What changed
Adjusted EPS of $3.25 beat consensus of $2.85 by $0.40, or +14.2%. Revenue was $818M, up 19.8% YoY. FY26 guidance calls for adjusted EPS of $11.80–$12.00 on revenue of $3.0B–$3.1B.
Why it matters
Adjusted EPS of $3.25 beat consensus of $2.85 by $0.40, or +14.2%. Revenue was $818M, up 19.8% YoY. FY26 guidance calls for adjusted EPS of $11.80–$12.00 on revenue of $3.0B–$3.1B.