| SNA |
Report |
Diluted EPS |
BEAT |
pred ~$5.12 vs. cons $5.05 |
MEDIUM |
| SNA |
Report |
Organic sales growth |
BEAT |
pred ~3.2% vs. cons 2.0% |
MEDIUM |
| SNA |
Report |
Operating margin before Financial Services |
IN-LINE |
pred ~21.7% vs. cons 21.6% |
MEDIUM |
| SNA |
Guide |
Full-year effective tax rate |
UNCHANGED |
guide ~22.5% vs. cons 22.5% (FY2026) |
HIGH |
| SNA |
Guide |
Capital expenditures |
UNCHANGED |
guide ~$100 million vs. cons ~$100 million (FY2026) |
HIGH |
| SNA |
Guide |
Corporate costs |
UNCHANGED |
guide ~$28 million vs. cons ~$28 million (Q3 2026) |
HIGH |
| SNA |
Guide |
Tools/storage and technician-demand commentary |
BETTER |
guide ~3.0% Tools organic growth vs. cons 2.0% (Q3 2026 implied run-rate) |
MEDIUM |
| SNA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| SNA |
Return |
5-day cumulative residual |
+1.2% (STABILIZE) |
A modest EPS and organic-growth beat, helped by continued Tools/storage improvement and C&I demand, should produce a positive initial reaction. But unchanged formal outlook and only modest margin upside leave FY2026 and out-year EPS math largely intact: implied FY2026 EPS ~ $20.40 versus pre-report consensus ~ $20.25, limiting estimate revisions and causing the initial gain to stabilize rather than meaningfully follow through. |
MEDIUM |