| PH |
Report |
Adjusted EPS |
BEAT |
pred ~$8.28 vs. cons $8.16 |
MEDIUM |
| PH |
Report |
Revenue |
IN-LINE |
pred ~$5.53B vs. cons $5.49B |
MEDIUM |
| PH |
Report |
Adjusted segment operating margin |
BEAT |
pred ~27.8% vs. cons 27.4% |
MEDIUM |
| PH |
Guide |
FY2027 organic sales growth |
LOWER |
guide ~4.5% vs. cons 5.3% (FY2027) |
MEDIUM |
| PH |
Guide |
FY2027 adjusted segment operating margin |
UNCHANGED |
guide ~27.7% vs. cons 27.7% (FY2027) |
LOW |
| PH |
Guide |
FY2027 adjusted EPS |
LOWER |
guide ~$33.90 vs. cons $34.45 (FY2027) |
MEDIUM |
| PH |
Guide |
FY2027 free-cash-flow conversion |
UNCHANGED |
guide ~100% vs. cons 100% (FY2027) |
MEDIUM |
| PH |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| PH |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
A modest Q4 EPS and margin beat is likely outweighed by FY2027 organic-growth and EPS guidance of ~4.5% and ~$33.90 versus consensus 5.3% and $34.45; the implied out-period reset should drive estimate cuts after the report. |
MEDIUM |