| TT |
Report |
Adjusted EPS |
BEAT |
pred ~$4.31 vs. cons $4.25 |
MEDIUM |
| TT |
Report |
Revenue |
IN-LINE |
pred ~$6.19B vs. cons $6.18B |
MEDIUM |
| TT |
Report |
Adjusted operating margin |
BEAT |
pred ~20.7% vs. cons 20.4% |
MEDIUM |
| TT |
Guide |
FY2026 adjusted EPS |
LOWER |
guide ~$14.85 vs. cons $14.92 (FY2026) |
MEDIUM |
| TT |
Guide |
FY2026 organic revenue growth |
UNCHANGED |
guide ~7.0% vs. cons 7.0% (FY2026) |
HIGH |
| TT |
Guide |
Implied second-half adjusted EPS |
LOWER |
guide ~$7.91 vs. cons $8.04 (2H2026) |
MEDIUM |
| TT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| TT |
Return |
5-day cumulative residual |
-1.0% (FADE) |
Day-1 residual ~+1.5% vs. 0.0% market-adjusted baseline on a ~$4.31 EPS result versus $4.25 consensus, but the unchanged ~$14.85 FY2026 EPS guide versus $14.92 consensus implies ~$7.91 of 2H EPS versus ~$8.04 consensus, pulling out-period estimates lower after the beat. |
MEDIUM |