| For FY2027 |
| Adjusted revenue (Non-GAAP) | — | — | — | — | — | — | — | New“$2,659” – “$2,684” |
| Revenue (GAAP) | — | — | — | — | — | — | — | New“$2,684” – “$2,709” |
| Adjusted operating margin (Non-GAAP) | — | — | — | — | — | — | — | New“24.1%” – “24.3%” |
| EPS (GAAP) | — | — | — | — | — | — | — | New“$7.33” – “$7.38” |
| GAAP Operating Income | — | — | — | — | — | — | — | New“$658” – “$670” |
| Non-GAAP Adjusted Operating Income | — | — | — | — | — | — | — | New“$641” – “$653” |
| Operating margin (GAAP) | — | — | — | — | — | — | — | New“24.5%” – “24.7%” |
| GAAP Operating Expenses | — | — | — | — | — | — | — | New“$2,025” – “$2,039” |
| Non-GAAP Adjusted Operating Expenses | — | — | — | — | — | — | — | New“$2,018” – “$2,031” |
| For FY2026 |
| Contractual change revenue headwind (remaining impact) | — | — | — | — | — | — | New“$1 million” | — |
| Non-GAAP revenue and margins (Q4 outlook) | — | — | — | — | — | — | New“relative weakness to the year to date in fiscal Q4 non-GAAP revenue and margins consistent with previously stated expectations” | — |
| Non-GAAP revenue vs full year revenue midpoint | — | — | — | New“above the full year revenue guidance midpoint by approximately 100 bps” | — | — | — | — |
| Non-GAAP revenue vs full year revenue midpoint | — | — | — | New“below the full year revenue guidance midpoint by approximately 100 bps” | — | — | — | — |
| Quarterly revenue cadence | — | — | — | New“expected to be slightly weaker” | — | — | — | — |
| Quarterly revenue cadence | — | — | — | New“followed by a slightly stronger fourth quarter” | — | — | — | — |
| Revenue growth rate (Q4 outlook) | — | — | — | — | — | — | New“the year-over-year revenue growth rates to slow slightly as we face overall tougher prior year comparables from the fourth quarter of fiscal 2025” | — |
| Year-over-year revenue growth rates | — | — | — | — | — | New“expect the year-over-year revenue growth rates to slow slightly as we face overall tougher prior year comparables from the second half of fiscal 2025” | — | — |
| Impact on margins from third-party agreement restructuring | — | — | — | — | New“expected to be minimal” | — | — | — |
| Margins | — | — | — | — | — | New“expect some contraction in margins in the second half of fiscal 2026 compared to the first half” | — | — |
| Margins (Q4 outlook) | — | — | — | — | — | — | New“some contraction in margins in the fourth quarter of fiscal 2026 compared to the fiscal year-to-date period margins that positively benefited from lower than normal expense for medical claims under our self-insured employee healthcare plan, especially during the first and second quarters” | — |
| Contractual change | — | — | — | — | — | New“— to —” | Reiterated“— to —” | — |
| Non-recurring cash tax benefit from IRC 174 election | — | — | — | — | New“significant” | — | — | — |
| For FY2025 |
| GAAP EPS | New“$5.78-$5.87” | Reiterated“$5.78 - $5.87” | Raised“$6.00 - $6.09” | — | — | — | — | — |
| Non-GAAP EPS | New“$5.65-$5.74” | Reiterated“$5.65 - $5.74” | Raised“$5.83 - $5.87” | — | — | — | — | — |
| Excluded Activity, net of Tax: Deconversion* | New“$0.13” | Reiterated“$0.13” | Raised“$0.17-$0.22” | — | — | — | — | — |
| No period stated |
| Free cash flow conversion | — | — | — | New“historical levels of free cash flow conversion of approximately 85% to 100%” | Reiterated“approximately 85% to 100%” | — | — | — |
HighGravityData