| CL |
Report |
Organic Sales Growth (Q2 2026) |
IN-LINE |
pred ~+2.6% vs. cons +2.44% |
MEDIUM |
| CL |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$0.96 vs. cons $0.948 |
MEDIUM |
| CL |
Report |
Gross Profit Margin (Q2 2026) |
IN-LINE |
pred ~59.6% vs. cons ~59.6% |
MEDIUM |
| CL |
Guide |
FY2026 Organic Sales Growth (FY2026) |
LOWER |
guide midpoint ~2.5% vs. cons 2.90% |
MEDIUM |
| CL |
Guide |
FY2026 Adj. EPS Growth (FY2026) |
UNCHANGED |
guide 'low-to-mid SD' vs. cons $3.80 (+3.0%) |
HIGH |
| CL |
Guide |
FY2026 Gross Profit Margin (FY2026) |
UNCHANGED |
guide maintained 'down' vs. cons |
HIGH |
| CL |
Guide |
North America Demand Tone (Qualitative, FY2026) |
LOWER |
cautious; acknowledge May slowdown; signal H2 recovery plan |
MEDIUM |
| CL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.6% |
— |
MEDIUM |
| CL |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
STABILIZE — EPS beat holds but sell-side trims H2 organic on maintained guidance midpoint below cons; no cascade |
MEDIUM |