| Metric | Oct 29, 2024 FY24 Q3 | Feb 4, 2025 FY24 Q4 | Apr 30, 2025 FY25 Q1 | Jul 30, 2025 FY25 Q2 | Oct 29, 2025 FY25 Q3 | Feb 4, 2026 FY25 Q4 | Apr 29, 2026 FY26 Q1 | Jul 29, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Growth at midpoint vs. 2025 (Revenue Excl. India) | — | — | — | — | — | — | — | New“(7)%” |
| Growth at midpoint vs. 2025 (Revenue Excl. India) | — | — | — | — | — | — | — | New“(9)%” |
| Growth at midpoint vs. 2025 (Revenue Excl. India) | — | — | — | — | — | — | — | New“4%” |
| Growth at midpoint vs. 2025 (Revenue) | — | — | — | — | — | New“-5%” | — | — |
| Revenue | — | — | — | — | — | — | — | New“$3.50 billion to $3.70 billion” |
| Revenue | — | — | — | — | — | — | New“$850 million to $900 million” | — |
| Revenue | — | — | — | — | — | New“between $725 million and $775 million” | — | — |
| Revenue | — | — | — | — | — | New“$3.60 billion to $3.80 billion” | — | — |
| Revenue (excl. India) | — | — | — | — | — | — | New“$3.60 billion to $3.80 billion” | — |
| Revenue Excl. India | — | — | — | — | — | — | — | New“$3.50 billion to $3.70 billion” |
| Revenue Excl. India | — | — | — | — | — | — | — | New“$840 million to $900 million” |
| Revenue Excl. India | — | — | — | — | — | — | — | New“$1.06 billion to $1.20 billion” |
| Revenue Excl. India | — | — | — | — | — | — | New“$1.61 billion to $1.66 billion” | — |
| Revenue Excl. India | — | — | — | — | — | — | New“$1.99 billion to $2.14 billion” | — |
| Revenue Excl. India | — | — | — | — | — | — | New“$850 million to $900 million” | — |
| Revenue Excl. India Growth at midpoint vs. 2025 | — | — | — | — | — | — | New“(11)%” | — |
| Revenue Excl. India Growth at midpoint vs. 2025 | — | — | — | — | — | — | New“(17)%” | — |
| Revenue excluding India | — | — | — | — | — | — | — | New“expected to be in the range of $840 million to $900 million” |
| Revenue excluding India | — | — | — | — | — | — | — | New“expected to be in the range of $1.06 billion to $1.20 billion” |
| Revenue excluding India | — | — | — | — | — | New“$3.60 billion to $3.80 billion” | — | — |
| Revenue excluding India | — | — | — | — | — | New“$725 million to $775million” | — | — |
| Revenue excluding India (full-year) | — | — | — | — | — | — | — | New“a range of $3.50 billion to $3.70 billion” |
| Adjusted earnings per diluted share | — | — | — | — | — | — | — | New“$0.05 to $0.13” |
| Adjusted earnings per diluted share | — | — | — | — | — | — | — | New“$1.09 to $1.33” |
| Adjusted earnings per diluted share | — | — | — | — | — | — | — | New“in the range of $0.05 to $0.13” |
| Adjusted earnings per diluted share | — | — | — | — | — | — | — | New“in the range of $1.09 to $1.33” |
| Adjusted earnings per diluted share (full-year) | — | — | — | — | — | — | — | New“a range of $1.19 to $1.49” |
| Adjusted EBITDA | — | — | — | — | — | — | — | New“$120 million to $140 million” |
| Adjusted EBITDA | — | — | — | — | — | — | — | New“$275 million to $315 million” |
| Adjusted EBITDA | — | — | — | — | — | — | — | New“forecasted to be in the range of $120 million to $140 million” |
| Adjusted EBITDA | — | — | — | — | — | — | — | New“forecasted to be in the range of $275 million to $315 million” |
| Adjusted EBITDA | — | — | — | — | — | New“$670 million to $730 million” | Reiterated“$670 million to $730 million” | Lowered“$395 million to $455 million” |
| Adjusted EBITDA | — | — | — | — | — | — | New“$130 million to $150 million” | — |
