| AME |
Report |
Adjusted EPS |
BEAT |
pred ~$2.03 vs. cons $2.00 |
MEDIUM |
| AME |
Report |
Revenue |
IN-LINE |
pred ~$1.95B vs. cons $1.94B |
MEDIUM |
| AME |
Report |
Core operating margin |
BEAT |
pred ~31.8% vs. cons 31.4% |
MEDIUM |
| AME |
Guide |
FY26 adjusted EPS guidance |
LOWER |
guide ~$8.06 vs. cons $8.10 (FY26) |
MEDIUM |
| AME |
Guide |
3Q26 adjusted EPS guidance |
LOWER |
guide ~$2.06 vs. cons $2.09 (3Q26) |
MEDIUM |
| AME |
Guide |
FY26 organic sales growth guidance |
UNCHANGED |
guide ~5.0% vs. cons 5.0% (FY26) |
MEDIUM |
| AME |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| AME |
Return |
5-day cumulative residual |
-3.2% (FOLLOW-THROUGH) |
A modest quarterly EPS and margin beat is likely outweighed by FY26 EPS guidance of ~$8.06 versus ~$8.10 consensus and 3Q26 EPS guidance of ~$2.06 versus ~$2.09 consensus; the implied out-period shortfall should drive estimate cuts despite unchanged ~5.0% FY26 organic-growth guidance. |
MEDIUM |