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50 verified call records份已核验电话会记录 · 600 exact facts条精确事实 · 2026-09-07 → 2026-09-13
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 769–864 of 5581.显示第 769–864 条，共 5581 条。
“Storz & Bickel returned to year-over-year growth in Q1, reporting a 6% net revenue increase to CAD 16.1 million, as well as a very strong gross margin of 48% compared to 29% in Q1 of 2026.”
“As a reminder, we're maintaining our existing supplemental dividend policy, which targets paying out at least 50% of excess earnings above the base dividend, allowing us to deliver additional value to shareholders as earnings grow.”
“Free cash flow was impacted primarily due to elevated cash tax payments, including the priority dividend payment to the state of Mali related to their 20% ownership of Fekola, plus the impact of the gold prepaid contracts, which affected just over 30% of ounces sold during the quarter.”
“In our Industrial Solutions segment, we expect favorable market conditions and strong performance to continue, with total revenue to be in a range of $155 million-$165 million.”
“Volume represented a $17 million unfavorable impact, primarily driven by lower sales in Plant Nutrients in the face of more challenging agricultural fundamentals, including farmer economics.”
“Given the current operating environment, we are increasing our outlook for full-year retail fuel margin to range between $0.455 per gallon-$0.475 per gallon, with higher margins expected to offset lower retail fuel volumes.”
“Net revenues outside of CalPeco rose at our water utilities in New York, Arizona, and Chile, as well as customer growth in Arizona and favorable weather year-over-year at Empire, totaling $7.5 million.”
“In 2026, we expect to deliver $1.1 billion in revenue, representing 26% growth over 2025 at the midpoint of our guidance range, with rare disease as the primary driver of that growth.”
“The headline here is that while we expect stronger price momentum in the second half, the timing differences between price realization and oil price-driven cost inflation will be a headwind to our full-year 2026 earnings.”
“In terms of sales volumes, we brought down the midpoint of the guidance by 1 million tons for the year as compared to our initial expectations.”
“Recurring revenue from the RoboShare and development of software and infrastructure monetization represents the largest forecasted revenue contributors for financial year 2026, with the forecast assuming initial revenue generation in August and continued month-over-month growth of sales and platform activity scale.”
“Net premiums written increased 8% in the quarter, driven by momentum and Accident & Health, reflecting our team's ongoing focus on building a robust pipeline that has resulted in several notable new client wins, as well as continued organic growth in our high net worth business.”
“For example, double-digit same-store NOI growth for the 10th consecutive quarter, industry-leading NFFO per share growth with a material increase in full-year guidance, while continuing to delever, which of course is highlighted by net debt to EBITDA of only 2.5x, exceptionally strong acquisition execution with over $1.4 billion in closed deals year-to-date, with an additional more than $800 million locked up and in the pipeline, all expected to close prior to year-end.”
“As we move into the second half of 2026, we expect demand to continue for our core products, and we see attractive prospects for our annuity reinsurance business.”
“Well, I'd still be happy with sales at JPY 80 billion, but, as I stated today, we expect the 2026 numbers to exceed last year's numbers, and that I also said at the end of the first quarter.”
“We are projecting total telecom revenues of $1 billion-$1.025 billion, down from our prior guidance, primarily due to the headwinds we are experiencing in our copper and cable markets.”
“We now expect a full year 2026 revenue of $1.125 billion-$1.175 billion, versus the prior range of $1.08 billion-$1.175 billion.”
“We are revising our full-year revenue guidance to a range of $9.12 billion-$9.32 billion, representing a decline of 3% to 1% year-over-year on an organic operational basis, reflecting the continued pressure we are seeing across key companion animal franchises and ongoing challenges with vet clinic visits and affordability, including our gross to net actions to defend share.”
“Adjusted EBITDA decreased by 9% year-over-year to $91 million, $16 million above the high end of our outlook range, representing a 24% margin.”
“Managed Premium on the platform remains robust at $1.4 billion, and we delivered another quarter of attractive margins, including a 53% Adjusted EBITDA margin in the quarter.”
“During the quarter, same-store NOI increased 1.7% on a normalized basis, which is in line with our expectations and the same-store guidance we issued at the beginning of the year.”
“Adjusting for the impact from Byte and the planned dealer inventory reduction of approximately $8 million in the quarter, revenue declined 3.6% on a constant currency basis.”
“We expect North America system-wide sales to range from $1.70 billion-$1.75 billion.”
“Based on our strong first half performance and our conviction in the growth trajectory of this business, we are raising the bottom end of our full year 2026 total revenue guidance to $385 million-$390 million.”
“Excluding the impact of non-recurring settlement revenue in both periods, gross margins increased to 74%, from 67% the prior year.”
