| AOS |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$988M vs. cons $990M |
MEDIUM |
| AOS |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$0.98 vs. cons $0.958 |
MEDIUM |
| AOS |
Report |
NA EBIT Margin (Q2 2026) |
BEAT |
pred ~22.5% vs. cons 20.9% |
MEDIUM |
| AOS |
Guide |
Adj. EPS FY 2026 (FY 2026) |
BETTER |
guide reaffirm $3.85 mid vs. cons $3.767 |
MEDIUM |
| AOS |
Guide |
NA Segment Margin FY 2026 (FY 2026) |
BETTER |
guide reaffirm ~24% vs. cons 23.5% |
MEDIUM |
| AOS |
Guide |
China Revenue FY 2026 (FY 2026) |
LOWER |
guide risk of widening to mid-teens decline vs. cons ~-11% |
LOW |
| AOS |
Guide |
Q3 2026 EPS qualitative (Q3 2026) |
BETTER |
guide implies ~$1.00-1.05 vs. cons $0.959 |
MEDIUM |
| AOS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| AOS |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — H2 estimate revisions from FY guide reaffirmation drive modest follow-through; partially offset by short-covering exhaustion after large pre-run |
MEDIUM |