• Revenue: $3.66B vs. Est. $3.54B
• EPS: ($1.24) vs. Est. ($1.55)
• Adj. Operating Income: $379M vs. Est. $246M
• Total Contracted Power: ~3.7 GW
• Active Power: ~1.7 GW (doubled since start of year)
• Backlog: $133B (+30% sequential growth)
FY26 Guidance
• Revenue: $13.2B vs. Est. $12.5B
• CapEx $38B vs. Est. $36B
• Exit ARR: $21B