| CARR |
Report |
Adjusted EPS (Q2) |
BEAT |
pred ~$0.83 vs. cons $0.81 |
MEDIUM |
| CARR |
Report |
Organic sales growth (Q2) |
IN-LINE |
pred ~-1% vs. cons ~-2% |
MEDIUM |
| CARR |
Report |
Revenue (Q2) |
IN-LINE |
pred ~$5.98B vs. cons ~$5.95B |
MEDIUM |
| CARR |
Guide |
FY26 Adjusted EPS guide |
BETTER |
guide ~$2.85 vs. cons ~$2.80 (FY2026, likely raised from ~$2.80) |
MEDIUM |
| CARR |
Guide |
FY26 Data-center sales target |
BETTER |
guide >$1.6B vs. cons ~$1.5B (FY2026) |
MEDIUM |
| CARR |
Guide |
Q3 organic sales / margin commentary |
BETTER |
guide ~+MSD organic vs. cons ~flat (Q3 2026, H2 DC ramp) |
LOW |
| CARR |
Guide |
FY26 revenue guide |
UNCHANGED |
guide ~$22B vs. cons ~$22B (FY2026, reaffirmed) |
MEDIUM |
| CARR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| CARR |
Return |
5-day cumulative residual |
+1.0% (FADE) |
A telegraphed ~$0.80 beat plus a likely modest FY EPS/data-center target raise supports a positive day-1 pop off the recent pullback (~$69 vs $76 June peak). But the H2 guide math is demanding (CSA needs teens growth and 'very significant' margin expansion), resi April strength may be pre-buy, and the stock is up ~30% YTD, so out-period skepticism and stretched valuation cause part of the initial gain to be given back over 5 days. |
LOW |