| IR |
Report |
Adj. Diluted EPS (Q2) |
BEAT |
pred ~$0.85 vs. cons $0.83 |
MEDIUM |
| IR |
Report |
Total Revenue (Q2) |
IN-LINE |
pred ~$1.96B vs. cons $1.956B |
MEDIUM |
| IR |
Report |
Adj. EBITDA (Q2) |
IN-LINE |
pred ~$525M vs. cons ~$520M |
LOW |
| IR |
Guide |
FY2026 Adj. EPS guide |
BETTER |
guide ~$3.50-3.60 (mid ~$3.55) vs. cons $3.51 (FY2026) |
LOW |
| IR |
Guide |
FY2026 Adj. EBITDA guide |
UNCHANGED |
guide ~$2.13-2.19B (mid $2.16B) vs. cons ~$2.16B (FY2026) |
LOW |
| IR |
Guide |
FY2026 organic revenue growth guide |
UNCHANGED |
guide ~+1% vs. cons ~+1% (FY2026) |
MEDIUM |
| IR |
Guide |
ITS Q2 EBITDA margin (inflection check) |
LOWER |
pred ~26.3% vs. cons ~26.5% (Q2, vs 26.7% Q1 / 27.0% Q2'25) |
MEDIUM |
| IR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
LOW |
| IR |
Return |
5-day cumulative residual |
-0.5% (FADE) |
Stock has rallied ~10% into the print (from ~$77 to ~$86, +7% on 7/16 alone), lifting the bar. Likely outcome is a modest EPS beat with only a token FX/M&A-driven guide raise, while the ITS margin recovery stays back-half-weighted. The out-period math (H2 still carrying the organic + margin inflection) keeps estimates from meaningfully rising, so the initial relief pop fades as investors re-scrutinize the 'show-me' 2H bridge. |
LOW |