Consensus $1.86B. Narrows FY26 adjusted EBITDA view to $400M-$420M from $400M-$430M. The updated outlook “reflects approximately $11 million of temporary impacts from the Calvert City startup delay and recent weather-related disruptions, all isolated to the second quarter. While the Company expects these impacts to be recoverable over time, the timing of absorption recovery remains uncertain and is reflected in the revised guidance range. All other elements of the Company’s full-year guidance remain unchanged.”
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