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 5953–6048 of 6702.显示第 5953–6048 条，共 6702 条。
“This remarkable performance was partially attributed to higher pricing associated with the integration of our full-service distributor, Shibo, we acquired in December 2025, and to our impressive volume growth in the quarter, which stood at 52%.”
“Taking into account Q1 results, the current margin and macro environment and forward curves, we now expect full year 2026 adjusted EPS in the range of $9.00-$9.50, which is up from our previous range of $7.50-$8.00.”
“For the third quarter, we reported adjusted operating income of $221 million and the total Avnet adjusted operating margin was 3.1%, an increase of nearly 40 basis points from last quarter.”
“We estimate that foreign exchange had a positive 0.6 percentage point impact to our gross margin sequentially and a negative 1.2 percentage point impact annually.”
“Adjusted EBITDA margin was 11.9%, reflecting softer pricing and higher manufacturing-related costs, including approximately $2 million from weather-related disruptions, a discrete bad debt reserve related to a Middle East energy customer as well as productivity challenges associated with the Hopewell scale-up, notably regarding the HEC scale-up.”
“Interest income from commercial mortgage loans increased modestly to $150 million from $144 million due primarily to loan portfolio growth of about $1.2 billion on amortized cost basis compared to March 31, 2025, outweighing the impact of lower average index rates.”
“Turning to our outlook and assuming current market conditions as well as constant exchange rates, for the second quarter, we expect sales in the range of $8.1 billion to $8.2 billion and adjusted diluted EPS in the range of $1.14 to $1.16.”
“The Mid-Cap Growth strategy, which is another large strategy on that team, has seen a very meaningful performance turnaround that began in late '24 really, started accelerating into '25 and we're continuing to see it in 2016 that we think will continue to help bolster that.”
“We estimate the year-over-year impact of changes in foreign exchange rates based on current rates, which we expect to be a headwind of approximately 10 basis points in the quarter.”
“We expect 2026 GAAP operating margin to be slightly below 18% and an approximately 400 basis point improvement over 2025, and non-GAAP operating margin to be approximately 23.7%, a 100 basis point improvement year-over-year, consistent with our previous guidance.”
“Finally, we will continue to diversify our pipeline, leveraging both internal capabilities and external innovation as we continue to execute our 2026 priorities with a disciplined approach to long-term growth.”
“Given our strong results in the first quarter, including the repurchase of $745 million of our outstanding shares, we are increasing our full-year adjusted EPS guidance to $14.50 per share, not including any additional gains on sale.”
“Following the strong revenue performance in Q3, we are increasing our full year revenue growth guidance to 6% to 7% and raising our PO revenue, excluding zero-margin pass-throughs, growth outlook to 4% to 5%.”
“The adjusted operating margin ratio was 40.8% of sales, which includes a 5% unfavorable impact from acquired IPR&D expense.”
“Meanwhile, of our 14 noncomparable leases in Q1, which are now separately disclosed in our supplemental, 12 were new tenants, 9 of which were in our spec suite program, underscoring the role that program is playing in converting demand into executed leases.”
“While our commercial changes are progressing as planned, given that it is still early in the year, we are maintaining our full year 2026 organic constant currency revenue growth guidance of 1%-3%, with growth roughly consistent throughout the remainder of 2026.”
“EBITDA margin was below expectations but increased 10 basis points year-over-year, driven by productivity and price, mostly offset by inflation, volume, and mix.”
“On profit, we anticipate headline operating profit margin for the full year to be in the range 12%-13% and expect H1 margins to be down, reflecting the impact of net sales performance and investment in our growth drivers.”
“Logistics adjusted operating margin was -0.4%, a 70 basis points decrease driven by lower volumes and gross margin pressure, which we expect to improve going forward as we adjust sell side rates.”
“That was the headwind that we were talking about, but it was still baking in that $50 million-$75 million, and we feel very good with that guidance for the year on the free cash flow side, and still assuming to be within that base case scenario of conversions for the year.”
“Turning now to our guidance for the second quarter of 2026, we expect an ASM growth in the range of 0%-2% year-over-year, TRASM of around $0.095, CASM ex-fuel of approximately $0.068, and an EBITDA margin of around 13%.”
“Service revenue grew 13% year-over-year versus the 8% growth in Q1 constant USD payments volume, primarily due to pricing and card benefits.”
“For the year, we expect to generate consolidated revenue of approximately $89.7 billion and a consolidated operating margin of approximately 9.6%.”
