Guidance was reaffirmed, but management expects a $10-$20 million second-quarter EBITDA conflict headwind [61].
| Quarter | Q1 FY26 |
|---|---|
| Call date | 2026-04-21 |
| Length | 54 minutes |
| EPS | $1.77 |
| EPS consensus | $1.81 |
| Revenue | $6.3B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q2 FY26 · Q3 FY25 · Q2 FY25
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