| STE |
Report |
Adjusted EPS |
BEAT |
pred ~$2.57 vs. cons $2.53 |
MEDIUM |
| STE |
Report |
Revenue |
IN-LINE |
pred ~$1.52B vs. cons $1.51B |
MEDIUM |
| STE |
Report |
AST constant-currency organic revenue growth |
MISS |
pred ~4.0% vs. cons 5.0% |
MEDIUM |
| STE |
Guide |
FY27 adjusted EPS |
UNCHANGED |
guide ~$11.20 vs. cons $11.23 (FY27) |
HIGH |
| STE |
Guide |
FY27 constant-currency organic revenue growth |
UNCHANGED |
guide ~6.5% vs. cons 6.3% (FY27) |
HIGH |
| STE |
Guide |
FY27 AST constant-currency organic revenue growth |
UNCHANGED |
guide ~7.5% vs. cons 7.4% (FY27) |
MEDIUM |
| STE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| STE |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
An EPS beat of ~$2.57 versus $2.53 is likely outweighed by AST organic growth of ~4.0% versus 5.0%, reinforcing the slower-first-half narrative. Retaining FY27 EPS guidance at ~$11.20 versus $11.23 preserves the formal outlook, but it leaves more of the annual AST recovery and margin delivery weighted to the second half; out-period estimates can drift lower by roughly 1.5% versus current FY27 math despite an in-line consolidated revenue result of ~$1.52B versus $1.51B. |
MEDIUM |