| BALL |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$1.03 vs. cons $0.97 |
HIGH |
| BALL |
Report |
Enterprise Revenue (Q2 2026) |
BEAT |
pred ~$3.72B vs. cons $3.64B |
MEDIUM |
| BALL |
Report |
South America Revenue (Q2 2026) |
BEAT |
pred ~$600M vs. cons $547M |
MEDIUM |
| BALL |
Guide |
FY 2026 Operating EPS (FY26) |
UNCHANGED |
guide reaffirm >$3.93 vs. cons $3.97 |
HIGH |
| BALL |
Guide |
FY 2026 FCF (FY26) |
UNCHANGED |
guide reaffirm >$900M vs. cons $937M |
HIGH |
| BALL |
Guide |
South America Volume (FY26 qualitative) |
BETTER |
upgrade to mid-range 4-6% vs. prior low-end guidance |
MEDIUM |
| BALL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| BALL |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
STABILIZE — short covering completes in 1-2 days; no estimate revision tailwind from maintained FY guide; Millersburg Q3 cost headwind caps follow-through |
MEDIUM |