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 5089–5184 of 6702.显示第 5089–5184 条，共 6702 条。
“Starting on the left, our share price has more than doubled from $11 to about $22, and thus far this year we're up around 30%, but still trading at a 25% discount to NAV, which we do not think is warranted based on the positive outlook for our shipping business, terminal throughput, our strong balance sheet, and our steadily climbing earnings.”
“We are pleased to reiterate our full-year 2026 revenue framework and R&D and SG&A expense guidance and believe that our first quarter 2026 financial results underscore that we are on track to achieve our financial and operational objectives to drive shareholder value by monetizing our technology.”
“At the same time, sharply higher diesel and shipping costs are compressing producer margins, and any slowdown in global industrial activity resulting from elevated energy prices could put downward pressure on steel demand and metallurgical coal pricing.”
“For the full year 2026, we now expect revenue of $195 million and an adjusted EBITDA margin between 60%-61%.”
“We delivered a record first quarter for new cloud ACV bookings, both including and excluding Cognigy, reflecting growing demand across our platform and driving accelerated cloud backlog growth of 27%, including Cognigy and 24% excluding it.”
“We have increased our long-term guidance by 100 basis points and expect to deliver 9%-10% consolidated adjusted EPS compound annual growth through 2033, with performance tracking toward the high end of that range through 2030.”
“In conjunction with the increase in comparable sales, our restaurant contribution margins increased by a significant 460 basis points in the first quarter, with the combination of the strong sales and margin increases reflected in the over tripling of our adjusted EBITDA results.”
“We are reiterating full year guidance for consolidated net sales growth to be between 2.8% and 4.2% year-over-year, reflecting our current expectations for end market demand, volumes and price realization.”
“Looking ahead, first quarter results didn't change our expectations for the full year, and as such, we are affirming our previously issued guidance of net sales of $2.25 billion-$2.35 billion and adjusted EBITDA of $125 million-$150 million.”
“Overall, adjusted profit before tax increased 61% to $91 million, with margins expanding to 28%, reflecting growth in higher margin activities, particularly Prime Services.”
“Across the builders we track, community count growth targets range from 3% to as high as 25% year-over-year.”
“Chris will walk through the quarter in more detail, but we are confident the underlying business is moving in the right direction, and we remain on track to meet our full year 2026 FUROSCIX revenue target of $110 million-$120 million.”
“I think it's important to realize this is, whether you look at it from a revenue projection that AZ guided to, whether you look at it from the 20 million patients that we target, this is a massive market opportunity that is sitting on significant interest in the novelty of this class of drugs.”
“Based on that demand and continued performance across all brands, we are raising our full-year revenue guidance to $660 million-$680 million.”
“First quarter total net revenue grew 40% year-over-year to $129 million, and adjusted EBITDA margin improved by 800 basis points year-over-year to 51%.”
“For the full year 2026, we reaffirm total contribution ex-TAC growth to be at least 11%, reaffirm Adjusted EBITDA percentage growth in the mid-teens, raise Adjusted EBITDA margin to be at least 35.5% from greater than 35%, raise free cash flow growth to be in the mid-30% range from greater than 30%, and reaffirm CapEx of approximately $60 million, a reduction from prior year.”
“Oil and gas field inspection may continue to be impacted by high crude oil prices into the second quarter of 2026, while we continue to see solid demand and execution in our strategic growth markets.”
“Adjusted EBITDA margin declined 250 basis points to 11% due to higher costs, including an incremental $85 million related to tariffs or a $120 million net impact, and continued investment to support net sales growth, partially offset by higher net sales volumes.”
“We expect full year 2026 SG&A expenses to increase compared to 2025, with the annualization of the Endo sales force as we continue to support the launch of Rezdiffra and build the foundation for expected long-term growth.”
“The upfront transaction value is $15 million, $13 million in cash and $2 million in equity, with up to $8 million in additional equity tied to recurring revenue and customer capture performance milestones over the next 20 months.”
“While we expect continued volatility and ongoing impact from the conflict, particularly at our Middle East hotels, looking ahead, as Jen will discuss further, we are raising our full-year global RevPAR guidance and now expect growth of 2%-3%.”
“As a reminder, we expect the go-forward portfolio centers' NOI growth for the full year of 2026 to be up at least 3% over 2025 and back-end weighted in terms of NOI growth contribution for the year.”
“Based on what we are seeing today, we expect to deliver double-digit revenue growth in fiscal 2027, marking an important next step in Lantronix's evolution towards a more focused, faster-growing, higher quality and more profitable business.”
“These statements are based on a range of assumptions that LATAM believes are reasonable, are subject to uncertainties and risks that are discussed in detail in the published 20-F, 2026 guidance, earnings release, financial statements, and related CMF and SEC filings.”
