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 5857–5952 of 6702.显示第 5857–5952 条，共 6702 条。
“Our 2026 adjusted FFO guidance does not include any additional investments, asset sales, or capital market transactions other than what I just mentioned or what was included in the earnings release.”
“We expect to achieve our consolidated earnings guidance of $2.43 per share with a range of $2.38-$2.48, assuming normal weather for the balance of the year.”
“Fuel was down 10% between those two periods, so you had revenue impact on the downside of fuel, but profitability was consistent between those two periods.”
“Enterprise gross margin reached another record in the quarter at 52.7%, up 640 basis points year-over-year, driven again by strong demand for our ProAV Managed Switches, an improved regional mix, and aided by the aforementioned license acquisition.”
“Net interest margin increased six basis points to 2.75% compared to 2.69% in the prior quarter.”
“In terms of our overall differentials, you know, I think Chad talked a little bit about this in guidance, I would tell you that we're seeing likely significantly better than expected oil differentials, which is really the biggest driver to our revenue, giving us about 80% of our revenue.”
“Turning to the second quarter, our EBITDA guidance assume a $6 million-$8 million impact, considering that the inefficiencies in the Middle East will persist through the quarter across our segments, but primarily within international drilling.”
“We financed loan originations grew 65% year-over-year, marking our 10th consecutive quarter of growth, driven by continued strength in demand generation and our ability to capture that demand.”
“With the strong start to the year, we also remain committed to making progress toward our midterm EBITDA margin target of 23% while generating strong cash flow over the balance of 2026.”
“Nearly 90% of the Fortune 500 now have active agents built with our low-code, no-code tools, and we are seeing fast growth of our Copilot credit consumptive offer, up nearly 2x quarter-over-quarter as customers increasingly extend Copilot with custom agents tailored to their workflows.”
“Excluding any impact from the new subcontractor agreement that Sanjeev mentioned, we expect Q2 total revenue to be in the range of $15.5 million-$16.5 million.”
“Industrial segment revenues for the quarter were $883 million, a 6% increase versus Q1 2025, including 4% organic growth, driven by increases in sales in precast concrete products, partially offset by lower revenues from sales of car hauling equipment due to softening demand within the auto industry.”
“We maintain our prior expectations of approximately 25% full-year revenue growth for Paragon, and we continue to expect low 20s EBITDA margins.”
“Of the 4% growth in Mobile Modular, can you just talk about kind of price versus volume and your outlook for growth, you know, for the next several quarters?”
“Combined, these brands represent approximately 1% of segment net sales and we expect when annualized, will represent an estimated 20 basis points of improvement to the segment's gross margin profile.”
“While we will continue with targeted capital spending, we believe our operating expenses are appropriately sized and scaled to match our growth profile, and our margins are sustainable.”
“First quarter operating income was $22.9 billion, representing a 41% operating margin.”
“As Joe mentioned, the 60% year-over-year decline in our wound net sales, which was a 24% decline on a volume basis, was pressured by significant disruption, confusion, and chaos in the marketplace, particularly among private office and associated care settings that previously were reimbursed by Medicare for skin substitutes under an ASP plus 6% methodology.”
“As previously communicated, we currently anticipate our full year 2026 non-compensation expenses to grow a similar rate to 2025 through our ongoing investments in technology, including AI, increased deal-related travel expenses, and growth in headcount.”
“For Q2, we expect the health vertical to be approximately 1% of total revenue, as we made a strategic decision to limit Under-65 Health open marketplace participation to carriers only, simplifying our operations.”
“Adjusted gross margin declined 460 basis points to 45.1%, primarily due to the gross cost impact of tariffs that we previously mentioned as part of our guidance, as well as unfavorable foreign exchange and inflation.”
“We are maintaining both our 2026 adjusted company FFO guidance range of $3.22-$3.37 per common share and 2026 same-store NOI growth guidance range of 1.5%-2.5%.”
“Through the performance we have seen and improved visibility through the remainder of the year, we have the confidence to raise our full year 2026 earnings guidance, increasing our adjusted diluted earnings per share to a midpoint of $1.17.”
“Gross profit increased 159% to $100 million, while adjusted gross profit increased 119% to $101 million for a gross margin and an adjusted gross margin both of 39%.”
“Looking at the segment revenue guidance, HCS is now expected to grow 4% compared to the previous guidance of 2%, and BCS is now expected to grow approximately 16%.”
“Growth was consistent across key categories with customer pay gross profit up 6.5% and warranty gross profit up 5%.”
