Europe’s ERP disruption drove a lower 2026 outlook despite improving North America and resilient Specialty revenue.
| Quarter | Q2 FY26 |
|---|---|
| Length | 49 minutes |
| EPS | $0.67 |
| EPS consensus | $0.73 |
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.