| STE |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$2.53 vs. cons $2.51 |
MEDIUM |
| STE |
Report |
Revenue |
IN-LINE |
pred ~$1.505B vs. cons $1.496B |
MEDIUM |
| STE |
Report |
Organic revenue growth |
BEAT |
pred ~6.4% vs. cons 6.27% |
MEDIUM |
| STE |
Guide |
FY2027 adjusted EPS |
UNCHANGED |
guide ~$11.10-$11.30 vs. cons $11.17 |
MEDIUM |
| STE |
Guide |
FY2027 revenue growth |
UNCHANGED |
guide ~7-8% vs. implied cons ~7.8% |
MEDIUM |
| STE |
Guide |
FY2027 organic growth |
BETTER |
guide ~6-7% vs. cons 6.41% |
MEDIUM |
| STE |
Guide |
AST H1 cadence |
UNCHANGED |
guide ~cautious H1 / improved H2 vs. no quantified consensus |
LOW |
| STE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
LOW |
| STE |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE — F archetype and a modestly softened bar reduce, but do not eliminate, the risk from a maintained guide |
LOW |