| ALLE |
Report |
Adjusted EPS |
MISS |
pred ~$2.17 vs. cons $2.21 |
MEDIUM |
| ALLE |
Report |
Revenue |
IN-LINE |
pred ~$1.10B vs. cons $1.11B |
MEDIUM |
| ALLE |
Report |
Adjusted operating margin |
MISS |
pred ~22.3% vs. cons 22.6% |
MEDIUM |
| ALLE |
Guide |
FY2026 adjusted EPS |
UNCHANGED |
guide ~$8.80 midpoint vs. cons $8.73 (FY2026) |
MEDIUM |
| ALLE |
Guide |
FY2026 organic revenue growth |
UNCHANGED |
guide ~3.0% midpoint vs. cons 3.0% (FY2026) |
MEDIUM |
| ALLE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| ALLE |
Return |
5-day cumulative residual |
-0.5% (STABILIZE) |
A modest Q2 EPS/margin miss is offset by maintained FY2026 EPS guidance: ~$8.80 midpoint vs. $8.73 consensus implies 2H EPS of roughly $4.83 vs. ~$4.72 embedded pre-print. That preserves out-period estimates if management validates International ERP recovery and tariff mitigation. |
MEDIUM |