“We estimate that the winter weather impacted first quarter behavioral health volume growth by approximately 40 basis points-50 basis points.”
“Operating cash flow was negative $33.3 million this quarter compared to positive $8.1 million last quarter, driven primarily by higher working capital as we build inventory to meet near-term demand and support future growth.”
“The increase to the high end of our guidance, $154 million of revenue, $39 million of adjusted EBITDA, and $0.04 of adjusted diluted earnings per share, primarily reflects the addition of TU de México.”
“In Q1, that translated to a really strong postpaid ARPA growth of 3.9%, a powerful proof point that our unique and durable value prop is resonating as we deepen relationships with customers.”
“Our guidance also includes continued expectations for net sales growth of approximately 3%-5% to approximately $84 billion-$85 billion, driven by inflation of approximately 2%, volume growth, and contributions from M&A from earlier in the year.”
“At the midpoint, within North America, we now expect full-year same property NOI growth of approximately 4.7%, with manufactured housing increasing to 6.2% up from prior guidance, while RV remains unchanged at 0.9% growth.”
“We expect free cash flow generation to improve further through the remaining quarter in calendar 2026, supported by sustained demand trends, operational efficiencies, and capital discipline.”
“Segment operating margin was 28.1%, a year-over-year increase of 260 basis points from 25.5% as we gained operating leverage from strong volume growth.”
“We expect to drive significant operating leverage on this revenue growth with adjusted EBITDA growth of 34%-37% on a constant currency basis, which at current FX rates is expected to be EUR 390 million to EUR 400 million reported, with approximately 200 basis points-225 basis points of margin expansion in 2026.”
“Other operating income, the operating income of EUR 750 million was EUR 55 million above our guidance of EUR 660 million, delivering an operating margin of 15.8%.”
“Given the external environment, particularly the impact of the Iran conflict and the energy disruption on both the demand and supply side, we currently expect to deliver organic constant currency revenue growth in the range of 4.5%-6%, 1 percentage point lower than the previous guidance.”
“What are you hearing, last thing from me really, what are you hearing from your customers, maybe in West Texas and kind of throughout your footprint around the price of oil and kind of the macro impacts from the Iranian conflict and kind of if the price of oil extends here around $100 for a longer period of time, would that have a, you know, kind of pronounced impact on those markets and potentially the loan growth targets?”
“We're reaffirming the guidance we provided on March 24th, balancing our current view of demand and the macroeconomic challenges stemming from the conflict in the Middle East.”
“We're providing initial third quarter guidance of $80 million-$95 million, which reflects shifting power from temporary to permanent at the State Line JV project and deliveries of new equipment in the second half of 2026 that are contracted and will begin earning revenue January 1st, 2027.”
“Polymers delivered an 8% increase in adjusted EBITDA, driven by 5% volume growth in North America and global margin improvement, which was partially offset by continued softness in Europe.”
“Positive comp trends have continued through April, and this gives us the confidence to take up our fiscal 2026 guidance for global comp growth to 5% or better and earnings per share to $2.25-2.45.”
“Turning to profitability guidance, we now expect adjusted EBITDA to be in the range of $230 million-$250 million, representing year-over-year growth of 50%-63%.”
“Sales, gross margin, adjusted EPS, and adjusted EBITDA all met or exceeded the midpoint of our guidance for the first quarter.”
“Despite this, segment margins remained over 20%, We expect them to improve in the 2nd and 3rd quarter of this year as we continue to focus on disciplined cost management, efficient scheduling, and as we realize the benefits of increased scale.”
“We have it, you know, while the headline risk is dramatic, if you go back to 2021 when interest rates were zero, you think about companies that were lent money at 20x revenue, not EBITDA, revenue, now you have AI kind of, you know, taking a center stage, I think it's gonna take time to play out.”
“Sales in the first quarter were near the midpoint of our guidance, with stronger than expected demand in India, particularly with Bharti Airtel, who was a 10% plus customer in the quarter.”
“We are expecting adjusted operating income margin of about 27.4% in the first quarter of 2026, supported by ongoing efficiency gains as we absorb the impact of tariffs and currency movements, while also investing into the future of the Parse single-cell analysis business.”
“Insurance Services revenue was $75 million, growth of 50% over the prior year and exceeding expectations driven by higher fee-based revenue with higher RWP volume and new customer additions.”
