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 5761–5856 of 6702.显示第 5761–5856 条，共 6702 条。
“Is your guidance of 300 basis points of, you know, margin expansion in the fourth quarter, is that based on what you're seeing in the backlog and, you know, the kind of interest you're seeing, you know, with your to-be-built sales?”
“On the capital allocation side, CapEx for this quarter totaled $81 million, mainly focused on San Gabriel alongside sustaining investment and Trapiche aligned with our growth priorities.”
“Fifth and last, based on our strong performance, we are raising our fiscal 2026 guidance for recurring revenue and Adjusted EPS growth to at or above 7% for recurring revenue growth constant currency and at 10%-12% for Adjusted EPS.”
“At NobelClad, our composite metal business, Q1 sales were $19.3 million, a 31% year-over-year decline, driven primarily by the timing of large project shipments that benefited the prior year period, as well as reduced bookings in the H1 of 2025 due to uncertainty around U.S.”
“After a strong finish to 2025, we carried that momentum into the first quarter of 2026, delivering 5.6% AFFO growth year-over-year, continuing to execute on our investment strategy and driving strong operational outcomes across our in-place portfolio.”
“Finally, unless otherwise stated, all comparisons are made from the same period in 2025, and sales growth rates will be discussed on an underlying basis, which excludes the impact of foreign exchange.”
“On slides 14 and 15, we outline our latest 2026 outlook and assumptions, which reflect continued weakness in housing starts, ongoing affordability pressure, and a more cautious consumer.”
“The lower Q1 gross margin was due to several factors, including unfavorable manufacturing absorption as a result of the decreased Middle East revenue, which contributed to margin pressure by 40 basis points, higher instruments versus consumables mix, which adversely affected margin by 30 basis points, higher freight fuel surcharges by 20 basis points, and FX by 20 basis points.”
“25% revenue growth, 69% gross margin, and the lowest first quarter net loss since going public, all while maintaining a very strong balance sheet to support future growth.”
“The remaining $4 million of the increase reflects targeted commercial and infrastructure investments to support growth in addition to an increase in commissions on higher sales and unfavorable foreign exchange impacts.”
“The remaining $4 million of the increase reflects targeted commercial and infrastructure investments to support growth in addition to an increase in commissions on higher sales and unfavorable foreign exchange impacts.”
“Financially, Ruckus brings a high-quality profile to the combined company with high single-digit revenue growth, gross margins above 60% and EBITDA margins of 20% in the first full year of ownership, each meaningfully above Belden's current profile.”
“The result is materially unchanged guidance on the sales, margin and free cash flow lines, but an increase to adjusted EPS guidance to $4 to $4.50 reflecting the lower full year expected incremental net tariff impacts I just discussed as well as the first quarter overdrive, while also factoring in some cautiousness given the current dynamic macroeconomic environment.”
“Finally, given the strong performance in the quarter, we are upgrading our 2026 guidance, loan and gross revenue growth now above 30% year-on-year, while maintaining cost of risk guidance at around 20 basis points.”
“In addition, reported sales are expected to include a headwind of approximately $25 million from MSA revenues from Vantive, representing approximately 30 basis points of impact on reported growth.”
“We expect revenue to be in the range of $214 million and $220 million, representing 20% growth year-over-year, adjusted EBITDA to be in the range of $24 million and $27 million, representing 20% growth year-over-year, and non-GAAP EPS to be in the range of $0.35 and $0.37.”
“A significant part of our capacity expansion will be focused on 6-inch crystal growth technology to support the planned roadmap of 6-inch capability by our customers.”
“This period marked the 12th consecutive quarter of year-over-year profitability improvement in our industrial business, while Mobility achieved a first quarter net sales record and adjusted EBITDA margin of 17.5% reflecting solid execution and cost discipline, and we saw stabilization in Refinish at nearly $500 million in sales, consistent with the last 5 quarters.”
“We will grow guided by our 2 principles of diluted book value per share growth for the company but in our risk to risk business, achieving risk-adjusted returns that meet our hurdle rates, which we've detailed.”
“With the diminishing impact of the FDIC-purchased loans, we expect reported net interest margin to stay roughly flat on an organic basis, excluding the impact of the deposit purchase premium from the acquired deposits, which we estimate to be around 5 basis points.”
“We expect to again deliver 8% EPS growth in 2026, while continuing to provide high-quality, affordable service to our customers.”
“Our full year product revenues are expected to grow between 38% and 46%, outpacing our operational expenses, which will grow by approximately 25%, consistent with prior guidance.”
