Strong quarterly execution supports an ambitious multi-year mix shift, but Japan suspension costs and execution timing remain material overhangs [31][36].
| Quarter | Q2 FY26 |
|---|---|
| Call date | 2026-08-04 |
| Length | 85 minutes |
| EPS | $4.08 |
| EPS consensus | $3.47 |
| Revenue | $15.5B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q1 FY20
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