| RVTY |
Report |
Adj. EPS (Q2'26) |
BEAT |
pred ~$1.24 vs. cons ~$1.20 |
MEDIUM |
| RVTY |
Report |
Revenue (Q2'26, pro forma) |
IN-LINE |
pred ~$707M vs. cons ~$704M |
MEDIUM |
| RVTY |
Report |
Organic growth (Q2'26) |
IN-LINE |
pred ~+3% vs. cons ~+2.5% |
MEDIUM |
| RVTY |
Guide |
FY26 Adj. EPS guide |
BETTER |
guide ~$5.25-5.32 vs. cons ~$5.26 (FY2026) |
MEDIUM |
| RVTY |
Guide |
FY26 organic growth guide |
UNCHANGED |
guide ~+3-4% vs. cons ~+3.5% (FY2026) |
MEDIUM |
| RVTY |
Guide |
FY26 adj. operating margin |
UNCHANGED |
guide ~28.4% vs. cons ~28.3% (FY2026) |
MEDIUM |
| RVTY |
Guide |
Q3'26 adj. EPS / margin ramp |
UNCHANGED |
implied EPS ~$1.35 & margin ~29% vs. cons ~$1.34 (Q3 2026) |
LOW |
| RVTY |
Guide |
China IDx divestiture (definitive agreement signed) |
UNKNOWN |
~+100bps FY organic / ~+30bps margin uplift vs. cons 0 baked in (2H26-2027) |
LOW |
| RVTY |
Guide |
Pharma/biotech organic growth commentary |
BETTER |
pred ~LSD/+2-3% vs. cons ~+1-2% (Q2 2026) |
LOW |
| RVTY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
LOW |
| RVTY |
Return |
5-day cumulative residual |
-0.5% (FADE) |
Stock is at 2026 highs (+37% off spring lows, +7% post-Q1) so the un-demanding ~$1.20/+2-3% bar is largely priced. A modest headline beat + China-deal confirmation likely gives a small day-1 pop, but the FY raise (if any) is limited by pro-forma re-basing and a back-half-loaded margin/software ramp, so out-period math doesn't push estimates materially higher. With positioning stretched and peer divergence narrative already in the price, expect the initial gain to fade toward flat as revisions prove muted. |
LOW |