| CL |
Report |
Adjusted EPS |
BEAT |
pred ~$0.98 vs. cons $0.95 |
MEDIUM |
| CL |
Report |
Net sales |
IN-LINE |
pred ~$5.41B vs. cons $5.36B |
MEDIUM |
| CL |
Report |
Organic sales growth |
BEAT |
pred ~3.1% vs. cons 2.8% |
MEDIUM |
| CL |
Guide |
FY26 organic sales growth |
UNCHANGED |
guide ~1.0%-4.0% vs. cons 2.7% (FY26) |
HIGH |
| CL |
Guide |
FY26 base-business EPS growth |
UNCHANGED |
guide ~3.0%-5.0% vs. cons 4.1% (FY26) |
MEDIUM |
| CL |
Guide |
FY26 gross-margin growth |
LOWER |
guide ~-1.0% vs. cons -0.5% (FY26) |
MEDIUM |
| CL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| CL |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
A modest ~$0.03 EPS beat and ~0.3-point organic-growth beat are likely outweighed by guide ~-1.0% gross-margin growth versus cons -0.5%; that ~0.5-point incremental margin headwind implies lower 2H and FY27 earnings power, driving estimate revisions down after the report. |
MEDIUM |