Quarterly guidance

Revenue
$1.930 billion to $1.950 billion
Earnings per share
$3.34 to $3.40

Annual guidance

Revenue growth
Fiscal year 2026 revenue growth of 32% at the midpoint.
EPS growth
Fiscal year 2026 EPS growth of approximately 60% at the midpoint.

Outlook

Demand environment
Demand remains robust and broad-based across AI infrastructure, communications, aerospace and defense, and semiconductor markets.
Supply chain
Supply chain conditions are less flexible than a year ago, with incoming parts under high demand acting as a governor on revenue conversion.
Synergy realization
Integration of recent acquisitions is largely complete, with 80% to 90% of the $100 million in cost synergies expected to be realized on a run rate basis exiting the fiscal year.
Order trends
Orders are expected to be slightly up from Q3 in line with typical seasonality.