“Sales increased 3%, adjusted operating income increased 7%, ROS expanded by 100 basis points to 25.0%, our 16th consecutive quarter of margin expansion, and adjusted EPS rose double digits to $1.22.”
“In contrast to pressures in the primary market, the secondaries market is positioned for another year of robust growth as rising demand from GPs and LPs for liquidity solutions is being matched by growing secondary investor appetite.”
“Specifically, for the second quarter, we expect sales to grow year-over-year in the range of 5%-7%, driven by utility and our plan to ship in line with retail.”
“We see margin being favorable, and we see that our build percentage at 31.8% in the first quarter is good for our performance and good for our customers to be able to get trucks for us.”
“We let just over 40% of the incremental revenue flow through to our adjusted EBITDA guidance and update our annual range to become $170 million-$174 million or a 23.4% margin at the midpoints.”
“Looking forward to the outlook for our second quarter of 2026, we expect total revenue to be between $127 million-$132 million, with revenue of services from $72 million-$76 million, with the range reflecting several assumptions around testing volumes and reimbursement pricing.”
“Regarding a question on organic growth and Investor Day and the 4% reference, certainly, as I said in my prepared remarks, you know, we're on track to achieve our operating plans and targets, and that would include the organic growth reference as well.”
“Aeronautical revenues increased 4.3% relative to 1Q 2025, mainly due to the increase in domestic passenger traffic despite a 10.5% decrease in international passenger revenues as a result of appreciation of the Mexican peso.”
“While we are not embedding additional transactions in our 2026 guidance, we believe the platform represents a credible source of incremental earnings optionality, potentially in the range of $0.10-$0.20 of Core FFO over the next 12 months under favorable conditions, balanced against our risk-adjusted return discipline and capital availability.”
“Given the commentary you made, and the idiosyncratic growth drivers you're seeing relative to 2026 and 2027, just wanted to clarify that you still on track to sort of deliver to your analyst day targets from 2024 out into 2027, and maybe you can confirm both the revenue and gross margin side of that.”
“On slide eight, we show net interest margin increased 1 basis point to 370 basis points in the first quarter of 2026, with purchase accounting accretions net impact equating to 7 basis points.”
“As we look further into 2026, we continue to expect that Nucor's earnings and cash flow will trend significantly higher than 2025 as we benefit from strong non-residential construction and infrastructure demand and begin to see returns from the investments we've been making these past few years.”
“Aftermarket sales and services, which accounted for the remaining 37% of Energy Equipment revenue, experienced a 12% reduction year-over-year, primarily the result of certain large reactivation projects completed in the first quarter of 2025 and the negative impact of disrupted deliveries and reduced offshore rig activity in the Middle East.”
“Considering our strong first quarter revenue performance and earlier than assumed MolDX approval of PanTracer Liquid in March, we are increasing our full year revenue guidance to a range of $797 million-$803 million up from $793 million-$801 million previously.”
“We also said we expect to initiate our commercial launch in late 2026 by opening the platform for pre-orders with customer installations beginning in early 2027.”
“Consistent with our comments last quarter, we expect new generation products to comprise approximately 10% of our total revenue in the fourth quarter of 2026, up from only 2% for the full year 2025.”
“Looking at our cash flows for the first quarter of 2026, we used $4.8 million in operations, reflecting the continued investment in our fuel development program and expanded team.”
“Against that backdrop, the Landstar business model performed well, with revenue increasing approximately 2% compared to the 2025 first quarter, gross profit increasing approximately 14%, variable contribution dollars increasing approximately 7%, and basic and diluted earnings per share increasing approximately 36%.”
“Given this quarter's results, we expect total revenue per enrollment for the full year to be up roughly 2% from last year.”
“Based on first quarter margins exceeding the range of our previous guidance and our visibility into our growing backlog, we are raising our full year gross margin to a range between 18.5% and 20.5%, and Adjusted Gross Margin between 22% and 24%.”
“Turning to guidance, last night we increased our 2026 FFO guidance by $0.21 at the midpoint with a new FFO range of $3.49-$3.63 per diluted share, reflecting improving performance in our core portfolio and platform operations and updated timing assumptions on Flower Mart expense capitalization.”
“We harness the power of our brands and our unmatched system reach to deliver 3% volume growth, and we grew volume across all segments.”
“This bodes particularly well for the rest of the year as the new larger prescriber base, along with the durability of average duration of therapy, has enabled us to increase our full year revenue guidance from between $900 million and $920 million to between $930 million and $945 million.”