“We created this development program in Appalachia and West Virginia, we needed to underwrite all the takeaway, but those agreements are 10, 15 years old and so now going forward, they really need to be in the hands of the end user and we'll be able to entering the pretty really attractive sales and optimize our margins on a go-forward basis, and we recontract that.”
“Moving down to P&L, we expect increased full year Adjusted EBITDA of $1.15 billion-$1.21 billion, up from $1.14 billion-$1.2 billion, representing an Adjusted EBITDA margin of 13.8% at the midpoint and Adjusted EBITDA growth of 11%-16% for the year.”
“With a strong first half and outperformance in the market volume, we are raising our fiscal full year guidance to $13 to $13.25 or 8% to 10% growth from the prior year.”
“My question is about your sales outlook, and I'm just wondering, because foresee 4%-6%, which looks rather conservative, taking into account the very strong start to the year and now even more pricing to kick in for the rest of the next quarters.”
“Given this outlook, we are focused on enhancing connectivity within our operating areas, particularly in the dry gas area and the newly acquired assets, providing cost-effective integrated solutions for this demand growth.”
“As a reminder, our second quarter revenue outlook includes the impact of a sizable termination fee recognized in the second quarter of 2025, which represents an approximate 3 percentage point headwind to year-over-year growth in the quarter.”
“For the first quarter, we generated net income of $69.6 million, resulting in earnings per share of $3.77, coming in just above our mid-March updated guidance and up nearly 80% versus airline-only results in the prior year quarter, as demand for leisure travel remained strong throughout the period.”
“While margins declined to 11.7%, this reflects the impact of prior year items and mix, including 0 margin revenues associated with actions taken on the CH-53K AFT program in 2025.”
“We are seeing a little pressure from contractors as they make sure they can fill their roles and at some increased cost there, but again, manageable based on our cost guidance for the rest of the year.”
“So as we then think about these impacts and trends running through our results for the full year, we still feel very confident with the outlook range that we gave at the beginning of the year of 60% to 63% for the Japan benefit ratio.”
“We believe this price disconnect sales to reflect the strength of our earnings growth over the past 5 quarters, represented by a 31% year-over-year increase in EAD, the scaling of origination platform for EAD expansion and the durability of our portfolio as illustrated by book value growth.”
“On the CTC side of the business, while we grew 2.5% compared to the first quarter of 2025, growth slowed sequentially from quarter 4 as that business was impacted by the severe weather we noted on our February call as certain centers had to be closed during that time.”
“Today, Apple is proud to report $111.2 billion in revenue, up 17% from a year ago and a March quarter record, which was above the high end of our guidance range despite supply constraints.”
“Excluding foreign exchange impact, system sales grew 4%, operating profit increased 6%, and operating profit margin expanded 20 basis points year-over-year.”
“When you couple that with the additional debt capacity we generate each year from our profit growth and our 4x net leverage ratio expectation, that is a run rate of over $2.5 billion of cash generated annually that we expect to grow at a healthy clip each year going forward.”
“Based on our strong second quarter performance and confidence in the second half outlook, we are raising our 2026 sales and earnings guidance.”
“As outlined in our earnings release, we've increased our investment volume guidance to a range of $1.5 billion-$2 billion, which together with lower estimated potential rent loss, results in an aggregate $0.03 increase to our AFFO per share guidance at the midpoint.”
“Do you think the top end of the guidance range for margin, which was, I think, 31% for the full year, do you think that still is obtainable in this fuel environment or that might be a little bit impacted just given the mathematical influence?”
“We expect the strong demand in booking activity we saw in the first quarter, along with similar results in the second half of 2025, to provide upside opportunity for growth in late 2026 and beyond.”
“Third, all guidance figures reflect the impact of the divestiture of Verisk Marketing Solutions, which contributed $68 million in revenue in 2025 with little seasonality and represents an $0.11 headwind to earnings per share.”
“I think if you step back and look at 2024 and see that aggregates cash gross profit per ton is up 23% and our total cash cost of sales and aggregates has increased only 1%, to me, you know, these metrics clearly show the solid execution of our teams and, you know, the compounding margin growth that they're delivering.”
“Reflecting this momentum and our strong first quarter, we raised our full year adjusted earnings per share guidance to a range of $4.20-$4.28 per share.”
“With respect to our earlier stage pipeline, we expect to initiate a phase I trial for our amylin agonist, VK3019, shortly.”
“For the last 12 months, we recorded $1.6 billion in Adjusted EBITDA, a 66% margin, and $6.66 in adjusted EPS.”
“NSE gross margin for the quarter was 65.3%, which is 220 basis points higher on a year-over-year basis and was primarily driven by higher volume and favorable product mix.”
