| FAST |
Report |
Gross Margin % |
MISS |
pred ~44.3% vs. cons 44.56% |
MEDIUM |
| FAST |
Report |
DSR Growth % |
BEAT |
pred ~13.0% vs. cons 12.48% |
MEDIUM |
| FAST |
Report |
Operating EPS |
IN-LINE |
pred ~$0.330 vs. cons $0.327 |
MEDIUM |
| FAST |
Guide |
Gross Margin Trajectory (FY2026) |
UNCHANGED |
guide: H2 recovery reiterated, no upgrade vs. cons 44.53% FY |
HIGH |
| FAST |
Guide |
DSR Growth Trajectory (FY2026) |
BETTER |
guide: confident double-digit continuation vs. cons 11.93% FY |
MEDIUM |
| FAST |
Guide |
Pricing / Tariff (FY2026) |
BETTER |
guide: plateau confirmed, H2 price/cost positive vs. prior challenging language |
MEDIUM |
| FAST |
Guide |
CapEx (FY2026) |
LOWER |
guide: reaffirm ~$320M vs. cons ~$295M |
HIGH |
| FAST |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| FAST |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
STABILIZE — DSR beat provides a floor; gross margin miss limits follow-through; H2 recovery narrative intact but unproven |
MEDIUM |