Record backlog and raised guidance outweigh near-term communications weakness, with most recent backlog growth benefiting 2027.
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-07-30 |
| Length | 56 minutes |
| EPS | $2.10 |
| EPS consensus | $2.08 |
| Revenue | $4.4B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q4 FY25 · Q2 FY25
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.