| IR |
Report |
Adjusted EPS |
BEAT |
pred ~$0.83 vs. cons $0.82 |
MEDIUM |
| IR |
Report |
Total Revenue |
IN-LINE |
pred ~$1.94B vs. cons $1.956B |
MEDIUM |
| IR |
Report |
Adjusted EBITDA Margin (Company-wide) |
MISS |
pred ~26.0% vs. cons ~26.3% |
MEDIUM |
| IR |
Guide |
FY26 Total Revenue Growth Guidance |
UNCHANGED |
guide ~3.5% vs. cons ~3.5% (FY26) |
MEDIUM |
| IR |
Guide |
FY26 Adjusted EBITDA Guidance |
UNCHANGED |
guide ~$2.16B vs. cons ~$2.16B (FY26) |
MEDIUM |
| IR |
Guide |
FY26 Adjusted EPS Guidance |
UNCHANGED |
guide ~$3.51 vs. cons ~$3.53 (FY26) |
MEDIUM |
| IR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| IR |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
IR has a strong track record (Q2'25, Q1'26) of headline EPS/revenue beats being sold off because the ITS margin-bridge and 2H organic acceleration story is fragile; any Q2 softness in ITS margin or orders forces analysts to trim FY26/FY27 out-period estimates (the back-half ramp needed to hit the $3.45-3.57 EPS guide becomes harder), producing continued drift lower over the following days rather than a snap-back, mirroring the multi-week fade seen after both the Aug'25 and Apr'26 reports. |
LOW |