Earnings PerformanceFY25 guidance was initiated with an adjusted EPS of approximately 3.40-3.50, which is below the Street expectation of 3.71.
Financial GuidanceThe guidance for F2025 is below Street estimates at the midpoint, likely due to stranded costs and better profitability in certain segments.
Operational ExecutionConcerns persist about internal execution following a history of inconsistent execution, despite steps in the right direction.