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 Jul 28, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Total Revenue
table
Q3 2026
|
$3.65B – $3.85B | GAAP | |
|
Earnings Per Share - diluted
table
Q3 2026
|
$3.21 – $3.64 | GAAP | |
|
Total Revenue
table
Q3 2026
|
$3.65B – $3.85B | Non-GAAP | |
|
Gross Profit
table
Q3 2026
|
$2.09B – $2.25B | GAAP | |
|
Earnings Per Share - diluted
table
Q3 2026
|
$3.89 – $4.32 | Non-GAAP | |
|
Gross Margin
table
Q3 2026
|
57.3% – 58.4% | GAAP | |
|
Gross Profit
table
Q3 2026
|
$2.12B – $2.27B | Non-GAAP | |
|
Gross Margin
table
Q3 2026
|
58% – 59% | Non-GAAP | |
|
Operating Income (loss)
table
Q3 2026
|
$1.31B – $1.45B | Non-GAAP | |
|
Operating Margin
table
Q3 2026
|
31.2% – 33% | GAAP | |
|
Operating Income (loss)
table
Q3 2026
|
$1.14B – $1.27B | GAAP | |
|
Operating Margin
table
Q3 2026
|
36% – 37.6% | Non-GAAP |
SEC filing · Item 2.02
Filed Jul 28, 2026 · complete as-filed document
SEC periodic report
Filed Jul 28, 2026 · complete as-filed document