| ECL |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.11 vs. cons $2.080 |
MEDIUM |
| ECL |
Report |
Net sales |
IN-LINE |
pred ~$4.40B vs. cons $4.371B |
MEDIUM |
| ECL |
Report |
Organic sales growth |
MISS |
pred ~4.5% vs. cons 4.77% |
MEDIUM |
| ECL |
Guide |
FY26 adjusted diluted EPS including CoolIT |
UNCHANGED |
guide ~$8.03-$8.23 vs. cons $8.19 |
MEDIUM |
| ECL |
Guide |
Q3 adjusted diluted EPS |
UNCHANGED |
guide ~$2.15-$2.25 vs. cons $2.185 |
LOW |
| ECL |
Guide |
H2 organic sales growth |
LOWER |
guide ~6%-7% vs. cons ~6.6% |
MEDIUM |
| ECL |
Guide |
H2 organic gross margin |
UNCHANGED |
guide ~+75 bps vs. cons UNVERIFIED |
LOW |
| ECL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| ECL |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit H2 shortfall drives revisions |
LOW |