| IT |
Report |
Total contract-value growth, FX-neutral |
MISS |
pred ~1.6% vs. cons 1.9% |
MEDIUM |
| IT |
Report |
Adjusted EBITDA excluding divested operation |
BEAT |
pred ~$442M vs. cons $431M |
MEDIUM |
| IT |
Report |
Adjusted EPS |
BEAT |
pred ~$3.90 vs. cons $3.75 |
HIGH |
| IT |
Guide |
Total contract-value growth commentary |
LOWER |
guide ~3.0% vs. cons 3.5% (Q4 2026 exit rate) |
LOW |
| IT |
Guide |
Adjusted revenue |
UNCHANGED |
guide ~$6.43B vs. cons $6.43B (FY2026) |
MEDIUM |
| IT |
Guide |
Adjusted EBITDA excluding divested operation |
UNCHANGED |
guide ~$1.57B vs. cons $1.58B (FY2026) |
MEDIUM |
| IT |
Guide |
Adjusted EPS |
BETTER |
guide ~$13.75 vs. cons $13.68 (FY2026) |
MEDIUM |
| IT |
Guide |
Free cash flow |
BETTER |
guide ~$1.20B vs. cons $1.19B (FY2026) |
MEDIUM |
| IT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| IT |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
A profit beat and buyback-driven EPS increase are unlikely to offset below-consensus contract-value growth. Softer ex-federal acceleration would reduce 2027 Insights revenue estimates, producing negative revisions after the initial reaction. |
MEDIUM |