| XYZ |
Report |
Gross profit |
BEAT |
pred ~$3.08B vs. cons $3.04B |
MEDIUM |
| XYZ |
Report |
Adjusted operating income |
BEAT |
pred ~$755M vs. cons $744M |
MEDIUM |
| XYZ |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.88 vs. cons $0.87 |
LOW |
| XYZ |
Guide |
FY2026 gross profit guidance |
LOWER |
guide ~$12.33B vs. cons $12.41B (FY2026) |
MEDIUM |
| XYZ |
Guide |
FY2026 adjusted operating income guidance |
LOWER |
guide ~$3.34B vs. cons $3.37B (FY2026) |
MEDIUM |
| XYZ |
Guide |
FY2026 adjusted diluted EPS guidance |
LOWER |
guide ~$3.85 vs. cons $3.89 (FY2026) |
MEDIUM |
| XYZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.5% |
— |
MEDIUM |
| XYZ |
Return |
5-day cumulative residual |
-7.5% (FOLLOW-THROUGH) |
A modest Q2 beat of roughly $0.04B gross profit and $0.01 EPS versus consensus is likely outweighed by a ~$0.08B gross-profit and ~$0.04 EPS FY2026 guide shortfall versus consensus; unchanged guidance implies a softer second-half gross-profit trajectory as Borrow normalizes, driving out-period estimate cuts. |
MEDIUM |