Earnings history

last 4 reports each · paired by recencyMethod

ACA

1 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±2.9%−0.30%×0.10

Q1 FY26±7.3%−1.35%×0.19

Feb 27 '26±8.0%−15.70%×1.96

Feb 25 '26±7.3%+1.40%×0.19

VMI2 of 4 reports

0 of 1at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±7.6%−0.35%×0.04

Q2 FY26—−0.50%—

= impliedACA realized, solidVMI realized, hatchedOne scale, both sides: full bar = 16%× = |realized| ÷ impliedspan: ACA 162d · VMI 88dSource: market data

ACA compared with VMI: revenue, margins and what each company keeps, and the suppliers and customers both name

Earnings history

Earnings history

Earnings history