| PH |
Report |
Adjusted EPS (FY2026 Q4) |
BEAT |
pred ~$8.43 vs. cons $8.31 |
MEDIUM |
| PH |
Report |
Revenue (FY2026 Q4) |
IN-LINE |
pred ~$5.62B vs. cons $5.58B |
MEDIUM |
| PH |
Report |
Adjusted segment operating margin (FY2026 Q4) |
IN-LINE |
pred ~27.6% vs. cons 27.4% |
MEDIUM |
| PH |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$33.60 vs. cons $34.01 (FY2027) |
MEDIUM |
| PH |
Guide |
Revenue guidance |
UNCHANGED |
guide ~$22.60B vs. cons $22.68B (FY2027) |
MEDIUM |
| PH |
Guide |
Organic sales growth guidance |
UNCHANGED |
guide ~5.5% vs. cons 5.5% (FY2027) |
LOW |
| PH |
Guide |
Adjusted segment operating margin guidance |
LOWER |
guide ~27.6% vs. cons 27.7% (FY2027) |
MEDIUM |
| PH |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| PH |
Return |
5-day cumulative residual |
-4.3% (FOLLOW-THROUGH) |
A modest Q4 beat is likely outweighed by FY2027 adjusted EPS guidance of ~$33.60 versus consensus of $34.01 and margin guidance of ~27.6% versus 27.7%; the resulting out-period estimate cuts should extend the negative residual move rather than produce a quick fade. |
MEDIUM |