Executive readout · one minute
Webcast research workspace
Read the call alongside every captured source. slides, 8-K earnings release, 10-Q stay in one workspace.
Earnings call · FY2026 Q2
Executive readout · one minute
Read the call alongside every captured source. slides, 8-K earnings release, 10-Q stay in one workspace.
Forward guidance
15 guided metrics
Management's latest ranges and targets are included below.
Research coverage
3 live sources
Open each available source without leaving this research workspace.
Open the source you need; every reader stays inside this workspace.
From the 8-K filed Jul 30, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Net sales
Initiated
full year 2026
|
$3.43B – $3.5B | — | |
|
Gross margin
Initiated
full year 2026
|
52.1% – 52.3% | — | |
|
Operating income
Initiated
full year 2026
|
$290M – $325M | — | |
|
SG&A expenses, as a percent of net sales
Initiated
full year 2026
|
43.6% – 44.2% | — | |
|
Diluted earnings per share
Initiated
full year 2026
|
$4.45 – $4.90 | — | |
|
Effective income tax rate
Initiated
full year 2026
|
25% | — | |
|
Operating cash flow
Initiated
full year 2026
|
$290M – $310M | — | |
|
Capital expenditures
Initiated
full year 2026
|
$65M – $75M | — | |
|
Operating income
Initiated
third quarter 2026
|
8.1% – 9.5% | — | |
|
Net sales
Initiated
third quarter 2026
|
$929M – $943M | — | |
|
Diluted earnings per share
Initiated
third quarter 2026
|
$1.15 – $1.35 | — | |
|
Operating margin
Initiated
full year 2026
|
8.5% – 9.3% | — | |
|
SG&A percent of net sales
Initiated
full year 2026
|
43.6% – 44.2% | — | |
|
Demand creation as a percent of net sales
Initiated
full year 2026
|
6.5% | — | |
|
Operating margin
Initiated
Q3'26
|
8.1% – 9.5% | — |
How the reported period landed and where the business moved.
Company presentation
38 pages · use arrow keys or swipe to navigate
SEC filing · Item 2.02
Filed Jul 30, 2026 · complete as-filed document
SEC periodic report
Filed Aug 6, 2026 · complete as-filed document