Earnings ExpectationsFY25 guidance was initiated with an adj. EPS of ~3.40-3.50, below the Street at $3.71.
Execution ConcernsConcerns persist about internal execution following a history of inconsistent execution, despite steps in the right direction.
Financial GuidanceThe guidance for F2025 is below Street estimates at the midpoint, likely due to stranded costs and better profitability in certain segments.