| LII |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$7.78 vs. cons $7.67 |
MEDIUM |
| LII |
Report |
Net sales |
BEAT |
pred ~$1.580B vs. cons $1.564B |
MEDIUM |
| LII |
Report |
Adjusted operating margin |
MISS |
pred ~22.30% vs. cons 22.56% |
MEDIUM |
| LII |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide $23.50-$25.00 vs. cons $24.47 |
MEDIUM |
| LII |
Guide |
FY26 revenue growth |
UNCHANGED |
guide ~8% / ~$5.611B vs. cons $5.631B |
MEDIUM |
| LII |
Guide |
FY26 margin / H2 tariff commentary |
UNCHANGED |
reiterate slight margin decline; Q3 tariff pressure; consensus UNVERIFIED |
LOW |
| LII |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| LII |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit H2 EPS shortfall should drive revisions |
LOW |