Vince

Q2 FY2027 EarningsQ2 FY27 beat consensus across top and bottom lines, primarily driven by a significant one-time IEEPA tariff refund. Revenue of $81.8M slightly exceeded the $81.0M estimate (+0.9%), while gross margin surged to 60.9% (vs. 50.4% expected) due to the tariff recovery. Diluted EPS of $0.80 substantially outperformed the $0.27 consensus. The recent OVO acquisition marks a strategic shift towards growth, though integration costs weighed on SG&A.