March demand weakness cut delivery guidance, but April improvement and margin expansion provide early stabilization signals.
| Quarter | Q1 FY26 |
|---|---|
| Length | 27 minutes |
| EPS | $0.88 |
| EPS consensus | $0.61 |
| Revenue | $789.7M |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY25 · Q3 FY25 · Q2 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.