| ALLE |
Report |
Adjusted EPS (2026Q2) |
MISS |
pred ~$2.20 vs. cons $2.23 |
MEDIUM |
| ALLE |
Report |
Revenue (2026Q2) |
IN-LINE |
pred ~$1.12B vs. cons $1.11B |
MEDIUM |
| ALLE |
Report |
International adjusted operating income (2026Q2) |
MISS |
pred ~$27.5M vs. cons $28.96M |
MEDIUM |
| ALLE |
Guide |
Adjusted EPS guidance |
UNCHANGED |
guide ~$8.80 midpoint vs. cons $8.73 (FY2026) |
MEDIUM |
| ALLE |
Guide |
Organic revenue growth guidance |
UNCHANGED |
guide ~3.0% midpoint vs. cons 3.0% (FY2026) |
MEDIUM |
| ALLE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| ALLE |
Return |
5-day cumulative residual |
-2.0% (STABILIZE) |
A modest EPS miss and International operating-income shortfall should pressure the initial reaction, but unchanged FY2026 guidance limits outright estimate cuts. The midpoint would require roughly $4.80 of second-half EPS versus current consensus near $4.70, preventing a full rebound while the discounted valuation limits additional downside. |
MEDIUM |