terms of this $14 million customer for which we have this doubtful debt provision, I can say that for the last 3 quarters or so, we had very low revenue from them reported in the book, so no direct impact, I would say.”
“Saratoga Investment Corp highlights this quarter include net positive originations generated from our strong pipeline, including five new portfolio companies originated in the quarter, sustained long-term AUM growth, a strong 9.1% latest 12 months return on equity, beating our prior year and more than double the industry, and importantly, continued solid performance from the core BDC portfolio in a challenging and volatile macro environment.”
“We are reiterating our full-year 2026 revenue guidance of $120 million-$135 million.”
“We expect there to be very high demand for this for a variety of reasons, not the least of which is the disclosure of the 302, you know, key findings which elicits people to, you know, do it.”
“While customer additions are down year-over-year, given the effects of reduced lead generation and sales activities in mid-2025 around the budget bill and our decision to reduce affiliate partner volume, early funnel sales activities this year have seen an inflection point toward growth.”
“I was just wondering now with these recent updates you've had in your development pipeline, can you talk about how much of that 2030 target is de-risked and how much do you think it comes from investors that are already commercial?”
“Given commentary for a challenging growth environment and recognizing the 1 Q comp was more challenging, how should we think about PIF growth trending relative to guidance you had given last quarter of full year PIF acceleration?”
“The company expects capital expenditures to total $30 million for the year for continued investments in new product introductions, expanded capacity for product lines in greatest demand, upgraded manufacturing capabilities, and strengthened facility infrastructure.”
“Despite the current macro uncertainty and cautious consumer outlook, we believe we are well-positioned to stay within our existing full-year 2026 earnings guidance range with robust market momentum, ongoing efficiency gains, and strong pricing power compensating for the incremental cost pressure we expect to face.”
“Customer support and operations expense was $25 million, and as a percentage of revenue was 5.5%, improving 69 basis points year-over-year and continuing a multiyear trend of steady operating leverage.”
“As we continue investing in AI, product development, and go-to-market capabilities, we expect adjusted EBITDA margins in the near term to trend in the mid to high 30% range.”
“We converted strong top-line results, including comparable sales growth of 3.2% and system-wide sales growth of 6.2% into 10.7% organic AOI growth and mid-teens EPS expansion while continuing to invest behind our brands and return capital to shareholders.”
“We are also raising our full year adjusted EBITDA outlook to approximately $200 million, up 31% year-over-year at the midpoint, an increase from our prior guidance, which implied approximately 18% growth.”
“To reflect the upside we saw in Q2 and also factor in recent currency moves, we are raising our fiscal 2026 revenue guidance to $2.580 billion-$2.820 billion, and we are raising our non-GAAP EPS guidance range to $6.65-$8.90.”
“Turning to our expectations for the remainder of 2026, with yesterday's earnings release, we raised the AFFO per share guidance range we provided last quarter by $0.01 to $1.40-$1.42 per share, representing 6.8% growth at the midpoint for the year.”
“I think you guys have said, you know, no anticipated free cash flow impact over 2026 and 2027, but I guess, longer term, you know, the, the sales suspension at POJ, should we expect some free cash flow and ESR impacts?”
“We anticipate investing CAD 70 million-CAD 80 million into growth capital expenditures during 2026, including multi-year growth projects that are expected to have a minimal impact on 2026 results and propel our growth into future years.”
“Finally, we expect working capital investment of approximately 10%-15% of revenue growth, and working capital performance in the quarter was consistent with that framework, reflecting seasonal dynamics and the impact of recent acquisitions.”
“Koti, can I ask you a question on how we should reconcile the fact that you stopped taking new backlog in these challenged geographies in 2024 with the issues that you're facing in 2026, and whether those issues will be ring-fenced in 2026 and you can return to your $3 billion-plus growth cadence in 2027?”
“All-in adjusted gross margin declined 340 basis points to 37.6% due to the same factors impacting core gross margin in addition to the manufacturing volume headwinds in infant formula we just mentioned.”
“Omnipod revenue grew 28% in the first quarter, exceeding the high end of our guidance range, driven by continued demand for Omnipod 5 across both Type 1 and Type 2.”
“Adjusted EBITDA margin rose 30 basis points year-on-year to 9.8% driven by sales growth, underlying gross margin from recently launched innovations, productivity measures, and favorable mix effects.”
“We have been diligent around new capital projects and expect full year 2026 CapEx to be below our long-term target of 70 basis points of net revenue.”
“From a profitability standpoint, gross profit declined $3.5 million compared to prior year.”
“Since you're noting new customers as you did in the presentation, and now we have the plastics, the PI interest in PureFive, is there any chance that revenue guidance could be raised as 2026 progresses?”
“Our total liquidity position of $938 million, combined with a robust forward cash flow outlook, positions the balance sheet to support our strategic objectives and opportunistic share repurchase framework.”
“2026 is an important first step as we are targeting more than $1.2 billion of incremental free cash flow relative to 2025 before the positive impacts of higher prices.”
“Looking to dive a little bit more into the financial impact of this model, both in 2026 and in future years, can you please provide some details on if revenue or an EBIT contribution from Lucie is contemplated in 2026 guide, how you're expecting to grow and scale this platform over the next few years, and any visibility into the revenue basis or long-term targets for this new product?”
“These results underpin our confidence to raise our 2026 revenue guidance range by $100 million, as Aaron will discuss later.”
“Sales in the quarter were $475 million, down 12% from prior year, driven by lower market volumes and the impact of our recent strategic actions.”
“Given our strong start to the year, we are increasing full-year investment volume guidance to $9.5 billion at 100% ownership and raising the AFFO per share guidance range to between $4.41 and $4.44.”
“As we do that, we expect 2026 to be another year of revenue growth, AOP growth, margin expansion, and strong free cash flow.”
“Revenue grew 14% year-over-year, and we delivered meaningful improvements in profitability.”
“As Paul mentioned previously, we are reaffirming our 2026 guidance range of 2%-4% core growth, 7%-13% adjusted EBITDA growth, EPS of $1.35 to $1.45, and approximately 100% free cash flow conversion.”
“In its last operations, the outlook is based on current growth trends, including continued volume penetration from GLP-1 treatments and market expansion, mainly within obesity and negative impacts from the compound patent expiry of semaglutide molecule in certain markets.”
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