| SW |
Report |
Revenue |
IN-LINE |
pred ~$8.00B vs. cons $7.981B |
MEDIUM |
| SW |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.170B vs. cons $1.152B |
MEDIUM |
| SW |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.450 vs. cons $0.431 |
MEDIUM |
| SW |
Guide |
FY26 Adjusted EBITDA |
BETTER |
guide $5.0B-$5.3B vs. cons $5.064B |
MEDIUM |
| SW |
Guide |
3Q26 Adjusted EBITDA |
LOWER |
guide ~$1.40B vs. cons $1.419B |
LOW |
| SW |
Guide |
2H demand / pricing commentary |
BETTER |
constructive demand and price realization |
MEDIUM |
| SW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| SW |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — unchanged FY range fails to validate the run |
LOW |