Portfolio rotation is accelerating, but impairments, repayments, and elevated rates are pressuring near-term earnings and dividend visibility [7].
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-07-30 |
| Length | 37 minutes |
| EPS | $0.45 |
| EPS consensus | $0.36 |
| Revenue | $309.7M |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.