| Q |
Report |
Net sales |
BEAT |
pred ~$1.395B vs. cons $1.375B |
MEDIUM |
| Q |
Report |
Adjusted operating EBITDA |
BEAT |
pred ~$433M vs. cons $426M |
MEDIUM |
| Q |
Report |
Adjusted EPS |
BEAT |
pred ~$1.16 vs. cons $1.13 |
MEDIUM |
| Q |
Guide |
FY2026 net sales guidance |
BETTER |
guide ~$5.425B midpoint vs. cons $5.400B (FY2026) |
MEDIUM |
| Q |
Guide |
FY2026 adjusted operating EBITDA guidance |
BETTER |
guide ~$1.635B midpoint vs. cons $1.625B (FY2026) |
MEDIUM |
| Q |
Guide |
FY2026 adjusted EPS guidance |
BETTER |
guide ~$4.12 midpoint vs. cons $4.08 (FY2026) |
MEDIUM |
| Q |
Guide |
FY2026 adjusted free-cash-flow guidance |
BETTER |
guide ~$590M midpoint vs. cons $565M (FY2026) |
LOW |
| Q |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| Q |
Return |
5-day cumulative residual |
+8.0% (FOLLOW-THROUGH) |
A ~$1.395B revenue print versus $1.375B consensus and ~$433M EBITDA versus $426M should be paired with a FY2026 sales-guide midpoint of ~$5.425B versus $5.400B consensus; that creates positive out-period revenue, EBITDA, EPS, and FCF revision math rather than leaving a one-quarter beat to fade. |
MEDIUM |