๐น Revenue: $1.181B (Est. $1.09B) ๐ข ; UP +63% YoY
๐น Adj EPS: $0.21 (Est. $0.17) ๐ข
๐น Adj EBITDA: $606.5M (Est. $502.1M) ๐ข
๐น Rule of 40: 114%
Raised FY Guide:
๐น FY25 Revenue: $4.396Bโ$4.400B (Est. $4.17B) ๐ข ; UP +53% YoY
๐น FY25 U.S. Commercial Revenue: >$1.433B; UP +104% YoY
๐น FY25 Adjusted Operating Income: $2.151Bโ$2.155B (Est. $1.93B) ๐ข
๐น FY25 Adjusted Free Cash Flow: $1.9Bโ$2.1B (Est. $1.92B) ๐ข
๐น Expect GAAP operating income and net income each quarter of FY25
Q4 Guidance:
๐น Revenue: $1.327Bโ$1.331B (Est. $1.19B) ๐ข ; UP +61% YoY
๐น Adjusted Operating Income: $695Mโ$699M (Est. $574.7M) ๐ข