| MTD |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$11.00 vs. cons $10.81 |
MEDIUM |
| MTD |
Report |
Net Sales (Q2 2026) |
BEAT |
pred ~$1,045M vs. cons $1,029.7M |
MEDIUM |
| MTD |
Report |
Organic Growth % (Q2 2026) |
BEAT |
pred ~+2.5-3.0% vs. cons +2.0% |
MEDIUM |
| MTD |
Guide |
Q3 2026 Adj. EPS (Q3 2026) |
BETTER |
guide ~$12.30 mid vs. cons $12.14 |
MEDIUM |
| MTD |
Guide |
FY 2026 Adj. EPS (FY 2026) |
BETTER |
guide ~$47.30 mid vs. cons $46.72 |
MEDIUM |
| MTD |
Guide |
FY 2026 LC Sales Growth (FY 2026) |
UNCHANGED |
guide ~4% maintained vs. cons ~4% |
HIGH |
| MTD |
Guide |
H2 Demand Tone / Tariff Refund (H2 2026) |
BETTER |
more constructive tone; tariff refund optionality flagged as upside |
MEDIUM |
| MTD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| MTD |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side revisions chase implied H2 math upward as FY raise is real |
MEDIUM |