| APD |
Report |
Adj. EPS (Q3 FY2026) |
BEAT |
pred ~$3.38 vs. cons $3.342 |
MEDIUM |
| APD |
Report |
Volume Growth % (Q3 FY2026) |
IN-LINE |
pred ~+2.5% vs. cons +2.69% |
MEDIUM |
| APD |
Report |
Operating Margin % (Q3 FY2026) |
IN-LINE |
pred ~25.0% vs. cons 25.18% |
MEDIUM |
| APD |
Guide |
Adj. EPS - Q4 FY2026 (Q4) |
LOWER |
guide ~$3.45 midpoint vs. cons $3.517 |
MEDIUM |
| APD |
Guide |
Adj. EPS - FY2026 (FY) |
UNCHANGED |
guide $13.00-$13.25 reaffirmed vs. cons $13.125 |
HIGH |
| APD |
Guide |
CapEx FY2026 (FY) |
UNCHANGED |
guide ~$4.0B maintained vs. cons ~$4.0B |
HIGH |
| APD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
MEDIUM |
| APD |
Return |
5-day cumulative residual |
-1.5% (FADE) |
FADE - sell-side cuts Q4 estimates as FY math implies Q4 ~$3.39 vs. cons $3.52; modest drift lower over 5 days, limited by LCEC resolution and electronics backlog floor |
MEDIUM |