FY26 revenue guidance raised to $18.0B-$18.2B (est. $17.74B)
FY26 adj EBITDA guidance raised to $8.3B-$8.4B (est. $8.05B)
Specialty rental revenue +34.7% YoY
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WHY IT MATTERS••••••••••Market transmission and exposed assetsBULL / BEAR CASE•••• / ••••Competing evidence, edited togetherNEWS ON PRICE••.•% reactionConfirmation versus SPY and sectorWHAT TO WATCH•• catalystsThe facts that can change the read
BORSAPLUSWhy it matters · Bull and bear case · Reaction against SPY and the sector · What to watch
