Executive readout · one minute
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2 customers — 12% of revenue (2025)
“As a percentage of our Industrial Processing segment revenues, the two largest OSB customers together accounted for 12% in 2025, 13% in 2024, and 10% in 2023.”
2 customers — 13% of revenue (2024)
“As a percentage of our Industrial Processing segment revenues, the two largest OSB customers together accounted for 12% in 2025, 13% in 2024, and 10% in 2023.”
2 customers — 10% of revenue (2023)
“As a percentage of our Industrial Processing segment revenues, the two largest OSB customers together accounted for 12% in 2025, 13% in 2024, and 10% in 2023.”
Earnings call · FY2027 Q2
Executive readout · one minute
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Forward guidance
6 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 4, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Revenue
2026
|
$1.19B – $1.21B | — | |
|
GAAP EPS
2026
|
$9.78 – $10.03 | GAAP | |
|
Adjusted EPS
2026
|
$12.43 – $12.68 | Non-GAAP | |
|
Revenue
the third quarter of 2026
|
$297M – $307M | — | |
|
GAAP EPS
the third quarter of 2026
|
$2.28 – $2.38 | GAAP | |
|
Adjusted EPS
the third quarter of 2026
|
$2.90 – $3.00 | Non-GAAP |
Company presentation
24 slides · use arrow keys or swipe to navigate
SEC filing · Item 2.02
Filed Aug 4, 2026 · complete as-filed document
SEC periodic report
Filed Aug 12, 2026 · complete as-filed document