| Adjusted EBITDA | — | — | — | — | — | — | New“$202 million to $222 million” | — |
| Adjusted EBITDA | — | — | — | — | — | — | New“$468 million to $508 million” | — |
| Adjusted EBITDA | — | — | — | — | — | New“between $45 million and $55 million” | — | — |
| Adjusted EBITDA (full-year) | — | — | — | — | — | — | — | New“a range of $620 million to $680 million” |
| Adjusted EBITDA Growth at midpoint vs. 2025 | — | — | — | — | — | — | New“(17)%” | — |
| Adjusted EBITDA Growth at midpoint vs. 2025 | — | — | — | — | — | — | New“(32)%” | — |
| Adjusted EPS | — | — | — | — | — | New“$1.63 to $1.89” | — | Lowered“$1.19 to $1.49” |
| Adjusted EPS | — | — | — | — | — | — | — | New“$0.05 to $0.13” |
| Adjusted EPS | — | — | — | — | — | — | — | New“$1.09 to $1.33” |
| Adjusted EPS | — | — | — | — | — | — | New“$0.16 to $0.26” | — |
| Adjusted EPS | — | — | — | — | — | New“negative $0.44 to negative $0.32” | — | — |
| Adjusted EPS Growth at midpoint vs. 2025 | — | — | — | — | — | — | New“(102)%” | — |
| Adjusted EPS Growth at midpoint vs. 2025 | — | — | — | — | — | — | New“(70)%” | — |
| Adjusted EPS^ | — | — | — | — | — | — | New“$(0.07) to $0.03” | — |
| Adjusted EPS^ | — | — | — | — | — | — | New“$1.70 to $1.86” | — |
| Diluted shares assumed for EPS estimates | — | — | — | — | — | — | — | New“125.9 million diluted shares” |
| EPS (Adjusted earnings per diluted share) | — | — | — | — | — | — | New“$1.63 to $1.89” | — |
| Growth at midpoint vs. 2025 (Adjusted EPS) | — | — | — | — | — | New“$(1.20)” | — | — |
| Growth at midpoint vs. 2025 (Adjusted EPS) | — | — | — | — | — | New“$(0.56)” | — | — |
| Second-half Adjusted EBITDA | — | — | — | — | — | — | New“decrease 6 percent” | — |
| Second-half Adjusted EPS | — | — | — | — | — | — | New“decline 15 percent” | — |
| Additional tariff charges | — | — | — | — | — | New“approximately $20 million” | — | — |
| Debt paydown | — | — | — | — | — | New“$1 billion” | — | — |
| Debt reduction | — | — | — | — | — | New“$1 billion” | Reiterated“approximately $1 billion” | — |
| Debt-reduction proceeds target | — | — | — | — | — | — | — | New“approximately $1 billion of proceeds” |
| Free cash flow | — | — | — | — | — | New“negative $65 million to $65 million dollars” | Reiterated“negative $65 million to $65 million dollars” | — |
| Free cash flow (full-year) | — | — | — | — | — | — | — | New“increased to a range of $75 million to $225 million” |
| Growth at midpoint vs. 2025 | — | — | — | — | — | — | — | New“(45)%” |
| Growth at midpoint vs. 2025 | — | — | — | — | — | — | — | New“4%” |
| Growth at midpoint vs. 2025* | — | — | — | — | — | — | New“(102)%” | — |
| Growth at midpoint vs. 2025* | — | — | — | — | — | — | New“(15)%” | — |
| India headwind | — | — | — | — | — | — | New“2 percent headwind” | — |
| India headwind (full-year outlook) | — | — | — | — | — | — | — | New“a 2 percent headwind” |
| Price | — | — | — | — | — | — | New“lower by mid-single digits” | — |
| Price | — | — | — | — | — | — | New“decline mid-single digits” | — |
| Price (full-year outlook) | — | — | — | — | — | — | — | New“expected to be lower by mid-to-high single digits” |
| Sales of new active ingredients | — | — | — | — | — | New“between $300 million and $400 million” | Reiterated“between $300 million and $400 million” | — |
| Second-half sales | — | — | — | — | — | — | New“increase of 1 percent” | — |
| Volume | — | — | — | — | — | — | — | New“expected to be lower” |
| Volume | — | — | — | — | — | — | — | New“expected to show healthy growth” |
