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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we're further enhancing our Pro brand offering by extending our assortment of the #1 power tool brand, DEWALT, the tool of choice for Pros for over 100 years.”
Lowe's is expanding its assortment of Stanley Black & Decker's DEWALT, now carrying the largest DEWALT selection, a positive supplier read-through for SWK.
“strong online engagement during our DEWALT days event supported by a homepage takeover and a compelling free tools battery offer”
Lowe's ran a promotional DEWALT event (a Stanley Black & Decker brand) that drove strong online tool engagement.
“launching exclusive zero-turn mowers from Cub Cadet and the second year of the Toro Havoc as well as introducing new national live goods programs.”
Tractor Supply is launching exclusive zero-turn mowers from Cub Cadet, a Stanley Black & Decker brand, for the 2025 spring season.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Julian Mitchell | Barclays | 7 (0%) |
| Nigel Coe | Wolfe Research | 7 (0%) |
| Chris Snyder | Morgan Stanley | 5 (40%) |
| Rob Wertheimer | Melius Research | 4 (0%) |
| Mike Rehaut | JPMorgan | 4 (25%) |
| Adam Baumgarten | Zelman & Associates | 2 (0%) |
| Jon Matuszewski | Jefferies | 2 (0%) |
| Brett Linzey | Mizuho Securities | 2 (0%) |
| Joe Ritchie | Goldman Sachs | 2 (50%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
Q4 adjusted gross margin reached 33.3%, up 210 basis points year-over-year, as the global cost reduction program was completed at $2.1 billion and full-year adjusted EPS of $4.67 grew 7%. The CAM aerospace divestiture was announced for $1.8 billion while Q4 volume decline intensified to 7% on OPP price sensitivity, and the gas-powered outdoor product licensing transition was announced. FY2026 guidance of $4.90-$5.70 was introduced targeting 13% growth at the midpoint while aerospace fastening accelerated to 35% organic growth in its final quarters under SWK.
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% |