| BR |
Report |
Q4 adjusted EPS |
BEAT |
pred ~$3.71 vs. cons $3.66 |
MEDIUM |
| BR |
Report |
Q4 recurring revenue |
BEAT |
pred ~$1.50B vs. cons $1.48B |
MEDIUM |
| BR |
Report |
Q4 closed sales |
MISS |
pred ~$118M vs. cons $122M |
MEDIUM |
| BR |
Guide |
FY27 recurring-revenue growth, constant currency |
LOWER |
guide ~6.0% midpoint vs. cons 6.8% (FY27) |
MEDIUM |
| BR |
Guide |
FY27 adjusted EPS growth |
LOWER |
guide ~10.0% midpoint vs. cons 10.7% (FY27) |
MEDIUM |
| BR |
Guide |
FY27 closed sales |
LOWER |
guide ~$300M midpoint vs. cons $310M (FY27) |
LOW |
| BR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| BR |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
A modest Q4 EPS/revenue beat (~$3.71 vs. $3.66 EPS; ~$1.50B vs. $1.48B recurring revenue) is likely outweighed by lower FY27 guide midpoints (~6.0% vs. 6.8% recurring growth and ~10.0% vs. 10.7% EPS growth), plus soft closed-sales evidence (~$118M vs. $122M) that pulls out-period estimates lower. |
MEDIUM |