| J |
Report |
Adjusted EPS (Q3 FY26) |
BEAT |
pred ~$1.90 vs. cons $1.84 |
MEDIUM |
| J |
Report |
Gross Revenue (Q3 FY26) |
BEAT |
pred ~$3.62B vs. cons $3.54B |
MEDIUM |
| J |
Report |
Adjusted EBITDA Margin (Q3 FY26) |
BEAT |
pred ~15.3% vs. cons/guide ~15.0% |
MEDIUM |
| J |
Guide |
FY26 Adjusted EPS guidance (raise #3) |
BETTER |
guide ~$7.30-$7.55 vs. cons $7.28 (FY26 full-year) |
MEDIUM |
| J |
Guide |
FY26 Adjusted EBITDA margin guidance range |
BETTER |
guide ~14.8%-15.1% vs. prior guide 14.6%-14.9% (FY26 full-year) |
MEDIUM |
| J |
Guide |
Backlog / book-to-bill (AI data center momentum) |
BETTER |
pred backlog ~$28.3B vs. prior quarter $27.0B (Q3 FY26 exit) |
MEDIUM |
| J |
Guide |
Net revenue growth deceleration commentary |
UNCHANGED |
guide ~7.5%-8% vs. own prior guide 7.5% (Q3 FY26) |
LOW |
| J |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.1% |
— |
MEDIUM |
| J |
Return |
5-day cumulative residual |
+0.7% (FADE) |
Headline EPS/revenue beat and a likely third FY26 guidance raise should drive an initial positive pop, but the stock has already rallied >25% off May lows into the print, pricing in much of the good news, and analyst commentary/consensus PTs ($150-158) already sit well above spot. The guided net-revenue deceleration (7.5% in Q3 vs 9% organic in Q2) and reliance on an extra fiscal week plus back-half FCF for the FY26 margin/leverage targets create out-period estimate risk: sell-side may trim FY27 growth/margin assumptions even after a Q3 beat, and lingering GAAP/adjusted spread and cash-outflow items (PA Consulting employee benefit trust payments) could temper enthusiasm. Net effect: partial giveback of the day-1 gain over the following days as investors reconcile the deceleration versus the raise, rather than continued follow-through. |
LOW |