| ROL |
Report |
Revenue (Q2'26) |
BEAT |
pred ~$1.11B vs. cons ~$1.10B |
MEDIUM |
| ROL |
Report |
Organic revenue growth (Q2'26) |
IN-LINE |
pred ~7.5% vs. cons ~7.0% |
MEDIUM |
| ROL |
Report |
Adjusted EPS (Q2'26) |
IN-LINE |
pred ~$0.33 vs. cons ~$0.33 |
LOW |
| ROL |
Guide |
FY26 organic growth framework |
UNCHANGED |
guide ~7-8% organic +2-3% M&A vs. cons ~7-8% (FY2026) |
MEDIUM |
| ROL |
Guide |
FY26 adj. earnings growth |
UNCHANGED |
guide ~double-digit % vs. cons ~9-10% (FY2026) |
MEDIUM |
| ROL |
Guide |
Adj. EBITDA margin (y/y) |
UNKNOWN |
guide ~flat-to-slightly-down vs. cons ~+20-30bps y/y (Q2/2H2026) |
LOW |
| ROL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
LOW |
| ROL |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
Deeply de-rated defensive (down ~33% from high, near 52-wk lows) into a low-expectations print; an in-line-to-slight-beat with the full-year 7-8% organic framework reaffirmed by the new CFO removes tail risk and supports a modest relief bounce, but lingering insurance/claims margin uncertainty and CFO-transition skepticism cap out-period estimate revisions, so the initial pop stabilizes rather than compounds. Downside if Q2 margins miss again like Q1 (the key credibility test) would flip this to a fade. |
LOW |