Executive readout · one minute
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Earnings call · FY2026 Q2
Executive readout · one minute
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Forward guidance
12 guided metrics
Management's latest ranges and targets are included below.
Research coverage
3 live sources
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From the 8-K filed Aug 28, 2025.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Operating margin
FY 2025
|
13% – 13.5% | — | |
|
Effective tax rate
FY 2025
|
30% | — | |
|
Operating margin
Q3 2025
|
11% – 12% | — | |
|
Effective tax rate
Q3 2025
|
31% | — | |
|
Net Income per Diluted Share
Q3 2025
|
$2.05 – $2.25 | — | |
|
Net sales growth
full year 2025
|
5% – 7% | — | |
|
GAAP operating margin
full year 2025
|
13% – 13.5% | GAAP | |
|
Net income per diluted share
full year 2025
|
$10.00 – $10.50 | GAAP | |
|
Capital expenditures
full year 2025
|
$225M | — | |
|
Net sales growth
third quarter 2025
|
5% – 7% | — | |
|
Tariff impact
Q3
|
$25M | — | |
|
Growth on top of a plus 14% for Q3 of last year
Q3
|
5% – 7% | — |
How the reported period landed and where the business moved.
Company presentation
33 slides · use arrow keys or swipe to navigate
SEC filing · Item 2.02
Filed Aug 28, 2025 · complete as-filed document
SEC periodic report
Filed Sep 5, 2025 · complete as-filed document