“As a result of these volume and price dynamics, we currently expect siding revenue in the second quarter between $435 million and $445 million and EBITDA between $115 million and $120 million.”
“As Mike already mentioned, for the full year 2026, we continue to target a free cash flow conversion rate of at least 75% of Adjusted EBITDA and expect CapEx to have a run rate of approximately $5 million.”
“Our updated 2026 guidance aligns with the 2025-2028 framework presented at our Investor Day and reflects top-line performance at the high end of our targeted mid to high single-digit revenue CAGR.”
“We've already invested $1.2 billion of capital in these projects, and we expect them to deliver over $150 million of incremental EBITDA to our current run rate once stabilized, a meaningful impact to our earnings base in the future.”
“Our first quarter adjusted EBITDA was $34 million, representing a margin of 17% and 42% year-over-year growth, both of which reflect the impact of the $16.5 million charge I discussed earlier.”
“Net sales were $657 million, up 19% year-over-year, 9% organically, and we delivered meaningful margin expansion across our segments.”
“Second question then, I'll try to ask it maybe a little more, little more high level then, is that, you know, one of those two manufacturers did make a comment on one of their most recent earnings calls that roughly 55% of their new patient starts are cash pay customers, which I thought would have been pretty positive for you.”
“The LEU segment's Q1 cost of sales decreased by 17% or $3.4 million due to the 47% decrease in SWU volume, partially offset by a 45% increase in the average cost of SWU sold versus Q1 2025.”
“We also have increased confidence in our forecasted year-over-year 100 basis point increase in our EBITDA margins for both 2026 over 2025 and for 2027 over 2026, including as a result of expected increasing production and revenue, the resulting leverage on our fixed manufacturing and other fixed costs, and the mix of higher-margin products and software.”
“Metal Cutting adjusted operating margin of 11.2% increased 160 basis points year-over-year, primarily due to higher price and tariff surcharges, higher sales and production volumes, and incremental year-over-year restructuring savings of approximately $5 million.”
“In the first quarter, for example, Indonesia alone was a 70 basis points headwind to top-line growth.”
“As we have previously stated, the path to the CMO revenue is 18-36 months for new programs, we expect this impact to abate over time as business grows and margin improves.”
“Turning to our cash flow, our free cash flow was $406 million for the year, relatively in line with fiscal 2025, and approximately $50 million higher than the midpoint of our $325 million-$375 million guidance we provided on our February earnings call.”
“Looking at our liquidity metrics on slide 15, our cash conversion cycle increased to 147 at the end of the first quarter of 2026 compared to 130 at the end of 2025, principally due to a higher number of days in inventory as our operations work to fulfill orders and backlog.”
“After excluding $0.90 of notable items and normalizing for the difference between our actual tax rate and our 15% tax guidance, Adjusted Operating EPS was $5.94.”
“Core segment non-GAAP revenue increased 9% for the quarter, with operating margin contraction of 27 basis points due to temporary product mix of lower margin revenue sources such as implementation and work orders.”
“I'm just kind of wondering, as you look ahead, obviously supporting the dividend, so you think about returning cash to shareholders going forward, could you talk a little bit about the priorities there, would you kinda continue the approach you've taken kind of over the last 12 months?”
“We anticipate organic sales growth of approximately 6%, operating leverage of approximately 45%, and adjusted EPS of approximately $1.28.”
“Finally, on cash, we expect to generate free cash flow of roughly $560 million at the midpoint, resulting in a free cash flow margin between 10% and 11%.”
“We have not changed the guidance, even though there is a big conflict in an important region, the Middle East, which represents 7% of our sales.”
“You know, under the assumption that this launches at the end of the year, should we expect further impact to gross margin in 2027 from this, you know, increased mix of laser platforms?”
“Food Ingredients had a strong quarter profitability-wise as well, delivering an adjusted operating EBITDA of $114 million, a 12% increase year-over-year led by volume growth and productivity gains.”
“In the first quarter, the company reaffirmed its 2026 operating EPS outlook and increased its long-term operating earnings CAGR to greater than 9%, supported by 63 gigawatt of incremental contracted load and 11% rate base growth through 2030.”
“We continue to anticipate that our year-over-year revenue trends will improve sequentially, returning us to overall revenue growth in the third quarter of 2026, which is consistent with the outlook we provided in February.”
“Essakane continues to be a highly cash generative asset, delivering strong free cash flow while offering optionality to an updated mine plan targeting a potential 5-year extension of its current life of mine.”
