| TT |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$4.32 vs. cons $4.26 |
MEDIUM |
| TT |
Report |
Q2 revenue |
BEAT |
pred ~$6.26B vs. cons $6.18B |
MEDIUM |
| TT |
Report |
Q2 organic revenue growth |
BEAT |
pred ~5.7% vs. cons 5.0% |
MEDIUM |
| TT |
Guide |
FY26 adjusted EPS midpoint |
BETTER |
guide ~$15.05 vs. cons $14.89 (FY26) |
MEDIUM |
| TT |
Guide |
FY26 organic revenue growth |
UNCHANGED |
guide ~7.0% vs. cons 7.0% (FY26) |
MEDIUM |
| TT |
Guide |
Second-half organic operating leverage |
BETTER |
guide ~27% vs. cons 26% (2H26) |
LOW |
| TT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| TT |
Return |
5-day cumulative residual |
+1.4% (FADE) |
The likely EPS raise is partly Q2 beat flow-through: a ~$15.05 FY26 midpoint less predicted Q1–Q2 EPS of ~$6.95 implies ~$8.10 for 2H26 versus roughly $8.00 embedded in prior consensus. That supports modest revisions, but limited out-period upside, premium valuation and peer margin concerns should fade part of the initial relief rally. |
MEDIUM |