Reported results
- Revenue reached $511.5 million, an increase of 10.7% year-over-year.
- GAAP net income was $67.4 million, compared with $61.8 million in the prior year.
- GAAP diluted earnings per share was $1.95, compared with $1.67 in the prior year.
- Adjusted earnings per share (non-GAAP) was $2.19, up 25.1% year-over-year.
- Adjusted EBITDA (non-GAAP) was $131.2 million, an increase of 17.1% year-over-year.
- Adjusted operating income (non-GAAP) was $106.6 million, compared with $90.3 million in the prior year.
Guidance
- Fiscal year 2027 revenue is expected to be in the range of $2,060 million to $2,095 million, or approximately 5.5% to 7% growth year-over-year.
- Fiscal year 2027 adjusted earnings per share is expected to be in the range of $9.00 to $9.20, or approximately 9% to 11.5% growth year-over-year.
Price and volatility reaction
The stock moved -3.4% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -15.2 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 128.76 | 2026-10-29 |
| Close after release | 124.33 | 2026-10-30 |
| Realised move | -3.4% | close to close |
| 30d ATM IV change | -15.2 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.
