| MTD |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$10.95 vs. cons $10.80 |
MEDIUM |
| MTD |
Report |
Q2 revenue |
BEAT |
pred ~$1.045B vs. cons $1.030B |
MEDIUM |
| MTD |
Report |
Q2 local-currency sales growth |
BEAT |
pred ~3.5% vs. cons 3.0% |
MEDIUM |
| MTD |
Guide |
FY2026 adjusted EPS guidance |
UNCHANGED |
guide ~$46.65 vs. cons $46.70 (FY2026) |
MEDIUM |
| MTD |
Guide |
FY2026 local-currency sales-growth guidance |
UNCHANGED |
guide ~4.0% vs. cons 4.0% (FY2026) |
MEDIUM |
| MTD |
Guide |
Q3 adjusted EPS guidance |
LOWER |
guide ~$12.15 vs. cons $12.30 (Q3 2026) |
LOW |
| MTD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| MTD |
Return |
5-day cumulative residual |
+1.0% (FADE) |
A Q2 beat on pricing, China and productivity should drive an initial positive reaction, but an effectively unchanged FY2026 EPS framework (~$46.65 vs. ~$46.70 consensus) and softer implied Q3 EPS (~$12.15 vs. ~$12.30 consensus) leave out-period estimates vulnerable to modest cuts. |
MEDIUM |