| DD |
Report |
Q2 2026 net sales |
BEAT |
pred ~$1.83B vs. cons $1.81B |
MEDIUM |
| DD |
Report |
Q2 2026 operating EBITDA |
BEAT |
pred ~$438M vs. cons $430M |
MEDIUM |
| DD |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$1.82 vs. cons $1.79 |
MEDIUM |
| DD |
Guide |
Net sales guidance |
BETTER |
guide ~$7.23B midpoint vs. cons $7.175B (FY2026) |
MEDIUM |
| DD |
Guide |
Operating EBITDA guidance |
BETTER |
guide ~$1.775B midpoint vs. cons $1.752B (FY2026) |
MEDIUM |
| DD |
Guide |
Adjusted EPS guidance |
BETTER |
guide ~$7.25 midpoint vs. cons $7.16 (FY2026) |
MEDIUM |
| DD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| DD |
Return |
5-day cumulative residual |
+4.0% (FOLLOW-THROUGH) |
A modest FY2026 raise—particularly adjusted EPS of ~$7.25 versus consensus of $7.16 and operating EBITDA of ~$1.775B versus $1.752B—should drive positive estimate revisions beyond the initial Q2 beat, supporting additional five-day appreciation. |
MEDIUM |