| DD |
Report |
Adjusted EPS (Q2'26, post-split) |
BEAT |
pred ~$1.83 vs. cons $1.76 |
HIGH |
| DD |
Report |
Net Sales (Q2'26) |
IN-LINE |
pred ~$1.83B vs. cons $1.82B |
MEDIUM |
| DD |
Report |
Operating EBITDA (Q2'26) |
BEAT |
pred ~$438M vs. cons $430M |
MEDIUM |
| DD |
Guide |
FY26 Adjusted EPS guidance (post-split) |
BETTER |
guide ~$7.15-7.22 vs. cons $7.17 (FY2026) |
MEDIUM |
| DD |
Guide |
FY26 Net Sales guidance |
UNCHANGED |
guide ~$7.18-7.24B vs. cons $7.20B (FY2026) |
LOW |
| DD |
Guide |
Q3'26 Adjusted EPS guidance (implied, post-split) |
LOWER |
guide ~$1.86 vs. cons $1.92 (Q3 2026) |
LOW |
| DD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| DD |
Return |
5-day cumulative residual |
-0.7% (FADE) |
A modest EPS/EBITDA beat on in-line revenue triggers an initial pop given DD's consistent beat-and-raise history and reaffirmed FY26 guide, but the implied Q3 step-down (FX headwinds, sub-1% tailwind trimmed further, lingering construction/water softness, price-cost catch-up not fully realized until H2) leads sell-side models to trim out-quarter and FY27 estimates even after the headline beat — consistent with the pre-print downgrade thesis flagging a 'small beat now, Q3 disappointment' setup — causing the initial gain to fade over the following days. |
MEDIUM |