| CARR |
Report |
Revenue |
IN-LINE |
pred ~$6.04B vs. cons $6.014B |
MEDIUM |
| CARR |
Report |
Adjusted EPS |
BEAT |
pred ~$0.83 vs. cons $0.806 |
MEDIUM |
| CARR |
Report |
CSA revenue |
IN-LINE |
pred ~$3.10B vs. cons $3.114B |
MEDIUM |
| CARR |
Guide |
FY26 revenue |
LOWER |
guide ~$22.0B vs. cons $22.311B |
MEDIUM |
| CARR |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide ~$2.80 vs. cons $2.806 |
MEDIUM |
| CARR |
Guide |
FY26 data-center commentary |
BETTER |
target to exceed $1.5B; no comparable consensus |
LOW |
| CARR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| CARR |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY reaffirmation implies soft Q4 math |
LOW |