What changed
Adjusted EPS of $1.34 topped the $1.20 street consensus by $0.14, an 11.3% beat. Revenue came in at $5,513M, up 7.2% YoY, with organic revenue growth of 6.2% and growth across all segments. Management raised FY2026 adjusted EPS guidance to $4.95-$5.05. The beat was driven by volume, price and cost productivity, plus a favorable year-over-year net tariff impact, partially offset by inflation.
Why it matters
Adjusted EPS of $1.34 topped the $1.20 street consensus by $0.14, an 11.3% beat. Revenue came in at $5,513M, up 7.2% YoY, with organic revenue growth of 6.2% and growth across all segments. Management