“This guidance fully incorporates the incremental $100 million of stock we have repurchased since our last earnings call and further contemplates $170 million of 1031 acquisitions scheduled to close in the second quarter.”
“Gross profit increased 0.7% to reach MXN 19 billion, resulting in a gross margin expansion of 100 basis points to 48.6%.This margin expansion reflects unfavorable mix effects post-excise tax increase in Mexico, more than compensated by lower raw material costs such as sugar and PET, coupled with the appreciation of the Mexican peso as applied to our US dollar-denominated raw material costs.”
“Gross margin was 62.2%, 45 basis points above the midpoint of guidance, driven by better-than-modeled service business mix and manufacturing scale due to higher business volume.”
“Gross profit increased by 17x sequentially and four-fold year-over-year, while gross margins expanded by 8 percentage points sequentially and 10.8 percentage points year-over-year.”
“In 2026, we expect this pipeline to contribute approximately 90-100 basis points of Same-Property NOI growth.”
“Adjusted EBITDA margin finished at 26.7%, which was down year-over-year, largely driven by the flow-through on organic volume declines, the dilutive impact of tariffs, and continued commercial investments for growth.”
“I think the revenue guidance that Beth shared, of $100 million-$110 million, is consistent with that expectation, we'll see it steadily grow over time with that focus being on the highest risk patient population.”
“For the second quarter of 2026, we expect 3%-4% organic growth, adjusted EBITDA margin in the 26.5%-27% range, and adjusted EPS of $2.07-$2.12.”
“The revenue increase was partially offset by higher water production expenses of $0.20, attributable to $0.10 of higher water supply costs due to increases in average per unit cost for purchased water and groundwater extraction, $0.09 from increases in water production balancing and memorandum accounts primarily related to the full cost balancing account in California, and $0.08 from higher customer usage.”
“Against this backdrop, we delivered 2.2% organic revenue growth in the quarter, 2.4% from price and a decline of 0.2% in volume mix.”
“Based on our current expectations of NOI growth and assuming $200 million of non-core asset sales, we expect to end the year with debt-to-EBITDA in the low to mid sixes, with additional reductions likely in future periods as NOI grows.”
“This outlook includes modest working capital improvement, net interest expense of approximately $45 million, a normalized effective tax rate of around 24%, an increased CapEx of approximately $40 million as we continue to invest in upgrading our operational capabilities.”
“As a reminder, we expect Auto OEM revenue to decrease in 2026 as the BMW program has reached peak volumes and as certain legacy programs approach end of life.”
“For the full year, significantly higher data center revenue is expected to be the main contributor to our C&I segment organic growth, while the net effect of foreign currency, the Allmand and Enercon acquisitions, and two small divestitures that closed in the first quarter of 2026 are anticipated to have an approximate 5% favorable impact versus prior year.”
“As a result of our first quarter outperformance, we are raising our full year 2026 net sales guidance to $620 million-$635 million, compared to $600 million-$620 million previously.”
“This segment improved sequentially, and based on what we see in the pipeline and our booking strength in Q2, we expect that CGI Federal will return to positive organic growth in Q3.”
“EBIT margin increased by 120 basis points year-over-year, driven by volume and contract settlements, partially offset by tariffs.”
“We may have another $5 million-$10 million of safety, and then the remainder is organic growth opportunities, heavily focused on the resin-based sector and particularly in our small plastics area, which is our small polymers, which is obviously showing the growth that we expected when we did our acquisitions.”
“Operating earnings of $493 million are up $61 million, driven in part by the increased revenue, but most importantly, by a 70 basis point improvement in operating margin.”
“Revenue was $105.5 million, down 1.6% year-over-year, reflecting continued growth in high-value work, offset by headwinds in low-value transactional activity on the marketplace alongside a continued growth of service revenue.”
“On an underlying basis, excluding the impact of acquired backlog and third-party Labrie refuse orders received in Q1 last year, our orders this quarter increased by $70 million or 13% year-over-year, with healthy demand across both our Environmental Solutions and Safety and Security Systems Group.”
“This increase in non-GAAP gross margins was driven primarily by improvement in the probe card segment, which were up 603 basis points to 50.5%, partially offset by the decrease in our systems segment, which declined 350 basis points to 38% on seasonally softer demand and as we transition to production of our TRITON system for Co-Packaged Optics applications, as Mike described.”
“We are reaffirming this year's capital investment plan of $6 billion and our Core Earnings guidance range of $2.62 a share to $2.82 a share, with most of the remaining earnings growth compared to 2025 materializing in the second half of the year.”