“Looking ahead, we remain confident in our 2026 outlook, which consists of delivering 4%-7% top-line growth, 8%-12% EPS growth, attractive returns on equity in our core operations, and continued strong capital generation and deployment.”
“Going to second quarter, we expect strong wafer shipment growth across both 8 in and 12 in portfolios, supported by a strong rebound in the communication segment, as well as healthy demand across computer, consumer, and industrial markets.”
“We continue to expect positive operating leverage for the full-year of 2026, even with the impact of lower expected contractual accretion benefits.”
“Activity and demand for MSR in the first quarter remained high, with servicing transfers topping 93 billion UPB, outpacing Q1 2025, though below the prior two quarters.”
“Total market share increased from 21% in the first quarter 2025 to 24.1% in the first quarter 2026, reflecting a combination of strong risk and compression volume growth.”
“Furthermore, as we mentioned in our previous earnings conference call, we expect lower video cancellation numbers to continue going forward, influenced by our multi-year partnership with Formula 1 to provide live coverage of all Grand Prix by Sky Sports channels available through Izzi and Sky, beginning in the fourth quarter of last year and through the 2028 season.”
“Free cash flow in the first quarter of 2026 was a net usage of $85 million as compared to net usage of $74 million in the first quarter of last year, both periods reflecting increased capital expenditures in support of organic growth opportunities.”
“You know, when we think back to February, you gave us your outlook for cash flow during the year, you were referencing a 60-70 Brent range, refining margins at 5, et cetera.”
“Building on the momentum of 2025, a year where TRTX closed $1.9 billion of new investments and achieved 25% year-over-year growth in earning assets, we are pleased to report a strong start to 2026.”
“We anticipate the Net Interest Margin to be in the range of 3.80%-3.85% for the full year, while we expect Net Interest Income to increase mid-single digits.”
“This represents approximately 400 basis point improvement over 2 years, driven by our continued portfolio shift towards high growth and high margin innovative products, as well as $700 million of cost savings expected from our transformation programs, and despite the impact of losing revenue from our generics revenue mid in 2026.”
“Gross margin for the quarter was 60.9%, up 370 basis points sequentially, driven by strong Semi Test volume and product mix and non-recurring operational impacts.”
“Revenue increased year-over-year by nearly 10%, and even more impressive, we converted more than half of that increase into operating income, once again demonstrating our ability to balance growth and profitability.”
“We expect 2026 consolidated revenue for the year of $2.48 billion-$2.58 billion, Adjusted EBITDA of $267 million-$306 million, and free cash flow of $130 million-$170 million, with the midpoint of each of these ranges unchanged from our prior outlook.”
“Organic revenue was down 1% as a 4% benefit from targeted pricing actions was more than offset by 5% of volume pressure.”
“The guidance was unchanged at 3%, suggesting, you know, somewhat of a possible slowdown.”
“Our relentless member focus continues to drive innovation across our business, leading to our 18th consecutive quarter of the Rule of 40, with a score of 72 reflecting 41% revenue growth and 31% EBITDA margins.”
“Looking ahead, we expect to see improvements in revenue growth year-over-year as of the second half of 2026, driven in part by the impact of our initiatives and also as we begin to lap softer revenue comparisons for the second half of the year.”
“There's a second answer to the what's next question, and that involves moving to the next stage of growth, the 2030 target of an incremental $1 billion in top-line sales, a gross margin rate approaching 40%, and total EBITDA north of $1 billion.”
“Turning to our outlook for the Q2 of 2026, we are providing an estimate of adjusted earnings in the range of $0.92 to $1.02 per diluted share as compared to adjusted earnings of $1.01 in the prior year period.”
“While we plan to remain selective in pursuing Citizens assumptions this year, we expect to continue to grow our gross written premiums in 2026 year-over-year as a result of higher policy retentions, higher voluntary sales, and the launch of new states.”
“Gross profit increased 3% and gross margin improved by 90 basis points to 33.9%, driven by effective price realization and continued progress with our commercial initiatives, including strong growth in private label products and with small customers.”
“Given our current backlog and design win pipeline, we expect sequential growth across our product portfolio in 2026 as we capitalize on our investment, gain share in existing market, and benefit from our diversification strategy, starting with another strong sequential quarter of growth of 15%-20% in June.”
“EBIT margin pressure is expected to be approximately 75 basis points due to fixed cost deleverage from lower comp sales, annualizing our loyalty points investment, and the impact of higher fuel costs.”
“Importantly, we saw continued improvement in operating leverage with the efficiency ratio improving to 59.5% and the adjusted efficiency ratio at 55.3%, reflecting disciplined expense control alongside core revenue growth.”
