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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 5473–5568 of 6702.显示第 5473–5568 条，共 6702 条。
“We continued to see a consistent ongoing influx of customers into our region as customer growth for the quarter was again strong at 2.2%, near the high end of our annual customer growth guidance.”
“We anticipate Q2 2026 non-GAAP cost of revenue to grow sequentially from Q1 2026 by mid-single digits%, partially driven by the full quarter impact from tvScientific and our investment in GPU capacity.”
“Adjusted EBITDA was a record $42.4 million in the quarter, representing 41.5% growth year-over-year and a 38.7% margin.”
“We note that our fiscal 2026 non-GAAP diluted EPS guidance excludes any impact of potential impairment, restructuring and other costs, amortization of acquired intangible assets and their associated tax effects, and discrete tax and other non-recurring items.”
“We delivered revenue of $1.51 billion and non-GAAP diluted earnings per share of $0.64, both above the midpoint of guidance, driven by growth in AI data center.”
“This trend, combined with our ability to grow revenue despite later-line patients dropping off Ibtrozi, demonstrates the potential impact of revenue stacking going forward.”
“Gross profit for the three months ended March 2026 increased 17.4% to $29.5 million with a gross margin of 60%, as compared to $25.1 million with a gross margin of 57.2% for the same period last year.”
“This reflects pressure mainly on our European sailings, which represent approximately 26% of our deployment in the quarter, as well as weaker than anticipated domestic demand as consumers reevaluate travel plans in the current macroeconomic environment.”
“Despite the decline in revenue, consolidated gross profit increased by $1.3 million or 1.2% versus the prior year quarter to $107.2 million, and reported gross margin expanded by 50 basis points.”
“In addition to this full year operating income outlook, we expect the following for the full year: depreciation and amortization to approximate $210 million, inclusive of approximately $35 million for drydocking amortization, interest income to be approximately $16 million, and interest expense to be approximately $6 million, other income to be approximately $7 million, an effective tax rate of approximately 21%, and drydocking payments of approximately $45 million.”
“Upstream demand metrics are even better, with over 60 new prescribers in the first quarter and over 570 unique prescribers since launch, underpinning a strong team approval outlook for the rest of the year.”
“We expect the adverse impact of these items to increase to approximately $40 million-$50 million in the second quarter as we see a more dramatic impact on our second quarter revenue due to the decline in pre-authorizations in the first quarter, as changes in pre-authorization rates typically impact revenue on a one-quarter lag.”
“Driving higher volumes of machining revenues and completing cost reduction initiatives in our footprint realignment are the final 2 steps in achieving our near-term gross growth margin targets of at least 15%.”
“For the second quarter of 2026, we expect net income to be approximately $150 million-$160 million and adjusted EBITDA to be approximately flat with the first quarter at $295 million-$305 million, which includes the impact of planned second quarter maintenance at the Tioga Gas Plant.”
“Against the backdrop of our seasonally softest quarter due to Ramadan and Chinese New Year, on-demand GMV growth accelerated to 24% year-on-year, while group MTUs increased to 52 million.”
“Lastly, the consolidated backlog reflected on slide 14 totaled $209.6 million, down $27.6 million from last year, with the decline realized in infrastructure stemming primarily from lower pipeline coating open orders, including the impact of the Summit order cancellation.”
“You know, if you look at, again, FY 2026 at the midpoint of the guidance, you know, if you take this quarter, for example, compared to the same quarter a year ago, we grew the revenue from $872 million to $1.214 billion, so 39% year-over-year growth in Q3.”
“With continued strength across our business, we remain confident in our trajectory to achieve significant annual revenue growth this year and are reiterating our outlook of $420 million-$450 million, consistent with what we gave on the March call.”
“We delivered excellent results in Q1, exceeding the high end of our guidance range across revenue, VMD, and Adjusted EBITDA, punctuated by 30% growth in Adjusted EBITDA to a record level of $29.3 million.”
“Importantly, our long-term outlook through 2028 is unchanged, including our expectations for continued double-digit revenue growth, significant margin expansion, and increasing operating leverage as we scale the business.”
“We achieved double-digit growth in both bookings and revenue, expanded gross margin, and delivered adjusted EBITDA of $83 million, which is about 29% of our revenue.”
“We anticipate a long-term average revenue growth rate of 6%-8%, an EBITDA margin expansion of approximately 200 basis points per year.”
“Regarding the recently announced acquisition of PCG, the business generated approximately $125 million of revenue with low double-digit EBITDA margins in 2025, and we anticipate mid single digits revenue growth in 2026.”
