Margins are improving, but management cut 2026 delivery guidance amid elevated rates and macro uncertainty.
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-06-13 |
| Length | 57 minutes |
| EPS | $1.31 |
| EPS consensus | $1.23 |
| Revenue | $7.9B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q1 FY26 · Q3 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.