| RVTY |
Report |
Q2 2026 pro forma revenue |
IN-LINE |
pred ~$710.0M vs. cons $703.6M |
MEDIUM |
| RVTY |
Report |
Q2 2026 pro forma adjusted EPS |
BEAT |
pred ~$1.24 vs. cons $1.22 |
MEDIUM |
| RVTY |
Report |
Q2 2026 pro forma adjusted operating margin |
BEAT |
pred ~27.3% vs. cons 27.0% |
MEDIUM |
| RVTY |
Guide |
FY2026 pro forma revenue guidance midpoint |
BETTER |
guide ~$2.845B vs. cons $2.829B (FY2026) |
MEDIUM |
| RVTY |
Guide |
FY2026 pro forma organic growth guidance midpoint |
BETTER |
guide ~3.75% vs. cons 3.50% (FY2026) |
MEDIUM |
| RVTY |
Guide |
FY2026 pro forma adjusted EPS guidance midpoint |
BETTER |
guide ~$5.30 vs. cons $5.25 (FY2026) |
MEDIUM |
| RVTY |
Guide |
FY2026 pro forma adjusted operating margin |
BETTER |
guide ~28.5% vs. cons 28.4% (FY2026) |
MEDIUM |
| RVTY |
Guide |
Q3 2026 pro forma adjusted operating margin |
UNCHANGED |
guide ~29.0% vs. cons 29.0% (Q3 2026) |
MEDIUM |
| RVTY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| RVTY |
Return |
5-day cumulative residual |
+2.2% (STABILIZE) |
A modest Q2 beat and small FY2026 raise should support the initial move, but the out-period math limits follow-through: guide ~$5.30 vs. cons $5.25, less Q1 EPS of $1.04 and predicted Q2 EPS of $1.24, implies H2 EPS of ~$3.02 vs. cons ~$3.02. With no implicit H2 estimate cut but limited incremental upside after the rerating, the gain should stabilize rather than materially extend or fade. |
MEDIUM |