| AME |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.05 vs. cons $1.99 |
HIGH |
| AME |
Report |
Revenue (Q2 2026) |
IN-LINE |
pred ~$1.96B vs. cons $1.97B |
MEDIUM |
| AME |
Report |
Organic order growth (Q2 2026) |
BEAT |
pred ~+14% vs. implied street expectation ~+9-10% |
LOW |
| AME |
Guide |
FY2026 adjusted EPS guidance |
BETTER |
guide ~$8.05-$8.25 (mid ~$8.15) vs. cons ~$8.08 (FY2026) |
MEDIUM |
| AME |
Guide |
FY2026 revenue growth guidance |
BETTER |
guide ~9% vs. cons ~8.3% high-single-digit (FY2026) |
LOW |
| AME |
Guide |
Indicor deal timeline/pro forma leverage |
UNCHANGED |
guide ~2.3x leverage at close, H2 2026 close vs. prior guide 2.3x, H2 2026 (Q3-Q4 2026) |
MEDIUM |
| AME |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| AME |
Return |
5-day cumulative residual |
+0.8% (FADE) |
Consensus is already parked near the top of AME's own Q2 guide ($1.96-2.00 EPS), leaving less room for the outsized beat-vs-guide margin (~3-4%) seen in prior quarters to translate into a similarly outsized beat-vs-Street; stock is also up ~12% into the print and near all-time highs with the average price target only ~8% above spot, limiting follow-through capacity. Historical analog quarters with moderate (not blow-out) beats (Q1'26, Q4'25) showed day-1 pops of ~2.3-2.4% fading to ~0.4-1.9% by day 5 as investors book gains and refocus on tougher H2 comps in Medical/EMG and the leverage/dilution overhang from the ~$5B Indicor deal (still pending regulatory close), which keeps out-period EPS revisions measured even after a headline beat-and-raise. |
MEDIUM |