What changed
Adjusted EPS of $1.36 beat consensus of $1.04 by $0.32, or +31.4%. FY2026 adjusted EPS guidance was set at $4.60–$4.80, with capex guided to $0.8B. Net income was $174M.
Why it matters
Adjusted EPS of $1.36 beat consensus of $1.04 by $0.32, or +31.4%. FY2026 adjusted EPS guidance was set at $4.60–$4.80, with capex guided to $0.8B. Net income was $174M.