What changed
EPS of $0.42 beat consensus by $0.02 (5%), driven by strong operational execution. Revenue of $1.31B and net revenue of $1.11B (+8% ex-USAID/DOS/disaster) exceeded expectations, with FY26 guidance raised on YTD performance. Key driver: double-digit growth in U.S. federal and international end markets, plus record cash flow of $229M in Q3 enabling buybacks and dividend hikes.
Why it matters
EPS of $0.42 beat consensus by $0.02 (5%), driven by strong operational execution. Revenue of $1.31B and net revenue of $1.11B (+8% ex-USAID/DOS/disaster) exceeded expectations, with FY26 guidance raised on YTD performance. Key driver: double-digit growth in U.S. federal and international end markets, plus record cash flow of $229M in Q3 enabling buybacks and dividend hikes.
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Aug 12, 2026 05:54 PM ET