What changed
Adjusted EPS of $1.76 beat the $1.28 consensus by $0.48 (+37.4%). Revenue was $570M, down 27.0% YoY. FY2026 adjusted EPS guidance was set at $6.90–$7.20, with GAAP EPS of $2.54–$2.84.
Why it matters
Adjusted EPS of $1.76 beat the $1.28 consensus by $0.48 (+37.4%). Revenue was $570M, down 27.0% YoY. FY2026 adjusted EPS guidance was set at $6.90–$7.20, with GAAP EPS of $2.54–$2.84.