| OMC |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.70 vs. cons ~$2.64 |
MEDIUM |
| OMC |
Report |
Core-operations organic revenue growth (Q2 2026, combined basis) |
IN-LINE |
pred ~4.1% vs. cons ~4.0% |
MEDIUM |
| OMC |
Report |
Adjusted EBITA margin (Q2 2026, combined basis) |
BEAT |
pred ~16.2% vs. cons ~15.6% |
MEDIUM |
| OMC |
Guide |
FY2026 adjusted EPS growth framing (reiterate 'higher double-digit' vs Q1 11.8%) |
BETTER |
guide ~$11.05 vs. cons ~$10.97 (FY2026) |
LOW |
| OMC |
Guide |
FY2026 cost synergy capture target |
UNCHANGED |
guide ~$900M vs. cons ~$900M (FY2026) |
MEDIUM |
| OMC |
Guide |
FY2026 core organic growth target (constant currency) |
UNCHANGED |
guide ~4% vs. cons ~4% (FY2026) |
MEDIUM |
| OMC |
Guide |
FY2026 weighted-avg share count reduction (buyback-driven) |
UNCHANGED |
guide ~8-9% WASO decline vs. cons ~8-9% (FY2026) |
MEDIUM |
| OMC |
Guide |
Portfolio disposition proceeds / completion timeline |
UNKNOWN |
guide ~$3.2B annual revenue exit, ~$1B+ done vs. cons ~$3.2B (FY2026) |
LOW |
| OMC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| OMC |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Stock rallied ~13% in July into the print (from ~$73 to ~$82), so a modest EPS/margin beat driven by expected synergies and buybacks is largely priced. With consensus already embedding ~29% EPS growth and management's 'higher double-digit' framing, an in-line-to-slightly-better organic number and reiterated (not raised) guide gives revisions little to grab onto. Out-period math (below-10% disposal margins, ~$200M higher interest expense, still-noisy dispositions) caps upward estimate revisions, so an initial pop likely gives back ground over the week. |
LOW |