What changed
Adjusted EPS of $2.40 beat consensus of $2.35 by $0.05 (+2.1%), while revenue of $1.15B grew 12.7% reported (6.9% organic). Full-year 2026 outlook raised for both revenue and adjusted EPS, signaling confidence in Americas non-residential momentum. The key nuance: International organic revenue fell 1.2% on weaker European demand, but adjusted operating margin there improved 440bps sequentially, showing cost discipline offsetting volume declines.
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Jul 23, 2026 07:09 PM ET