| STE |
Report |
Adjusted EPS |
BEAT |
pred ~$2.56 vs. cons $2.53 |
MEDIUM |
| STE |
Report |
Revenue |
IN-LINE |
pred ~$1.50B vs. cons $1.51B |
MEDIUM |
| STE |
Report |
AST revenue |
MISS |
pred ~$295M vs. cons $300M |
LOW |
| STE |
Guide |
FY2027 adjusted EPS |
UNCHANGED |
guide ~$11.20 vs. cons $11.18 (FY2027) |
HIGH |
| STE |
Guide |
Reported revenue growth |
UNCHANGED |
guide ~7.5% vs. cons 7.4% (FY2027) |
HIGH |
| STE |
Guide |
AST constant-currency organic growth |
BETTER |
guide ~7.5% vs. cons 7.0% (FY2027) |
MEDIUM |
| STE |
Guide |
Adjusted EBIT-margin expansion |
BETTER |
guide ~50 bps vs. cons 45 bps (FY2027) |
MEDIUM |
| STE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.2% |
— |
MEDIUM |
| STE |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
An unchanged FY2027 EPS midpoint after a predicted Q1 beat implies remaining-year EPS of ~$8.64 versus consensus remaining-year EPS of ~$8.65, offering no out-period upside. The predicted AST miss also makes the 7%–8% full-year AST target increasingly dependent on second-half acceleration, likely pressuring revisions despite the headline EPS beat. |
MEDIUM |