“Our 2026 capital guidance is between $20 million and $25 million, which excludes potential acquisition opportunities, and for ARO, it is between $34 million and $42 million.”
“Looking at Q3 specifically, we expect total revenues of approximately $585 million, up about 3% year-over-year, driven primarily by increased leasing and services revenues as a result of continued strong demand and our large project pipeline.”
“At a later time, we'll provide more detail on the go-forward operating model and expected run rate expenses for 2027 relative to the revenue we expect to generate with Intelligent Eyewear based on the growth investments we make this year.”
“Starting with the outlook for like-for-like revenue less pass-through costs, in February, we indicated that at that point we anticipated the impact of gross client losses to be in the range of 500-600 basis points, while we expected the impact of gross wins to be more positive than last year, with a phasing of wins and losses consistent with an improving trajectory through the year.”
“Our resilient platform, which enables us to deliver industry-leading profitability and strong cash generation across a variety of market conditions, as evidenced by our 35.8% EBITDA margin and $203 million of free cash flow we delivered this quarter.”
“Despite the lower gross margin, adjusted EBITDA increased 51% to a record $33 million from the quarter, representing a record 28.2% adjusted EBITDA margin on net revenue.”
“Second quarter Beverage Solutions net sales grew nearly 17% year-over-year, led by the continued volume growth of our RTD can, glass, and multi-serve bottle formats in Conway, and driven by increasing volumes from both existing and new brand partners across the portfolio, from packaged coffee and single-serve cups to coffee RTD beverages.”
“Our second quarter per Mcf adjusted gross margin for natural gas assets increased by $0.03 compared to the prior quarter, primarily driven by higher overall commodity pricing on excess natural gas liquids volumes under our fixed recovery contracts and by 2 and a half weeks of contribution from the Brazos acquisition.”
“Looking ahead, for the full year 2026, we now expect total revenue to grow to be in the range of $273 million-$275 million, which reflects the impact of the go-to-market transition adjustment period Brett discussed.”
“Debt financing volume increased 8% to $12.5 billion, led by 43% growth in HUD originations.”
“As Jason referenced, we are raising our full year 2026 guidance and now expect full year volumes of 2.55 million barrels per day-2.75 million barrels per day and Adjusted EBITDA in the range of $435 million-$475 million due to the expected second half impacts of the Ranger and NDB Landfill acquisitions.”
“With the new season of "The Gilded Age" and the debuts of "Lanterns" and "Harry Potter" coming soon, as well as our strong content pipeline in 2027, we expect that momentum to continue.”
“However, e-commerce is about between 10% and 15% of the overall business, which is specifically why I know you didn't ask, in the second half of the year, we expect some decline in the hospital channel growth as a result of the implementation of the policy.”
“For the third quarter of 2026, we are targeting approximately flat FX neutral subscription revenue growth, low single-digit FX neutral gross profit growth, a Non-GAAP operating margin in the low 20s, and a free cash flow margin also in the low 20s.”
“For the second quarter of 2026, we recorded $25.1 million in net product revenue and $3.8 million in product cost of sales.”
“Very encouraging to see the upgrade in revenue and EBITDA despite the disposition of SportsEngine, which I think is about a $90 million headwind to full-year revenue.”
“I think right now, just given the organic growth visibility, we feel strongly about the margins heading into the second half of the year, and you see that embedded into our updated guidance for 18.7%-19% for full year.”
“We expect operating margin to expand 110 basis points at the midpoint, led by Mobility Tech, reflecting favorable volume and mix, increased productivity savings, and an approximate 70 basis point tailwind from the Teletrac divestiture.”
“Gross profit includes a $19.5 million impact from excess breaker sales, $0.8 million from the amortization of farmer contract amendments, and $7.8 million in extra costs associated with our butter wind down, for a total of $28.1 million of what we see as supply management and other discrete expenses.”
“Aurora Networks adjusted EBITDA of $46 million was down $34 million or 43% from the prior year, driven by lower margins due to decreased high-margin legacy license sales, memory chip pricing, and stranded costs.”
“Over the past quarter, we not only achieved robust revenue growth and record pipeline, we also continued to make significant progress on our path to profitability with adjusted net loss under ILS 1 million, or about ILS 0.01 per share.”
“Given the demonstrated earnings power of our platform and the completion of the Pioneer integration, we are updating long-term adjusted EBITDA margin guidance from 49%-50%.”
“During the first half of 2026, the business generated significant new backlog through a combination of contracted awards, negotiated work, and project scope expansion, providing strong revenue visibility and reinforcing confidence in the underlying demand environment.”
“On the strength of this performance, adjusted EBITDA grew to $215 million, $12 million over last year, and a $20 million increase over the midpoint of our second quarter guidance.”
“For our ingredients operations segment, revenue was $87 million for the first quarter of fiscal year 2027, down 3% as compared to the same quarter of last year.”
