| ECL |
Report |
Q2 2026 adjusted diluted EPS |
BEAT |
pred ~$2.11 vs. cons $2.08 |
MEDIUM |
| ECL |
Report |
Q2 2026 reported revenue |
IN-LINE |
pred ~$4.43B vs. cons $4.39B |
MEDIUM |
| ECL |
Report |
Q2 2026 organic sales growth |
BEAT |
pred ~4.6% vs. cons 4.2% |
MEDIUM |
| ECL |
Guide |
Adjusted diluted EPS including CoolIT |
LOWER |
guide ~$8.13 vs. cons $8.18 (FY2026) |
HIGH |
| ECL |
Guide |
Organic sales growth |
UNCHANGED |
guide ~6.5% vs. cons 6.5% (H2 2026) |
HIGH |
| ECL |
Guide |
Organic gross-margin expansion |
UNCHANGED |
guide ~75 bps vs. cons 75 bps (H2 2026) |
MEDIUM |
| ECL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| ECL |
Return |
5-day cumulative residual |
+0.3% (FADE) |
The Q2 EPS beat of ~$2.11 vs. $2.08 consensus supports the initial reaction, but FY2026 EPS guidance of ~$8.13 vs. $8.18 consensus implies modest H2 estimate pressure, causing most of the day-1 gain to fade. |
MEDIUM |