| LH |
Report |
Adjusted EPS |
BEAT |
pred ~$4.90 vs. cons $4.79 |
MEDIUM |
| LH |
Report |
Enterprise revenue |
IN-LINE |
pred ~$3.75B vs. cons $3.72B |
MEDIUM |
| LH |
Report |
BLS quarterly book-to-bill |
BEAT |
pred ~1.02x vs. cons 1.00x |
LOW |
| LH |
Guide |
FY2026 adjusted EPS midpoint |
BETTER |
guide ~$18.20 vs. cons $18.00 (FY2026) |
MEDIUM |
| LH |
Guide |
FY2026 enterprise revenue midpoint |
BETTER |
guide ~$14.78B vs. cons $14.71B (FY2026) |
MEDIUM |
| LH |
Guide |
FY2026 free cash flow midpoint |
BETTER |
guide ~$1.34B vs. cons $1.30B (FY2026) |
LOW |
| LH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
LOW |
| LH |
Return |
5-day cumulative residual |
+2.6% (FOLLOW-THROUGH) |
A ~$4.90 Q2 EPS result and ~$18.20 FY2026 midpoint imply roughly $9.05 of second-half EPS versus approximately $8.96 embedded in current consensus, supporting modest positive revisions after the initial reaction; the strong pre-report rally limits the magnitude. |
LOW |