Record orders and AI demand drove a raised fiscal outlook, though Q3 revenue is guided roughly flat sequentially.
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-05-20 |
| Length | 54 minutes |
| EPS | $2.53 |
| EPS consensus | $2.04 |
| Revenue | $1.7B |
| Revenue consensus | $1.7B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q3 FY26 · Q4 FY25 · Q3 FY25 · Q2 FY25 · Q1 FY25 · Q4 FY24
Read the full Q2 FY26 earnings call transcript
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.