| MTD |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$10.95 vs. cons $10.79 |
MEDIUM |
| MTD |
Report |
Net sales, reported USD (Q2 2026) |
IN-LINE |
pred ~$1.035B vs. cons $1.03B |
MEDIUM |
| MTD |
Report |
Adjusted operating margin (Q2 2026) |
IN-LINE |
pred ~27.5% vs. cons ~27.6% |
LOW |
| MTD |
Guide |
Q3 2026 local-currency sales growth guide |
BETTER |
guide ~4% vs. cons ~3.3% (Q3 2026) |
LOW |
| MTD |
Guide |
Q3 2026 Adjusted EPS guide |
BETTER |
guide ~$11.10 vs. cons ~$10.95 (Q3 2026) |
LOW |
| MTD |
Guide |
FY2026 Adjusted EPS guidance range |
BETTER |
guide ~$46.60-$47.20 vs. cons ~$46.55 (FY2026) |
MEDIUM |
| MTD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| MTD |
Return |
5-day cumulative residual |
-3.5% (STABILIZE) |
Stock has already rallied ~35% off the May low and sits back above most sell-side price targets, so a modest EPS beat with in-line revenue/margin and only incremental Q3/FY raises (not a blowout) likely triggers 'sell the news' profit-taking rather than fresh buying, but because guidance is being raised (not cut) there's no implicit out-period estimate-cut dynamic to drive a bigger post-print fade; absent a new catalyst before Q3 results, the initial reaction should mostly hold over the following days with only slight incremental drift rather than a strong follow-through selloff or a reversal/rebound. |
LOW |