| VTRS |
Report |
Total revenue |
IN-LINE |
pred ~$3.55B vs. cons $3.55B |
MEDIUM |
| VTRS |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.04B vs. cons $1.02B |
MEDIUM |
| VTRS |
Report |
Adjusted EPS |
BEAT |
pred ~$0.61 vs. cons $0.60 |
MEDIUM |
| VTRS |
Guide |
FY2026 total revenue guidance |
LOWER |
guide ~$14.70B midpoint vs. cons $14.74B (FY2026) |
MEDIUM |
| VTRS |
Guide |
FY2026 adjusted EBITDA guidance |
UNCHANGED |
guide ~$4.30B midpoint vs. cons $4.30B (FY2026) |
MEDIUM |
| VTRS |
Guide |
FY2026 adjusted EPS guidance |
LOWER |
guide ~$2.40 midpoint vs. cons $2.43 (FY2026) |
MEDIUM |
| VTRS |
Guide |
FY2026 free-cash-flow guidance excluding transaction and restructuring costs |
LOWER |
guide ~$2.15B midpoint vs. cons $2.19B (FY2026) |
LOW |
| VTRS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| VTRS |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
A modest quarterly beat of ~$0.61 adjusted EPS versus $0.60 consensus is unlikely to offset FY2026 guide midpoints of ~$14.70B revenue and ~$2.40 EPS versus consensus of $14.74B and $2.43; unchanged guidance implies a more demanding ~$7.63B second half versus ~$7.50B consensus, inviting out-period estimate trimming. |
MEDIUM |