| TDY |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$5.88 vs. cons $5.78 |
MEDIUM |
| TDY |
Report |
Q2 revenue |
IN-LINE |
pred ~$1.605B vs. cons $1.590B |
MEDIUM |
| TDY |
Report |
Q2 adjusted operating margin |
BEAT |
pred ~22.8% vs. cons 22.4% |
LOW |
| TDY |
Guide |
Q3 2026 adjusted EPS guidance midpoint |
BETTER |
guide ~$5.95 vs. cons $5.90 (Q3 2026) |
MEDIUM |
| TDY |
Guide |
FY2026 adjusted EPS guidance midpoint |
BETTER |
guide ~$24.15 vs. cons $24.10 (FY2026) |
MEDIUM |
| TDY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| TDY |
Return |
5-day cumulative residual |
+1.6% (STABILIZE) |
A modest operating beat and slightly better guidance should support the initial move, but FY2026 guide of ~$24.15 versus consensus $24.10 implies limited out-period estimate upside after Q2 EPS of ~$5.88 versus $5.78, causing some post-report fade before stabilization. |
MEDIUM |