| IR |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$2.01B vs. cons $2.02B |
MEDIUM |
| IR |
Report |
Q2 2026 adjusted EBITDA |
IN-LINE |
pred ~$530M vs. cons $528M |
MEDIUM |
| IR |
Report |
Q2 2026 adjusted diluted EPS |
BEAT |
pred ~$0.85 vs. cons $0.84 |
MEDIUM |
| IR |
Guide |
Adjusted EBITDA guidance |
BETTER |
guide ~$2.16B vs. cons $2.15B (FY2026) |
MEDIUM |
| IR |
Guide |
Adjusted diluted EPS guidance |
UNCHANGED |
guide ~$3.51 vs. cons $3.51 (FY2026) |
HIGH |
| IR |
Guide |
Revenue growth guidance |
LOWER |
guide ~3.5% vs. cons 3.9% (FY2026) |
MEDIUM |
| IR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.6% |
— |
MEDIUM |
| IR |
Return |
5-day cumulative residual |
+0.7% (FADE) |
Initial relief from the ~$0.85 EPS result versus $0.84 consensus and improving core margins should fade because FY2026 EPS guidance of ~$3.51 versus $3.51 consensus leaves little revision upside, while ~3.5% revenue-growth guidance trails the 3.9% consensus. |
MEDIUM |