| APD |
Report |
Adjusted operating EPS |
IN-LINE |
pred ~$3.34 vs. cons $3.342 |
MEDIUM |
| APD |
Report |
Sales |
IN-LINE |
pred ~$3.20B vs. cons $3.192B |
MEDIUM |
| APD |
Report |
Operating margin |
IN-LINE |
pred ~25.1% vs. cons 25.18% |
MEDIUM |
| APD |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide $13.00-$13.25 vs. cons $13.219 |
MEDIUM |
| APD |
Guide |
FY26 CapEx |
LOWER |
guide ~$4.0B vs. cons $4.322B |
MEDIUM |
| APD |
Guide |
H2 demand / margin tone |
UNCHANGED |
reiterate core-market strength; retain Europe, Asia and helium caution vs. no reliable numerical consensus |
LOW |
| APD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| APD |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY guide implies a below-consensus Q4 |
LOW |