| SYK |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$3.54 vs. cons $3.48 |
MEDIUM |
| SYK |
Report |
Revenue (Q2'26) |
BEAT |
pred ~$6.62B vs. cons $6.57B |
MEDIUM |
| SYK |
Report |
Organic sales growth (Q2'26) |
BEAT |
pred ~9.5% vs. cons ~8.9% |
MEDIUM |
| SYK |
Guide |
FY26 Adjusted EPS guide |
BETTER |
guide ~$15.05-15.30 vs. cons $14.90-15.10 (FY26) |
MEDIUM |
| SYK |
Guide |
FY26 organic sales growth guide |
BETTER |
guide ~9-10% vs. prior/cons 8-9.5% (FY26) |
MEDIUM |
| SYK |
Guide |
FY26 adj. operating margin expansion |
UNCHANGED |
guide ~+50bps vs. cons ~+50bps (FY26) |
LOW |
| SYK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| SYK |
Return |
5-day cumulative residual |
-1.0% (FADE) |
SYK is a reliable beat-and-raise, so a clean recovery-quarter beat with a modest FY raise likely lifts the stock day 1. But the ~13% pre-print rally ($309 on 7/22 to $350 on 7/29) already prices in the recovery, and a chunk of the Q2 upside is one-time rev-rec catch-up of Q1 cyber-deferred sales rather than incremental forward demand. With limited true out-period estimate revision and a very high bar, profit-taking fades the initial pop over the following week toward a small net-negative residual. |
MEDIUM |