Q3 Revenue Guidance

Executive guidance for fiscal Q3 2026 is revenue $1.73 billion to $1.75 billion (≈ 29 % YoY) and non‑GAAP EPS $2.43‑$2.49. Chief Financial Officer Neil Dougherty said the company is on track for fiscal‑year 2026 revenue growth in the high‑20 % range, following first‑half performance and a robust opportunity pipeline. Long‑term debt is $1.83 billion and the balance sheet remains strong with $2.43 billion in total liquidity. Shares rallied 67 % year‑to‑date, and the firm completed a $780 thousand share repurchase at an average price of $283. The company’s market capitalization is about $58.4 billion. Analysts now expect next‑12‑month revenue growth of roughly 13 % and adjusted EPS guidance of $2.46 at fiscal Q3. Supply‑chain constraints were noted as a potential risk, but earnings beat all major estimates for four quarters straight.