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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tim Wojs | Robert W. Baird | 7 | 0% |
| Nigel Coe | Wolfe Research | 7 | 0% |
| Julian Mitchell | Barclays | 7 | 0% |
| Chris Snyder | Morgan Stanley | 5 | 40% |
| Rob Wertheimer | Melius Research | 4 | 0% |
| Mike Rehaut | JPMorgan | 4 | 25% |
| Joe Ritchie | Goldman Sachs | 2 | 50% |
| Joe O'Dea | Wells Fargo | 2 | 0% |
| Adam Baumgarten | Zelman & Associates | 2 | 0% |
| Jon Matuszewski | Jefferies | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 7 | 0% |
| Robert W. Baird | 1 | 7 | 0% |
| Barclays | 1 | 7 | 0% |
| Morgan Stanley | 1 |
| 5 |
| 40% |
| Melius Research | 1 | 4 | 0% |
| JPMorgan | 1 | 4 | 25% |
| Goldman Sachs | 2 | 3 | 33% |
| Jefferies | 2 | 3 | 0% |
Revenue grew 3% with organic flat as the professional channel delivered high-single-digit growth, while adjusted EPS of $0.80 beat the $0.55-$0.60 guidance on a lower tax rate. The CAM divestiture closed with $1.57 billion in net proceeds applied to debt reduction and a $500 million share repurchase authorization was announced. FY2026 EPS guidance was reiterated at $4.90-$5.70 with total revenue now expected roughly flat due to the Q2 removal of CAM, and adjusted gross margin held at 30.2% against 50 basis points of FX headwind.
Trade Tariffs | Pricing | Demand | Competitive Dynamics | Margin | Supply Chain | Cost Pressure | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 2 | 2 | 2 | 1 | 2 | ||
| 2025Q1 | 7 | 3 | 1 | 3 | 3 | 2 | ||
| 2025Q2 | 2 | 2 | 4 | 2 | 2 | 1 | 1 | |
| 2025Q3 | 2 | 4 | 3 | 1 | 2 | 2 | 1 | 1 |
| 2025Q4 | 1 | 3 | 2 | 3 | 2 | 1 | 2 | |
| 2026Q1 | 3 | 2 | 4 | 5 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Trade Tariffs | 2 | 7 | 2 | 2 | 1 | 3 |
| Pricing | 2 | 3 | 2 | 4 | 3 | 2 |
| Demand | 1 | 4 | 3 | 2 | 4 | |
| Competitive Dynamics | 2 | 2 | 1 | 3 | 5 | |
| Margin | 2 | 3 | 2 | 2 | 2 | 2 |
| Supply Chain | 1 | 3 | 1 | 2 | 1 | 1 |
| Cost Pressure | 2 | 1 | 1 | 2 | 1 | |
| Revenue Growth | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SWK Stanley Black & Decker | 4 | +2.7% | |
| SNA Snap-on | 6 | +5.8% |