| APD |
Report |
Adjusted EPS (FQ3'26) |
BEAT |
pred ~$3.38 vs. cons ~$3.31 |
MEDIUM |
| APD |
Report |
Adjusted operating margin |
BEAT |
pred ~24.0% vs. cons ~23.6% |
MEDIUM |
| APD |
Report |
Organic volume growth |
BEAT |
pred ~+4% vs. cons ~+3% |
LOW |
| APD |
Guide |
FY26 adjusted EPS guide |
BETTER |
guide ~$13.10–$13.30 (mid ~$13.20) vs. cons ~$13.15 (FY26) |
MEDIUM |
| APD |
Guide |
FQ4'26 implied adj EPS |
UNCHANGED |
guide ~$3.30 vs. cons ~$3.28 (FQ4'26) |
LOW |
| APD |
Guide |
FY26 capex |
LOWER |
guide ~$4.0B vs. cons ~$4.2B (FY26) |
MEDIUM |
| APD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| APD |
Return |
5-day cumulative residual |
+0.3% (FADE) |
The main catalyst (LCEC exit) already drove a +17% June-30/July-2 spike, so the good news is largely priced with the stock consolidating near highs (~$294). A clean adjusted-EPS beat and modest FY26 raise should generate a small day-1 pop, but out-period math (conservative implied Q4 on turnaround timing spread into H2, persistent helium price drag, and no fresh buyback) plus already-elevated expectations mean upward EPS revisions are limited and the initial move partially fades over the week; peer LIN also drifting flat provides no sector tailwind. |
LOW |