Executive readout · one minute
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One customer — 24% of revenue (2025)
“including a customer that accounted for approximately 24% of our 2025 consolidated net sales.”
Earnings call · FY2026 Q2
Executive readout · one minute
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Management tone
Positive
Net tone +25 · low hedging
Forward guidance
3 guided metrics
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Research coverage
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From the 8-K filed Aug 4, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Revenue growth
full-year 2026
|
14% – 16% | — | |
|
Adjusted EBITDA
full-year 2026
|
$330M – $340M | Non-GAAP | |
|
Adjusted diluted earnings per share
full-year 2026
|
$9.30 – $9.80 | Non-GAAP |
How the reported period landed and where the business moved.
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a little bit of recovery and do very well with that, and an upturn here. They've also taken some share in the downturn that will show up later.
And we've also made some select capacity and process expansions to position the business well to perform as the market inevitably recovers.
Well, I could give you a little more color on that. We basically added a line during this downturn to support aftermarket. In the past, we've had challenges when the market was growing fast with keeping up with both OEM and aftermarket. And so we added a second line there that will help us in this upturn.
All right. Perfect, guys. Thank you so much.
Thank you. Ladies and gentlemen, that concludes our question and answer session. I'll turn the floor back to Mr. Dattilli for any final comments.
We're seeing strong momentum across the portfolio, and we want to thank you all for your support. Look forward to talking to you in Report Q3 in early November. Thanks.
Thank you. This concludes today's conference call. You may disconnect your lines at this time. And thank you for your participation.
SEC filing · Item 2.02
Filed Aug 4, 2026 · complete as-filed document
SEC periodic report
Filed Aug 4, 2026 · complete as-filed document