Consensus $8.80. Raises FY26 revenue view to up 20%-23% from up 14%-18%. Backs FY26 free cash flow view $300M-$350M. Backs FY26 capital expenditures view $290M. The company said, “Based on our first half performance and continued demand strength, we are raising our full-year outlook. We remain focused on executing in a dynamic environment while continuing to invest in innovation and operational excellence to deliver sustained profitable growth and long-term shareholder value.”
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