Executive readout · one minute
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Earnings call · FY2026 Q3
Executive readout · one minute
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Forward guidance
9 guided metrics
Management's latest ranges and targets are included below.
Research coverage
2 live sources
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From the 8-K filed Dec 2, 2025.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Comparable sales
table
Fourth Quarter 2025
|
8% – 9% | — | |
|
Net tariff impact
table
Fourth Quarter 2025
|
$50M | — | |
|
Depreciation & amortization
table
Fourth Quarter 2025
|
$56M | — | |
|
Tax rate
table
Fourth Quarter 2025
|
28% | — | |
|
Net tariff impact
table
Fiscal 2025
|
$70M | — | |
|
Depreciation & amortization
table
Fiscal 2025
|
$216M | — | |
|
Adjusted operating income
table
Fiscal 2025
|
$303M – $308M | Non-GAAP | |
|
Tax rate
table
Raised
Fiscal 2025
|
27% | — | |
|
Capital expenditures
Fiscal 2025
|
$275M | — |
How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed Dec 2, 2025 · complete as-filed document
SEC periodic report
Filed Dec 9, 2025 · complete as-filed document