| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | September 8, 2026 | - | - | 1 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | June 5: Detroit schools contract fully online in Q4 No completion confirmation supplied |
| Q3'26 | Pending | June 5: include anticipated prior-year insurance adjustments in FY2026 guidance No prior-year reserve adjustment required through nine months |
| Q3'26 | Delivered | June 5: sequential segment-margin improvement in Q3 and Q4 Q3 increased from 7.3% to 7.7% |
| Q3'26 | Pending | June 5: leverage below 3x by fiscal year-end Reported ratio 2.9x at July 31 |
| Q3'26 | Pending | June 5: normalized FCF approximately $250 million, less approximately $65 million excluded cash costs Now $285 million normalized and $210 million reported FCF |
| Q3'26 | Pending | June 5: FY2026 adjusted EPS $3.85-$4.15 Revised to $3.95-$4.10 |
Get free previews of our earnings-call research: the key changes, management scores, and questions worth investigating. Subscribe for full call sheets and deeper analysis.
Subscriptions are managed by Substack. If the form does not load, subscribe directly. Or follow the RSS feed.