| PNR |
Report |
Net sales |
BEAT |
pred ~$930M vs. cons ~$920M |
MEDIUM |
| PNR |
Report |
Adjusted EPS |
IN-LINE |
pred ~$1.12 vs. cons ~$1.12 |
HIGH |
| PNR |
Report |
Adjusted operating income |
BEAT |
pred ~$235M vs. cons ~$232M |
MEDIUM |
| PNR |
Guide |
FY2026 adjusted EPS |
LOWER |
guide ~$4.70 vs. cons ~$4.78 (FY2026) |
HIGH |
| PNR |
Guide |
FY2026 sales growth |
LOWER |
guide ~-5.5% vs. cons ~-2.9% (FY2026) |
HIGH |
| PNR |
Guide |
Pool-channel destocking sales impact |
UNCHANGED |
guide ~$250M vs. cons ~$250M (FY2026) |
MEDIUM |
| PNR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| PNR |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
Mechanical 2Q results should be near the July 14 preannouncement, but FY2026 adjusted-EPS guidance of ~$4.70 versus ~$4.78 consensus implies further estimate reductions; the ~$250M Pool destocking impact versus ~$250M expected still leaves 2027 consensus math vulnerable. |
MEDIUM |