| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 4, 2026 | 4/12 | 1 high, 1 medium, 2 low flags | 0 | 0 | Call sheet → |
| Q1'26 | April 30, 2026 | 10/12 | 1 medium, 5 low flags | 7 | 0 | Call sheet → |
| Q4'25 | February 3, 2026 | 10/12 | 2 medium, 4 low flags | 6 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'26 | Delivered | Tax rate between 18.5-19.5% for 2025 Achieved 17.8% full year, within guidance range |
| Q1'26 | Delivered | Price increases to offset inflation and tariffs Achieved positive price-cost spread in 2025, continuing into 2026 |
| Q1'26 | Exceeded | Aerospace & Defense high single digit growth in 2025 Delivered low double digit growth both overall and organic |
| Q1'26 | Delivered | Invest incremental $90M in growth initiatives in 2025 Completed as promised, increasing to $100M in 2026 |
| Q1'26 | Delivered | Free cash flow conversion 110-115% for 2025 Achieved 113% for full year 2025 |
| Q1'26 | Delivered | EIG would follow EMG recovery by 6-9 months EIG organic orders hit 25% in Q1, exactly on predicted timeline |
| Q1'26 | Delivered | Process business to be up low single digits in 2025 Q4 delivered low single digit organic growth as promised |
| Q4'25 | Delivered | Q3: FARO integration progressing very well FARO met sales and profit commitments for Q4, integration on track |
| Q4'25 | Delivered | Q3: Continue investing incremental $90M in growth initiatives for 2025 Confirmed $90M deployed in 2025 as planned |
| Q4'25 | Exceeded | Q3: Q4 earnings $1.90-1.95 per share Delivered $2.01, above guidance range |
| Q4'25 | Exceeded | Q3: Q4 sales up approximately 10% Delivered 13% growth vs 10% guidance |
| Q4'25 | Exceeded | Q3: Diluted EPS $7.32-7.37 (raised from $7.06-7.20) Delivered $7.43, above the raised guidance range |
| Q4'25 | Delivered | Q3: Full year sales up mid-single digits Delivered 7% full year growth, which exceeds mid-single digits |
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