| LII |
Report |
HCS Revenue (Q2 2026) |
BEAT |
pred ~$1,010M vs. cons $986.5M |
MEDIUM |
| LII |
Report |
Enterprise Operating Margin (Q2 2026) |
IN-LINE |
pred ~22.4% vs. cons 22.6% |
MEDIUM |
| LII |
Report |
BCS Revenue (Q2 2026) |
BEAT |
pred ~$595M vs. cons $577.3M |
MEDIUM |
| LII |
Guide |
FY 2026 Revenue (FY 2026) |
BETTER |
guide ~8.5-9% growth vs. cons $5.633B |
MEDIUM |
| LII |
Guide |
FY 2026 Adj. EPS (FY 2026) |
UNCHANGED |
guide mid ~$24.50 vs. cons $24.47 |
MEDIUM |
| LII |
Guide |
HCS H2 Volume Commentary (qualitative) |
BETTER |
upgrade to improving toward flat-to-positive vs. prior down low-single digits |
LOW |
| LII |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| LII |
Return |
5-day cumulative residual |
+2.5% (STABILIZE) |
STABILIZE — modest day-1 gain holds; small estimate revisions as H2 consensus moves ~2% higher; CARR sector selloff limits follow-through |
MEDIUM |