| APD |
Report |
Adjusted EPS |
BEAT |
pred ~$3.36 vs. cons $3.30 |
MEDIUM |
| APD |
Report |
Sales |
BEAT |
pred ~$3.34B vs. cons $3.30B |
MEDIUM |
| APD |
Report |
Adjusted operating margin |
BEAT |
pred ~23.9% vs. cons 23.6% |
MEDIUM |
| APD |
Guide |
FY2026 adjusted EPS guidance |
LOWER |
guide ~$13.13 vs. cons $13.15 (FY2026) |
HIGH |
| APD |
Guide |
Implied FY2026 Q4 adjusted EPS |
LOWER |
guide ~$3.40 vs. cons $3.49 (FY2026 Q4) |
HIGH |
| APD |
Guide |
FY2026 capital expenditures |
UNCHANGED |
guide ~$4.00B vs. cons $4.00B (FY2026) |
MEDIUM |
| APD |
Guide |
Q3 clean-energy exit charge |
BETTER |
guide ~$2.70B vs. cons $2.90B (FY2026 Q3) |
LOW |
| APD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| APD |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
A modest adjusted-EPS beat of ~$3.36 versus ~$3.30 is likely outweighed by unchanged FY2026 EPS guidance of ~$13.13 versus ~$13.15 consensus, leaving implied Q4 EPS of only ~$3.40 versus ~$3.49. The ~$0.09 out-period shortfall should pull FY2027 revisions lower despite a cleaner-than-feared ~$2.70B versus ~$2.90B exit charge. |
MEDIUM |