| SW |
Report |
NA EBITDA (Q2 2026) |
BEAT |
pred ~$730M vs. cons $696M (+4.9%) |
MEDIUM |
| SW |
Report |
Group Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$1,200M vs. cons $1,152M (+4.2%) |
MEDIUM |
| SW |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$0.46 vs. cons $0.431 (+6.7%) |
MEDIUM |
| SW |
Guide |
FY 2026 Adj. EBITDA (FY 2026) |
UNCHANGED |
guide $5.0-5.3B reaffirmed; midpoint $5.15B vs. cons $5.064B (+1.7%) |
HIGH |
| SW |
Guide |
Q3 2026 Adj. EBITDA (Q3 2026) [UNVERIFIED cons] |
LOWER |
guide ~$1.15-1.25B vs. Q3 2025 actual $1.302B; no Q3 2026 cons available |
LOW |
| SW |
Guide |
Tone / 2nd price increase commentary |
BETTER |
positive confirmation; second $50/ton tracking for Sept implementation |
MEDIUM |
| SW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| SW |
Return |
5-day cumulative residual |
+4.0% (STABILIZE) |
STABILIZE - beat confirmed, FY reaffirmation caps revision upside; modest drift as Q3 guide anchors near-term estimates |
MEDIUM |