| VRT |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$1.52 vs. cons $1.439 (+5.6%) |
HIGH |
| VRT |
Report |
Revenue (Q2 2026) |
IN-LINE |
pred ~$3.40B vs. cons $3.391B (+0.3%) |
MEDIUM |
| VRT |
Report |
Adj. Op. Margin (Q2 2026) |
BEAT |
pred ~21.8% vs. cons 21.46% (+1.6%) |
MEDIUM |
| VRT |
Guide |
Adj. EPS (FY 2026) |
BETTER |
guide ~$6.60 vs. cons $6.483 (+1.8%) |
MEDIUM |
| VRT |
Guide |
Revenue (FY 2026) |
BETTER |
guide ~$14.05B vs. cons $13.887B (+1.2%) |
MEDIUM |
| VRT |
Guide |
Adj. Op. Margin (FY 2026) |
UNCHANGED |
guide ~23.5% vs. cons 23.43% (+0.3%) |
MEDIUM |
| VRT |
Guide |
EMEA Commentary (H2 2026) |
BETTER |
confirms H2 recovery, cites Q2 bookings strength vs. flat organic FY consensus |
MEDIUM |
| VRT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
MEDIUM |
| VRT |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
STABILIZE — modest follow-through as H2 estimates tick up, market waits for Q3 EMEA confirmation before full re-rate |
MEDIUM |