Graham-B

Q2 FY2026 EarningsQ2 FY26 results presented a significant beat on top and bottom lines, though heavily influenced by non-recurring items. Revenue reached $1.30B, exceeding consensus of $1.28B (+1.46% variance), driven by strong performance in Healthcare (+22% YoY) and Manufacturing (+39% YoY). Diluted EPS of $64.86 vastly outperformed the $14.83 expected, primarily due to a $137.0M pension settlement gain and a $69.6M one-time tax benefit from the KLG business sale. Adjusted for these items and marketable security gains, core performance remained stable despite a 4% revenue decline in the Education segment.