| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 29, 2026 | 4/12 | 1 high, 4 medium, 2 low flags | 3 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Delivered | Services growth matching product growth Services growing in line with products organically when excluding PurgeRite acquisition |
| Q2'26 | Pending | 800V customer validation in 2026 Quietly pushed to 2027 validation with 2028 deployment |
| Q2'26 | Delivered | Continue investing ahead of demand CapEx accelerated to 4% of sales, multiple facility expansions announced |
| Q2'26 | Delivered | Price-cost positive including tariffs Confirmed positive price-cost despite Section 122 and 232 tariff changes |
| Q2'26 | Missed | Maintain 30-35% incremental margins Q2 incremental margins came in low 20s sequentially per analyst questioning |
| Q2'26 | Pending | EMEA returning to positive growth in H2 2026 Q2 still negative at -2% organic, needs dramatic acceleration to hit full year flat guidance |
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