| VLTO |
Report |
Adjusted EPS |
BEAT |
pred ~$1.02 vs. cons $1.00 |
MEDIUM |
| VLTO |
Report |
Core sales growth |
BEAT |
pred ~3.8% vs. cons 3.5% |
MEDIUM |
| VLTO |
Report |
Adjusted operating margin |
IN-LINE |
pred ~23.7% vs. cons 23.5% |
MEDIUM |
| VLTO |
Guide |
Adjusted EPS guidance |
BETTER |
guide ~$4.27 midpoint vs. cons $4.24 (FY2026) |
MEDIUM |
| VLTO |
Guide |
Core sales growth guidance |
UNCHANGED |
guide ~3.75% midpoint vs. cons 3.75% (FY2026) |
MEDIUM |
| VLTO |
Guide |
Adjusted operating-margin expansion guidance |
UNCHANGED |
guide ~25 bps vs. cons 25 bps (FY2026) |
MEDIUM |
| VLTO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| VLTO |
Return |
5-day cumulative residual |
+1.4% (FADE) |
A modest Q2 beat and slightly higher FY2026 EPS midpoint should support the initial reaction, but the implied second-half EPS is only ~$2.18 versus ~$2.17 embedded in prior guidance after a ~$1.02 Q2 result. Limited out-period upside should constrain estimate revisions and cause part of the day-1 gain to fade. |
MEDIUM |