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 5665–5760 of 6702.显示第 5665–5760 条，共 6702 条。
“We continue to expect operating expenses for the full year to be in the range of $190 million-$200 million as I shared in February.”
“Taken together, we expect EPS of $5.04-$5.16, including a positive impact from foreign exchange of approximately $0.10 using mid-April rates.”
“While both markets continue to experience strong demand, in the U.S., providers are grappling with staffing shortages, and in the U.K., demand is being dampened by funding pressures at the NHS.”
“Our reaffirmed guidance range now contemplates the impact of moderated e-vapor industry growth on combustible and e-vapor product volumes and increased macroeconomic uncertainty facing adult nicotine consumers.”
“Specifically, from the acquisition effective date of April 1, 2026 through December 31, 2026, the acquisition is projected to contribute revenue in the range of $2 million-$4 million and to dilute Merit's initial 2026 guidance for non-GAAP earnings per share by approximately $0.05.”
“Reported aggregates gross profit declined 3% to $288 million as stronger volumes and underlying organic pricing improvements were more than offset by geographic mix and purchase accounting impacts, including a non-cash $22 million charge associated with the fair market value step-up of Quikrete inventory, as well as higher depreciation, depletion, and amortization expense, which is now disclosed within our product line reporting.”
“We expect organic sales growth for 2026 to be between 3%-5% and an adjusted EBITDA margin improvement of 40 basis points-60 basis points on a comparable parameter basis with 2025.”
“Hotels adjusted EBITDA decreased $1.3 million in the first quarter of 2026 compared to the prior year quarter, primarily due to a $400,000 impact from the five fewer operating days, lower other revenues resulting from the weaker ski season and the non-repeating group buyout in the prior year, which included high margin rooms and banquet and catering business and higher benefits costs.”
“Outside of the U.S., volume increased 9%, with credit growth of 9% and debit growth of 8%.”
“As we move into 2026, we continue to advance our key priorities, which include driving solid organic growth, driving improved operating leverage by enhancing efficiencies and better monetizing the value we deliver, providing a market-leading advisor experience through ongoing investments in our platform, and advancing our M&A initiatives as we continue our preparation to onboard Commonwealth, announce the acquisition of Mariner Advisor Network, and continue to execute on our liquidity and succession strategy.”
“We expect our non-GAAP performance margin to be between 47% and 48.5%, driven by higher revenue.”
“We remain focused on managing our cost structure and continue to expect to realize the more than $50 million in annual cost savings I mentioned when we first released 2026 guidance, with most of that benefit coming in 2026, and are offsetting volume and inflationary pressure through productivity initiatives and additional restructuring actions and disciplined capital allocation.”
“Turning to our 2026 guidance on slide 10, we are reaffirming the full year revenue guidance of $23 billion-$23.5 billion, representing 7% organic growth at the midpoint.”
“Our BLS segment ended the quarter with a backlog of $8.6 billion, and we expect approximately $2.7 billion to convert into revenue over the next 12 months.”
“As discussed in our prior call, this will create a price mix impact on average revenue per student in 2026, resulting in similar revenue and volume growth rates this year in that market.”
“More broadly, with respect to Gilead, we received an upfront payment of $40 million upon signing the licensing and option agreement last year, which now has been fully recognized in our revenue.”
“First, we've raised the full year outlook range for same-site NOI growth to a new range of 2.8%-3.5%, driven by improved visibility into the timing of new rent commencements from our SNO pipeline and better than expected credit loss.”
“Accordingly, we are raising our 2026 revenue guidance to a range of $263 million-$267 million in revenue, representing 11%-13% growth, and reaffirming our expectations for approximately $25 million in adjusted EBITDA and full year free cash flow breakeven, driven by continued share gains, OPSB expansion, and execution of our multi-year new product launch cycle.”
“Delayed OEM engine deliveries continue to contribute to variability, and as a result, we expect approximately $0.10-$0.15 of earnings per share impact in the second quarter as certain projects shift into the second half of the year due to delayed engine deliveries from OEMs.”
“Similarly, we have been focused on improving gross margins and leasing revenue with 61% for the first quarter of 2026 when compared to 55% for the first quarter of 2025.”
“Considering our ongoing focus on driving operating leverage and the segment top-line growth targets I mentioned earlier, we are targeting an adjusted EPS range of $21.80-$23.50 for the year, reflecting 20% growth at the midpoint.”
“Gross profit decreased by $2.1 million, or 3.8% to $53.8 million compared to the third quarter of last year, driven by significantly lower inventory valuation adjustments compared to the prior year, partially offset by higher net sales.”
