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 5377–5472 of 6702.显示第 5377–5472 条，共 6702 条。
“Moving on to the second quarter look-ahead outlined on slide 8, we expect shipbuilding revenue of approximately $2.4 billion and shipbuilding operating margins between 5.7% and 6%.”
“How much growth from partnerships like Function Health and Hims & Hers are factored in your guidance for Galleri growth in 2026?”
“24 brands across our food and beverage customer base are running promotions for the World Cup, and our customers are planning for increased demand from spectators and fans.”
“Our year-over-year gross margin was slightly down by 10 basis points, reflecting the impact of incremental fuel surcharges within our outbound transportation in the back half of the quarter, as well as product mix, which was impacted by an increase in the number of large orders and projects during the quarter.”
“With approximately 2/3 of our revenue in this end market driven by premium handsets, we expect to see a more contained impact from memory pricing dynamics compared to the broader industry.”
“We are seeing a slowdown in growth in revenues and earnings.”
“We delivered same-restaurant sales growth of 2.8%, generated a restaurant level operating profit margin of 18.5%, and expanded the system to 648 restaurants with the opening of 16 new locations.”
“As a reminder, the year-over-year anticipated decline in revenue primarily reflects the impact of softer bookings in the first half of 2025, continued FSP headwinds, and anticipation of lower passthrough costs.”
“This results in an adjusted free cash flow margin of 24% and 27.5% for Q2 and full year 2026 respectively.”
“We're also increasing our guidance for full year adjusted earnings per share above our previously stated range to between $4.50 and $5 per share, reflecting the strong first quarter performance and the momentum we are seeing in our business.”
“With 10.1%, this is a solid start toward achieving our projected group operating income margin of 10.5%-12% for the full year.”
“Stock-based compensation remains targeted at approximately 10% of revenue, while we continue managing growth and net dilution in a disciplined manner and anticipates free cash flow conversion of 70%-75% of adjusted EBITDA.”
“Finally, in banking, revenue decreased 6% on an organic basis and was down 4% on an adjusted basis as we continued to be impacted by certain actions taken over the last several years, as well as higher non-recurring revenue in the year-ago period, as well as attrition that remains above our long-term target.”
“Gross profit was $89 million, reflecting lower gross Other Products and Services and prepared foods segment, where results were impacted by lower selling prices in our poultry and meats business due to softer demand and the conflict in the Middle East.”
“I just don't think the volume impact will be nearly what we saw in that 2022 timeframe.”
“Fourth, finally, we remain committed to running the business at the highest level of efficiency as we advance our R&D priorities and at the same time generate substantial free cash to invest in the pipeline through the right targeted BD at the right price to access external sources of innovation and to continue our share repurchase program, including an additional $750 million that was just authorized by the Exelixis board.”
“As a result, we expect Q2 to be our softest quarter of the year, with revenue and margins leading to an estimated Q2 revenue of $75 million-$85 million and an adjusted EBITDA loss of $12.5 million-$7.5 million.”
“Mike, the first question is regarding the outlook for political revenue in 2026.”
“As we look toward the rest of the year with an unprecedented demand backdrop, we raised our organic growth outlook by 200 basis points to a midpoint of 10% and also raised our adjusted EPS midpoint expectations to now $13.28 for the year, which covers the EPS dilution from the Boyd acquisition.”
“Looking back on the last 12 months, our consolidated copper production is up nearly 40%, and gold sales volumes, when including gold concentrates, are up 77% year-over-year.”
“As a result, the merger will be immediately accretive to earnings per share, and we expect to deliver 10%+ accretion on a run rate basis by the end of 2028, with potential upside from revenue synergies.”
“The increase of $70 million in revenue was offset by an additional $70 million in cost of sales linked to new projects and to the increase in electricity trade activity in Israel, while G&A and project development expenses increased by $6 million.”
“We are updating our full year guidance to reflect the impact of the conflict in the Middle East, and we now expect sales growth of 4.5% with underlying growth of 3%.”
“revenue as compared to our prior projections, we are lowering our adjusted operating margin guidance from a range of between 29% and 30% to a new range of between 22.25% and 23.25%.”
