| AOS |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.98 vs. cons $0.96 |
MEDIUM |
| AOS |
Report |
Net sales |
IN-LINE |
pred ~$1.00B vs. cons $1.00B |
MEDIUM |
| AOS |
Report |
North America segment margin |
BEAT |
pred ~23.7% vs. cons 23.4% |
LOW |
| AOS |
Guide |
FY2026 adjusted EPS guidance |
UNCHANGED |
guide ~$3.85 midpoint vs. cons $3.84 (FY2026) |
MEDIUM |
| AOS |
Guide |
FY2026 net-sales guidance |
UNCHANGED |
guide ~$3.95B midpoint vs. cons $3.95B (FY2026) |
MEDIUM |
| AOS |
Guide |
China local-currency sales outlook |
LOWER |
guide ~-12% vs. cons -10% (FY2026) |
MEDIUM |
| AOS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| AOS |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A ~$0.02 EPS beat versus consensus is likely offset by unchanged ~$3.85 FY2026 adjusted-EPS guidance versus ~$3.84 consensus and a ~-12% China outlook versus ~-10% expected, limiting out-period estimate upside. |
MEDIUM |