| DD |
Report |
Revenue |
IN-LINE |
pred ~$1.820B vs. cons $1.810B |
MEDIUM |
| DD |
Report |
Operating EBITDA |
BEAT |
pred ~$437M vs. cons $431.6M |
MEDIUM |
| DD |
Report |
Organic sales growth |
BEAT |
pred ~3.2% vs. cons 3.0% |
MEDIUM |
| DD |
Guide |
3Q26 revenue |
UNCHANGED |
guide ~$1.880B vs. cons $1.877B |
MEDIUM |
| DD |
Guide |
FY26 revenue |
BETTER |
guide $7.155B-$7.215B vs. cons $7.018B |
MEDIUM |
| DD |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide $2.35-$2.40 vs. cons UNVERIFIED |
LOW |
| DD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
LOW |
| DD |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Water/project timing validation supports revisions |
LOW |