| Volume (excluding India) | — | — | — | — | — | — | New“up modestly” | — |
| Volume excluding India (full-year outlook) | — | — | — | — | — | — | — | New“expected to be in line with prior year” |
| For FY2025 | ||||||||
| Revenue | — | — | New“$2.42 billion to $2.46 billion” | — | Raised“$3.92 billion to $4.02 billion” | — | — | — |
| Revenue | — | — | — | New“$1.24 billion to $1.34 billion” | Lowered“$1.12 billion to $1.22 billion” | — | — | — |
| Revenue | — | — | — | New“$2.24 billion to $2.44 billion” | — | — | — | — |
| Revenue | — | — | New“$1.73 billion to $1.89 billion” | — | — | — | — | — |
| Revenue | — | New“$4.15 billion to $4.35 billion” | — | — | — | — | — | — |
| Revenue | — | New“$750 million to $800 million” | — | — | — | — | — | — |
| Revenue - First-Half Outlook | — | — | New“$1.73 billion to $1.89 billion” | — | — | — | — | — |
| Revenue - Full Year 2025 Outlook | — | — | New“$4.15 billion to $4.35 billion” | — | — | — | — | — |
| Revenue - Second-Half Outlook | — | — | New“$2.42 billion to $2.46 billion” | — | — | — | — | — |
| Revenue Excl. India | — | — | — | — | — | — | New“$850 million to $900 million” | — |
| Revenue excluding India | — | — | — | New“$1.24 billion to $1.34 billion” | Lowered“$1.12 billion to $1.22 billion” | — | — | — |
| Revenue excluding India | — | — | — | New“$1.00 billion to $1.10 billion” | — | — | — | — |
| Revenue expected range | — | — | New“$940 million to $1.10 billion” | — | — | — | — | — |
| Revenue growth at midpoint vs. 2024 | — | — | — | — | New“(7)%” | — | — | — |
| Revenue growth at midpoint vs. 2024 | — | — | — | — | New“(4)%” | — | — | — |
| Revenue growth at midpoint vs. 2024 | — | New“-16%” | — | — | — | — | — | — |
| Revenue growth at midpoint vs. 2024 - Q2 2025 | — | — | New“(2)%” | — | — | — | — | — |
| Revenue growth at midpoint vs. 2024 - Second-Half | — | — | New“7%” | — | — | — | — | — |
| Revenue outlook | — | — | — | New“$4.08 billion to $4.28 billion” | Lowered“$3.92 billion to $4.02 billion” | — | — | — |
| Adjusted earnings per diluted share | — | — | — | — | New“$1.14 to $1.36” | — | — | — |
| Adjusted earnings per diluted share | — | — | — | New“$0.78 to $0.98” | — | — | — | — |
| Adjusted earnings per diluted share | — | — | — | New“$1.62 to $1.84” | — | — | — | — |
| Adjusted earnings per diluted share | — | New“$3.26 to $3.70” | — | — | — | — | — | — |
| Adjusted earnings per diluted share expected range | — | — | New“$0.52 to $0.68” | — | — | — | — | — |
| Adjusted earnings per diluted share outlook | — | — | New“$3.26 to $3.70” | Reiterated“$3.26 to $3.70” | Lowered“$2.92 to $3.14” | — | — | — |
| Adjusted EBITDA | — | — | — | — | — | — | New“$130 million to $150 million” | — |
| Adjusted EBITDA | — | — | — | New“$334 million to $374 million” | Lowered“$265 million to $305 million” | — | — | — |
| Adjusted EBITDA | — | — | New“$575 million to $625 million” | — | Raised“$830 million to $870 million” | — | — | — |
| Adjusted EBITDA | — | — | — | New“$210 million to $250 million” | — | — | — | — |
| Adjusted EBITDA | — | — | — | New“$334 million to $374 million” | — | — | — | — |
| Adjusted EBITDA | — | — | — | New“$544 million to $624 million” | — | — | — | — |
| Adjusted EBITDA | — | — | New“$295 million to $325 million” | — | — | — | — | — |
| Adjusted EBITDA | — | New“$870 million to $950 million” | — | — | — | — | — | — |
| Adjusted EBITDA | — | New“$105 million to $125 million” | — | — | — | — | — | — |
