Strong bookings, AI infrastructure demand, and raised guidance outweighed temporary PA-related cash-flow and leverage pressure.
| Quarter | Q2 FY26 |
|---|---|
| Length | 51 minutes |
| EPS | $1.75 |
| EPS consensus | $1.64 |
| Revenue | $3.7B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q3 FY26 · Q1 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.