| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 5, 2026 | 8/12 | 4 medium, 4 low flags | 0 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | PowerGen initial launch revenue of ~$300M on 2GW installed capacity for 2027 2027 period has not begun; target reaffirmed at same level this quarter. |
| Q2'26 | Pending | FY2026 free cash flow guidance of $900M-$1.1B Fiscal year not complete; guidance reaffirmed unchanged. |
| Q2'26 | Pending | FY2026 adjusted EPS guidance of $5.00-$5.20 Fiscal year not complete; guidance raised to a new range starting at $5.05, a revision driven by buybacks, not a delivered/missed outcome. |
| Q2'26 | Pending | FY2026 adjusted operating margin guidance of 10.7%-10.9% Fiscal year not complete; guidance reaffirmed unchanged. |
| Q2'26 | Pending | FY2026 sales guidance of $14.0-14.3B Fiscal year not complete; guidance reaffirmed unchanged. |
| Q2'26 | Pending | UL compliance final certification to take place with C samples 'later this year' Progress disclosed: UL component certification now expected to start in September with evidence books submitted, but final certification not yet complete. |
| Q2'26 | Pending | Turbine generator capacity expansion decision to be made 'sometime this year' FY2026 not yet concluded; Q2 call confirms decision still not made, timeline reiterated to 'second half'. |
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