| GRMN |
Report |
Q2 2026 Revenue |
BEAT |
pred ~$1.97B vs. cons $1.93B |
MEDIUM |
| GRMN |
Report |
Q2 2026 Pro Forma EPS |
BEAT |
pred ~$2.40 vs. cons $2.28 |
MEDIUM |
| GRMN |
Report |
Q2 2026 Operating Margin |
BEAT |
pred ~26.0% vs. cons 25.3% |
MEDIUM |
| GRMN |
Guide |
FY2026 Revenue Guidance |
BETTER |
guide ~$8.05B vs. cons $7.95B (FY2026) |
MEDIUM |
| GRMN |
Guide |
FY2026 Pro Forma EPS Guidance |
BETTER |
guide ~$9.60 vs. cons $9.45 (FY2026) |
MEDIUM |
| GRMN |
Guide |
Auto OEM FY2026 Segment Revenue Guidance |
LOWER |
guide ~-8% vs. cons -6% (FY2026) |
MEDIUM |
| GRMN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
LOW |
| GRMN |
Return |
5-day cumulative residual |
-1.3% (FADE) |
Stock has already run +7.5% into the print (plus M&A pop) and sits near ATH, so even a beat-and-modest-raise is largely priced in — echoing the Q1'26 print where a double-digit EPS beat still produced a -3.7% day-1 move because guidance wasn't raised enough relative to a stretched multiple. Tougher H2 comps, a still-declining Auto OEM segment, and management's own flag that tariff/component cost pressure 'will start to appear more in 2027' cap how much full-year estimates can move up even after a Q2 beat, so any initial pop is likely to fade over the following days as analysts model conservative H2 assumptions rather than extrapolate the beat forward (a repeat of the Feb'26 blowout-then-continued-rally scenario would require an unambiguous raise plus reacceleration in Outdoor, which is a lower-probability outcome here). |
LOW |