๐น Revenue: $1.36B (Est. $1.32B) ๐ข
๐น EPS: $0.53 (Est. $0.43) ๐ข
Q4'25 Outlook:
๐น Oper. Income: $155Mโ$160M (prior $125Mโ$130M) ๐ข
๐น Comparable Sales: +8% to +9%
๐น Total Revenue: similar growth to comps
๐น Gross Margin: expected DOWN YoY
๐น Net Tariff Impact: ~+$50M
๐น SG&A: dollars UP low to mid single digit
๐น D&A: ~$56M
๐น Tax Rate: ~28%
๐น Weighted Avg Shares: ~173M
FY'25 Outlook:
๐น Adjusted Operating Income: $303Mโ$308M (prior $255Mโ$265M) ๐ข
๐น Comparable Sales: low single digits (prior flat)
๐น Gross Margin: expected DOWN YoY
๐น Net Tariff Impact: ~+$70M
๐น SG&A: dollars UP low to mid single digit
๐น D&A: ~$216M
๐น Tax Rate: ~27%
๐น Weighted Avg Shares: ~174M