| SWK |
Report |
Adjusted EPS |
BEAT |
pred ~$1.27 vs. cons $1.20 |
MEDIUM |
| SWK |
Report |
Organic revenue growth |
BEAT |
pred ~2.5% vs. cons 2.0% |
MEDIUM |
| SWK |
Report |
Adjusted gross margin |
IN-LINE |
pred ~30.7% vs. cons 30.5% |
MEDIUM |
| SWK |
Guide |
Adjusted EPS |
LOWER |
guide ~$5.30 vs. cons $5.35 (FY2026 midpoint) |
MEDIUM |
| SWK |
Guide |
Organic revenue growth |
UNCHANGED |
guide ~2.0% vs. cons 2.0% (FY2026) |
MEDIUM |
| SWK |
Guide |
Adjusted gross margin exit rate |
LOWER |
guide ~34.0% vs. cons 34.5% (4Q2026 exit rate) |
MEDIUM |
| SWK |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.2% |
— |
MEDIUM |
| SWK |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
A modest 2Q beat is outweighed by guide ~$5.30 vs. cons $5.35 (FY2026 midpoint) and exit gross margin ~34.0% vs. cons 34.5% (4Q2026), pulling out-period estimates lower after the initial report. |
MEDIUM |