| TDY |
Report |
Non-GAAP Diluted EPS (Q2'26) |
BEAT |
pred ~$5.85 vs. cons $5.77 |
HIGH |
| TDY |
Report |
Net Sales / Revenue (Q2'26) |
BEAT |
pred ~$1,595M vs. cons ~$1,580M |
MEDIUM |
| TDY |
Report |
Non-GAAP Operating Margin (Q2'26) |
BEAT |
pred ~23.0% vs. cons ~22.5% |
MEDIUM |
| TDY |
Guide |
Q3 2026 Non-GAAP Diluted EPS Guide |
BETTER |
guide ~$6.00 vs. cons ~$5.95 (Q3 2026) |
MEDIUM |
| TDY |
Guide |
FY2026 Non-GAAP Diluted EPS Guide (raise) |
BETTER |
guide ~$24.25 vs. cons $24.01 (FY2026) |
MEDIUM |
| TDY |
Guide |
FY2026 GAAP Diluted EPS Guide (raise) |
BETTER |
guide ~$20.50 vs. cons ~$20.26 (FY2026, prior guide midpoint) |
MEDIUM |
| TDY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| TDY |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
Consensus EPS already sits at the top of TDY's own guide and full-year numbers are essentially in line with the just-raised range, so a beat-and-raise is largely priced in; last year's similar beat drew only a modest, non-amplifying 5-day drift (day1 -1.7% -> day5 -1.9%) as cautious next-quarter commentary offset the headline beat. With valuation already rich (GF Value ~20% below spot) and Zacks ESP only mildly positive, expect estimate revisions to tick up modestly on the raise but be capped by lofty multiples and any tariff/defense-timing caveats, producing a small continued drift rather than a strong follow-through or a reversal. |
LOW |