2026 assumes second-half growth and margin expansion, but direct-delivery recovery remains the central execution risk [51][54].
| Quarter | Q4 FY25 |
|---|---|
| Call date | 2026-03-02 |
| Length | 52 minutes |
| EPS | $0.23 |
| EPS consensus | $0.20 |
| Revenue | $1.6B |
| Revenue consensus | $1.5B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q2 FY26
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