Near-term shipment timing weighs on Q2, but management expects second-half acceleration and meaningful margin expansion.
| Quarter | Q1 FY26 |
|---|---|
| Call date | 2026-05-01 |
| Length | 61 minutes |
| EPS | $2.35 |
| EPS consensus | $2.05 |
| Revenue | $3.1B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q2 FY26 · Q4 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.