| ROK |
Report |
Adj. Operating EPS (Q3 FY2026) |
BEAT |
pred ~$3.50 vs. cons $3.387 (VA, Jul 1 2026) |
MEDIUM |
| ROK |
Report |
S&C Segment Op. Margin (Q3 FY2026) |
MISS |
pred ~33.0% vs. cons 33.80% (VA, Jul 1 2026) |
MEDIUM |
| ROK |
Report |
Total Organic Growth % (Q3 FY2026) |
BEAT |
pred ~+7.0% vs. cons +6.32% (VA, Jul 1 2026) |
MEDIUM |
| ROK |
Guide |
FY2026 Adj. EPS (FY2026) |
BETTER |
guide ~$13.10-$13.20 mid vs. cons $13.038 (VA, latest) |
MEDIUM |
| ROK |
Guide |
FY2026 Organic Sales Growth (FY2026) |
BETTER |
guide 6-9% mid ~7.5% vs. cons ~6.5% (VA, latest) |
MEDIUM |
| ROK |
Guide |
Enterprise Op. Margin (FY2026) |
UNCHANGED |
guide ~21.5% maintained vs. cons 22.85% (segment metric, not directly comparable) |
HIGH |
| ROK |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| ROK |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
STABILIZE - S&C margin miss absorbed on Day-1; implied Q4 math in-line with consensus; no estimate cascade expected; modest recovery as revenue beat quality recognized |
MEDIUM |