| ROL |
Report |
Revenue |
IN-LINE |
pred ~$1.085B vs. cons $1.093B |
MEDIUM |
| ROL |
Report |
Organic revenue growth |
MISS |
pred ~6.8% vs. cons 7.02% |
MEDIUM |
| ROL |
Report |
Operating diluted EPS |
MISS |
pred ~$0.334 vs. cons $0.339 |
LOW |
| ROL |
Guide |
Organic growth (FY2026) |
BETTER |
guide 7%–8% vs. cons 7.16% |
MEDIUM |
| ROL |
Guide |
M&A contribution (FY2026) |
UNKNOWN |
guide 2%–3% vs. cons UNVERIFIED |
LOW |
| ROL |
Guide |
Incremental margin / peak-season commentary (FY2026) |
UNKNOWN |
maintain framework; Q2 conversion softer |
LOW |
| ROL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| ROL |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implied H2 burden risks revisions |
LOW |