| TT |
Report |
Revenue |
IN-LINE |
pred ~$6.240B vs. cons $6.210B |
MEDIUM |
| TT |
Report |
Adjusted EPS |
IN-LINE |
pred ~$4.30 vs. cons $4.264 |
MEDIUM |
| TT |
Report |
Organic revenue growth |
BEAT |
pred ~5.8% vs. cons 5.42% |
MEDIUM |
| TT |
Guide |
Q3 organic revenue growth |
BETTER |
guide ~9.8% vs. cons 9.25% |
MEDIUM |
| TT |
Guide |
Q3 adjusted EPS |
BETTER |
guide ~$4.66 vs. cons $4.595 |
MEDIUM |
| TT |
Guide |
FY26 organic revenue growth |
BETTER |
guide ~7.5% vs. cons 7.18% |
MEDIUM |
| TT |
Guide |
FY26 adjusted EPS |
BETTER |
guide ~$15.00-$15.20 vs. cons $14.914 |
MEDIUM |
| TT |
Guide |
Applied/data-center bookings and H2 conversion |
BETTER |
guide continued strength vs. cons UNVERIFIED |
LOW |
| TT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| TT |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate gains are outweighed initially by execution/margin scrutiny |
LOW |