“This quarter's net interest margin, or NIM, of 3.92% is in line with our previous guidance.”
“Our global revenue grew by over 6% despite a nearly 4% decline in volume, which was expected as we exited low-margin products like Escape in North America and Focus in Europe.”
“The growth in revenue is being driven by larger deals over $1 million, higher overall volumes of deals and improved ASPs due in part to selective price increases.”
“For full year 2026, we are increasing our revenue guidance to a range of $2.3 billion-$2.33 billion, representing 10%-12% constant currency organic growth.”
“Commissions and related revenue was $63 million, up 14% year-over-year, driven primarily by higher trading volumes.”
“We currently expect full year take rate to be roughly equal to that of the first half of the year, and our full year Adjusted EBITDA margin outlook of 28%-30% remains unchanged.”
“You know, if you're not gonna collect the revenue or how and when will you collect the revenues relative to the construction and equipment payments, and how and when will the $2 billion or $7 billion be returned to customers?”
“Our consolidated gross margin of 59.4% was impacted by incremental tariffs, delivering out orders with increased promotional activity and higher clearance sales, partially offset by a change in sales mix, lower inbound freight, reduced headcount, and a higher average ticket.”
“We expect second quarter adjusted EBITDA in the range of $155 million-$170 million, with demand conditions sequentially similar to the first quarter, and taking into consideration some risk from raw material and logistics inflation that we may not recapture immediately despite ongoing sourcing and pricing actions.”
“On the expense side of the house, pressure from Northeast snow removal costs and utilities were offset by a very low 20 basis point growth in payroll.”
“Starting with Serve Better, we delivered annualized growth bookings of $378 million in Q1, up 9% year-over-year, with approximately $140 million of pre-selling activity on top of that.”
“Going to grids, we recorded a decrease of 18%, mainly due to the positive impact of issuance provision on 2025 and the impact of the higher O&M expenses associated with the anticipation of the 2026 winter plant activities, partially offset by a higher contribution from complementary distribution activities, mainly related to the new customer connections.”
“As we anticipated when we exited 2025, operating margin of this segment decreased due to a shift in mix that included a greater percentage of revenues from projects where we're acting as either a construction manager or prime contractor, and which inherently carry lower-than-average gross profit margins due to reduced markups on materials, equipment, and subcontractor costs.”
“immigration policy, combined with the 1% remittance excise tax and our targeted investments in new customer acquisition, resulted in accelerated digital transaction growth of 35%, new customer growth of 42%, and digital revenue growth of 42% year-over-year.”
“We expect non-GAAP operating income growth between 6% and 10% year-over-year in Q2, implying non-GAAP operating margin between 27.6% and 28.1%.”
“These experience improvements, coupled with our everyday value leadership, represented by a per person average guest check that is $3-$4 below competition, are supporting a powerful flywheel of traffic sales growth, margin expansion, and reinvestment into our business.”
“Total production volume at our two polysilicon facilities was 43,402 metric tons for the quarter, exceeding our guidance range of 35,000 metric tons-40,000 metric tons.”
“Despite approximately $10 million in headwinds from Winter Storm Fern, we outperformed expectations in our growth trajectory, and were able to achieve our best first quarter results to date.”
“In 2026, on a pro forma basis, with a continued growth in third-party cash flow, we expect DKL third-party EBITDA to exceed 80%.”
“You can see the financial targets that we've laid out and we remain committed to top line of $10 billion, which is 33% above our guide here -- the midpoint of our '26 guide, margins in the mid-double-digit 14% to 15% range, which is a 400 basis point improvement over the midpoint of this year's guide and then 6% free cash flow margins.”
“Non-GAAP wholesale GPU decreased by $83, primarily driven by increased wholesale vehicle volume and gross profit per unit that was more than offset by lower wholesale marketplace gross profit and growth in retail units that outpaced wholesale gross profit.”
“In Q1, we delivered revenue growth in the upper half of our guidance range, 10 basis points of year-over-year adjusted margin expansion and adjusted diluted EPS growth of 14%.”
“Our medical end market delivered strong performance in the first quarter with sales of $25 million, up 28% versus the prior year period, reflecting a sustained growth momentum across our medical portfolio, particularly in therapeutic applications where we see robust demand.”
“Key assumptions reflected in our guidance include increased investment volume, including structured investments of $175 million-$250 million, same property NOI growth for shopping centers of 3.5%-4.5%, and general and administrative expenses of $19.7 million-$20.2 million.”
