What changed
Q4 FY26 adjusted EPS of $0.92 compares to $0.42 in Q4 FY25, up 119.0% YoY. Revenue rose 42.7% YoY to $295.5M, driven by $61.2M from the new Saxdor segment, higher Cobalt and Saltwater unit volumes, favorable mix, and price increases. FY2027 guidance calls for net sales of $1.08B–$1.12B and Adjusted EBITDA of $101M–$109M.
Why it matters
Q4 FY26 adjusted EPS of $0.92 compares to $0.42 in Q4 FY25, up 119.0% YoY. Revenue rose 42.7% YoY to $295.5M, driven by $61.2M from the new Saxdor segment, higher Cobalt and Saltwater unit volumes, favorable mix, and price increases. FY2027 guidance calls for net sales of $1.08B–$1.12B and Adjusted EBITDA of $101M–$109M.