| Adjusted EBITDA - First-Half Outlook | — | — | New“$295 million to $325 million” | — | — | — | — | — |
| Adjusted EBITDA - Full Year 2025 Outlook | — | — | New“$870 million to $950 million” | — | — | — | — | — |
| Adjusted EBITDA - Second-Half Outlook | — | — | New“$575 million to $625 million” | — | — | — | — | — |
| Adjusted EBITDA forecast | — | — | New“$175 million to $205 million” | — | — | — | — | — |
| Adjusted EBITDA growth at midpoint vs. 2024 | — | New“1%” | — | — | Lowered“(6)%” | — | — | — |
| Adjusted EBITDA growth at midpoint vs. 2024 | — | — | — | — | New“(16)%” | — | — | — |
| Adjusted EBITDA growth at midpoint vs. 2024 | — | New“-28%” | — | — | — | — | — | — |
| Adjusted EBITDA growth at midpoint vs. 2024 - First-Half | — | — | New“(15)%” | — | — | — | — | — |
| Adjusted EBITDA growth at midpoint vs. 2024 - Full Year 2025 | — | — | New“1%” | — | — | — | — | — |
| Adjusted EBITDA growth at midpoint vs. 2024 - Q2 2025 | — | — | New“(6)%” | — | — | — | — | — |
| Adjusted EBITDA growth at midpoint vs. 2024 - Second-Half | — | — | New“11%” | — | — | — | — | — |
| Adjusted EBITDA outlook | — | — | — | New“$870 million to $950 million” | Lowered“$830 million to $870 million” | — | — | — |
| Adjusted EPS | — | — | — | New“$1.62 to $1.84” | Lowered“$1.14 to $1.36” | — | — | — |
| Adjusted EPS | — | — | — | New“$2.40 to $2.82” | — | — | — | — |
| Adjusted EPS | — | New“$0.05 to $0.15” | — | — | — | — | — | — |
| Adjusted EPS - First-Half Outlook | — | — | New“$0.70 to $0.86” | — | — | — | — | — |
| Adjusted EPS - Full Year 2025 Outlook | — | — | New“$3.26 to $3.70” | — | — | — | — | — |
| Adjusted EPS - Q2 2025 Outlook | — | — | New“$0.52 to $0.68” | — | — | — | — | — |
| Adjusted EPS - Second-Half Outlook | — | — | New“$2.56 to $2.84” | — | — | — | — | — |
| Adjusted EPS diluted shares assumption | — | New“125.6 million diluted shares for full year” | — | — | — | — | — | — |
| Adjusted EPS diluted shares assumption | — | New“125.6 million diluted shares for Q1” | — | — | — | — | — | — |
| Adjusted EPS growth at midpoint vs. 2024 | — | New“0%” | — | — | Lowered“(13)%” | — | — | — |
| Adjusted EPS growth at midpoint vs. 2024 | — | — | — | — | New“(30)%” | — | — | — |
| Adjusted EPS growth at midpoint vs. 2024 | — | New“-72%” | — | — | — | — | — | — |
| Adjusted EPS growth at midpoint vs. 2024 - First-Half | — | — | New“(21)%” | — | — | — | — | — |
| Adjusted EPS growth at midpoint vs. 2024 - Full Year 2025 | — | — | New“0%” | — | — | — | — | — |
| Adjusted EPS growth at midpoint vs. 2024 - Q2 2025 | — | — | New“(5)%” | — | — | — | — | — |
| Adjusted EPS growth at midpoint vs. 2024 - Second-Half | — | — | New“9%” | — | — | — | — | — |
| Adjusted EPS^ | — | — | — | — | — | — | New“$0.16 to $0.26” | — |
| Adjusted EPS^ | — | — | New“$2.56 to $2.84” | — | Raised“$2.92 to $3.14” | — | — | — |
| Adjusted EPS^ | — | New“$3.26 to $3.70” | — | Reiterated“$3.26 to $3.70” | — | — | — | — |
| Adjusted EPS^ | — | — | New“$0.70 to $0.86” | — | — | — | — | — |
| EPS estimate diluted shares assumption - full year | — | — | New“125.6 million diluted shares” | — | — | — | — | — |
| EPS estimate diluted shares assumption - Q2 | — | — | New“125.6 million diluted shares” | — | — | — | — | — |
| Estimated incremental tariff costs embedded in adjusted EBITDA | — | — | New“$15 million to $20 million” | — | — | — | — | — |
| FX headwind (on adjusted EBITDA) | — | New“$65 million to $75 million” | — | — | — | — | — | — |