“We are aiming to hold G&A spending to no more than revenue growth on a full year basis while also making the necessary expenditures to support new 2027 launches.”
“Our full year organic growth projection of 1% to 3% remains unchanged, reflecting current demand levels adjusted for seasonality.”
“Adjusted operating income declined 14% versus last year, and our adjusted operating margin contracted 230 basis points to 13.9%, both in line with our February outlook.”
“From a profitability standpoint, we are raising our full-year 2026 Adjusted EBITDA margin guidance to 12%-13%, reflecting increased operating leverage and a balanced approach to investing in our key priorities, including product innovation, commercial initiatives, international expansion, and platform capabilities.”
“Blended rent growth of 70 basis points for the first quarter was in line with the trajectory of our full year guidance assumption of 1.7%.”
“Relative to our prior guidance, we are raising revenue by $175 million at the midpoint with $80 million of the beat in the first quarter and $95 million driven by the improved outlook across our business for the balance of the year.”
“In North America, we delivered above-market growth for the third straight quarter, with box shipments exceeding the industry by 3% as planned customer wins came through.”
“That 90 basis point year-over-year reduction created a comparable headwind to our same-store revenue growth this quarter.”
“We expect these growth trends to yield second-quarter gross profit of $905 million-$950 million, which represents year-over-year growth in gross profit dollars of 8%-13% and also represents gross margin growth both sequentially and year-over-year.”
“Liability NII increased by EUR 91 million quarter-on-quarter, reflecting both volume growth and a 5 basis points increase in the liability margin.”
“We now expect to generate $640 million of adjusted EBITDA in 2026 at the midpoint of our guidance, up 50% versus the previous year, which equates to a 51% margin, up 16 percentage points versus 2025.”
“Content Solutions delivered gross profit of $18 million, a decline of $5 million driven by lower box office, and gross margin declined to 58% versus 69% in the prior year.”
“During the first quarter, Illumina's revenue of $1.09 billion came in $20 million above the midpoint of our guidance, driven primarily by better-than-expected instrument sales, as we placed more than 80 NovaSeq X instruments in the quarter above our targeted range of 50-60 per quarter.”
“Based only on existing contracts, we expect adjusted EBITDA of $67 million-$73 million or an adjusted EBITDA margin of about 50%, diluted EPS of $0.80-$0.97, and non-GAAP diluted EPS of $1.41-$1.60.”
“We're reaffirming our full year 2026 IDACORP earnings guidance estimate in the range of $6.25-$6.45 diluted earnings per share, which includes our expectation that Idaho Power will use less than $30 million of additional tax credit amortization to support earnings.”
“ICE Risk Model 2 is now deployed across more than 1,000 energy contracts, improving portfolio margining efficiency so volumes can scale while appropriately increasing capital requirements.”
“Organic growth of 7% in the first quarter was driven by 12% organic growth in our larger, higher margin grid infrastructure business, where demand strength was broad-based across T&D end markets.”
“Hippo kicked off 2026 with strong momentum, accelerating the top line growth of our business in the first quarter while announcing initiatives to support our technology-driven insurance platform and delivering a fourth consecutive quarter of profitability on both a stated and adjusted basis, with $7 million of net income and $17 million of Adjusted Net Income in the quarter.”
“The total increase of $159 million was primarily due to the impact of higher sales volumes of $113 million and the impact of an increase in average gross selling prices of $69 million.”
“This outlook reflects stronger performance in our core fee business, offset by revised expectations for the distribution segment, which we believe will decline by approximately $25 million for the full year compared to 2025, including $15 million in the second quarter from the impact of the security concerns in Mexico.”
“Cash Gross Profit increased $15 million year-over-year to $26 million or 18% of revenue, a great result in what is typically our most weather-impacted quarter.”
“Our updated outlook implies the following midpoints: Net sales of $3.75 billion or 2% growth at constant currency, Adjusted EBIT of $560 million, implying a 14.9% margin, and Adjusted free cash flow of $415 million.”
“As Green Brick Mortgage continues to expand its service to most of our communities, we anticipate that by year-end, its capture rate will range from 70%-80%, which should generate additional revenue as we increase the number of loans funded through our mortgage company.”
“Same-store customer pay and warranty revenues increased approximately 3% and 5% respectively, with corresponding gross profit growth of approximately 6% and 9%.”
“Securities and Exchange Commission and Canadian Securities Administrators, including in the case of our fiscal 2026 outlook and our three-year objectives for the 2026-2028 period, as well as certain risks and assumptions related thereto, and our earnings press release dated April 30th, 2026.”
