| COR |
Report |
Adjusted EPS (FQ3'26) |
BEAT |
pred ~$4.38 vs. cons ~$4.31 |
MEDIUM |
| COR |
Report |
U.S. Healthcare Solutions adj. operating income growth (FQ3'26) |
BEAT |
pred ~+10% YoY (~$925M) vs. cons ~+7-8% (~$905M) |
MEDIUM |
| COR |
Report |
Total revenue (FQ3'26) |
IN-LINE |
pred ~$84.5B vs. cons ~$84.3B |
MEDIUM |
| COR |
Guide |
FY26 Adjusted EPS guidance (raise?) |
BETTER |
guide ~$17.75-17.95 (midpoint ~$17.85) vs. cons ~$17.85 (FY26) |
MEDIUM |
| COR |
Guide |
FY26 Adjusted operating income growth guidance |
UNCHANGED |
guide ~12-14% vs. cons ~13% (FY26) |
MEDIUM |
| COR |
Guide |
FY26 Revenue growth guidance |
UNCHANGED |
guide ~4-6% vs. cons ~5% (FY26) |
MEDIUM |
| COR |
Guide |
FY26 Net interest expense guidance |
UNCHANGED |
guide ~$485M vs. cons ~$483M (FY26) |
LOW |
| COR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| COR |
Return |
5-day cumulative residual |
+0.0% (FADE) |
Deliberately 'quiet' quarter: EPS growth only high-single-digit (interest-expense drag), Q3 comps a monster +29% US OI, and the real acceleration is back-loaded to Q4 (laps oncology-customer loss). A likely modest beat + only a small/no fourth-straight raise into a fully re-rated stock (~$306, round-tripped its post-Q2 drop) leaves little upside fuel; out-period math is Q4-dependent, so any day-1 pop from a clean OI print and confident new-CFO debut tends to give back as estimates hold rather than climb and revenue optics stay soft. |
LOW |