| OMC |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.69 vs. cons $2.64 |
MEDIUM |
| OMC |
Report |
Core organic revenue growth (Q2 2026) |
BEAT |
pred ~4.1% vs. cons 4.0% |
MEDIUM |
| OMC |
Report |
Core adjusted EBITDA margin (Q2 2026) |
BEAT |
pred ~15.2% vs. cons 15.0% |
LOW |
| OMC |
Guide |
Core constant-currency revenue growth |
UNCHANGED |
guide ~4.0% vs. cons 4.0% (FY2026) |
HIGH |
| OMC |
Guide |
Cost-reduction synergies |
UNCHANGED |
guide ~$900M vs. cons $900M (FY2026) |
HIGH |
| OMC |
Guide |
Adjusted EPS |
BETTER |
guide ~$11.10 vs. cons $10.97 (FY2026) |
MEDIUM |
| OMC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| OMC |
Return |
5-day cumulative residual |
+2.8% (FOLLOW-THROUGH) |
Modest follow-through as an implied FY2026 adjusted-EPS outlook of ~$11.10 versus consensus of $10.97 supports upward revisions; approximately 4.0% core growth and unchanged $900M synergy guidance limit multiple expansion. |
MEDIUM |