| AOS |
Report |
Adjusted EPS |
IN-LINE |
pred ~$0.960 vs. cons $0.958 |
MEDIUM |
| AOS |
Report |
North America revenue |
IN-LINE |
pred ~$810M vs. cons $814.7M |
MEDIUM |
| AOS |
Report |
China revenue |
IN-LINE |
pred ~$138M vs. cons $138.0M |
MEDIUM |
| AOS |
Guide |
FY26 adjusted EPS |
BETTER |
guide $3.70-$4.00 vs. cons $3.767 |
MEDIUM |
| AOS |
Guide |
FY26 sales |
BETTER |
guide $3.90B-$4.00B vs. cons $3.907B |
MEDIUM |
| AOS |
Guide |
Q3 price realization commentary |
UNCHANGED |
price benefit begins Q3 vs. cons UNVERIFIED |
LOW |
| AOS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
LOW |
| AOS |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE — in-line/maintain leaves forward concerns unresolved |
LOW |