🔹 Revenue: $1.181B (Est. $1.09B) 🟢 ; UP +63% YoY
🔹 Adj EPS: $0.21 (Est. $0.17) 🟢
🔹 Adj EBITDA: $606.5M (Est. $502.1M) 🟢
🔹 Rule of 40: 114%
Raised FY Guide:
🔹 FY25 Revenue: $4.396B–$4.400B (Est. $4.17B) 🟢 ; UP +53% YoY
🔹 FY25 U.S. Commercial Revenue: >$1.433B; UP +104% YoY
🔹 FY25 Adjusted Operating Income: $2.151B–$2.155B (Est. $1.93B) 🟢
🔹 FY25 Adjusted Free Cash Flow: $1.9B–$2.1B (Est. $1.92B) 🟢
🔹 Expect GAAP operating income and net income each quarter of FY25
Q4 Guidance:
🔹 Revenue: $1.327B–$1.331B (Est. $1.19B) 🟢 ; UP +61% YoY
🔹 Adjusted Operating Income: $695M–$699M (Est. $574.7M) 🟢