| OMC |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.28 vs. cons $2.20 |
MEDIUM |
| OMC |
Report |
Core organic revenue growth |
BEAT |
pred ~4.3% vs. cons 4.0% |
MEDIUM |
| OMC |
Report |
Core adjusted EBITDA margin |
BEAT |
pred ~15.5% vs. cons 15.2% |
MEDIUM |
| OMC |
Guide |
FY2026 core constant-currency revenue growth |
BETTER |
guide ~4.2% vs. cons 4.0% (FY2026) |
LOW |
| OMC |
Guide |
FY2026 adjusted EPS growth |
BETTER |
guide ~13.0% vs. cons 11.5% (FY2026) |
MEDIUM |
| OMC |
Guide |
2026 cost-reduction synergies |
BETTER |
guide ~$950M vs. cons $900M (FY2026) |
LOW |
| OMC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.8% |
— |
MEDIUM |
| OMC |
Return |
5-day cumulative residual |
+7.2% (FOLLOW-THROUGH) |
~4.8% day-1 residual expands to ~7.2% over five days because an organic-growth beat and higher ~13.0% FY2026 EPS framework versus ~11.5% consensus should drive upward out-period estimates; better ~ $950M synergy delivery versus ~$900M supports durable margin and buyback-driven EPS revisions rather than a one-quarter-only beat. |
MEDIUM |