| FAST |
Report |
Daily sales growth |
BEAT |
pred ~11.2% vs. cons 9.8% |
MEDIUM |
| FAST |
Report |
Gross margin |
MISS |
pred ~44.3% vs. cons 44.8% |
HIGH |
| FAST |
Report |
Diluted EPS |
MISS |
pred ~$0.30 vs. cons $0.31 |
MEDIUM |
| FAST |
Guide |
Price/cost and gross-margin trajectory |
LOWER |
guide ~-20 bp price/cost headwind vs. cons ~0 bp (3Q26) |
MEDIUM |
| FAST |
Guide |
FY26 incremental operating-margin commentary |
LOWER |
guide ~27% incremental operating margin vs. cons 28% (FY26) |
MEDIUM |
| FAST |
Guide |
FY26 net capital expenditures |
UNCHANGED |
guide ~$320M vs. cons $320M (FY26) |
HIGH |
| FAST |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| FAST |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
The sales beat is likely to be outweighed by a ~50 bp gross-margin miss and a ~1 percentage-point reduction in implied FY26 incremental-margin expectations; out-period EPS revisions should move lower even if reported sales exceed consensus. |
MEDIUM |