| IEX |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$2.14 vs. cons $2.11 |
MEDIUM |
| IEX |
Report |
Revenue (Q2'26) |
BEAT |
pred ~$918M vs. cons $905.4M |
MEDIUM |
| IEX |
Report |
Organic sales growth (Q2'26) |
BEAT |
pred ~5.0% vs. cons ~3.5% (mgmt guided 3-4%) |
MEDIUM |
| IEX |
Guide |
FY2026 Adjusted EPS guidance |
BETTER |
guide ~$8.55-$8.75 vs. cons $8.55 (FY2026) |
MEDIUM |
| IEX |
Guide |
FY2026 Organic sales growth guidance |
BETTER |
guide ~4-5% vs. prior guide/cons 3-4% (FY2026) |
MEDIUM |
| IEX |
Guide |
HST segment order/backlog commentary |
BETTER |
guide ~high-single to double-digit growth vs. cons mid-single-digit (2H2026) |
LOW |
| IEX |
Guide |
Q3 2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$2.15-$2.20 vs. cons $2.16 (Q3 2026) |
LOW |
| IEX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| IEX |
Return |
5-day cumulative residual |
+3.2% (FOLLOW-THROUGH) |
A beat-and-raise (4th straight quarter) with HST backlog visibility supporting a full-year EPS/organic-growth guide bump should trigger positive estimate revisions that persist post-print, similar to the Q1 reaction; however, the stock's already-rich 22.7% YTD run and consensus sitting near the top of prior guidance limit magnitude of both day-1 pop and subsequent drift, while cautious FMT/FSDP short-cycle commentary caps upside vs. Q1's move, keeping the move a moderate follow-through rather than a sharp fade. |
MEDIUM |