| APD |
Report |
Adjusted EPS |
BEAT |
pred ~$3.39 vs. cons $3.34 |
MEDIUM |
| APD |
Report |
Revenue |
BEAT |
pred ~$3.24B vs. cons $3.19B |
MEDIUM |
| APD |
Report |
Adjusted operating margin |
IN-LINE |
pred ~24.4% vs. cons 24.2% |
LOW |
| APD |
Guide |
FY2026 adjusted EPS guidance |
UNCHANGED |
guide ~$13.00-$13.25 vs. cons $13.22 (FY2026) |
MEDIUM |
| APD |
Guide |
Implied adjusted EPS guidance |
LOWER |
guide ~$3.37 vs. cons $3.50 (FY2026 Q4) |
MEDIUM |
| APD |
Guide |
Capital-spending guidance |
BETTER |
guide ~$3.8B vs. cons $4.0B (FY2026) |
LOW |
| APD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| APD |
Return |
5-day cumulative residual |
+0.8% (FADE) |
Initial relief from a Q3 adjusted EPS beat and lower capital spending fades because unchanged FY2026 guidance implies Q4 adjusted EPS of only ~$3.37 vs. consensus $3.50, pulling out-period estimates lower while NEOM commercialization and project-exit cash costs remain uncertain. |
MEDIUM |