| J |
Report |
Adjusted EPS |
BEAT |
pred ~$1.83 vs. cons $1.806 |
MEDIUM |
| J |
Report |
Adjusted net revenue |
BEAT |
pred ~$2.43B vs. cons $2.404B |
MEDIUM |
| J |
Report |
Total backlog |
BEAT |
pred ~$27.40B vs. cons $27.112B |
MEDIUM |
| J |
Guide |
Adjusted EPS (FY2026) |
BETTER |
guide ~$7.15-$7.35 vs. cons $7.166 |
LOW |
| J |
Guide |
Organic net revenue growth (FY2026) |
UNCHANGED |
guide ~8.5%-10.5% vs. cons ~$9.05% growth |
LOW |
| J |
Guide |
Adjusted EBITDA margin (FY2026) |
UNCHANGED |
guide ~14.7%-14.9% vs. cons 14.762% |
LOW |
| J |
Guide |
AI/backlog commentary (FY2027 setup) |
BETTER |
reiterate strong AI, power and bookings trajectory vs. UNVERIFIED |
LOW |
| J |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
LOW |
| J |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — token raise leaves limited Q4/FY27 revision support |
LOW |