| AOS |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$0.98 vs. cons $0.96 |
MEDIUM |
| AOS |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$1.00B vs. cons $0.995B |
MEDIUM |
| AOS |
Report |
Q2 2026 North America segment margin |
MISS |
pred ~23.8% vs. cons 24.2% |
LOW |
| AOS |
Guide |
FY2026 adjusted EPS guidance midpoint |
LOWER |
guide ~$3.80 vs. cons $3.84 (FY2026) |
MEDIUM |
| AOS |
Guide |
FY2026 revenue guidance midpoint |
UNCHANGED |
guide ~$3.95B vs. cons $3.95B (FY2026) |
MEDIUM |
| AOS |
Guide |
FY2026 North America segment margin |
LOWER |
guide ~23.8% vs. cons 24.0% (FY2026) |
MEDIUM |
| AOS |
Guide |
FY2026 China local-currency sales growth |
LOWER |
guide ~-13% vs. cons -12% (FY2026) |
LOW |
| AOS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| AOS |
Return |
5-day cumulative residual |
-5.2% (FOLLOW-THROUGH) |
A modest Q2 EPS beat is likely to be outweighed by FY2026 midpoint math of ~$3.80 versus consensus of $3.84; weaker North America margin and China assumptions should drive estimate revisions lower after the initial reaction. |
MEDIUM |