| BG |
Report |
Adjusted EPS |
BEAT |
pred ~$2.08 vs. cons $1.97 |
MEDIUM |
| BG |
Report |
Revenue |
IN-LINE |
pred ~$22.65B vs. cons $22.81B |
LOW |
| BG |
Report |
Adjusted Segment EBIT |
BEAT |
pred ~$805M vs. cons $775M |
LOW |
| BG |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$9.25 midpoint ($9.00–$9.50) vs. cons $9.74 (FY2026) |
MEDIUM |
| BG |
Guide |
Implied adjusted EPS guidance |
LOWER |
guide ~$5.34 vs. cons $5.94 (2H2026) |
MEDIUM |
| BG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.7% |
— |
MEDIUM |
| BG |
Return |
5-day cumulative residual |
-4.6% (FOLLOW-THROUGH) |
A modest Q2 beat is outweighed by unchanged FY2026 guidance: the ~$5.34 implied second-half requirement sits below the Street's ~$5.94, prompting out-period estimate cuts after the initial release. |
MEDIUM |