| Q |
Report |
Q2 2026 net sales |
BEAT |
pred ~$1.380B vs. cons $1.356B |
MEDIUM |
| Q |
Report |
Q2 2026 adjusted operating EBITDA |
BEAT |
pred ~$418M vs. cons $413.1M |
MEDIUM |
| Q |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$1.08 vs. cons $1.06 |
MEDIUM |
| Q |
Guide |
Full-year net sales guidance midpoint |
BETTER |
guide ~$5.375B vs. cons $5.373B (FY2026) |
MEDIUM |
| Q |
Guide |
Full-year adjusted operating EBITDA guidance midpoint |
BETTER |
guide ~$1.625B vs. cons $1.617B (FY2026) |
MEDIUM |
| Q |
Guide |
Full-year adjusted EPS guidance midpoint |
LOWER |
guide ~$4.15 vs. cons $4.16 (FY2026) |
MEDIUM |
| Q |
Guide |
Full-year adjusted free-cash-flow guidance midpoint |
BETTER |
guide ~$550M vs. cons $431.5M (FY2026) |
LOW |
| Q |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.2% |
— |
MEDIUM |
| Q |
Return |
5-day cumulative residual |
+1.6% (FADE) |
The predicted Q2 revenue beat is ~$24M versus consensus, but FY2026 sales guidance of ~$5.375B versus consensus of $5.373B implies H2 sales of only ~$2.680B versus the pre-report consensus math of ~$2.702B. Likewise, EPS guidance of ~$4.15 versus $4.16 leaves implied H2 EPS near ~$1.99 versus ~$2.02. Those implicit out-period cuts should partially offset the EBITDA raise and fade the initial beat-driven reaction. |
MEDIUM |