| IR |
Report |
Adjusted EPS |
BEAT |
pred ~$0.86 vs. cons $0.85 |
MEDIUM |
| IR |
Report |
Revenue |
IN-LINE |
pred ~$1.97B vs. cons $1.97B |
MEDIUM |
| IR |
Report |
Adjusted EBITDA margin |
IN-LINE |
pred ~26.4% vs. cons 26.5% |
MEDIUM |
| IR |
Guide |
FY26 organic revenue growth |
UNCHANGED |
guide ~1.0% vs. cons 1.0% (FY26) |
HIGH |
| IR |
Guide |
FY26 adjusted EBITDA |
UNCHANGED |
guide ~$2.16B vs. cons $2.16B (FY26) |
HIGH |
| IR |
Guide |
IT&S adjusted EBITDA margin exit-rate commentary |
BETTER |
guide ~30.0% vs. cons 29.6% (2H26) |
MEDIUM |
| IR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| IR |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A modest ~$0.01 EPS beat and credible 2H IT&S-margin exit-rate support an initial ~1.5% residual gain, but unchanged ~$2.16B FY26 EBITDA guidance versus ~$2.16B consensus leaves out-period estimates largely intact; the market will retain concern over the back-half margin concentration, causing the move to fade toward ~0.5% by day five. |
MEDIUM |