“Higher sales volume for both virgin sulfuric acid and regeneration services, as well as positive pricing, translated into adjusted EBITDA of $40 million, up $19 million compared to the prior year first quarter, and ahead of our previously provided guidance range.”
“As a result, we're raising our volume growth expectations for the full year from flat to a range of 25-50 basis point increase.”
“Consistent with our load forecast, we expect these customers to begin taking energy as early as the second half of 2027 and into 2028 and ramp into their full contracted load through the early 2030s.”
“We continue to expect net sales growth in the range of 7%-9%, driven by the full year impact of our pricing initiatives, along with a modest level of volume growth that we expect to be primarily in the back half of the year.”
“We expect to deliver this 2026 growth with high thirties adjusted EBITDA margins and 9%-12% adjusted free cash flow margins, which does include some start-up costs for the new 60 megawatts.”
“Gross profit was $89 million, reflecting lower gross Other Products and Services and prepared foods segment, where results were impacted by lower selling prices in our poultry and meats business due to softer demand and the conflict in the Middle East.”
“Through disciplined commercial and operational execution, we delivered organic sales growth of 2%, 130 basis points of pro forma margin expansion, and double-digit adjusted EPS growth.”
“If perhaps maybe you could remind us maybe how much you given your cash flow underwriting, what percentage of your customers are using BNPL throughout maybe the other prominent, you know, 6 to 7 logos that are out there in the U.S.?”
“As Andrew stated earlier, we saw strong demand for MYQORZO, and the net product revenue is reflective of over 70% of dispensed patients on a paid prescription, with the balance receiving drugs through either our 30-day free trial, bridge, or patient assistance programs.”
“For the quarter, we had service revenue that increased 29% to $10.6 million, and our gross margin was 63% for the quarter.”
“Coupling this with stable and persistent renter demand, investors have been drawn to the market, and we expect this to continue throughout 2026, in part due to next 12 month deliveries representing 1.6% of existing inventory and the full construction pipeline at 2.1% of inventory.”
“At current prices, we expect to generate approximately $1 billion of Levered Free Cash Flow in 2026, which gives us the ability to reduce debt, fund accretive M&A, and repurchase shares when appropriate.”
“Spread income increased by 1%, which is in line with our guidance around the earning of the majority of the 2025 Fed rate cuts.”
“This represents a contraction of roughly 300 basis points year-over-year and 270 basis points quarter-over-quarter, driven primarily by the gross profit dynamics I just described, along with the near-term pressure from operating costs that were sized for a pre-incident demand curve.”
“Based on the increased realization of the target, we now expect about $130 million to be realized through the P&L and $70 million expected to be realized as a CapEx synergy.”
“In China, we now expect total revenue, including joint ventures, to increase 10% in 2026, an improvement from prior outlook of down 1% driven by stronger data center demand.”
“We also increased our financial flexibility through a $400 million long-term debt financing and an extension of our revolving credit facility supporting the acquisition of Ayesa Engineering, which we expect to close later this quarter.”
“In 2035, we expect to have approximately $892 million of contracted net operating income.”
“Quarterly performance in our sector always reflects the variable timing of customer deliveries and the sales mix, and Q1 2026 was no exception.”
“Turning to guidance, we are raising our full year 2026 revenue range to be between $72 million and $77 million revenue, representing 48% growth at the midpoint over full year 2025.”
“From a loan performance standpoint, forecasted net cash flows from our loan portfolio declined $9.1 million, or 0.1% during the quarter, versus a decline of $34.2 million, or 0.3% last quarter, reflecting reduced volatility and forecast changes.”
“Total volumes increased by 0.8% and EBITDA increased by 5.3% with flattish margins as disciplined revenue and cost management enabled increased sales and marketing investments and offset transactional headwinds.”
“Costs were higher than our guidance at $142 per ton, largely due to lower volumes at Centurion, partially offset by realized prices that increased 13% quarter-over-quarter.”
“Looking ahead, we view 2026 as a year of production growth compared to 2025 as development across our core areas continues to ramp, and we maintain our production guidance outlined in February.”
“Our updated adjusted EBITDA margin outlook is 14%, inclusive of 50 basis points of impact from the Q2 inventory-related charge.”
“Our current product offering is targeted at SME E&S customers in construction and real estate, where we provide primary general liability coverage for hard-to-place risks with minimum premiums below $1,000.”
