| IR |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$0.85 vs. cons $0.824 |
MEDIUM |
| IR |
Report |
Organic Revenue Growth (Q2 2026) |
BEAT |
pred ~+2.0% vs. cons +0.67% |
MEDIUM |
| IR |
Report |
ITS EBITDA Margin (Q2 2026) |
IN-LINE |
pred ~27.5% vs. cons 27.95% |
MEDIUM |
| IR |
Guide |
FY 2026 Adj. EPS (FY2026) |
BETTER |
guide ~$3.50-$3.62 (mid $3.56) vs. cons $3.502 |
MEDIUM |
| IR |
Guide |
FY 2026 Adj. EBITDA (FY2026) |
BETTER |
guide ~$2.14B-$2.20B vs. cons $2.154B |
MEDIUM |
| IR |
Guide |
FY 2026 Revenue Growth (FY2026) |
UNCHANGED |
guide reaffirm ~+2.5%-+4.5% vs. cons ~+3.5% mid |
HIGH |
| IR |
Guide |
H2 Organic / ITS Margin Commentary (FY2026) |
UNCHANGED |
reaffirm low-single-digit H2 organic; ITS flat YoY |
HIGH |
| IR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| IR |
Return |
5-day cumulative residual |
-1.0% (FADE) |
FADE -- beat + partial raise gets sold as market works through H2 implied math; IR consistently fades post-beat once sell-side re-models the out-period |
MEDIUM |