“You know, the idiosyncratic drivers from Medicare to the IAS procedural accounting change to the QBE book roll transition to our reciprocal exchange and normalizing, for all three of those, you know, you've got a mid-single-digit growth business in the quarter, and you've got a business that we expect to grow organically, you know, at double-digit rates exiting this year before the impact of the 3 partnerships this year that grew at 27% in the quarter.”
“We are raising enzyme therapies revenue guidance to a range of $2.725 billion-$2.775 billion for the full-year 2026, inclusive of meaningful contributions from Galafold and Pombiliti and Opfolda, resulting in approximately 30% growth at the midpoint.”
“Turning to the full year, we are raising our full-year revenue guidance to $161.5 million-$163.5 million, up $5 million from our prior midpoint of $157.5 million.”
“Based on SYMBRAVO's growth within its launch year and increasing demand for education of the only branded multi-mechanistic acute migraine treatment in the market, we are increasing the SYMBRAVO sales team by approximately 50 representatives.”
“Quarterly results were impacted by the conflict in the Middle East, where we saw certain project pushouts and unfavorable end-of-quarter demand shifts in several Tier 1 customers totaling approximately $9 million in revenue.”
“Project revenue increased 16% to $291 million, driven by solid execution across Federal and key geographies, as well as continued demand for both building efficiency and energy infrastructure solutions.”
“Please note that first quarter gross profit in the Allison Off-Highway segment was negatively impacted by approximately $76 million of one-time acquisition-related Purchase Price Accounting items.”
“When I look at your full year revenue guide, let's say mid 20% revenue growth, data center mid 30%, it looks like semis is probably undergrowing what your deposition and etch customers are talking about for WFE in the high 20%.”
“Revenue of $104.8 million was driven by the execution of 8 deals across a diverse mix of customers, including semiconductors, consumer electronics, pay TV, and OTT.”
“We remain on track to grow full-year Permian production to 1.8 million oil equivalent barrels in 2026, with that growth grounded in value, not volume.”
“Significant growth in rooms revenues, a large portion of which consisted of rate growth, combined with disciplined expense management, drove an improvement in Same-Property hotel EBITDA margin from 27% in the first quarter of 2025 to 29.7% this year, an expansion of 270 basis points.”
“For the second quarter, we expect SLS adjusted EBITDA will be approximately $70 million lower, and earnings will be approximately $80 million lower than the first quarter of 2026, driven by the sizable conservation easement transaction in the first quarter.”
“Our compensation to revenue ratio of 26%-28% remains unchanged, and we expect to trend toward the upper half of the range, reflecting the addition of Atlantic House, which is accretive to our operating margins and earnings, but carries a modestly higher compensation ratio.”
“I am very excited to share in the future what we will look to accomplish over the next 36 months and beyond in terms of growth of profitability and customer satisfaction.”
“As a reminder, there is up to $170 million of additional consideration over two years, a meaningful portion of which is subject to achievement of revenue targets.”
“We are tightening our NFFO guidance range to $0.98-$1.04 per share or $1.01 per share at the midpoint compared to our previous guidance of $0.97-$1.05 per share.”
“These outcomes reinforce our confidence in delivering on our 2026 comparable EBITDA outlook, maintaining disciplined capital spending and preserving balance sheet strength as we continue to deliver solid growth, low risk, and repeatable performance.”
“Given the strong fundraising pipeline you have, the deployments and the likely impact on positive, the development on transaction fees, and, considering the fact that, costs just grew 5% core year-on-year this quarter, I'm just wondering how I square this up with your 40% to 47% up guidance for FRE margins?”
“With North America now representing more than 80% of our revenue, where energy inflation is more moderate and end market fundamentals remain robust, I feel that we're well positioned to manage the energy price volatility in 2026 without any material downside risk to our current outlook.”
“Adjusted operating margin of 29.3% in fiscal third quarter 2026 decreased 50 basis points year-on-year due to growth investments, partially offset by higher volume, pricing initiatives, and product mix.”
“I'm pleased to report another strong quarter for Tanger, reflecting continued momentum across our leasing, operating, and marketing platforms and successful execution of our growth strategy, all contributing to our increased full year 2026 guidance.”
“Incumbent broadband markets revenue declined $2.2 million, primarily due to lower video revenue from a 14.6% decline in video RGUs as customers switched to streaming video services, and to a lesser extent, lower data revenues due to a 1.6% decline in data ARPU from a more aggressive rate card in competitive markets.”
“Adjusted EBITDA declined 15% to $73.4 million from $86.6 million in the prior year quarter, resulting in an adjusted EBITDA margin of 11.5% compared to 13.6% last year.”
