| DD |
Report |
Q2 Operating EBITDA |
BEAT |
pred ~$438M vs. cons $431.6M |
MEDIUM |
| DD |
Report |
Q2 Total Revenue |
IN-LINE |
pred ~$1,815M vs. cons $1,810M |
HIGH |
| DD |
Report |
Q2 Adj. EPS (diluted, operating) |
BEAT |
pred ~$0.595 vs. cons $0.582 |
MEDIUM |
| DD |
Guide |
FY 2026 Revenue (FY) |
BETTER |
guide ~$7.20B vs. cons $7,018M |
HIGH |
| DD |
Guide |
FY 2026 Op. EBITDA (FY) |
BETTER |
guide ~$1.755B vs. cons $1,742M |
HIGH |
| DD |
Guide |
FY 2026 Adj. EPS (FY) |
UNCHANGED |
guide ~$2.375 vs. cons $2.380 |
HIGH |
| DD |
Guide |
Q3 2026 Op. EBITDA (Q3) |
BETTER |
guide ~$445M vs. cons ~$432M |
MEDIUM |
| DD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| DD |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions should track the implied H2 raise; re-rating thesis gains another data point |
MEDIUM |