| TDY |
Report |
Non-GAAP EPS (Q2 2026) |
BEAT |
pred ~$5.95 vs. cons $5.79 |
HIGH |
| TDY |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$1,610M vs. cons $1,579.5M |
MEDIUM |
| TDY |
Report |
Digital Imaging Op. Margin (Q2 2026) |
BEAT |
pred ~23.5% vs. cons 23.1% |
MEDIUM |
| TDY |
Guide |
Non-GAAP EPS (FY 2026) |
BETTER |
guide ~$24.30-$24.60 (mid $24.45) vs. cons $24.19 |
MEDIUM |
| TDY |
Guide |
Non-GAAP EPS (Q3 2026) |
UNKNOWN |
guide ~$6.10-$6.20 vs. cons UNVERIFIED |
LOW |
| TDY |
Guide |
Book-to-Bill / Demand Tone (Qualitative) |
BETTER |
Sustained >1.1x overall, DI >1.2x; defense acceleration commentary |
HIGH |
| TDY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| TDY |
Return |
5-day cumulative residual |
+2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - muted; sell-side estimate revisions on FY raise provide steady bid, pre-run absorbs some immediate pop |
MEDIUM |