Orders and inventory improved, but affordability-driven incentives and lower ASPs constrain revenue and margin upside.
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-04-21 |
| Length | 59 minutes |
| EPS | $2.24 |
| EPS consensus | $2.15 |
| Revenue | $7.6B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q3 FY26 · Q4 FY25 · Q3 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.