Strong organic growth and raised guidance are tempered by partnership mix, seasonal costs, and limited underlying volume excluding collaborations.
| Quarter | Q1 FY26 |
|---|---|
| Call date | 2026-04-21 |
| Length | 59 minutes |
| EPS | $2.50 |
| EPS consensus | $2.37 |
| Revenue | $2.9B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q2 FY26 · Q1 FY25 · Q2 FY24
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.