| LH |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$4.92 vs. cons $4.778 |
MEDIUM |
| LH |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$3.74B vs. cons $3.714B |
MEDIUM |
| LH |
Report |
BLS Quarterly Book-to-Bill (Q2 2026) |
MISS |
pred ~1.07x vs. cons 1.12x |
MEDIUM |
| LH |
Guide |
FY 2026 Adj. EPS (FY26) |
BETTER |
guide ~$17.90-$18.55 (mid ~$18.23) vs. cons $18.052 |
MEDIUM |
| LH |
Guide |
FY 2026 Revenue Growth (FY26) |
BETTER |
guide ~5.2%-6.3% (mid ~$14.76B) vs. cons $14.716B |
MEDIUM |
| LH |
Guide |
BLS/Early Dev H2 Commentary (FY26) |
UNCHANGED |
reiterate H2 improvement; streamlining complete; cautious B2B recovery pace |
MEDIUM |
| LH |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
MEDIUM |
| LH |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
STABILIZE — positive EPS/guide revisions offset by BLS B2B miss; no multiple expansion from stretched pre-run |
MEDIUM |