“Based on our current outlook for 2026, we are now targeting Adjusted EBITDA, excluding the non-cash impact of metal price lag, in the range of $900 million-$940 million, and free cash flow in excess of $275 million.”
“In the third quarter of fiscal year 2026, we delivered strong top-line growth, with total sales excluding raw material surcharge up 10% year-over-year and up 11% sequentially, reflecting higher volumes and continued pricing strength.”
“We expect our expenses to increase over the year, but our full year expense growth is still expected to be modest at 2.5%-3.5% from 2025 normalized.”
“While uncertainty remains in this area around production levels in automotive sales, we expect another year of outperformance and growth in automotive, driven by our wins in 2025 and new opportunities that'll come online later this year.”
“We expect 2026 growth margins to improve from 2025 levels as we benefit from the branded pricing taken in 2025, the removal of tariffs, and favorable ocean freight rates, partially offset by impacts from the inflation and fuel surcharges Martin referenced previously.”
“Excluding severance expenses and other charges, operating income increased 33.4% to $23.3 million year-over-year, demonstrating strong operating leverage as we continue to balance expense discipline with targeted investment in areas of our business that will drive future growth.”
“Fortunately, the lower revenue also comes with lower costs, our EPS guidance of $0.45-$0.50 impact for the full-year is still consistent with our January expectations.”
“With that context, we are maintaining our directional guidance of flattish volumes with earnings slightly exceeding volume growth for 2026.”
“For Q2, we anticipate cost of sales to step up sequentially to about 30% of sales as the protein mix benefit and modest pricing leverage will be more than offset by higher costs across several items, most notably avocados, dairy, and beef.”
“Due entirely to the wind down of the businesses we are disposing, we expect revenue to decline by about $100 million at the midpoint of the range to $2.36 billion, and that our organic recurring revenue mix, which excludes the impact of the disposals, will improve to between 88%-90%.”
“As the team helped customers comply with changing customs regulations and continued to implement the same revenue management disciplines that have been deployed in NAST, the team expanded gross margins in Q1 by 60 basis points year-over-year.”
“You know, when you have 90,000 products flowing through your distribution center for, you know, centers for a company our size and our customer base that demands quality and diversity of product, sourced from all around the world, you become very good at managing through, you know, dairy is deflationary year-over-year, but sequentially, the prices in dairy and eggs and other dairy products have been within a range that's very manageable, that you can provide your customer with high-quality products at a good value and still manage the gross profit dollars to what we need to meet our targets.”
“Free cash flow guidance is unchanged and expected to be in a range of $270 million-$290 million, representing a 60% conversion at the midpoint of our adjusted EBITDA outlook.”
“Going forward, again, we expect that, you know, given where new production is, which is right around 6%, and given where the back book is, which is right around 5.68%, that should give you know, 30+ basis points to work with there as we continue to reprice the book.”
“TSA volumes grew 1.6% in the quarter, while we reduced fleet by 0.6%, a deliberate decision to better align supply with demand.”
“We are estimating G&A to be about 6.5% of sales, partially driven by our sales growth outlook impacted by the timing of restaurant openings and closures, as well as periodic true-ups related to stock-based compensation.”
“Our total discussion pipeline, in addition to the $1.7 million sq ft in negotiation, is another $1.4 million sq ft, and we continue to anticipate a minimum of $4 million sq ft of leasing in 2026, consistent with what we put forth in our 2026 guidance.”
“Our Q1 debt-to-equity ratio decreased to 3.7x from 3.9x in Q4 and remains squarely within our target range.”
“As a reminder, from 2026 through 2030, we are targeting double-digit annual EPS growth driven by the following: Organic total revenue growth of 4%-6% annually with potential upside based on viral events-new product launches such as our Agents for Good catalog.”
“More importantly, what we're proving quarter-by-quarter is that we can convert that growth into high-quality earnings, with 59% adjusted EBITDA growth and 16.1% adjusted EBITDA margin in Q1, thanks to enduring structural changes.”
“Coupled with strong operating performance and a visible pipeline of organic growth projects, these factors position us well to deliver 10%-plus per unit FFO growth in 2026.”
“As I mentioned earlier, we expect roughly $600 million of contract manufacturing revenue this year to be phased as roughly 2/3 coming in the first half of the year.”
“It reflects the work we've put in over the past several years, which gives us the confidence to raise our full year revenue outlook to 9%-10%, with operating income and earnings growing faster than revenue, both sequentially and year-over-year throughout the remainder of the year.”
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