“Given this interest, we're confident that we are well-positioned to achieve the booking goals required to enter 2027 and 2028 with our targeted 50 points of occupancy on the books and strong rate growth.”
“The 79% reflects the impact of a lower revenue denominator against a higher non-bonus compensation base, compounded by the timing of RSU vestings from prior stock-based compensation awards, which was concentrated in the first quarter.”
“First quarter non-GAAP earnings per share were $0.54, up $0.21 year-over-year, driven by volume, factory gross margin expansion, and leverage on our operating expenses.”
“The first quarter delivered another stretch of warm winter weather, 10% year-over-year industrial customer demand growth, and continued maturity of our cost management initiatives.”
“At Hilton Hawaiian Village, which was far more impacted by the storms, RevPAR increased 1% or over 4% when adjusting for the storm disruption driven by higher rated transient demand in the newly renovated Rainbow Tower.”
“For the first quarter of 2026, we generated net revenues of $470 million, operating income of $94 million, and an operating margin of 20%.”
“Net effective rents increased to $22.03 per square foot, up almost 5% from the previous quarter, and we anticipate further rental rate growth supported by strong demand for high quality space and little to no new development in our submarkets.”
“Consumer loan yields are up over 60 basis points since second quarter 2024, resulting from the proactive steps we took to optimize pricing in certain customer segments since the middle of 2023, despite the mix shift headwinds from the growth of our lower loss, lower yielding auto business.”
“Normalized earnings per share came in $0.03 better than the upper end of our guidance range due to higher than expected core sales, better than expected normalized operating margin, and a lower than expected Q1 effective tax rate.”
“Taken together, client assets and liabilities have increased to just over GBP 900 billion, up 5.2% year-on-year, in line with our 2028 annual growth rate target of more than 4%.”
“For organic sales growth, we now expect to grow 21%-23% versus our prior guidance of 10%-13% due to our strong first quarter performance and momentum in infrastructure.”
“During the current period, these costs approximated a higher % of 35% of the arbitration-related revenue, which we anticipate in moving back to our lower averages in future periods.”
“We remain committed to making the necessary investments to support our growth investing a substantial majority of 2026 cash flows into the expansion of our DURA-BASE composite mat rental fleet, which we expect to grow by low to mid-teens percentage in 2026, while also advancing our manufacturing expansion project, which will increase our production capacity by roughly 50%.”
“In our additional pricing scenario, assuming $3 per MMBtu margins on early volumes, $5 per MMBtu margins on steady-state volumes, and an incremental 2 MTPA of long-term SPAs across trains 4 and 5, we project annual distributable cash flow of approximately $400 million prior to the economic interest flip for trains 4 and 5, which we would expect to occur a couple of years later than in our base case.”
“First quarter Power Delivery results exceeded our guidance by 10% on revenue and 21% on EBITDA, with solid execution to start the year, resulting in 120 basis points of EBITDA margin expansion year-over-year.”
“Looking ahead to the second quarter, we expect segment sales to be similar sequentially and up 4%-5% from prior year.”
“Excluding this item, cost of sales was $77 million, a 14% year-over-year decline on a non-GAAP basis, driven by reduced unutilized capacity costs, losses on purchase commitments and inventory write-downs, partially offset by higher sales volume.”
“That's a 12.2% increase or a decrease of 4.4% on a constant basis, with the decrease in volumes in the residential remodeling market impacting our flooring categories, partially offset by volume growth in both our panels and insulation businesses.”
“The consolidated sales impact of these divestitures was approximately $166 million for the current quarter and was partially offset by an $11 million contribution from the acquisition of The Dodge Company.”
“First quarter EBITDA of $18 million was lower than our prior guidance due to declining licensing activity with slower global polyolefins capacity growth and lower catalyst sales volumes following shipping constraints associated with the Middle East war.”
“First quarter ongoing earnings delivered approximately 25% of the midpoint of our full-year guidance, despite very mild temperatures across our service territory.”
“Starting with the second quarter, we anticipate EPS in the range of $4.40-$4.50 or 8%-10% growth.”
“This increase in our 2026 and 2027 two-year backlog is approximately $250 million, improving our near-term growth outlook in both business segments.”
“Upon closing the Campbell Lutyens acquisition, we will achieve our 2030 target of approximately 50% even while delivering total revenue growth.”
“Asia Pacific sales in the Q1 increased 25% year-over-year as the impact of our acquisition of Dipsol complemented organic volume growth of 10% and a favorable foreign currency impact of 3%.”
