| SWK |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$1.28 vs. cons $1.21 |
MEDIUM |
| SWK |
Report |
Adj. Gross Margin % (Q2 2026) |
BEAT |
pred ~31.2% vs. cons 30.58% |
MEDIUM |
| SWK |
Report |
Organic Revenue Growth % (Q2 2026) |
BEAT |
pred ~+3.0% vs. cons +2.19% |
MEDIUM |
| SWK |
Guide |
FY 2026 Adj. EPS (FY 2026) |
BETTER |
guide ~$5.40-$5.70 vs. cons $5.37 |
MEDIUM |
| SWK |
Guide |
FY 2026 Adj. Gross Margin (FY 2026) |
BETTER |
guide reiterate 35%+ Q4 exit; qualitative raise vs. cons 32.24% |
MEDIUM |
| SWK |
Guide |
Tariff/Demand Commentary (Forward) |
BETTER |
301 tariffs replicate IEEPA; pricing held; demand stable |
MEDIUM |
| SWK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| SWK |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — estimate revisions on FY raise; capped by H2 tariff reversion recognition |
MEDIUM |