| ROL |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$1,105M vs. cons $1,092.7M |
MEDIUM |
| ROL |
Report |
Adj. EPS Diluted Operating (Q2 2026) |
IN-LINE |
pred ~$0.340 vs. cons $0.339 |
MEDIUM |
| ROL |
Report |
Adj. EBITDA Margin (Q2 2026) |
MISS |
pred ~23.1% vs. cons 23.40% |
MEDIUM |
| ROL |
Guide |
FY 2026 Organic Growth (FY 2026) |
UNCHANGED |
guide '7%-8%' vs. cons 7.19% |
HIGH |
| ROL |
Guide |
Incremental Margin Target (FY 2026) |
UNCHANGED |
guide '25%-30% near-term' reaffirmed vs. cons ~23.5% implied |
HIGH |
| ROL |
Guide |
Insurance/Claims Tone (H2 2026) |
UNCHANGED |
cautious - improving lead indicators but no specific moderation commitment |
MEDIUM |
| ROL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| ROL |
Return |
5-day cumulative residual |
+1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH then partial fade - revenue beat drives modest upward revision, margin miss pulls FY EPS estimates slightly lower |
MEDIUM |