| HONA |
Report |
Standalone Revenue (Q2 2026) |
MISS |
pred ~$4.58B vs. cons $4.67B |
MEDIUM |
| HONA |
Report |
Adjusted EPS (Q2 2026) |
MISS |
pred ~$2.00 vs. cons $2.07 |
MEDIUM |
| HONA |
Report |
Adjusted Segment/EBIT Profit (Q2 2026) |
MISS |
pred ~$1.00B vs. cons ~$1.06B |
MEDIUM |
| HONA |
Guide |
FY2026 Adjusted EBIT |
UNCHANGED |
guide ~$4.65-4.75B (reaffirm midpoint ~$4.70B) vs. cons ~$4.72B (FY2026) |
MEDIUM |
| HONA |
Guide |
H2 2026 Free Cash Flow |
LOWER |
guide ~$1.0-1.2B (low end reaffirm) vs. cons ~$1.3B (H2 2026) |
LOW |
| HONA |
Guide |
Material supply-chain/OE recoupling commentary (Q3 outlook) |
UNKNOWN |
guide ~gradual easing narrative, no explicit number vs. cons ~full resolution by Q4 2026 (Q3 2026) |
LOW |
| HONA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| HONA |
Return |
5-day cumulative residual |
-3.2% (FOLLOW-THROUGH) |
Reaffirming FY26 EBIT guidance after Q2 profit growth (+2%) again lagged sales growth (+5%) implicitly raises the bar for H2 acceleration; combined with carve-out stranded-cost dilution and persistent material-supply constraints, sell-side is likely to trim out-quarter EPS/EBIT estimates even if the headline Q2 print is roughly in line, producing continued downward drift over the week rather than an immediate reversal. |
LOW |