| CARR |
Report |
Adjusted EPS (Q2) |
BEAT |
pred ~$0.84 vs. cons $0.81 |
MEDIUM |
| CARR |
Report |
Total Revenue (Q2) |
IN-LINE |
pred ~$5.93B vs. cons $5.98B |
MEDIUM |
| CARR |
Report |
Adjusted Operating Margin (Q2, company-wide) |
BEAT |
pred ~17.3% vs. cons ~17.0% |
MEDIUM |
| CARR |
Guide |
FY2026 Adjusted EPS guide |
UNCHANGED |
guide ~$2.80 vs. cons $2.79 (FY2026) |
HIGH |
| CARR |
Guide |
FY2026 Revenue guide |
UNCHANGED |
guide ~$22.0B vs. cons $22.0B (FY2026) |
HIGH |
| CARR |
Guide |
2026 Data Center Sales Target |
BETTER |
guide ~$1.7B vs. prior target $1.5B (FY2026) |
MEDIUM |
| CARR |
Guide |
FY2026 Free Cash Flow guide |
UNCHANGED |
guide ~$2.0B vs. cons $2.0B (FY2026) |
MEDIUM |
| CARR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| CARR |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
Q1'26 precedent (4/30 pop of ~+9% that held flat-to-slightly-down through day+5) suggests an EPS beat plus a data-center target raise gets an initial pop that mostly sticks rather than extends, since FY26 sales/EPS/FCF guidance is likely just reaffirmed (not raised) — meaning H2 out-quarter estimates aren't materially revised up even after a Q2 beat, capping follow-through. Offsetting downside from China/residential softness and no full-year raise keeps the move from fading hard, given the stock already pulled back ~9% off its June high into the print, reducing 'priced for perfection' risk relative to last year's post-Q2 -10.6% air-pocket. |
LOW |