Says not giving guidance for full year, but believes existing consensus estimate for FY is “not unreasonable.” Notes that “there was only about two weeks” between the tariff announcements and the company’s Q4 earnings, “so there was not a lot of time to understand all the cascading impacts in the size of them.” Comments taken from the Q1 earnings conference call. Analysts currently expect EPS of $5.37 on revenue of $1.88B for FY26.
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