| LII |
Report |
Q2 2026 revenue |
BEAT |
pred ~$1.585B vs. cons $1.560B |
MEDIUM |
| LII |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$7.78 vs. cons $7.64 |
MEDIUM |
| LII |
Report |
Q2 2026 segment margin |
BEAT |
pred ~23.1% vs. cons 22.8% |
LOW |
| LII |
Guide |
FY2026 adjusted EPS guidance midpoint |
LOWER |
guide ~$24.25 vs. cons $24.43 (FY2026) |
HIGH |
| LII |
Guide |
FY2026 revenue growth guidance |
LOWER |
guide ~8.0% vs. cons 8.1% (FY2026) |
MEDIUM |
| LII |
Guide |
FY2026 free cash flow guidance midpoint |
LOWER |
guide ~$800M vs. cons $805M (FY2026) |
MEDIUM |
| LII |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| LII |
Return |
5-day cumulative residual |
+1.8% (FADE) |
Day-5 residual ~+1.8% vs. day-1 residual +3.2%: a Q2 beat and improving HCS absorption support the initial gain, but unchanged FY2026 guidance with its ~$24.25 midpoint below the $24.43 consensus limits estimate revisions as tariff and price-cost pressure shifts into Q3 and Q4. |
MEDIUM |