| HONA |
Report |
2Q26 revenue |
IN-LINE |
pred ~$4.53B vs. cons $4.50B |
HIGH |
| HONA |
Report |
2Q26 adjusted EBIT |
MISS |
pred ~$1.07B vs. cons $1.10B |
MEDIUM |
| HONA |
Report |
2Q26 free cash flow |
MISS |
pred ~-$0.15B vs. cons -$0.05B |
MEDIUM |
| HONA |
Guide |
FY26 adjusted EBIT |
UNCHANGED |
guide ~$4.70B vs. cons $4.70B (FY26) |
MEDIUM |
| HONA |
Guide |
2H26 free cash flow |
LOWER |
guide ~$1.15B vs. cons $1.25B (2H26) |
MEDIUM |
| HONA |
Guide |
2H26 commercial-aftermarket organic growth |
LOWER |
guide ~6% vs. cons 8% (2H26) |
LOW |
| HONA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| HONA |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
~-$0.15B 2Q26 FCF versus -$0.05B consensus and ~$1.15B 2H26 FCF versus $1.25B consensus would make the unchanged ~$4.70B FY26 EBIT framework dependent on a more back-end-loaded recovery, pulling out-period cash-conversion and earnings estimates lower. |
MEDIUM |