“Our uranium segment generated $25 million of revenue, approximately $14 million of gross profit, and a 57% gross margin during the quarter.”
“By the end of this month, we will have transitioned all 60 of our Metro clinics and will benefit from approximately 50 clinicians hired in advance, which will drive the opportunity for growth going forward.”
“Turning to profitability, second quarter adjusted EBITDA grew 10.2% to a record $604 million, driven by volume growth with our target customer types and progress on our continuous improvement efforts to increase gross profit and enhance operational efficiency.”
“With 150 homes on site ready for occupancy, 300 homes currently being set up, and another 300 on order, given the demand we're seeing in the locations, we believe we'll hit our target of 800 new rental homes this year, which again, will be offset by the sale of older homes.”
“We're doing everything we can structurally to keep 40% gross margin as we start to flatten out as our target, which we think is fair to both us and our customers.”
“Turning to the fiscal year-to-date performance, total EBIT from our reportable segments was $1.187 billion, up $3 million over the prior year period, as higher Pennsylvania Gas base rates and increased LPG unit margins more than offset the impact of lower production volumes in the Appalachian region, warmer weather, several LPG divestitures, and continuing low single-digit customer attrition at AmeriGas.”
“Looking ahead to the remainder of 2026, we are increasing our FFO as adjusted guidance by $0.02 per share at the midpoint to a new range of $1.50-$1.54 per share and projecting same-property NOI growth, including redevelopment, to be in the range of 3.25%-3.75%, reflecting a 25 basis point increase to the low end of the range.”
“Of note, the sunsetting of the ironSource ad network had a negligible positive impact on Vector growth in the quarter, with only $3 million in Q2 Vector revenue growth from ironSource customers as a result of the shutdown.”
“Comparable sales increased 6.2% in the second quarter, driven by 3% traffic growth and a 3.2% increase in average check.”
“Excluding the impact of non-recurring settlement revenue in both periods, gross margins increased to 74% from 67% the prior year.”
“We delivered $1.5 billion in revenue, accelerating organic growth to 17% year-over-year, while non-GAAP gross profit growth also accelerated to 18% year-over-year.”
“From a profitability perspective, our 30.4% adjusted EBITDA margin benefited from strong growth in the MGA channel, where commission income increased 290% quarter-over-quarter, now represents 35% of total revenues, up from 15% in the prior year quarter.”
“Given the outlook for Q3, which I think also means that that weakness will persist into Q4 at least as well, how should we now think about your long-term profitability framework, how you approach that side of the business, given the revenue trajectory?”
“We generated revenue of $868 million, an increase of 19% versus the second quarter of 2025, driven by higher TiO2 and zircon volumes, partly offset by lower average selling prices of zircon, including mix.”
“We expect experiences adjusted EBITDA margin of 14%-17%, which reflects expected revenue pressure this quarter, as well as continued prepaid mix shift primarily on the TripAdvisor point of sale.”
“I think we've got really good operating leverage when we think about Speedway coming online in the third quarter of 2027, and our ability to expand Speedway from, call it 500,000 barrels a day to 1 million barrels a day by just adding incremental pumps as our volume growth continues to ramp.”
“Produced water royalty volumes were 4.9 million barrels per day during the quarter, which represents growth of 6% sequentially and 15% year-over-year, driven by strong demand for TPL's in-basin and out-of-basin pore space.”
“I am also pleased to report that we have achieved positive adjusted EBITDA and came in at the top end of our guidance range in the second quarter due to continued growth, strong MLR performance on our risk contracts, and operational efficiencies as we scale.”
“Turning to our 2026 expectations, we remain confident in our ability to deliver on our goals for the year and are reaffirming our sales and margin guidance.”
“This compares with our prior guidance of net sales of $1.24 billion-$1.28 billion, adjusted EBITDA of $175 million-$190 million, and adjusted diluted EPS of $4.70 per share-$5.30 per share.”
“Given our first half performance, the progress we're making with the Colombian integration, and the visibility we now have for the balance of the year, we are raising our 2026 equity free cash flow guidance from at least $900 million to around $1.1 billion.”
“That momentum is reflected in our record combined C&E and Geo backlog, which increased 20% year-over-year to $1.18 billion, providing high visibility as we enter the second half of 2026 and into next year.”
“Based on our first half performance and the visibility provided by our order book, we are narrowing our full year 2026 revenue outlook to a range of $1.08 billion-$1.12 billion, with adjusted EBITDA in the range of $220 million-$230 million.”
“We will be moving back into some of the more challenging ore later this year, which will impact recoveries, but still on track for our annual guidance of 110 million lbs-115 million lbs.”