“Specifically, as it relates to the second quarter of 2026, we expect consolidated revenue of approximately CAD 1.89 billion-CAD 1.9 billion at an Adjusted EBITDA margin of 30.4%.”
“Turning to margins and free cash flow, normalized EBITDA grew 13% to $414 million, delivering 210 basis points of margin expansion to 33% and exceeding our guide for the quarter.”
“Q1 adjusted EBITDA in the segment grew 8% to $255 million, driven by operating leverage, structural cost savings, and the favorable impact from foreign exchange rates, partially offset by targeted growth investments to support innovation and commercial initiatives.”
“You know, here we are committing to not only inbound growth, but revenue growth, and even the margin growth in 2027 for Subsea, just to remind everybody of that comment, which I think is pretty spectacular and speaks to the high quality of our backlog, our execution capability, and Our deep insight into the market and our customer's need because of the privileged position that they allow us to be in.”
“Improving first-year acquisition trends combined with strong renewal rates gives us confidence that we expect to deliver approximately 1% member count growth this year.”
“Based on this outlook, we also remain confident in our expectation to generate approximately $915 million of adjusted free cash flow in 2026, which reflects continued execution against our annual production plan of 1,050 CFM56 modules to meet customer demand while prioritizing excess cash flow for reinvestment in high-return growth initiatives, including M&A, minority investments in the 2026 SPV, and the continuing development of FTAI Power.”
“CuRe is scheduled to be replicated across the Series 6 and 7 fleet through the first half of 2028, which, if achieved, supports the potential realization of up to $0.6 billion of additional revenue from technology adjusters in the backlog, with the majority anticipated in 2027 and 2028.”
“We expect the class of 2026 new stores to average approximately 55,000 square feet, and while smaller in size, we believe this format allows us to enter more dense markets without sacrificing sales productivity.”
“Sales, excluding India, are expected to be up 1% at the midpoint versus last year, with volume growth outpacing mid single-digit price decline and a minor FX headwind.”
“While bookings and sales were impacted by events in the Middle East, we maintain our full-year adjusted EPS outlook of $4.00-$4.20, which at the midpoint represents 13% growth over 2025.”
“Our guidance continues to include the impact of the sale of 11 branches in Nebraska, which closed subsequent to the end of the Q1, while excluding the anticipated gain on sale from the transaction, which we expect will total approximately $19 million.”
“The 70 basis point improvement in operating leverage and flat cash G&A compared to the prior year illustrates our continued efforts at achieving efficient growth and the benefits of our rising scale.”
“Revenues of $192.9 million increased 1.2% due to higher realized bill rate for risk investigation and construction solution services, which was partially offset by lower demand for dispute advisory services.”
“Looking ahead, we expect earnings to benefit from the larger core portfolio and a more stable contribution from NewPoint over the course of 2026.”
“For fiscal year 2026, we are maintaining our revenue and margin guidance.”
“Given our current bookings patterns, we expect 2026 CapEx revenue to increase throughout the remainder of the year and contribute more meaningfully to our overall growth profile, driven by strong WFE growth and improving fab construction trends, which support not only the latter half of 2026, but also growth expectations in 2027 and beyond.”
“As we discussed last quarter, we expect pricing and underwriting actions will pressure growth throughout 2026.”
“Property growth of 1% in the quarter, when excluding reinstatement premiums, was largely driven by a 9.4% increase in property cat XOL, and this was more than targeted decreases of 23.9% in casualty pro rata and 13.3% in casualty XOL.”
“On slide 19, we highlight our revenue and profitability guidance.”
“Did you say that you have an incremental 150 basis point headwind that you're now contemplating in Q2 to 4Q that's getting absorbed in your reiterated gross margin guidance?”
“The Q1 of 2026 was a volatile period for the market, with significant cold weather in January driving extreme prices across the country, highlighting capacity constraints in the North American market driven by demand growth, followed by geopolitical developments in the Middle East that are contributing to the broader energy market instability.”
“We are confident in our long-term operating EPS growth rate target of 6%-8% through 2030, and we remain confident in our ability to reach the high end of our guidance range in each year, driven by RNG tax credits and the flexibility they provide.”
“This guidance implies operating margin improvement of between 50-100 basis points on a non-GAAP basis.”
“Gross margins for the food segment were 28.9% of sales compared to 29.3% a year ago, and raw material volumes were flat at around 330,000 metric tons compared to the same time last year.”
“The revenue increases were partially offset by an overall decrease in consumption for the quarter, increased depreciation and interest expense related to new capital investments, and an increase in the effective income tax rate due to a reduction in tax credits, which when combined with other items, reduced EPS by about $0.32 per diluted share.”
