| SOLV |
Report |
Revenue |
BEAT |
pred ~$2.13B vs. cons $2.04B |
HIGH |
| SOLV |
Report |
Adjusted EPS |
BEAT |
pred ~$1.81 vs. cons $1.66 |
HIGH |
| SOLV |
Report |
Adjusted operating margin |
BEAT |
pred ~22.1% vs. cons 21.5% |
MEDIUM |
| SOLV |
Guide |
FY26 adjusted EPS guidance |
UNCHANGED |
guide ~$6.60 vs. cons $6.57 (FY26) |
HIGH |
| SOLV |
Guide |
FY26 organic sales growth guidance |
UNCHANGED |
guide ~2.5% vs. cons 2.6% (FY26) |
HIGH |
| SOLV |
Guide |
FY26 adjusted operating-margin guidance |
UNCHANGED |
guide ~21.25% vs. cons 21.3% (FY26) |
HIGH |
| SOLV |
Guide |
FY26 free-cash-flow guidance |
LOWER |
guide ~$200M vs. cons ~$210M (FY26) |
MEDIUM |
| SOLV |
Guide |
Q2 ERP-related advanced-order sales timing |
BETTER |
guide ~$115M vs. cons ~$100M (2Q26; reversal primarily in 3Q26) |
MEDIUM |
| SOLV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| SOLV |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
The likely ~$115M pull-forward versus ~$100M expected makes the headline ~$1.81 EPS beat versus ~$1.66 consensus largely non-repeatable; holding FY26 EPS near $6.60 versus ~$6.57 consensus implies a weaker 3Q/second-half cadence as timing reverses, driving estimate-risk and a negative residual move. |
MEDIUM |