“Looking at the third quarter, we might adjust some of the Street numbers down a bit and expect to see a recovery in the fourth quarter.”

In context

“Keith Jensen (CFO): Yes. If you review the year, there isn't much variability. We had a slight shortfall in the first quarter, but we made up for it in the second quarter. Looking at the third quarter, we might adjust some of the Street numbers down a bit and expect to see a recovery in the fourth quarter. We're adjusting our third quarter expectations and reflecting that in the full year forecast. We are also expecting similar benefits from our acquisitions, so the full year range remains consistent. I realize the increase is quick; a portion of it comes from the inorganic growth we mentioned, while the organic side has been reduced. However, I believe we are discussing relatively small figures here.”