| IT |
Report |
Total Contract Value (Q2 2026) |
IN-LINE |
pred ~$5.31B vs. cons $5.291B |
MEDIUM |
| IT |
Report |
EPS - Operating (Q2 2026) |
BEAT |
pred ~$4.05 vs. cons $3.73 |
HIGH |
| IT |
Report |
Consulting Revenue (Q2 2026) |
MISS |
pred ~$125M vs. cons $138.5M |
MEDIUM |
| IT |
Guide |
FY2026 EBITDA (FY2026) |
BETTER |
guide ~>=1.56B vs. cons $1.407B |
HIGH |
| IT |
Guide |
FY2026 EPS (FY2026) |
LOWER |
guide ~>=13.50 vs. cons $13.67 |
MEDIUM |
| IT |
Guide |
FY2026 Revenue (FY2026) |
UNCHANGED |
guide ~>=6.43B vs. cons $6.426B |
MEDIUM |
| IT |
Guide |
CV Trajectory (qualitative) |
UNCHANGED |
reiterate sequential acceleration; no step-change language |
HIGH |
| IT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| IT |
Return |
5-day cumulative residual |
-2.0% (FADE) |
FADE - implied H2 EPS cuts pull estimates down over 5 days; short covering provides partial support but does not flip the sign |
MEDIUM |