| CL |
Report |
Adjusted EPS (2026Q2) |
BEAT |
pred ~$0.96 vs. cons $0.95 |
MEDIUM |
| CL |
Report |
Organic sales growth (2026Q2) |
BEAT |
pred ~2.8% vs. cons 2.6% |
MEDIUM |
| CL |
Report |
Base-business gross margin (2026Q2) |
IN-LINE |
pred ~59.8% vs. cons 59.9% |
LOW |
| CL |
Guide |
Organic sales growth |
UNCHANGED |
guide ~2.5% midpoint vs. cons 2.6% (FY2026) |
HIGH |
| CL |
Guide |
Adjusted EPS |
BETTER |
guide ~$3.84 midpoint vs. cons $3.81 (FY2026) |
MEDIUM |
| CL |
Guide |
Base-business gross-margin change |
LOWER |
guide ~-50 bps vs. cons -40 bps (FY2026) |
MEDIUM |
| CL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| CL |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest EPS and organic-sales beat should support the initial reaction, but a ~50 bps FY2026 gross-margin decline versus consensus of ~40 bps implies weaker second-half incrementals and modest downward revisions to FY2027 estimates, causing most of the day-1 gain to fade. |
MEDIUM |