| FAST |
Report |
Revenue |
BEAT |
pred ~$2.367B vs. cons $2.340B |
HIGH |
| FAST |
Report |
Diluted EPS |
IN-LINE |
pred ~$0.33 vs. cons $0.33 |
MEDIUM |
| FAST |
Report |
Operating margin |
IN-LINE |
pred ~21.0% vs. cons 21.2% |
MEDIUM |
| FAST |
Guide |
Q3 gross margin commentary |
LOWER |
guide ~44.7% vs. cons 44.8% (2026Q3) |
LOW |
| FAST |
Guide |
Incremental operating margin |
UNCHANGED |
guide ~27% vs. cons 27% (FY2026) |
MEDIUM |
| FAST |
Guide |
Capital expenditures |
UNCHANGED |
guide ~$320M vs. cons $320M (FY2026) |
HIGH |
| FAST |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| FAST |
Return |
5-day cumulative residual |
-1.1% (FADE) |
The mechanical revenue beat of ~1.2% versus consensus is offset by operating margin of ~21.0% versus 21.2% and Q3 gross margin commentary of ~44.7% versus 44.8%. Initial valuation-driven weakness should partially fade because FY2026 incremental-margin guidance remains ~27% versus 27%, limiting out-period estimate cuts. |
MEDIUM |