| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 30, 2026 | 9/12 | 1 high, 4 medium, 2 low flags | 3 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Transport market recovery in late 2026 Still maintaining this view despite weak Q2 |
| Q2'26 | Missed | Residential to be flattish in Q2 Expected flat, delivered low teens growth |
| Q2'26 | Pending | Stellar to contribute $500M revenue in 2026 Reaffirmed target, on track per management |
| Q2'26 | Delivered | Applied bookings to remain strong Up 130%, fourth consecutive quarter >100% |
| Q2'26 | Exceeded | Q2 EPS of $4.20-$4.25 Delivered $4.37 vs $4.22 midpoint |
| Q2'26 | Exceeded | Q2 organic revenue growth of approximately 5% Delivered 9% vs 5% guided |
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.