| ROP |
Report |
Q2 adjusted diluted EPS |
BEAT |
pred ~$5.35 vs. cons $5.29 |
MEDIUM |
| ROP |
Report |
Q2 revenue |
IN-LINE |
pred ~$2.11B vs. cons $2.10B |
MEDIUM |
| ROP |
Report |
Q2 organic revenue growth |
IN-LINE |
pred ~4.5% vs. cons 4.5% |
MEDIUM |
| ROP |
Guide |
Adjusted diluted EPS guidance |
BETTER |
guide ~$22.10 vs. cons $21.91 (FY2026) |
MEDIUM |
| ROP |
Guide |
Organic revenue growth guidance |
UNCHANGED |
guide ~5.5% vs. cons 5.5% (FY2026) |
HIGH |
| ROP |
Guide |
Adjusted diluted EPS guidance |
LOWER |
guide ~$5.58 vs. cons $5.65 (Q3 2026) |
LOW |
| ROP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| ROP |
Return |
5-day cumulative residual |
+1.2% (STABILIZE) |
A modest Q2 beat and FY2026 EPS midpoint near $22.10 versus $21.91 consensus support the initial move, but Q3 guidance near $5.58 versus $5.65 consensus shifts earnings into Q4 rather than materially lifting out-period estimates, limiting follow-through. |
MEDIUM |