| ROP |
Report |
Adj. DEPS (Q2 2026) |
BEAT |
pred ~$5.35 vs. cons $5.28 |
HIGH |
| ROP |
Report |
Organic Revenue Growth (Q2 2026) |
IN-LINE |
pred ~4.5% vs. cons 4.3% |
MEDIUM |
| ROP |
Report |
EBITDA Margin Operating (Q2 2026) |
IN-LINE |
pred ~39.3% vs. cons 39.1% |
MEDIUM |
| ROP |
Guide |
FY 2026 DEPS (FY 2026) |
BETTER |
guide ~$22.05-$22.30 vs. cons $21.94 |
MEDIUM |
| ROP |
Guide |
FY 2026 Organic Growth (FY 2026) |
UNCHANGED |
guide 5%-6% maintained vs. cons 5.6% |
HIGH |
| ROP |
Guide |
GovCon/Deltek tone (qualitative) |
UNCHANGED |
no recovery assumed; possible green shoot commentary |
HIGH |
| ROP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| ROP |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
STABILIZE — short-covering bid on beat fades as organic in-line (not re-acceleration) fails to resolve the growth debate; FY raise too small to drive estimate upgrades |
MEDIUM |