| RVTY |
Report |
Pro Forma Organic Revenue Growth |
BEAT |
pred ~3.0-3.5% vs. cons ~1.8% |
MEDIUM |
| RVTY |
Report |
Adj. Operating Margin (pro forma) |
BEAT |
pred ~27.5-28.0% vs. cons ~27.1% |
MEDIUM |
| RVTY |
Report |
Diluted EPS - operating |
BEAT |
pred ~$1.26-1.28 vs. cons $1.23 |
MEDIUM |
| RVTY |
Guide |
FY 2026 Pro Forma Organic Growth (FY2026) |
BETTER |
guide ~3.5-4.5% vs. cons 3.2% |
MEDIUM |
| RVTY |
Guide |
FY 2026 Pro Forma Adj. EPS (FY2026) |
BETTER |
guide ~$5.30-5.45 vs. cons $5.28 |
MEDIUM |
| RVTY |
Guide |
FY 2026 Pro Forma Adj. Op. Margin (FY2026) |
BETTER |
guide ~28.5-29.0% vs. cons ~28.4% |
LOW |
| RVTY |
Guide |
Q3 2026 Pro Forma Organic Growth (2026Q3) |
BETTER |
guide ~3-4% vs. implied cons ~2.5% |
LOW |
| RVTY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| RVTY |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - upward estimate revisions as Street models raised FY guide into H2; software re-acceleration narrative intact |
MEDIUM |