What changed
Adjusted EPS of $2.37 beat consensus of $2.25, up 28.8% YoY, on net sales of $872.3M (+13.8% reported, +12.7% organic). Full-year adjusted EPS guidance raised to $8.85-$9.05 (from $8.40-$8.75) and sales to $3.345B-$3.380B, signaling sustained momentum. The key nuance: HVP Components (49% of sales) surged 19.4%, driven by GLP-1 elastomers and Biologics upgrades, while operating margin expanded sharply—the beat is high-quality, not one-time.
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Aug 07, 2026 03:48 AM ET