“The net revenues were $87.4 million, a decrease of 31.5% from $127.6 million for 2024, primarily due to reduced demand for EV products in the PRC market and fewer sales of crossover golf carts and other vehicle models.”
“With the addition of Cleveland, JetBlue will have launched nonstop service to 21 cities and increased frequency on over 20 high-demand markets from Fort Lauderdale over the past year, further strengthening our investment in building depth and connectivity in Florida's biggest premium market.”
“That was all built into my expense guidance, that is a part of that, and there's a modest negative impact to operating income of about $5 million-$10 million per quarter that will improve over time as we grow that sub-advisory revenue.”
“Still, we are very much ahead of those 2027 targets when it comes to things like gross margin, EBITDA, cash flow, EPS.”
“Double-digit specialty revenue growth in the quarter reflects targeted fleet investments, 25% more specialty locations, and strong demand for mega projects, cross-selling, and the continued structural shift from equipment ownership to rental.”
“Gold subscribers, 36% year-over-year growth to a record 4.3 million, and that's 16% attach rate relative to the total customer base and 40% of new customers in Q1.”
“As we look ahead, we expect that our robust global pipeline, strength in conversions, construction start momentum, and industry-leading brand premiums will support sustained net unit growth of between 6% to 7% for the full year, even with the current geopolitical uncertainty.”
“We expect our full year 2026 adjusted EBITDA to be between $275 million and $285 million and our full year 2026 free cash flow to be between $100 million and $120 million.”
“For the total company, revenue was down year-over-year by approximately $400 million in the first quarter, as expected, driven primarily by lower EV wholesale volumes.”
“Versus our quarter four 2023 Springboard starting point, we grew sales 33% and EPS 79%, and we expanded operating margin and ROIC by 390 basis points and 470 basis points, respectively.”
“We expect that we will have a stronger free cash flow generation this year than in 2025, both because of an EBITDA that we're generating, which is by comparison, stronger in this past Q1, and also because of CapEx reduction.”
“Aside from general seasonality pressure that exists in the first quarter every year within a few segments in our deposit customer base, one specific component driving the decline in deposits was on the broker deposit side, where balances declined by approximately $60 million.”
“Net interest income increased to $43.5 million, a 3% increase from Q4 2025, supported by both volume and margin expansion.”
“GAAP net income guidance is now $825 million, with GAAP earnings per share of $35.60, an increase of 27% and 34% respectively.”
“We are raising our fiscal year 2026 outlook to reflect revenue growth of 7%-8%, up from 5%-6% previously.”
“Although our confidence in the outlook is increasing, we are holding our full year sales expectations of $2.17 billion-$2.24 billion and full year adjusted diluted EPS to a range of $4.40-$4.60.”
“We expect GAAP gross margin to be within a range of 42%-45%, including approximately 3 percentage points of reciprocal tariff impact.”
“Combined with our operational progress and disciplined capital execution, this all supports our confidence in our long-term targets, including 5%-7% core EPS growth with no new equity needs.”
“Beyond the short-term impact this year, we expect EPS growth, including CoolIT, to accelerate back into the 12%-15% range as contributions from this high-growth, high-margin acquisition accelerate and amortization from the Nalco acquisition falls off.”
“We expect to deliver strong free cash flow in 2026 during the balance of the year as a result of continued operating momentum, lower cash interest expense, and lower CapEx.”
“Full year fiscal 2026 free cash flows were $237 million, growing 16% year-over-year.”
“That said, in the second quarter, the timing of 2025 CapEx spending and a difficult uncollectible revenue comparison will act as an almost 300 basis point headwind to same-property NOI growth.”
“Land.com revenue grew 8% year-over-year, and net new bookings hit a record, up 126% year-over-year, boosted by replacing a regionally targeted site-specific ad with a county targeted network ad format.”
“Overall demand for the quarter came in slightly ahead of our expectations, and execution was strong, driving a 50 basis point improvement in adjusted margins, even with the dilutive impact of acquisitions.”
“As you heard from both my remarks and Drew's, we have not accounted for the full range of what that receivable could be in the updated guidance, but that range does wrap around our original 4% target margin for 2026 in Marketplace, and frankly, higher than that at the top end.”
“Michigan continues to make headlines and top rankings nationwide as we see new or expanding load materialize in the state and supporting 2%-3% annual sales growth.”
“Over time, we believe we will return to cross-cycle EBITDA margins of 13%-14% and generate more than $100 million of annual free cash flow.”
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