“For the second quarter, we expect total revenue in the range of $205 million-$213 million, including Bumble app revenue of $168 million-$174 million, and Adjusted EBITDA of $65 million-$70 million, representing a margin of approximately 32% at the midpoint.”
“Consistent with past practice and given the early stage of the hydrogen fuel cell market, we are not providing specific revenue or net income guidance for 2026.”
“Looking ahead, we anticipate a modest revenue headwind of roughly $1 million-$2 million over the balance of the year due to FX.”
“We expect occupancy and operating expenses to be approximately 23% of sales in Q2 as we reinvest the marketing favorability captured in Q1 to drive sales performance in our high-volume celebration season.”
“If we think about Australia just standing alone, it has a full year revenue profile that's in the neighborhood of around $140 million of revenue, and with losses in the $20 million-$25 million range in total, it's about 150 basis points of overall headwind to the full service business.”
“Sequentially, our plywood sales volumes were up 5% fourth quarter 2025, as anticipated, due to seasonal demand improvement.”
“Overall, we have increased our backlog from Q4 by 14% to $281.9 million while substantially improving our gross margin.”
“For 2026, with the inclusion of Benepack, we continue to expect volume growth above the top end of our long-term 3%-5% range, along with operating leverage of 2x.”
“Our guidance includes expected negative impact from the energy recovery mechanism or ERM of $0.10 in 90% customer, 10% company sharing band.”
“Accordingly, we expect Q2 revenue to be in the range of $50,000-$100,000.”
“For the full year, we expect net sales to be in the range of $2.9 billion-$2.95 billion.”
“To put our first quarter financial performance in perspective, we drove 14% overall revenue growth and 17% surgical revenue growth at an annualized scale of approximately $800 million, with strong operating leverage translating into significant profitability expansion while making material improvements to our balance sheet.”
“Revenues of $5.1 billion grew at an adjusted rate of 1%, driven by strength at EDS, while new Aptiv absorbed certain customer mix headwinds, but importantly progressed in diversifying revenues with 9% growth in non-automotive and 10% growth in software and services.”
“Preliminary reports for the month of April indicate comparable hotels RevPAR growth of over 4%, supported by continued strength in demand and the benefit of favorable year-over-year comparisons related to the negative effects of DOGE, Liberation Day, and the resulting general macroeconomic uncertainty.”
“Arista is a shining example here with greater than 100 cumulative customers to date in 800 GB Ethernet deployments, and we expect the addition of 1.6 TB in 2027 at production scale.”
“I had alluded to that even at the end of last year, that even if a part of our pipeline converts this year, we expect to have meaningful revenue improvement in 2027, coming from these new government contracts.”
“With this expanded visibility, we have strong and increasing confidence in our ability to deliver tens of billions of dollars in annual data center AI revenue in 2027 and to exceed our long-term growth target of greater than 80% in the coming years.”
“The operating leverage in our business when coupled with growth in our per-patron performance metrics and operating efficiency resulted in first quarter Adjusted EBITDA growth of $96 million and the achievement of a post-pandemic first quarter Adjusted EBITDA record of $38.3 million.”
“As previously indicated, we expect there to be significant earnings growth in 2027 as the positive impact from PENN 1 and PENN 2 lease-up takes effect, as well as the positive impact of the recent acquisition of Park Avenue Plaza.”
“Net sales from our proprietary product portfolio increased 38% year-over-year to $338.1 million, reflecting solid demand across our psychiatry and addiction portfolios and certain favorable gross to net adjustments during the quarter and six weeks of commercial contribution from LUMRYZ.”
“Our first quarter financial performance was solid as we exceeded the guidance shared during the last earnings call, which as you will recall, took place just over 30 days into my time as CEO.”
“Looking forward, we expect the rate of growth in several of these end markets to slow in 2026 as the near-term effect of those prior external investments and the overall rate of construction spending slows before normalizing and then returning to steady long-term growth.”
“This outlook includes an estimated 200 basis point non-cash impact related to a recently executed warrant agreement with one of our customers.”
