| J |
Report |
Adjusted EPS |
BEAT |
pred ~$1.98 vs. cons $1.94 |
MEDIUM |
| J |
Report |
Adjusted net revenue |
BEAT |
pred ~$2.38B vs. cons $2.35B |
MEDIUM |
| J |
Report |
Adjusted EBITDA margin |
IN-LINE |
pred ~15.1% vs. cons 15.0% |
MEDIUM |
| J |
Guide |
FY2026 adjusted EPS guidance |
UNCHANGED |
guide ~$7.10-$7.35 (midpoint $7.23) vs. cons $7.24 (FY2026) |
MEDIUM |
| J |
Guide |
FY2026 adjusted EBITDA-margin guidance |
UNCHANGED |
guide ~14.6%-14.9% (midpoint 14.75%) vs. cons 14.75% (FY2026) |
MEDIUM |
| J |
Guide |
FY2026 adjusted free-cash-flow-margin guidance |
UNCHANGED |
guide ~7.0%-8.5% (midpoint 7.75%) vs. cons 7.80% (FY2026) |
MEDIUM |
| J |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| J |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Day 1 residual ~+2.5% versus Day 5 residual ~+1.0%: a modest EPS/revenue beat and clean ~15% margin execution should drive an initial positive reaction, but unchanged FY2026 EPS and margin ranges leave the implied Q4 step-up and FY2027 estimate risk largely unresolved, limiting out-period revisions. |
MEDIUM |