| IT |
Report |
Revenue |
IN-LINE |
pred ~$1.650B vs. cons $1.647B |
MEDIUM |
| IT |
Report |
Operating diluted EPS |
IN-LINE |
pred ~$3.760 vs. cons $3.731 |
MEDIUM |
| IT |
Report |
Total contract value |
IN-LINE |
pred ~$5.300B vs. cons $5.291B |
MEDIUM |
| IT |
Guide |
FY26 revenue |
UNCHANGED |
guide >=$6.405B vs. cons $6.426B |
MEDIUM |
| IT |
Guide |
FY26 adjusted EPS |
LOWER |
guide >=$13.25 vs. cons $13.666 |
MEDIUM |
| IT |
Guide |
Q3 EBITDA |
LOWER |
guide >=$310M vs. cons $324M |
LOW |
| IT |
Guide |
FY26 CV acceleration commentary |
UNCHANGED |
reaffirm acceleration vs. UNVERIFIED consensus |
LOW |
| IT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| IT |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit out-period EPS cut |
LOW |