| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 23, 2026 | 10/12 | 1 high, 4 medium, 3 low flags | 4 | 0 | Call sheet → |
| Q1'26 | April 23, 2026 | 9/12 | 3 medium, 3 low flags | 3 | 0 | Call sheet → |
| Q4'25 | January 29, 2026 | 10/12 | 2 medium, 6 low flags | 4 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Delivered | 3% to 4% price realization Achieved 3.5-3.7% in Q2, tracking to 4% in H2 |
| Q2'26 | Exceeded | Mid-single digit plus Building Automation growth Printing 9% growth, seventh straight quarter of outperformance |
| Q2'26 | Pending | High single-digit growth in PA&T second half Maintained commitment, backlog supports it |
| Q2'26 | Delivered | Industrial Automation to recover in Europe and China 11% orders growth, 7% sequential improvement validating recovery |
| Q2'26 | Pending | Achieve roughly flat Process Automation growth for full year Raised to low single digits, tracking ahead of original guide |
| Q2'26 | Delivered | Complete aerospace separation in Q3 2026 Actually moved it up, now June 29 which is technically Q3 start |
| Q1'26 | Delivered | Eliminate Solstice stranded costs in 2026 Already neutralized through productivity actions |
| Q1'26 | Exceeded | Building Automation mid-single digit plus growth Delivered 8% again, consistently outperforming conservative guidance |
| Q1'26 | Pending | Free cash flow $5.3-5.6B for 2026 Q1 only $100M but management confident collections improved in April |
| Q1'26 | Delivered | Segment margin expansion 20-60 bps for 2026 Q1 showed 90 bps expansion, ahead of pace |
| Q1'26 | Pending | PA&T roughly flat for 2026 Q1 down 6% but orders momentum supports H2 ramp narrative |
| Q1'26 | Pending | Aerospace high single-digit organic growth for 2026 Maintained guidance despite Q1 supply chain issues - tracking behind with 3% Q1 growth |
| Q4'25 | Delivered | Continue segment margin expansion trajectory Achieved 30 bps expansion in Q4, guiding 20-60 bps for 2026 |
| Q4'25 | Pending | Aerospace margin expansion in 2026 Confirmed expectation with pricing alignment and lower integration costs |
| Q4'25 | Delivered | Industrial automation return to growth Achieved second consecutive quarter of 1% growth |
| Q4'25 | Delivered | Eliminate advanced materials stranded costs Neutralized in 2026 through productivity actions |
| Q4'25 | Pending | ESS margin expansion in 2026 Reiterated expectation despite Q4 margin contraction |
| Q4'25 | Exceeded | Complete aerospace spin in second half of 2026 Pulled forward to Q3 2026 and named full leadership team |
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