| ECL |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.11 vs. cons $2.08 |
MEDIUM |
| ECL |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$4.43B vs. cons $4.40B |
MEDIUM |
| ECL |
Report |
Adjusted Operating Income Margin (Q2 2026) |
MISS |
pred ~18.4% vs. cons 18.6% |
LOW |
| ECL |
Guide |
FY2026 Adjusted EPS Guidance |
UNCHANGED |
guide ~$8.43-$8.63 (mid $8.53) vs. cons $8.53 (FY2026) |
HIGH |
| ECL |
Guide |
H2 2026 Organic Sales Growth Guidance |
UNCHANGED |
guide ~6-7% vs. cons ~6.5% (H2 2026) |
HIGH |
| ECL |
Guide |
CoolIT Close Timing / Dilution Guidance |
UNCHANGED |
guide ~Q3 2026 close, ~$0.20/qtr dilution vs. cons ~Q3 2026 close, ~$0.20/qtr dilution (H2 2026) |
MEDIUM |
| ECL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| ECL |
Return |
5-day cumulative residual |
-0.3% (FADE) |
Initial relief from an EPS print inside/above the guided $2.02-$2.12 range and a reaffirmed FY26 EPS/H2 organic growth algorithm likely triggers short-covering given depressed positioning (negative Zacks rank, stock down from $283 to $271 into the print). But with adjusted operating margin likely landing at the low end (surcharge realization still ramping, gross margin only just troughing) and FY guidance merely reiterated rather than raised, sell-side models keep H2 estimates roughly flat-to-cautious on the back-half acceleration assumption; at ~33x forward earnings there's little room for anything less than clean execution, so the initial pop fades over the week as analysts probe pricing/cost offset durability and CoolIT dilution math rather than upgrade numbers. |
LOW |