| ROK |
Report |
Adjusted EPS |
IN-LINE |
pred ~$3.42 vs. cons $3.39 |
MEDIUM |
| ROK |
Report |
Revenue |
IN-LINE |
pred ~$2.270B vs. cons $2.249B |
MEDIUM |
| ROK |
Report |
Organic sales growth |
BEAT |
pred ~6.8% vs. cons 6.44% |
MEDIUM |
| ROK |
Guide |
FY26 adjusted EPS |
LOWER |
guide $12.50-$13.10, midpoint $12.80 vs. cons $13.04 |
MEDIUM |
| ROK |
Guide |
FY26 organic sales growth |
UNCHANGED |
guide 5%-9%, midpoint 7% vs. cons 7.39% |
MEDIUM |
| ROK |
Guide |
Q3 margin commentary |
UNCHANGED |
enterprise margin ~23.4% vs. cons 23.51%; S&C lower sequentially |
MEDIUM |
| ROK |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
LOW |
| ROK |
Return |
5-day cumulative residual |
-5.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit Q4 EPS cut |
LOW |