| TDY |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$5.86 vs. cons $5.79 |
MEDIUM |
| TDY |
Report |
Net sales |
BEAT |
pred ~$1.59bn vs. cons $1.57bn |
MEDIUM |
| TDY |
Report |
Adjusted operating margin |
IN-LINE |
pred ~22.8% vs. cons 22.6% |
MEDIUM |
| TDY |
Guide |
3Q26 adjusted diluted EPS outlook |
LOWER |
guide ~$5.95 vs. cons $6.03 (3Q26) |
MEDIUM |
| TDY |
Guide |
FY26 adjusted diluted EPS outlook |
LOWER |
guide ~$24.00 vs. cons $24.15 (FY26) |
MEDIUM |
| TDY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| TDY |
Return |
5-day cumulative residual |
-0.8% (FADE) |
A modest 2Q adjusted-EPS beat of ~$5.86 versus ~$5.79 is likely initially positive, but a ~$5.95 3Q outlook versus ~$6.03 consensus and ~$24.00 FY26 midpoint versus ~$24.15 consensus imply out-period estimate pressure. |
MEDIUM |