Executive readout · one minute
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Earnings call · FY2026 Q2
Executive readout · one minute
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Forward guidance
11 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 Aug 12, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Revenue
Initiated
Full year 2026
|
$2.66B – $2.71B | — | |
|
Adjusted gross margin
Initiated
Full year 2026
|
49.8% – 50% | Non-GAAP | |
|
Adjusted SG&A expenses
Initiated
Full year 2026
|
23% | Non-GAAP | |
|
Adjusted operating income
Initiated
Full year 2026
|
$413M – $420M | Non-GAAP | |
|
Capital expenditures
Initiated
Full year 2026
|
$30M | — | |
|
Adjusted EPS
Initiated
Full year 2026
|
$5.25 – $5.35 | Non-GAAP | |
|
Effective tax rate on adjusted pre-tax earnings
Initiated
Full year 2026
|
20% | Non-GAAP | |
|
Interest expense
Initiated
Full year 2026
|
$56M | — | |
|
Other expense
Initiated
Full year 2026
|
$14M | — | |
|
Total cash from operations
Initiated
Full year 2026
|
$450M | — | |
|
Voluntary term loan payments
Initiated
Full year 2026
|
$225M | — |
How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed Aug 12, 2026 · complete as-filed document
SEC periodic report
Filed Aug 12, 2026 · complete as-filed document