| ROL |
Report |
Revenue |
IN-LINE |
pred ~$1.102B vs. cons $1.095B |
MEDIUM |
| ROL |
Report |
Adjusted EBITDA |
BEAT |
pred ~$251M vs. cons $248M |
MEDIUM |
| ROL |
Report |
Adjusted EPS |
BEAT |
pred ~$0.35 vs. cons $0.34 |
MEDIUM |
| ROL |
Guide |
Organic revenue growth |
UNCHANGED |
guide ~7.0%-8.0% vs. cons 7.3% (FY2026) |
HIGH |
| ROL |
Guide |
Acquisition revenue contribution |
UNCHANGED |
guide ~2.0%-3.0% vs. cons 2.7% (FY2026) |
HIGH |
| ROL |
Guide |
Incremental EBITDA margin |
UNCHANGED |
guide ~25%-30% vs. cons 27.5% (FY2026) |
MEDIUM |
| ROL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| ROL |
Return |
5-day cumulative residual |
+1.7% (FADE) |
A ~$0.35 EPS result vs. $0.34 consensus should support the initial reaction, but an estimated ~22.8% EBITDA margin vs. 23.1% last year and unchanged ~25%-30% FY2026 incremental-margin commentary should limit out-period estimate revisions and produce a partial fade. |
MEDIUM |