“We entered into a binding agreement to sell 11 multifamily assets for $562 million, completed the sale of the construction business, advanced the wind down of our real estate financing platform through multiple dispositions, repurchased 4.3 million shares of common stock, nominated 2 highly qualified independent directors to the board, secured term sheets or reached final stages on all 3 2026 debt maturities, launched our new corporate identity as AH Realty Trust, and raised full-year FFO as adjusted guidance.”
“In our Q2 guidance, we're projecting $840 million-$860 million of revenue at an adjusted EBITDA margin of approximately 19%.”
“It'll fluctuate a little bit in the quarters with volume here, but generally, you're looking at sort of an earnings kind of in that -10%, -12% for the full year.”
“Taking a closer look at customer growth, as seen on slide nine, total active customer count increased 53% in the first quarter compared to the prior year-over-year period and 5% quarter-over-quarter.”
“For the second quarter, we expect volumes to be up sequentially, with the average sales price to be slightly below $18 per ton.”
“These results build on our financial and operational momentum from 2025 and give us confidence in reaffirming our full year 2026 operating earnings guidance range of $6.15-$6.45 per share.”
“However, these statements involve risks and uncertainties, including the successful development and market acceptance of our products, the ability of our third-party suppliers to supply components and products, our ability to convert our backlog into revenue, our ability to maintain current expected delivery schedules, competitive pricing, and acceptance of our products, intellectual property matters, the effect of economic conditions, the impact of tariffs and trade policy, and other risk factors described in our most recent annual report on Form 10-K and in our quarterly filings with the Securities and Exchange Commission.”
“At the segment level, MRD continues to demonstrate strong profitability with adjusted EBITDA of $12.1 million compared to a loss of $4.1 million in the prior year, reflecting the impact of revenue growth, including milestone revenue and continued operating leverage.”
“Looking through to the rest of 2026, we have clear priorities that are centered around ensuring we have the right talent and capabilities in place to drive growth, margin expansion, and cash flow, while remaining steadfast in our discipline around cost management and capital allocation.”
“With CapEx normalizing in 2026 and our developing markets scaling profitably, we expect free cash flow to continue to grow and view this as a key priority.”
“All in all, despite volumes declining 2%, EBITDA grew 6.7% with 160 basis points of margin expansion.”
“We delivered audited full year revenue of CHF 19.3 million, representing a 62% growth year-over-year, with a subsidiary, SEALSQ, contributing CHF 18.3 million and growing 66% over the prior year.”
“With that, we expect full-year 2026 total revenues of $475 million-$490 million, exome and genome volume growth of at least 30%, translating to approximately 126,400 tests, exome and genome revenue growth of at least 20%, adjusted gross margin of approximately 70%, and profitability on an adjusted basis.”
“As a result of increased awards, total backlog for the quarter was $13.8 billion, up from $11.1 billion at the end of quarter four, providing strong visibility into future revenue.”
“We are also reiterating our combined non-GAAP operating expense guidance of $5.65 billion-$5.75 billion, reflecting continued investment in our late-stage clinical pipeline and commercial infrastructure and activities for new launches and revenue diversification.”
“For fiscal 2026, we expect total revenue of $442 million-$447 million, growth of approximately 17%-19%.”
“net product sales of FILSPARI grew approximately 88% year-over-year to $105.2 million, despite typical beginning of year gross net impacts and fewer revenue recognition days.”
“That demand, combined with improved marketing efficiency, has supported strong unit economics and has given us confidence in our growth plan for 2026 and how our business leverages and expands margins over time.”
“Adjusted EBITDA increased to $3.7 million compared to an adjusted EBITDA loss of $0.3 million in the prior year, with margin expanding to 4.9% from -0.4%, reflecting a meaningful improvement in operating leverage.”
“Please note our gross margin guidance range embeds an approximately 400 basis point year-over-year headwind from higher memory costs in Q3, roughly 200 basis points more than Q2.”
“As it relates to segmentation, business travel saw robust growth during the first quarter, with our business transient revenues growing by 9%, which was largely demand-driven, with room nights increasing by nearly 700 basis points.”
“We are raising our 2026 outlook and now expect gross transaction value to grow between 6% and 9% for the full year, with adjusted EBITDA growth of approximately 8% at the midpoint.”
“Our Paramount+ revenue was up 17% through a combination of both, you know, delivery on price increase as well as our healthy underlying growth in the business from subscribers.”
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