| ROP |
Report |
Adjusted DEPS (Q2 2026) |
BEAT |
pred ~$5.35 vs. cons $5.29 |
MEDIUM |
| ROP |
Report |
Organic Revenue Growth (Q2 2026, % y/y) |
MISS |
pred ~5.0% vs. cons ~5.8% |
MEDIUM |
| ROP |
Report |
Total Revenue (Q2 2026, $B) |
IN-LINE |
pred ~$2.09B vs. cons $2.10B |
MEDIUM |
| ROP |
Guide |
FY2026 Adjusted DEPS guidance |
UNCHANGED |
guide ~$21.90-$22.05 vs. cons $21.95 (FY2026) |
MEDIUM |
| ROP |
Guide |
FY2026 Organic Revenue Growth guidance |
UNCHANGED |
guide ~5%-6% vs. cons ~5.7% (FY2026) |
MEDIUM |
| ROP |
Guide |
Deltek/DAT/Neptune recovery commentary (no recovery underwritten) |
UNKNOWN |
guide ~no change (still no recovery assumed) vs. cons expecting gradual H2 improvement (H2 2026) |
LOW |
| ROP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
MEDIUM |
| ROP |
Return |
5-day cumulative residual |
-6.5% (FADE) |
Even with a DEPS beat, the flagged Q2 organic softness (AS timing, tough TEP comp) plus reaffirmed-not-raised FY guide implies no incremental H2 upside is being underwritten (Deltog/DAT/Neptune recoveries still excluded); in a market primed by Danaher/IBM/Pegasystems-style 'beat-but-cautious' punishments, analysts are likely to trim H2 organic/EPS estimates for the implied deceleration, driving continued multiple compression and estimate fade over the following days rather than a bounce. |
MEDIUM |