Strong demand visibility and operating leverage support momentum, but ECS contract restructuring and normalization create near-term earnings risks.
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-08-06 |
| Length | 43 minutes |
| EPS | $5.45 |
| EPS consensus | $4.45 |
| Revenue | $10.0B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY25 · Q2 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.