| ROL |
Report |
Adjusted EPS |
BEAT |
pred ~$0.35 vs. cons $0.34 |
MEDIUM |
| ROL |
Report |
Revenue |
BEAT |
pred ~$1.11B vs. cons $1.10B |
MEDIUM |
| ROL |
Report |
Adjusted EBITDA margin |
IN-LINE |
pred ~23.3% vs. cons 23.2% |
MEDIUM |
| ROL |
Guide |
Organic revenue growth |
UNCHANGED |
guide ~7.5% vs. cons 7.5% (FY2026) |
HIGH |
| ROL |
Guide |
M&A revenue contribution |
UNCHANGED |
guide ~2.5% vs. cons 2.5% (FY2026) |
HIGH |
| ROL |
Guide |
Core adjusted incremental EBITDA margin |
UNCHANGED |
guide ~32.5% vs. cons 32.5% (medium-term/FY2026 framework) |
MEDIUM |
| ROL |
Guide |
Free-cash-flow conversion |
UNCHANGED |
guide ~105% vs. cons 105% (FY2026) |
MEDIUM |
| ROL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
LOW |
| ROL |
Return |
5-day cumulative residual |
+0.8% (FADE) |
A modest ~$0.35 EPS versus $0.34 consensus beat and ~$1.11B revenue versus $1.10B consensus should support an initial +2.5% residual move, but unchanged FY2026 organic-growth, M&A, margin, and cash-conversion framing limits out-period estimate revisions; the residual likely fades to +0.8% by day 5. |
LOW |