| PNR |
Report |
Q2 Adj. EPS |
IN-LINE |
pred ~$1.12 vs. cons ~$1.12 |
HIGH |
| PNR |
Report |
Q2 Revenue |
IN-LINE |
pred ~$930M vs. cons ~$930M |
HIGH |
| PNR |
Report |
Q2 Adj. Operating Income / ROS |
IN-LINE |
pred ~$235M (~25% ROS) vs. cons ~$235M (~25%) |
MEDIUM |
| PNR |
Guide |
FY26 Adj. EPS guide |
UNCHANGED |
guide ~$4.60–4.80 (mid $4.70) vs. cons ~$4.70 (FY26) |
HIGH |
| PNR |
Guide |
FY26 Sales growth guide |
UNCHANGED |
guide ~ -4% to -7% (mid ~-5.5%) vs. cons ~-5.5% (FY26) |
HIGH |
| PNR |
Guide |
Underlying (ex-IEEPA) EPS run-rate |
LOWER |
guide ~$4.70 incl. $35–50M IEEPA refunds vs. cons ~$4.70 not fully stripping ~$0.20–0.25 one-timer (FY26) |
MEDIUM |
| PNR |
Guide |
2027 Pool recovery / destock-vs-demand framing |
UNKNOWN |
guide 2027 'return to normalized' ~$250M FY Pool headwind reversing vs. cons no explicit 2027 number yet (FY27) |
LOW |
| PNR |
Guide |
Capital allocation / buyback pace |
BETTER |
guide ~$350M YTD repurchased, room to accelerate vs. cons ~$300–350M FY (FY26) |
MEDIUM |
| PNR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
LOW |
| PNR |
Return |
5-day cumulative residual |
-1.0% (FADE) |
Headline Q2 and FY guide are fully pre-announced (7/14) so the print itself is a non-event and consensus has already reset — a de-risked, beaten-down (~40% YTD, ~16% since warning) name with Dividend-King buyback support can see a small day-1 relief pop if the call frames a credible 2027 Pool recovery. But out-period math cuts against it: FY26 EPS of ~$4.70 leans on $35–50M of one-time IEEPA refunds, so the true ex-refund run-rate is worse and 2027 Street numbers still have to come down; combined with a fresh credibility gap (missed own 11-week-old guide, CFO exit) analysts keep trimming, so an initial bounce fades over the week. |
LOW |