Forward Guidance CredibilityOnly modest upward tweaks to the 2027–2028 outlook, falling short of consensus, could be perceived as underwhelming and dent investor confidence.
Order Delays And Cash FlowDelays in VMS and M&I orders are likely to reduce free cash flow, increasing short-term liquidity pressure and constraining investment flexibility.
Revenue Growth OutlookAnalyst expectations were adjusted to reflect softer achievable top-line growth, which may limit earnings upside and pressure the stock's performance.