Demand-driven capital growth supports 5%-7% EPS growth, but execution, dilution, financing and CVOW risks remain.
| Quarter | Q4 FY25 |
|---|---|
| Call date | 2026-02-24 |
| Length | 56 minutes |
| EPS | $0.68 |
| EPS consensus | $0.64 |
| Revenue | $4.1B |
| Revenue consensus | $3.6B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q2 FY26
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.