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
2 live sources
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From the 8-K filed Nov 6, 2025.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Gross Profit
table
Initiated
Third Quarter Fiscal Year 2026
|
56.2% – 58.1% | GAAP | |
|
Operating Expenses
table
Initiated
Third Quarter Fiscal Year 2026
|
47.9% – 48.5% | GAAP | |
|
Operating Expenses
table
Initiated
Third Quarter Fiscal Year 2026
|
32.3% – 32.7% | Non-GAAP | |
|
Operating Income
table
Initiated
Third Quarter Fiscal Year 2026
|
24.5% – 26.9% | Non-GAAP | |
|
Other Expense, net
table
Initiated
Third Quarter Fiscal Year 2026
|
$55.7M – $56.7M | Non-GAAP | |
|
Operating Income
table
Initiated
Third Quarter Fiscal Year 2026
|
7.7% – 10.3% | GAAP | |
|
Income Tax Provision
table
Initiated
Third Quarter Fiscal Year 2026
|
$22M – $26M | Non-GAAP | |
|
Net income
table
Initiated
Third Quarter Fiscal Year 2026
|
$193M – $227.4M | Non-GAAP | |
|
Net (loss) income attributable to common stockholders
table
Initiated
Third Quarter Fiscal Year 2026
|
$-13.2M – $9.5M | GAAP | |
|
Net income attributable to common stockholders
table
Initiated
Third Quarter Fiscal Year 2026
|
$193M – $227.4M | Non-GAAP | |
|
Capital expenditures
quarter ending December 31, 2025
|
$15M – $25M | — | |
|
Capital expenditures
Initiated
fiscal 2026
|
up to $100M | — |
How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed Nov 6, 2025 · complete as-filed document
SEC periodic report
Filed Nov 6, 2025 · complete as-filed document