| XYZ |
Report |
Q2 2026 gross profit |
BEAT |
pred ~$3.10B vs. cons $3.05B |
MEDIUM |
| XYZ |
Report |
Q2 2026 adjusted operating income |
BEAT |
pred ~$775M vs. cons $750M |
MEDIUM |
| XYZ |
Report |
Q2 2026 adjusted diluted EPS |
BEAT |
pred ~$0.90 vs. cons $0.86 |
MEDIUM |
| XYZ |
Guide |
Gross profit guidance |
BETTER |
guide ~$12.45B vs. cons $12.40B (FY2026) |
MEDIUM |
| XYZ |
Guide |
Adjusted operating income guidance |
BETTER |
guide ~$3.45B vs. cons $3.40B (FY2026) |
MEDIUM |
| XYZ |
Guide |
Adjusted diluted EPS guidance |
BETTER |
guide ~$4.00 vs. cons $3.90 (FY2026) |
MEDIUM |
| XYZ |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.0% |
— |
MEDIUM |
| XYZ |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
The modeled FY2026 EPS raise of ~$0.10 versus consensus exceeds the predicted Q2 beat of ~$0.04, implying roughly ~$0.06 of positive out-period revisions; modest second-half gross-profit and operating-income increases should support follow-through rather than a post-beat fade. |
LOW |