Strong Q1 execution and contract momentum contrast with declining orders, tariff pressure, and retail investment costs [9][19][21].
| Quarter | Q1 FY26 |
|---|---|
| Call date | 2025-09-25 |
| Length | 29 minutes |
| EPS | $0.45 |
| EPS consensus | $0.35 |
| Revenue | $955.7M |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY26 · Q2 FY26
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