March-April demand strengthened, expanding backlog and enabling higher production, but tariffs and materials threaten margins.
| Quarter | Q4 FY26 |
|---|---|
| Call date | 2026-05-23 |
| Length | 56 minutes |
| EPS | $5.42 |
| EPS consensus | $5.30 |
| Revenue | $550.1M |
| Revenue consensus | $571.1M |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q3 FY26
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.