Underlying demand and innovation support growth, but salty supply-chain costs and tough comparisons constrain near-term earnings leverage [9][30][112].
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-07-30 |
| Length | 47 minutes |
| EPS | $1.90 |
| EPS consensus | $1.45 |
| Revenue | $2.8B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q1 FY26 · Q4 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.