| MAS |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.33 vs. cons $1.29 |
MEDIUM |
| MAS |
Report |
Net Sales (Q2 2026) |
BEAT |
pred ~$2,105M vs. cons $2,078M |
MEDIUM |
| MAS |
Report |
Adjusted Operating Margin (Q2 2026) |
IN-LINE |
pred ~19.3% vs. cons ~19.4% |
MEDIUM |
| MAS |
Guide |
FY2026 Adjusted EPS Guidance |
UNCHANGED |
guide ~$4.10-$4.30 (reaffirmed, midpoint ~$4.20) vs. cons $4.25 (FY2026) |
MEDIUM |
| MAS |
Guide |
FY2026 Net Sales Growth Guidance |
BETTER |
guide ~up 3% vs. cons ~up 1.5-2% (FY2026) |
LOW |
| MAS |
Guide |
FY2026 Total Company Adjusted Operating Margin Guidance |
UNCHANGED |
guide ~17.0% vs. cons ~17.0% (FY2026) |
MEDIUM |
| MAS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| MAS |
Return |
5-day cumulative residual |
-3.2% (FOLLOW-THROUGH) |
Stock has rallied ~27% YTD and sits near consensus price targets, so a merely in-line-to-modest-beat quarter with reaffirmed (not raised) FY26 EPS guidance is likely read as 'good enough isn't good enough' after the Q1 beat-and-raise setup. Management's own pre-flagged Q2 margin contraction (tough 20.1% margin comp) and commentary that copper/zinc/resin cost inflation will outpace tariff relief in H2 gives sell-side a reason to trim H2/FY27 margin and EPS estimates even off a Q2 sales/EPS beat, producing continued downward revisions and residual weakness through the week rather than a snap-back. |
LOW |