| ALLE |
Report |
Revenue |
IN-LINE |
pred ~$1.123B vs. cons. $1.117B (Visible Alpha, Jul. 22) |
MEDIUM |
| ALLE |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$2.23 vs. cons. $2.213 (Visible Alpha, Jul. 22) |
MEDIUM |
| ALLE |
Report |
Organic revenue growth |
BEAT |
pred ~4.0% vs. cons. 3.72% (Visible Alpha, Jul. 22) |
MEDIUM |
| ALLE |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide ~$8.70-$8.90 vs. cons. $8.773 |
MEDIUM |
| ALLE |
Guide |
FY26 organic growth |
UNCHANGED |
guide ~2%-4% vs. cons. 3.98% |
MEDIUM |
| ALLE |
Guide |
FY26 reported revenue growth |
LOWER |
guide ~6%-8% vs. Street-implied growth just above 8% |
LOW |
| ALLE |
Guide |
Q2 margin / H2 recovery commentary |
UNKNOWN |
margin pressure in Q2; recovery weighted to Q3/Q4; no reliable consensus |
LOW |
| ALLE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| ALLE |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - unchanged forward estimates and margin uncertainty |
LOW |