Record awards and data-center demand expand visibility, but material revenue contribution is expected mainly in 2028-2030.
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-08-03 |
| Length | 43 minutes |
| EPS | $0.20 |
| EPS consensus | $0.20 |
| Revenue | $515.5M |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.