| SOLV |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$1.98 vs. cons $1.93 |
MEDIUM |
| SOLV |
Report |
Q2 revenue |
BEAT |
pred ~$2.24B vs. cons $2.20B |
MEDIUM |
| SOLV |
Report |
Q2 organic sales growth |
BEAT |
pred ~8.4% vs. cons 7.7% |
MEDIUM |
| SOLV |
Guide |
FY2026 adjusted EPS |
UNCHANGED |
guide ~$6.60 vs. cons $6.58 (FY2026) |
MEDIUM |
| SOLV |
Guide |
Q3 revenue including ERP reversal |
LOWER |
guide ~$1.90B vs. cons $1.98B (Q3 2026) |
HIGH |
| SOLV |
Guide |
Q3 adjusted EPS including ERP reversal |
LOWER |
guide ~$1.31 vs. cons $1.44 (Q3 2026) |
MEDIUM |
| SOLV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.2% |
— |
MEDIUM |
| SOLV |
Return |
5-day cumulative residual |
-4.8% (FOLLOW-THROUGH) |
The mechanical Q2 beat is likely outweighed by out-period revisions: implied Q3 adjusted EPS of ~$1.31 vs. consensus $1.44 and revenue of ~$1.90B vs. $1.98B should pull second-half estimates lower even if FY2026 EPS remains near ~$6.60 vs. consensus $6.58. |
MEDIUM |