“We expect this growth margin trend to continue through the second quarter, consistent with our commentary on last quarter's call, before beginning to improve in the back half of 2026 as we expect velocity and aging improvements to take hold.”
“Cash flow from operations for the first quarter of 2026 was $64 million, and free cash flow was $21 million, of which approximately $63 million was generated by the fertilizer segment.”
“You know, as you know, we've been a very active recycler of assets certainly over the last 5 years, but even longer dated than that, with a clear eye on building the leading lifestyle office portfolio across the Sun Belt, because we think that's where there's gonna be the highest amount of demand and the greatest opportunity to drive rents and therefore drive earnings.”
“International revenue for the Crocs brand was up 7% on a reported basis, consistent with our expectations, despite an unanticipated impact from the war in the Middle East.”
“Notwithstanding the current macroeconomic uncertainty, the underlying demand environment across our key markets remains positive, and we are pleased to reaffirm our financial guidance for 2026, reflecting a strong start to the year as well as the net impact of divestitures and acquisitions agreed in the year to date.”
“We expect our current Cushing's syndrome business to grow to at least $2 billion in annual revenue by the end of this decade.”
“This reflects a 20,000 BOE per day annual impact due to Qatar being excluded from second quarter production guidance and a 15,000 BOE per day annual royalty rate adjustment at Surmont due to higher prices.”
“Based on these assumptions, we are raising our operating margin guidance to 6.7%-7.5% for the year, leading to diluted earnings per share in the range of $3.55-$4.00.”
“Luis, given, you know, I know we're moving now to multi-quarter guidance here for 2026, but given all the positive dynamics as well as, you know, future orders transitioning, you know, to revenue in 2027, instead of 2026, should we assume, you know, if all things remain consistent that you'll grow in 2027, your top line at the same rate that you expect to grow in 2026?”
“For construction, we're not expecting to get as much of that component benefit as in Ag, now we expect about a 600 basis point impact on our construction margins compared to our original expectations of roughly 500 points.”
“One metric which demonstrates our progress is that Vistaprint's variable gross profit per customer grew 13% year-over-year in Q3, and that's also our 13th consecutive quarter of growth in this metric.”
“Yeah, Javier, you know, in general, like the price mix for household, I would step back and you might have a little bit of noise by quarter, but we expect it to be about 1 point of headwind, meaning that, you know, volume would grow about 1 point ahead of sales.”
“As I told my field sales team that I'm putting tons of pressure on, right, to launch this and getting them into net new customers, and that's where we're really going after, is that is, hey, we're gonna take advantage of this vendor line for the next five, 10, 15 years, right?”
“Turning to Core Lab's outlook for the second quarter of 2026, the IEA, the EIA, and OPEC are projecting crude oil demand growth in 2026 of approximately 600,000-1.4 million barrels per day, supporting constructive long-term market fundamentals despite near-term volatility.”
“With our performance, we're raising our full-year 2026 adjusted EPS outlook to at least $30.35, reflecting our disciplined approach and steady execution in an operating environment that continues to be shaped by many forces.”
“Importantly, 97% of rooms in our global pipeline are in higher revenue brands, which we expect to be approximately 1.7 times more accretive than our current portfolio.”
“This was achieved while we continued to invest in our internal growth pipeline, built working capital at Langeloth, and returned $33 million to shareholders through share buybacks and dividends in the quarter.”
“Our 90-day weighted pipeline increased 38% from the prior quarter and at almost $2 billion represented our highest weighted pipeline on record.”
“Based on our better-than-expected start to the year, as well as our growing conviction in the underlying demand for INTERCEPT, we are raising our full year 2026 product revenue guidance to $227 million-$231 million.”
“First, we have raised the full year revenue guidance from 8.5%-9.5% to now 9%-10% growth on the back of Q1 strong results and the momentum that we're seeing across the business.”
“Both operating profit and adjusted operating profit in the first quarter of 2026 increased by 20% to $3.1 billion, mainly due to the profit impact of higher sales volume and favorable price realization, partially offset by unfavorable manufacturing costs and higher SG&A and R&D expenses.”
“In terms of the impact of pricing on the margin outlook at the total company level, it's about a 30 basis point headwind to margins for the full year, which remains within the range that we've provided really on that.”
“In Pharma, we expect our fiscal 2026 revenue to come in at the lower end of our 15%-70% range, reflecting the continued strong overall volume growth and the mix dynamics within brand that I referenced earlier.”
“Today, approximately 53% of our markets are multi-gig capable, and we expect to expand that capability to most markets by year-end, reinforcing our ability to meet growing customer demand across the footprint.”
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