🔹 Revenue: $2.89 B (Est. $2.67 B) 🟢; UP +21% YoY
🔹 Adjusted EPS: $1.39 (Est. $1.23) 🟢; UP +54% YoY
🔹 Adj Operating Margin: 7.4%; UP +110 bps YoY
FY25 Outlook (Raised):
🔹 Revenue: $11.55 B (vs. prior $10.85 B) 🟢
🔹 Adjusted EPS: $5.50 (vs. prior $5.00) 🟢
🔹 Adjusted Operating Margin: 7.4% (vs. prior 7.2%)
🔹 Non‑GAAP Free Cash Flow: $400 M (vs. prior $350 M)
Q3’25 Guidance
🔹 Revenue: $2.875 B – $3.125 B (Est. $2.76 B) 🟢
🔹 Adjusted EPS: $1.37 – $1.53 (Est. $1.29) 🟢
Q2 Segment Revenue:
🔹 CCS: $2.07 B; UP +28% YoY; Margin: 8.3%; +130 bps YoY
🔹 ATS: $0.82B; UP +7% YoY; Margin: 5.3%; +70 bps YoY
🔹 Hardware Platform Solutions: $1.20 B; UP +82% YoY
Other Metrics
🔹 Share Repurchases: 0.6 M shares for $40 M
CEO Commentary
🔸 “We achieved very strong results in the second quarter…each exceeding the high end of our guidance ranges.” — Rob Mionis
🔸 “With our strong first half results, and a strengthening demand outlook from our CCS customers, we are increasing our full‑year 2025 outlook.” — Rob Mionis