| VLTO |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$1.475B vs. cons $1.455B |
MEDIUM |
| VLTO |
Report |
Adjusted Diluted EPS (Q2 2026) |
BEAT |
pred ~$1.02 vs. cons $1.00 |
MEDIUM |
| VLTO |
Report |
PQI Segment Core Sales Growth (Q2 2026) |
MISS |
pred ~0.0% vs. cons ~1.5% |
LOW |
| VLTO |
Guide |
FY2026 Adjusted EPS Guidance |
BETTER |
guide ~$4.26-$4.34 (mid ~$4.30) vs. cons $4.24 (FY2026) |
MEDIUM |
| VLTO |
Guide |
FY2026 Core Sales Growth Guidance |
UNCHANGED |
guide ~3.5-4.5% (mid ~4.0%) vs. cons ~3.8% (FY2026) |
LOW |
| VLTO |
Guide |
Q3 2026 Adjusted EPS Guidance |
BETTER |
guide ~$1.03-$1.07 (mid ~$1.05) vs. cons $1.03 (Q3 2026) |
LOW |
| VLTO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
LOW |
| VLTO |
Return |
5-day cumulative residual |
-1.2% (FADE) |
Stock already rallied ~24% off May lows and +2.5% the day before the print, pricing in a beat-and-raise; a modest EPS/revenue beat alongside a still-unresolved PQI packaging/color recovery and only a ~23.5% margin (flat y/y, step down from Q1's 25.1%) gives analysts room to trim out-quarter/FY27 estimates even after nominal FY26 guide raise, especially with cost-program cash charge and integration costs weighing on near-term consensus revisions—classic 'buy the rumor, sell the news' fade after an already-extended run into the print. |
LOW |