| FTV |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$0.72 vs. cons $0.70 |
MEDIUM |
| FTV |
Report |
Core (organic) revenue growth (Q2'26) |
BEAT |
pred ~+4% vs. cons ~+3% |
MEDIUM |
| FTV |
Report |
Reported revenue (Q2'26) |
IN-LINE |
pred ~$1.10B vs. cons ~$1.09B |
MEDIUM |
| FTV |
Guide |
FY26 adjusted EPS guide (raise vs. reaffirm) |
UNCHANGED |
guide ~$2.95-3.00 (narrow to upper half) vs. cons ~$2.98 (FY26) |
MEDIUM |
| FTV |
Guide |
FY26 core revenue growth guide |
UNCHANGED |
guide ~top-end of 2-3% (~3%) vs. cons ~3% (FY26) |
MEDIUM |
| FTV |
Guide |
Q3'26 adjusted EPS framing ('broadly similar to Q1') |
UNKNOWN |
guide ~$0.72-0.75 vs. cons ~$0.76 (Q3'26) |
LOW |
| FTV |
Guide |
Adj. EBITDA margin (2H phasing / tariff drag) |
LOWER |
guide ~less expansion in 2H (~29% Q2 vs. cons ~29.5%) (Q2/2H'26) |
LOW |
| FTV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| FTV |
Return |
5-day cumulative residual |
-3.0% (FADE) |
Stock is at an all-time high after a ~6% run into the print, so a modest EPS/core beat with only a narrowing-to-upper-half reaffirmation (no outright raise above $3.00) fails to clear an elevated bar — classic sell-the-news. Out-period math is unfavorable: management flagged less margin expansion in 2H, a persisting tariff gross-margin drag into Q3, and a Q4 selling-days revenue headwind, so FY estimates get trimmed at the back end even after a Q2 beat, pulling the stock lower over the week. |
MEDIUM |