Record first-half results and higher EPS guidance are offset by normalization risk and working-capital pressure.
| Quarter | Q2 FY26 |
|---|---|
| Length | 31 minutes |
| EPS | $1.29 |
| EPS consensus | $0.75 |
| Revenue | $13.6B |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.