| Q |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$1,395M vs. cons $1,364M |
MEDIUM |
| Q |
Report |
Adj. EBITDA Margin (Q2 2026) |
BEAT |
pred ~31.2% vs. cons 30.6% |
MEDIUM |
| Q |
Report |
Adj. EPS - Diluted Operating (Q2 2026) |
BEAT |
pred ~$1.10 vs. cons $1.074 |
MEDIUM |
| Q |
Guide |
FY 2026 Revenue (FY 2026) |
UNCHANGED |
guide mid ~$5.425B vs. cons $5.415B |
MEDIUM |
| Q |
Guide |
FY 2026 Adj. EBITDA (FY 2026) |
UNCHANGED |
guide mid ~$1.620B vs. cons $1.631B |
MEDIUM |
| Q |
Guide |
FY 2026 Adj. EPS (FY 2026) |
UNCHANGED |
guide mid ~$4.175 vs. cons $4.184 |
MEDIUM |
| Q |
Guide |
MSI Wafer Starts (qualitative) |
BETTER |
upgrade to 'high single digits' vs. prior 'mid-to-high single digits' |
MEDIUM |
| Q |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
MEDIUM |
| Q |
Return |
5-day cumulative residual |
-2.0% (FADE) |
FADE - Day-1 pop partially reverses as market processes flat H2 implied guide math and no leadership resolution; less severe than prior quarters given stock already discounted |
MEDIUM |