| J |
Report |
Adjusted EPS |
BEAT |
pred ~$1.86 vs. cons $1.83 |
MEDIUM |
| J |
Report |
Adjusted net revenue |
BEAT |
pred ~$2.43B vs. cons $2.40B |
MEDIUM |
| J |
Report |
Adjusted EBITDA margin |
IN-LINE |
pred ~15.0% vs. cons 15.0% |
MEDIUM |
| J |
Guide |
Adjusted EPS guidance |
BETTER |
guide ~$7.35 midpoint vs. cons $7.28 (FY2026) |
MEDIUM |
| J |
Guide |
Adjusted net revenue growth guidance |
BETTER |
guide ~9.8% midpoint vs. cons 9.3% (FY2026) |
MEDIUM |
| J |
Guide |
Adjusted EBITDA margin guidance |
BETTER |
guide ~14.9% midpoint vs. cons 14.8% (FY2026) |
MEDIUM |
| J |
Guide |
Adjusted free-cash-flow margin guidance |
UNCHANGED |
guide ~7.75% midpoint vs. cons 7.75% (FY2026) |
MEDIUM |
| J |
Guide |
Adjusted EBITDA margin commentary |
BETTER |
guide ~16.2% vs. cons 16.1% (FY2026 Q4) |
LOW |
| J |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.7% |
— |
MEDIUM |
| J |
Return |
5-day cumulative residual |
+3.4% (FOLLOW-THROUGH) |
A modest Q3 beat and FY2026 EPS midpoint of ~$7.35 vs. consensus $7.28 would lift estimates; reaffirmed Q4 margin of ~16.2% vs. consensus 16.1% leaves positive out-period math rather than an implicit cut. |
MEDIUM |