“Away from market developments and away from our outlook, it's I think also worth highlighting that we successfully reduced preferred equity to less than 20% of our total equity.”
“We anticipate a GAAP diluted earnings per share of $0.41-$0.45 and non-GAAP diluted earnings per share of $0.45-$0.49, reflecting a 10%-12% growth over Q3 2024's $0.40-$0.43, respectively.”
“Based on our RevPAR growth outlook of 0.5%-3% and nominal expense growth of approximately 3%, we expect full year 2026 hotel EBITDA margins to range from flat to down 75 basis points, which includes approximately 25 basis points of headwinds from higher property taxes.”
“When comparing sequentially, first quarter net income is up CAD 448 million from the fourth quarter of 2025, primarily driven by the absence of identified items and by higher prices, partially offset by lower volumes and the incentive compensation charge I just mentioned.”
“Turning to 2026 guidance, which you can find on page 11 of our Q1 supplemental report, we increased full-year normalized FFO per share guidance by $0.01 to $1.59-$1.65 per share, or $1.62 at the midpoint.”
“So even with some pricing pressure at 7/1, we expect the rates on the accounts that we renew to be more than adequate.”
“Q1 adjusted net earnings was a record of $159 million or $0.40 per share, reflecting higher realized metal prices and strong cost control across the operations, resulting in higher gross profit margins.”
“We project Adjusted EBITDA margin to decline 30 basis points compared to the prior year period, influenced by temporary impacts from the ERP transition and our footprint optimization projects, which we expect to benefit Adjusted EBITDA margin performance in the second half of this year.”
“Please note that this represents roughly 175 basis points of refinancing headwind, without which our midpoint core FFO guidance would eclipse 8% growth.”
“We continue to forecast that for the full year 2026, no single customer will account for more than 10% of our total revenue, reflecting an improvement in our customer concentration profile.”
“For Q2, we expect that FCP will add approximately $12 million in revenue and $11 million in operating expenses, including a preliminary estimate of $3.8 million of intangible asset-related expense for Q2.”
“In addition, we reaffirm our full year free cash flow guidance of $55 million-$75 million as we remain confident in our ability to convert approximately 65% of EBITDA into free cash flow.”
“As Barry Port mentioned, we provided our annual 2026 earnings guidance between $7.41-$7.61 per diluted share and our annual revenue guidance between $5.77 billion and $5.84 billion.”
“In our preliminary plan, we intend to deliver another strong year in fiscal 2027, as we expect accelerating organic sales growth of 3%-5%, gaining prestige beauty share at the mid to high end of the range, an operating margin of 12.5%-13%.”
“Certain risks and uncertainties, like those relating to regulatory developments as well as volume, bad debt and cost trends that could cause actual results to differ materially from our projections, estimates, and expectations are discussed in the company's SEC filings, including the earnings release and related Form 8-K, the Form 10-K for the year ended December 31, 2025, and the Form 10-Q for the quarter ended March 31, 2026 when filed.”
“Revenue increased to $88 million from $46 million, primarily on the higher realized gold price, higher sales volumes for gold and base metals, and with the base metals also benefiting from higher grades and recoveries.”
“For the full year, we remain on track to achieve our original guidance of a 5%-10% year-over-year increase in total sales volume, reflecting further market share gains.”
“During the quarter, total hotel operating expenses increased 0.8% on total revenue growth of 2.5%, resulting in a 127 basis point improvement in hotel EBITDA margins.”
“This increase was principally driven by increased sales volume and higher adjusted renewable gross margins in the first quarter of 2026 as a result of the narrowing of BOHO spread, higher RINs prices, and the recognition of significantly more producers tax credit benefits compared to the first quarter of 2025.”
“Large load provisions ensure those customers will fund the infrastructure required for their growth, protecting existing customers from cost shifts and mitigating stranded cost risk.”
“The landfill business is strong coming out of the winter months, and we anticipate improved year-over-year third-party pricing in 2026 of 4%-5%, consistent with our guidance expectation for 5% price growth overall in the solid waste business.”
“While much of this growth is dependent on customers reaching Final Investment Decisions, which is outside of our control, we are excited about the opportunities that these present for later in 2026 and going into 2027.”
“Just hoping you could talk a little bit about the 26 earnings guidance, implies a bit of an acceleration, but flat on same-store revenues.”
“We continue to assume approximately 60% of the sales proceed will be reinvested through 1031 exchanges into our existing high-demand, high-growth Sun Belt markets.”
“Number 1, the operating earnings we continue to drive and, you know, within a sort of reasonable range, we expect to be able to continue to drive growth in operating earnings.”
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