“Given the solid start of the year, we are increasing our full year outlook for all key metrics, including site leasing revenue, Tower Cash Flow, Adjusted EBITDA, AFFO, and AFFO per share as compared to our initial 2026 guidance.”
“Aspire's gross margins were 73 basis points in the first quarter, impacted by spread widening in the pipeline at quarter end that has since largely reversed.”
“Class 4 through 7 truck sales saw the worst demand since 2015, but our results were more about timing than demand.”
“Class 4 through 7 truck sales saw the worst demand since 2015, but our results were more about timing than demand.”
“For the full year 2026, we expect to spend between $375 million and $425 million, which includes $275 million-$300 million in investment capital as well as $100 million-$125 million in maintenance capital.”
“That's how we're approaching it and how that growth in deploying capital into a high margin business is gonna continue to impact, you know, returns going forward.”
“We expect this partnership to provide several important strategic benefits over time as it scales, including optimization of risk-adjusted yields, expanded relationships with existing customers and a broader addressable market, greater product and operational uniformity across states, faster entry into new markets, additional fee income opportunities, and increased wallet share over time from the introduction of new products.”
“Revenues were $527 million, and adjusted pre-tax income was $47 million, or an 8.9% pre-tax margin.”
“Looking ahead to the second quarter, we expect to achieve sequential unit demand growth for EYLEA HD that is consistent with the 10% sequential demand growth in the first quarter.”
“Regarding free cash flow, we expect to improve our free cash flow conversion as a percentage of adjusted EBITDA from approximately 26% based on our 2026 guidance to 35% by 2028, primarily due to lower interest payments on decreasing debt balances and lower restructuring payments.”
“Our revenue growth was driven by subscription-based revenues, which grew 17% year-over-year and 5% sequentially, resulting largely from the delivery of new customer go-lives and expansion with existing customers.”
“As the market stabilize, we don't need to carry that much cash, which is what we showed at the end of the quarter and still do, but we can draw down that cash, get debt down to about $19 billion at the end of this year, and then down to our target $17 billion next year, all while still returning 50% of our operating cash flow back through dividends and buybacks.”
“Our leading indicators, including our $54 billion pipeline, strong win rates of 60%, total backlog of $9.3 billion of which 71% is funded, and our $11 billion of contract wins not yet booked give us confidence that we will continue to remain an industry growth leader, excluding the impact of our confidential contract in both segments.”
“Progressive Leasing's SG&A for the quarter was $81.3 million, or 13.6% of revenue, compared to 12.6% in Q1 of 2025, and was flat in total SG&A dollars spent even as we invest selectively in areas that support long-term growth, including technology modernization, customer experience, and AI initiatives.”
“We continue to expect full year 2026 total revenue to be in the range of approximately $390 million-$410 million, representing growth of approximately 27%-33% compared to 2025.”
“For the second quarter of 2026, we expect strong growth in Aerospace, Architectural Coatings Latin America, Protective and Marine Coatings, Automotive OEM Coatings, and Packaging Coatings, while demand in Architectural Coatings Europe, Automotive Refinish Coatings, and in global industrial end-use markets will remain below prior year.”
“Turning to our outlook, we expect second quarter revenue between $103 million and $106 million, compared with revenue of $97.9 million in second quarter 2025, a year-over-year increase of 7% at the midpoint.”
“For the full year, we still expect capital investments of $65 million-$75 million, which represents a much more normalized run rate and an important tailwind for higher discretionary free cash flow and greater flexibility for debt reduction and share repurchases.”
“As mentioned since 2024, we expected our net interest margin to increase, and it has.”
“Same-store service and parts revenue increased 7% as our strategies to increase customer pay drove a 10% increase, which was more than offset the 3% decline in warranty.”
“Our gross margin reached 33.4%, which represents an improvement of 188 basis points as compared to last year, while our adjusted EBITDA reached positive $5 million, which represents 2.2% of our net sales and an improvement of $8.7 million versus last year.”
“As outlined in our earnings release, based on our Q1 performance and favorable momentum, we currently expect to deliver 10% growth in total revenues and Adjusted EBITDA for the Q2 at the midpoint of our guidance ranges, excluding the results of exited and reorganized operations.”
“So can you just talk about like what specific drivers, maybe volume, mix or margins that gives you the most confidence in achieving this guidance and where you could see some risk to -- the greatest risk or greatest upside?”
“Americas segment operating profit was $142 million, essentially flat year-over-year, benefiting from higher net price while lower sales volume and higher operating costs were headwinds.”
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