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FY26 EPS Outlook Raised Substantially on Record Peak Profitability and U.S. Domestic Momentum
FY2026
Q3
| Mar 31, 2026
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Guidance Raised as U.S. Domestic Strength and Transformation Gains Overcome Operational Headwinds
FY2026
Q2
| Dec 19, 2025
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Full-Year Guidance Reinstated as $1B Global Trade Headwind Offsets Transformation Gains
FY2026
Q1
| Dec 15, 2025
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DRIVE Savings Target Met, Fueling Operating Leverage; FY26 Guidance Withheld on Trade Volatility
FY2025
Q4
| Dec 15, 2025
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FY25 Guidance Lowered as Weaker-Than-Expected B2B Demand and Negative Mix Shift Pressure Q1 Margins
FY2025
Q1
| Dec 15, 2025
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