| FIX |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$11.20 vs. cons $10.60 |
MEDIUM |
| FIX |
Report |
Gross Margin % (Q2 2026) |
BEAT |
pred ~25.5% vs. cons 25.21% |
MEDIUM |
| FIX |
Report |
Backlog (Q2 2026 end) |
BEAT |
pred ~$13.0B vs. cons $12.65B |
MEDIUM |
| FIX |
Guide |
FY2026 same-store rev growth (FY2026) |
UNCHANGED |
guide 'mid-to-high 20s' reaffirmed vs. cons ~28% implied |
HIGH |
| FIX |
Guide |
FY2026 gross margin (FY2026) |
UNCHANGED |
guide 'strong ranges' reaffirmed vs. cons 25.76% |
HIGH |
| FIX |
Guide |
Backlog/demand trajectory (qualitative) |
BETTER |
bullish pipeline commentary, slight upside to cons $13.63B |
MEDIUM |
| FIX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| FIX |
Return |
5-day cumulative residual |
+3.0% (STABILIZE) |
STABILIZE — fading follow-through from last 4 Archetype A quarters; FY guide maintained limits revision-driven 5D extension |
MEDIUM |