| TT |
Guide |
Adjusted EPS (Q2'26) |
BETTER |
pred ~$4.38 vs. cons $4.27 |
HIGH |
| TT |
Guide |
Net revenue (Q2'26) |
BETTER |
pred ~$6.28B vs. cons $6.18B |
MEDIUM |
| TT |
Guide |
Enterprise organic bookings / backlog |
BETTER |
pred backlog ~$$11.5B (bookings +~15%) vs. prior $10.7B |
MEDIUM |
| TT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| TT |
Return |
5-day cumulative residual |
+4.0% (FOLLOW-THROUGH) |
Unlike Lennox (resi/RNC-driven miss and FY cut to $23-24 vs cons ~$24.43), TT's mix is commercial/data-center where demand is booming; a beat-and-raise (FY EPS to ~$15.05) drives out-period estimates UP, not down. Stock entered ~10% below its $503 high on overdone resi read-through, so upward revisions plus fading Lennox contagion support follow-through after the day-1 relief pop. |
MEDIUM |