| HONA |
Report |
Q2 2026 revenue |
MISS |
pred ~$4.55B vs. cons $4.61B |
HIGH |
| HONA |
Report |
Q2 2026 adjusted EBIT |
MISS |
pred ~$1.13B vs. cons $1.15B |
MEDIUM |
| HONA |
Report |
Q2 2026 adjusted EPS |
MISS |
pred ~$1.98 vs. cons $2.01 |
MEDIUM |
| HONA |
Guide |
Organic sales growth |
UNCHANGED |
guide ~8.0% midpoint vs. cons 8.0% (FY2026) |
HIGH |
| HONA |
Guide |
Adjusted EBIT |
BETTER |
guide ~$4.70B midpoint vs. cons $4.66B (FY2026) |
HIGH |
| HONA |
Guide |
Free cash flow |
LOWER |
guide ~$1.25B midpoint vs. cons $1.30B (2H2026) |
MEDIUM |
| HONA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| HONA |
Return |
5-day cumulative residual |
-4.2% (FOLLOW-THROUGH) |
Q2 revenue and adjusted EBIT misses of roughly 1.3%-1.7%, combined with unchanged ~8.0% FY2026 organic-growth guidance, leave a low-double-digit 2H growth requirement; the ~$1.25B 2H2026 FCF guide versus ~$1.30B consensus should drive modest estimate cuts after an initial -2.8% residual move, extending the five-day residual to -4.2%. |
MEDIUM |