| TAP |
Report |
Q2 2026 underlying EPS |
BEAT |
pred ~$1.55 vs. cons $1.52 |
MEDIUM |
| TAP |
Report |
Q2 2026 net sales |
IN-LINE |
pred ~$3.07B vs. cons $3.086B |
MEDIUM |
| TAP |
Report |
Q2 2026 U.S. financial volume growth |
MISS |
pred ~-8.3% vs. cons -7.5% |
MEDIUM |
| TAP |
Guide |
Underlying EPS |
LOWER |
guide ~$4.72 vs. cons $4.77 (FY2026) |
HIGH |
| TAP |
Guide |
Net sales |
UNCHANGED |
guide ~$11.14B vs. cons $11.12B (FY2026) |
HIGH |
| TAP |
Guide |
Underlying free cash flow |
BETTER |
guide ~$1.10B vs. cons $1.08B (FY2026) |
MEDIUM |
| TAP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.3% |
— |
MEDIUM |
| TAP |
Return |
5-day cumulative residual |
-3.8% (FOLLOW-THROUGH) |
Weak U.S. volume quality and an FY2026 EPS guide midpoint of ~$4.72 vs. consensus $4.77 should outweigh a modest Q2 EPS beat, prompting lower second-half and 2027 estimates after the call. |
MEDIUM |