| J |
Report |
Adj. EPS — Q3 FY26 |
BEAT |
pred ~$1.87 vs. cons $1.82 |
MEDIUM |
| J |
Report |
Backlog — Total (Q3 FY26) |
BEAT |
pred ~$27.6B vs. cons $27.1B |
MEDIUM |
| J |
Report |
Adj. EBITDA Margin (Q3 FY26) |
IN-LINE |
pred ~15.3% vs. cons 15.1% |
MEDIUM |
| J |
Guide |
FY26 Adj. EPS (FY26) |
BETTER |
guide ~$7.40 mid vs. cons $7.20 |
MEDIUM |
| J |
Guide |
FY26 Adj. EBITDA Margin (FY26) |
BETTER |
guide ~14.95% mid vs. cons 14.7% |
MEDIUM |
| J |
Guide |
FY26 Net Revenue Growth (FY26) |
UNCHANGED |
guide 8.0-10.5% unchanged vs. cons ~9.5% |
HIGH |
| J |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| J |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — guide raise pulls FY26/FY27 estimates higher; short covering (7.62 DTC) adds demand over the week |
MEDIUM |