| HAL |
Report |
Adjusted diluted EPS |
MISS |
pred ~$0.53 vs. cons $0.54 |
MEDIUM |
| HAL |
Report |
Total revenue |
IN-LINE |
pred ~$5.48B vs. cons $5.50B |
MEDIUM |
| HAL |
Report |
Completion & Production operating margin |
MISS |
pred ~15.4% vs. cons 15.7% |
MEDIUM |
| HAL |
Guide |
3Q26 Middle East disruption EPS impact |
LOWER |
guide ~($0.08) vs. cons ($0.04) (3Q26) |
MEDIUM |
| HAL |
Guide |
FY26 international revenue growth excluding Middle East |
UNCHANGED |
guide ~7.0% vs. cons 7.0% (FY26) |
MEDIUM |
| HAL |
Guide |
FY26 capital expenditures |
UNCHANGED |
guide ~$1.10B vs. cons $1.10B (FY26) |
HIGH |
| HAL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.5% |
— |
MEDIUM |
| HAL |
Return |
5-day cumulative residual |
-8.5% (FOLLOW-THROUGH) |
A modest ~$0.01 EPS miss and C&P-margin shortfall are likely to be amplified by guide ~($0.08) versus cons ($0.04) of 3Q26 Middle East disruption; that ~$0.04 per-share incremental out-period headwind should drive FY26/FY27 estimate cuts even if FY26 ex-Middle East growth remains ~7.0% versus cons 7.0%. |
MEDIUM |