“However, again, going to the real story here, beginning in Q2 2027, as the data halls at Riverbend and Beacon Point phase 1 are expected to come online, we expect this segment to become the primary growth driver, with contribution scaling materially and contracted investment-grade backed cash flows over time.”
“In Q1, we increased our committed backlog by $26 million from the end of Q4, which positions us well to further grow our portfolio in the quarters ahead.”
“In the third quarter, we delivered strong year-over-year growth across our key financial metrics, with revenue up 5%, EBITDA up 6%, and adjusted EPS up 12%, reflecting performance above expectations.”
“As a reminder, we expect Powering Honest Growth to deliver between $10 million to $15 million in annualized savings, serving as a powerful catalyst to further fortify our bottom line health and generate the fuel needed to reinvest in our growth.”
“These projects require several years to build, and as they come online and begin to draw power from the grid, 24/7, 365, that is when we expect to see more meaningful response in energy pricing.”
“The takeaway from today's call is we expect a strong year in 2026 with a fifth straight year of double-digit earnings improvement and modest revenue growth in both segments.”
“Based on India's first quarter sales performance and our outlook for the balance of the year, we now expect India GST-related net incremental cost to be an approximately $20 million-$25 million headwind to full-year adjusted EBITDA and an approximately 40 to 50 basis point headwind to adjusted EBITDA margin.”
“As North America's premium silver producer, we've got six core attributes that really distinguish us from our peer group: a silver legacy stretching back to 1891, operations exclusively in the United States and Canada, peer leading silver exposure in both revenue and reserves, a reserve life roughly double that of our peer group, and a deep and advancing project pipeline.”
“We kick off the 2026 selling season with revenue growth of 9% to $60.2 million, driven by strong sales volume and firming HFC prices, partially driven by unseasonably warm temperatures in the Southwestern region, some uncertainty in global supply lines driving demand, and over-delivery by our sales teams.”
“Gross premiums earned grew by just over 8%, reflecting the full impact of the assumptions we completed in 2025.”
“As a result, for our full year 2026 guidance, we are maintaining organic revenue growth of 4%-5%, raising adjusted EBITDA to a range of $935 million-$975 million, raising Adjusted diluted earnings per share to a range of $2.90-$3.20, up 22% at the midpoint, and maintaining free cash flow conversion of 30%-40%.”
“Silicon-based alloys volumes reached their highest levels since the second quarter of 2021, with total shipments increasing 18% to 61,000 tons, driven by 21% growth in Europe, despite a contraction in steel production in the first quarter.”
“On gross profit, as we outlined previously, absent our mitigation efforts, the IRA would have represented approximately a $10 million headwind.”
“Given our current valuation and the strength of our underlying fundamentals, we expect share repurchases to remain an attractive capital allocation priority and plan to maintain an active repurchase program through 2026, supported by adjusted free cash flow and available revolver capacity, all while maintaining leverage at or below one time.”
“Moving down the P&L, we generated an adjusted operating margin of 39.9% in the first quarter, reflecting approximately 110 basis points of normalized year-over-year margin expansion, excluding the impact of dispositions, which was in line with our expectations.”
“As is our practice at this time of year, we are maintaining our full year outlook and continue to expect full year 2026 net sales to be in the range of $2,625 million-$2,675 million and adjusted EBITDA to be in the range of $415 million-$435 million.”
“This resulted in record financial performance, including over $10 billion in revenue and over $175 million in gross profit, as well as $59.5 million in net income for the quarter.”
“Turning to our next strategic priority, we continue to drive growth through CareScout, which represents a significant long-term opportunity given the growing demand for aging care, including from 70 million baby boomers now aged 62 to 80 in 2026.”
“During the quarter, the innovations gross written premiums increased by $20.1 million or 73% to $47.6 million, mainly driven by new business and exposure growth from existing treaties in casualty, financial, and specialty lines, combined with growth in Syndicate 3456, which is presented under multi-line.”
“The movement of Luspatercept into the first-line setting, backed by Rytelo's growth data, a growing real-world experience, and last but not least, the IMerge data, including the data presented at ASH 2025, suggesting treatment emergence cytopenias are consistent with on-target activity.”
“We expect full year 2026 GAAP net income to be $153 million-$166 million or a range of $1.15-$1.25 per diluted share on annual revenues of $2.95 billion-$3.1 billion based on an effective tax rate of approximately 30%, inclusive of known discrete items.”
“You know, with your free cash flow expectations for 2027 or sooner, could you know, maybe outline some of your capital allocation priorities, whether in terms of growth investment, leverage targets or other areas of investment?”
“Also at TEP, the 300 MW of load growth for the data center associated with the approved energy supply agreement is expected to save a typical residential customer approximately $13 per month once at full production, thanks to this additional revenue.”