| Lost EBITDA from GSS sale | — | New“approximately $25 million” | — | — | — | — | — | — |
| Second-half adjusted EBITDA increase implied by first-half midpoint | — | — | New“11 percent increase” | — | — | — | — | — |
| Second-half adjusted EPS increase implied by first-half midpoint | — | — | New“9 percent increase” | — | — | — | — | — |
| COGS tailwinds | — | New“$175 million to $200 million” | — | — | — | — | — | — |
| Free cash flow | — | New“$200 million to $400 million” | — | — | — | — | — | — |
| Free cash flow forecast | — | — | New“$200 million to $400 million” | Reiterated“$200 million to $400 million” | Lowered“negative $200 million to $0” | — | — | — |
| Growth at midpoint vs. 2024 | — | — | New“11%” | — | Lowered“(13)%” | — | — | — |
| Growth at midpoint vs. 2024 | — | — | — | New“(3)%” | Lowered“(16)%” | — | — | — |
| Growth at midpoint vs. 2024 | — | — | — | New“(1)%” | — | — | — | — |
| Growth at midpoint vs. 2024 | — | — | — | New“0%” | — | — | — | — |
| Growth at midpoint vs. 2024 | — | — | New“(15)%” | — | — | — | — | — |
| Growth at midpoint vs. 2025* | — | — | — | — | — | — | New“(17)%” | — |
| Incremental tariff costs | — | — | New“$15 million to $20 million” | — | — | — | — | — |
| Lost sales from GSS divestiture | — | New“approximately $110 million” | — | — | — | — | — | — |
| Second-half sales increase implied by first-half midpoint | — | — | New“7 percent increase” | — | — | — | — | — |
| For FY2024 | ||||||||
| Revenue | New“$1.30 billion to $1.41 billion” | — | — | — | — | — | — | — |
| Revenue growth at midpoint vs. 2023 | New“-2%” | — | — | — | — | — | — | — |
| Revenue growth at midpoint vs. 2023 | New“19%” | — | — | — | — | — | — | — |
| Revenue outlook | New“$4.33 billion to $4.44 billion” | — | — | — | — | — | — | — |
| Adjusted earnings per diluted share | New“$1.47 to $1.83” | — | — | — | — | — | — | — |
| Adjusted earnings per diluted share outlook range | New“$3.16 to $3.52” | — | — | — | — | — | — | — |
| Adjusted EBITDA | New“$321 million to $351 million” | — | — | — | — | — | — | — |
| Adjusted EBITDA growth at midpoint vs. 2023 | New“-8%” | — | — | — | — | — | — | — |
| Adjusted EBITDA growth at midpoint vs. 2023 | New“32%” | — | — | — | — | — | — | — |
| Adjusted EBITDA outlook range | New“$885 million to $915 million” | — | — | — | — | — | — | — |
| Adjusted EPS growth at midpoint vs. 2023 | New“-12%” | — | — | — | — | — | — | — |
| Adjusted EPS growth at midpoint vs. 2023 | New“54%” | — | — | — | — | — | — | — |
| Adjusted EPS^ | New“$3.16 to $3.52” | — | — | — | — | — | — | — |
| Adjusted EPS^ | New“$1.47 to $1.83” | — | — | — | — | — | — | — |
| Free cash flow outlook range | New“$400 million to $500 million” | — | — | — | — | — | — | — |
| Target restructuring savings range | New“$125 million to $150 million of adjusted EBITDA net benefit” | — | — | — | — | — | — | — |
| Tax rate range | New“13 to 15 percent” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Adjusted EPS diluted shares assumption | — | — | — | — | — | New“125.7 million diluted shares for full year and 125.7 million diluted shares for Q1” | — | — |
| Target restructuring savings range (adjusted EBITDA net benefit) | New“$125 million to $150 million” | — | — | — | — | — | — | — |
| Proceeds to be used for debt paydown | — | — | — | — | — | — | — | New“approximately $1 billion” |
| Quarterly dividend | — | — | — | — | New“$0.08 per share” | — | — | — |