| ALLE |
Report |
International Organic Growth (Q2 2026) |
BEAT |
pred ~+1.5% vs. cons -0.87% |
MEDIUM |
| ALLE |
Report |
EBITA Margin (Q2 2026) |
IN-LINE |
pred ~23.3% vs. cons 23.40% |
MEDIUM |
| ALLE |
Report |
Adj. EPS (Q2 2026) |
IN-LINE |
pred ~$2.20 vs. cons $2.21 |
MEDIUM |
| ALLE |
Guide |
Adj. EPS (FY 2026) |
UNCHANGED |
guide $8.70-$8.90 midpoint $8.80 vs. cons $8.77 |
HIGH |
| ALLE |
Guide |
Organic Growth (FY 2026) |
LOWER |
guide 2%-4% midpoint 3.0% vs. cons 3.98% |
HIGH |
| ALLE |
Guide |
International Recovery Tone (Q3/Q4 qualitative) |
UNCHANGED |
recovery on track language vs. cons +2.72% Q3 organic |
MEDIUM |
| ALLE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| ALLE |
Return |
5-day cumulative residual |
-5.0% (FADE) |
FADE - organic estimate cuts flow through post-print as sell-side models update; valuation floor (~15x forward P/E) limits damage vs. Q1 2026 episode |
MEDIUM |