“Pro forma adjusted constant currency growth for 2026 excludes the impact of foreign exchange, the $9 million Italian payback measure recorded in the second half of 2025, and the impact of approximately $14 million in continuing operations product revenue that was discontinued at the end of 2025 due to a strategic realignment, but includes revenue generated by the acquired Vascular Intervention business for the prior full year period.”
“Our increased guidance calls for 100,000-110,000 GEOs this year, growing to 150,000-160,000 GEOs in 2030 from a de-risked pipeline that James just walked you through.”
“On the margin guide here, as Mike and I stated back in the Q3 shareholder letter, we're committed to driving durable, profitable growth here and a positive GAAP operating margin target for FY 2027.”
“We experienced the risks of that dependence firsthand in early 2025 when Google's manual actions delayed the growth we expected from several content partnerships.”
“Q2 revenue for Tucows Domains declined 4% year-over-year to $65 million from $67.6 million, primarily reflecting the tail end impact of a large reseller transitioning lower margin domains in-house, which has mostly worked its way through a full year renewal cycle.”
“We expect this will result in full repayment of our $69 million debt investment when the transaction closes in the fourth quarter.”
“Given our confidence in our new product pipeline, the strength of the second-half gaming release calendar, and our expectation that channel inventories will rebuild toward more normalized levels, we are reaffirming our full-year 2026 guidance.”
“Despite the limited top-line growth, we grew Canadian segment profit almost 16% and expanded segment profit margin by 330 basis points, once again showing the impact of our productivity and profit improvement initiatives.”
“For Q3 2026, we expect bookings of $18 million ±10%, revenue of $17 million ±10%, non-GAAP gross margin around 88%, non-GAAP operating expenses of $14.5 million ±5%.”
“Occupancy was unchanged for the prior quarter at 96.6%, although we expect to see incremental growth in occupancy throughout the remainder of the year, given the current state of our leasing pipeline and our asset management team's dedicated efforts to efficiently dispose of vacant properties and cycle in new brands.”
“Our conduit, Starwood Mortgage Capital, securitized $320 million of loans, more than double last quarter's volume, at profit margins that were in line with historic levels.”
“I am also pleased to report that we have achieved positive adjusted EBITDA and came in at the top end of our guidance range in the second quarter due to continued growth, strong MLR performance on our risk contracts, and operational efficiencies as we scale.”
“We kicked off our fiscal 2027 year with outstanding financial results, robust and balanced fundraising, and a healthy pipeline that gives us visibility for continued earnings growth.”
“EBIT margins for Healthcare in the quarter increased 60 basis points to 24.8%, with volume, pricing, positive productivity, and favorable mix somewhat offset by inflation, investments in the business, and tariffs.”
“At Sempra Texas, we had $138 million of higher equity earnings from new base rates, including interim rates, the UTM, higher invested capital and customer growth, partially offset by higher depreciation, interest expense, and O&M.”
“Sprout delivered another strong quarter with revenue of $123.8 million, representing 10.8% year-over-year growth, and we closed out the quarter with a non-GAAP operating margin at 12.9%, up 370 basis points year-over-year.”
“Retail propane gallons sold in the third quarter were 70.6 million gallons, a decrease of 1.8% compared to the prior year, primarily due to the impact of seasonally warm weather in April on heat-related demand, which was substantially offset with customer base growth in our agricultural, industrial, and national accounts customer segments.”
“Our customers are clearly, as they are taking on the risk of commodity exposure into that market over the next 20 plus years, are much more acutely aware of their views of the outlook of that market.”
“Securities operating revenues were up 24%, as average daily volumes increased 33% versus the prior year, and the average rate per million increased 9%.”
“Same-store operating margins of 67.3%, up 150 basis points year-over-year, NOI growth of 9.4% in our Canadian joint venture properties year-over-year, 14% growth of the recurring revenue stream for our managed REIT platform, the acquisition of a three-property portfolio of high-quality self-storage properties at a high 5% cap rate, the deployment of approximately $16.3 million of bridge capital at a double-digit yield, an organic reduction to our cash flow leverage to 6.2x, and finally, sector-leading FFO as adjusted per share growth of 17.6% year-over-year.”
“We generated $467 million of adjusted free cash flow, returned $137 million to stockholders, and have now actioned approximately 95% of our merger synergy target.”
“We are lowering our revenue outlook to $280 million-$290 million by reducing the top end of the previous guide, reflecting continued pressure on year-over-year device sales.”
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This is a transcript-only, historically incomplete publication. Releases, filings, slides, consensus and price reaction are visibly marked as not joined; lower-evidence packets remain held instead of being inferred.这是仅基于电话会文本且历史覆盖尚不完整的发布。新闻稿、披露文件、演示材料、一致预期和股价反应均明确标注为未接入；证据不足的数据包会被暂缓，而非由推断补齐。