| FTV |
Report |
Adjusted EPS |
BEAT |
pred ~$0.71 vs. cons $0.70 |
MEDIUM |
| FTV |
Report |
Revenue |
BEAT |
pred ~$1.07B vs. cons $1.06B |
LOW |
| FTV |
Report |
Adjusted EBITDA Margin |
BEAT |
pred ~29.0% vs. cons ~28.6% |
LOW |
| FTV |
Guide |
FY26 Adjusted EPS Guidance |
BETTER |
guide ~$2.95-$3.05 (raised/narrowed toward upper end) vs. cons ~$2.97 (FY2026) |
MEDIUM |
| FTV |
Guide |
FY26 Core Revenue Growth Guidance |
BETTER |
guide ~3.0-4.0% (upper end/raised) vs. cons ~2.5-3.0% prior guide midpoint (FY2026) |
MEDIUM |
| FTV |
Guide |
H2 Adjusted EBITDA Margin Expansion Cadence |
LOWER |
guide ~20-40bps H2 expansion vs. cons/prior-implied ~50-100bps annual framework pace (H2 2026) |
MEDIUM |
| FTV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| FTV |
Return |
5-day cumulative residual |
-3.2% (FOLLOW-THROUGH) |
Stock enters the print at all-time highs, above average analyst PT and well above the pre-Q1 level that still saw a post-beat 'sell the news' drop; management's own framing points to decelerating H2 margin expansion and tariff headwinds lingering into Q3, so even a Q2 beat likely triggers analysts trimming H2/FY out-quarter EBITDA-margin and EPS estimates rather than raising them, extending an initial negative reaction over the following days rather than fading it. |
LOW |