| CL |
Report |
Organic Sales Growth (Q2 2026, total company) |
BEAT |
pred ~3.2% vs. cons ~2.5% |
MEDIUM |
| CL |
Report |
Base Business EPS (Q2 2026) |
BEAT |
pred ~$0.97 vs. cons $0.95 |
MEDIUM |
| CL |
Report |
Gross Margin (Q2 2026, % of sales) |
MISS |
pred ~59.7% vs. cons ~60.1% (implied, ~-90bps y/y vs. Street modeling ~-50bps) |
MEDIUM |
| CL |
Guide |
FY2026 Organic Sales Growth guidance range |
UNCHANGED |
guide ~1-4% (midpoint ~2.5%) vs. cons ~2.5% (FY2026) |
MEDIUM |
| CL |
Guide |
FY2026 Gross Margin guidance (directional, y/y bps) |
LOWER |
guide ~-40 to -60bps vs. cons ~-20 to -30bps (FY2026) |
MEDIUM |
| CL |
Guide |
FY2026 Base Business EPS growth guidance |
UNCHANGED |
guide ~low-to-mid single digit (~3%) vs. cons ~3.5% (FY2026) |
LOW |
| CL |
Guide |
North America organic sales trajectory (commentary, sequential improvement claim) |
BETTER |
guide ~modest sequential improvement (implying roughly -0.5% to flat organic) vs. cons expectation of another ~-2% decline (Q3 2026) |
LOW |
| CL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.7% |
— |
MEDIUM |
| CL |
Return |
5-day cumulative residual |
-1.8% (FADE) |
CL trades near 52-week highs at a ~23-25x premium multiple pricing in flawless execution; even a modest organic/EPS beat is likely to be overshadowed by continued gross-margin deterioration (oil-linked input costs and tariffs) and lingering North America softness. Sell-side models will need to trim FY margin/EPS estimates for H2 even if headline Q2 beats, causing initial pop (if any) to fade as analysts publish lowered out-quarter numbers over the following days. |
MEDIUM |