| AME |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.03 vs. cons $1.99 |
MEDIUM |
| AME |
Report |
Revenue (Q2 2026) |
IN-LINE |
pred ~$1.94B vs. cons $1.93B |
MEDIUM |
| AME |
Report |
Organic orders growth / book-to-bill (Q2 2026) |
IN-LINE |
pred book-to-bill ~1.03 (organic orders ~+8%) vs. cons ~1.00 (~+7%) |
LOW |
| AME |
Guide |
FY2026 Adjusted EPS guide (raise) |
BETTER |
guide ~$8.05-$8.19 (mid ~$8.14) vs. cons $8.10 (FY2026) |
MEDIUM |
| AME |
Guide |
FY2026 organic sales growth guide |
BETTER |
guide ~6% organic vs. cons ~5% (FY2026) |
LOW |
| AME |
Guide |
Q3 2026 Adjusted EPS guide |
UNCHANGED |
guide ~$2.00 vs. cons $2.02 (Q3 2026) |
LOW |
| AME |
Guide |
Core incremental margins commentary |
BETTER |
pred core incrementals ~45% vs. embedded guide ~35% (FY2026) |
MEDIUM |
| AME |
Guide |
M&A / capital deployment (large-deal optionality) |
UNKNOWN |
>$5B deployable capacity vs. 0.7x net debt/EBITDA (current) |
LOW |
| AME |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| AME |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Base case is another clean beat-and-raise, but the FY raise is essentially the Q2 beat flowing through (2H guide left conservative/implicitly unchanged), so out-quarter estimates barely rise. With the stock near 52-week highs on a premium multiple and a beat-raise fully priced, the initial pop lacks a strong upward-revision engine. Orders decelerating off the +23% Q1 record (tougher comps, harder EMG/medical 2H) risks a 'quality of print' debate. Absent a needle-moving M&A announcement, the day-1 gain tends to fade back toward flat over the week. |
LOW |