| SOLV |
Report |
Total Revenue Q2 2026 |
BEAT |
pred ~$2,200M vs. cons $2,155M |
HIGH |
| SOLV |
Report |
Operating EPS Q2 2026 |
BEAT |
pred ~$1.97 vs. cons $1.905 |
HIGH |
| SOLV |
Report |
Organic Growth Q2 2026 |
BEAT |
pred ~7.5-8.0% vs. cons 7.01% |
MEDIUM |
| SOLV |
Guide |
FY 2026 Operating EPS (FY 2026) |
BETTER |
guide ~$6.60-$6.75 vs. cons $6.547 |
MEDIUM |
| SOLV |
Guide |
FY 2026 Organic Growth (FY 2026) |
BETTER |
guide ~3%-4% vs. cons 2.76% |
MEDIUM |
| SOLV |
Guide |
FY 2026 Operating Margin (FY 2026) |
UNCHANGED |
guide 21%-21.5% maintained vs. cons UNVERIFIED |
MEDIUM |
| SOLV |
Guide |
Q3 2026 Organic Growth (2026Q3) |
LOWER |
guide ~0%-2% vs. FY run-rate (known ERP reversal) |
HIGH |
| SOLV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
MEDIUM |
| SOLV |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE — Q3 reversal mechanics drive near-term estimate cuts even as FY is raised; stock has already discounted much of the beat in the +13.7% idio pre-print run |
MEDIUM |