Strong growth and 2026 guidance are tempered by the highest backlog cancellations in over a year [5][16].
| Quarter | Q4 FY25 |
|---|---|
| Call date | 2026-02-10 |
| Length | 41 minutes |
| EPS | $4.67 |
| EPS consensus | $4.18 |
| Revenue | $659.9M |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q2 FY26 · Q3 FY25 · Q2 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.