| ALLE |
Report |
Adjusted EPS (Q2'26) |
IN-LINE |
pred ~$2.23 vs. cons $2.22 |
MEDIUM |
| ALLE |
Report |
Net Revenue (Q2'26) |
BEAT |
pred ~$1.135B vs. cons $1.12B |
MEDIUM |
| ALLE |
Report |
International segment organic revenue growth (Q2'26) |
MISS |
pred ~-2% vs. cons ~+0.5% |
LOW |
| ALLE |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$8.80 (mid of $8.70-$8.90) vs. cons $8.80 (FY2026) |
MEDIUM |
| ALLE |
Guide |
FY2026 Organic revenue growth guidance |
UNCHANGED |
guide ~3.0% (mid of 2-4%) vs. cons 3.0% (FY2026) |
MEDIUM |
| ALLE |
Guide |
International segment H2'26 margin recovery pace commentary |
LOWER |
guide ~100bps H2 recovery vs. cons ~200bps recovery implied (H2 2026) |
LOW |
| ALLE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| ALLE |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
EPS/revenue roughly in-line-to-slight-beat with FY26 guidance reaffirmed removes the acute miss-risk that drove the Q1 selloff, prompting a modest relief bounce; but continued (even if guided) International softness and only partial visibility into the promised H2 ERP/margin recovery keeps the out-period math uncertain, so estimates hold rather than get materially revised up post-print - drift stabilizes near the day-1 move rather than extending sharply, pending Q3 confirmation of the recovery. |
MEDIUM |