| PNR |
Report |
Q2 2026 Net Sales |
IN-LINE |
pred ~$930M vs. cons ~$928M |
HIGH |
| PNR |
Report |
Q2 2026 Adjusted EPS |
IN-LINE |
pred ~$1.12 vs. cons ~$1.11 |
HIGH |
| PNR |
Report |
Q2 2026 Adjusted Operating Income |
IN-LINE |
pred ~$235M vs. cons ~$233M |
HIGH |
| PNR |
Guide |
FY2026 Sales Growth Guidance |
UNCHANGED |
guide ~-5.5% vs. cons ~-5.5% (FY2026) |
MEDIUM |
| PNR |
Guide |
FY2026 Adjusted EPS Guidance |
UNCHANGED |
guide ~$4.70 vs. cons ~$4.70 (FY2026) |
MEDIUM |
| PNR |
Guide |
FY2026 EBITDA Guidance |
UNCHANGED |
guide ~$1,050M vs. cons ~$1,040M (FY2026) |
MEDIUM |
| PNR |
Guide |
Q3 2026 Pool Destocking/Sell-Through Trajectory Commentary |
UNKNOWN |
guide ~ Pool sales decline moderating to roughly -15% to -20% vs. cons expecting a similar ~-18% decline (Q3 2026) |
LOW |
| PNR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| PNR |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
With Q2 actuals and FY26 guidance already fully telegraphed on July 14 (down to specific 'approximately' figures) and Street models already reset to those numbers, there is little room for a fresh beat/miss surprise to drive a durable directional move. An initial relief bounce (confirmation of no further slippage, reaffirmed FY guide, Flow/Water in line) is plausible given the stock's deeply oversold, heavily-discounted-bad-news setup, but out-period math is unchanged — FY26 EPS still implies a mid-teens cut versus the pre-announcement baseline and Pool recovery isn't modeled until 2027 — so estimates aren't likely to move materially either way after the call. Lingering overhangs (interim CFO, securities-litigation inquiries, unresolved Pool sell-in/sell-through gap) cap upside follow-through, while the fact that the worst-case numbers are already in the tape limits further downside, netting out to a rangebound/stabilizing week rather than a strong trend in either direction. |
LOW |