| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 28, 2026 | 10/12 | 2 high, 5 medium, 2 low flags | 3 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | NSI to be accretive in 2026 Tracking to $0.20 accretion but early days |
| Q2'26 | Pending | Electrical margins to return to expansion in H2 New promise for H2 after Q2 compression of 130 bps |
| Q2'26 | Pending | 90% free cash flow conversion Reiterated for full year but Q2 was weak |
| Q2'26 | Delivered | Price and productivity to offset inflation dollar-for-dollar Maintained positive price/cost in Q2 despite metals inflation |
| Q2'26 | Exceeded | High single-digit organic growth for Utility Solutions Raised to 7-9% organic for full year, tracking ahead |
| Q2'26 | Delivered | Grid automation to return to slight growth in Q2 They actually delivered this after several quarters of decline |
Get free previews of our earnings-call research: the key changes, management scores, and questions worth investigating. Subscribe for full call sheets and deeper analysis.
Subscriptions are managed by Substack. If the form does not load, subscribe directly. Or follow the RSS feed.