“Non-GAAP operating margin of 35.8% was a first quarter record, up 160 basis points and exceeded the high end of the guidance range, mainly due to better than expected revenue growth and continued cost management.”
“Finally, 2026 guidance builds upon a multi-year trend of revenue and profitability growth as the company executes on its strategic initiatives to provide long-term resiliency and profitability, as shown on slide 5.”
“This is underscored by our incremental operating margin flow through of 68% of revenue on a trailing 12-month basis, significantly above our long-term target of 25%-40%.”
“These include statements related to our strategies to reaccelerate growth, progress and opportunities in capital efficiencies, timing and impact of new technology, capital spending, adequacy of capacity, expectations to be free cash flow positive, 2026 guidance and 2027 targets.”
“The release does note revenues were about $90 million ahead of your guidance in Q1 if you exclude the $45 million of hold impact.”
“I think, with $25 million of, or $26 million of CapEx in the quarter, you can do the math and see that we expect to ramp into Q2 and Q3, obviously that's gonna have an impact on free cash flow.”
“Adjusted operating income was $182 million, and adjusted operating margin was 9.9%, largely in line with the prior year, with favorable mix impacts from Power offset by infrastructure investment in critical Power and ramp costs in Cloud.”
“The decrease was primarily driven by the recognition of remaining deferred revenue related to the company's agreement in the 2nd quarter of 2023 for the license of YUTIQ product rights.”
“These investments support system reliability, capacity, and long-term growth for our customers, including projects such as the White Flint Substation in Montgomery County, which expanded capacity to meet current and future energy needs, reduced outage risk and maintenance needs through removal of more than 16 miles of overhead lines and strengthened system resilience through underground supply lines and modern equipment.”
“Adjusted EBITDA for the quarter increased to $97 million, up 9% year-over-year, with a 39.1% margin consistent with the prior year despite several known headwinds during the period.”
“Would it be fair to assume that because you mentioned something about the impact of strategic partnerships and milestones and royalties and so forth, would it be fair to assume that in your expectations to reach your guidance over the next 2 quarters for the full year, you would say that you see an improvement, so up from the -10% underlying now to the low single digit you have given us for the reported number for the full year.”
“We delivered an exceptional start to 2026 with nearly 45% revenue growth, gross margin expansion over 70%, and our third consecutive quarter of positive adjusted EBITDA, demonstrating the strength, scalability, and operating leverage of our business.”
“From a phasing standpoint, we expect Q3 adjusted gross margin to be in the range of 44%-45%, a sequential improvement from the second quarter, with Q4 shaping up as our strongest gross margin quarter of the year, driven by annualization of tariffs, productivity and mitigation initiatives reaching full run rate, improved capacity utilization, as well as lapping of last year's one-time headwinds.”
“Through Elanco Ascend, we expect to drive meaningful margin expansion and operational efficiency beginning this year, aiming to deliver more than $1 billion in free cash flow through 2028 and reduce net leverage below 3x by 2027.”
“Overall, again, in what is typically a seasonally slow quarter, net income at our Longbridge segment not only set a quarterly record, but it actually surpassed its 2025 full year net income by a wide margin.”
“Put differently, we collected $46 million more than we forecasted in our ERC, which is incremental cash flow.”
“I know you're not giving explicit guidance in regards to SE&M, but the business generated $109 million of revenue in 2025 at a high-teen EBITDA margin.”
“Combined, these efforts translated into $816 million of free cash flow in the quarter, demonstrating the capital efficiency of our program and positioning us to return substantial value to shareholders.”
“As a reminder, we're lapping our 21% growth rate in Q2 of 2025, and we expect adjusted EBITDA to range between $63 million-$67 million, representing a 32% adjusted EBITDA margin at the midpoint.”
“As a result, we expect the IPO to be earnings neutral to Healthpeak in 2026, and it will be accretive in 2027 and beyond as the capital deployment into acquisitions flows through to Healthpeak's earnings.”
“Consistent with our prior quarter outlook and updated for the exit of the Safeguard business over the balance of 2026, we continue to expect to see low to mid-single digit comparable adjusted revenue declines across the print segment, with adjusted EBITDA margins remaining in the low to mid-30%.”
“As we communicated in our letter, we expect 12% growth of adjusted EPS for fiscal 2026 and double-digit growth of adjusted EPS for fiscal 2027, both excluding the impact of the 53rd week.”
“We had adjusted free cash flow of negative $3 million for the first three months of 2026 compared to $14.6 million for the same period of last year, primarily driven by higher CapEx for company restaurants and year-over-year impact of performance plan compensation payments.”
“Based on the guidance that we issued today of 25% ARR growth this year, we project that we will end the year at $190 million in ARR.”
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