| Q |
Report |
Q2 Net Sales |
IN-LINE |
pred ~$1.375B vs. cons $1.364B |
MEDIUM |
| Q |
Report |
Q2 ICS Revenue |
BEAT |
pred ~$648M vs. cons $641M |
MEDIUM |
| Q |
Report |
Q2 Adjusted Operating EBITDA |
BEAT |
pred ~$423M vs. cons $417M |
MEDIUM |
| Q |
Guide |
FY26 Net Sales |
LOWER |
guide $5.225B-$5.375B vs. cons $5.415B |
MEDIUM |
| Q |
Guide |
FY26 Adjusted Operating EBITDA |
LOWER |
guide $1.535B-$1.625B vs. cons $1.631B |
MEDIUM |
| Q |
Guide |
FY26 Adjusted EPS |
LOWER |
guide $3.80-$4.14 vs. cons $4.18 |
MEDIUM |
| Q |
Guide |
Q3 / 2H Demand Commentary |
UNCHANGED |
reiterate AI/ICS strength; numeric consensus UNVERIFIED |
LOW |
| Q |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| Q |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit Q4 cut drives estimate pressure |
LOW |