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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Nigel Coe | Wolfe Research | 9 (0%) |
| Tim Wojs | Robert W. Baird | 9 (0%) |
| Julian Mitchell | Barclays | 7 (0%) |
| Rob Wertheimer | Melius Research | 5 (0%) |
| Chris Snyder | Morgan Stanley | 5 (40%) |
| Adam Baumgarten | Vertical Research Partners | 4 (0%) |
| Mike Rehaut | JPMorgan | 4 (25%) |
| Brett Linzey | Mizuho Securities | 3 (33%) |
| Jonathan Matuszewski | Jefferies | 2 (0%) |
| Andres Padilla | Jefferies | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 | 9 (0%) |
| Wolfe Research | 1 | 9 (0%) |
| Barclays | 1 | 7 (0%) |
| Morgan Stanley | 1 |
| 5 (40%) |
| Vertical Research Partners | 2 | 5 (20%) |
| Melius Research | 1 | 5 (0%) |
| JPMorgan | 1 | 4 (25%) |
| Jefferies | 2 | 4 (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 | Margin | Competitive Dynamics | 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 | 2 | 1 | 2 | 1 | 1 |
| 2025Q4 | 1 | 3 | 2 | 2 | 3 | 1 | 2 | |
| 2026Q1 | 3 | 2 | 4 | 2 | 5 | 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 | |
| Margin | 2 | 3 | 2 | 2 | 2 | 2 |
| Competitive Dynamics | 2 | 2 | 1 | 3 | 5 | |
| Supply Chain | 1 | 3 | 1 | 2 | 1 | 1 |
| Cost Pressure | 2 | 1 | 1 | 2 | 1 | |
| Revenue Growth | 2 | 1 | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.72B | -0.4% | $1.28 | +163.1% | 31.2% | 8.7% | 5.2% | $565M |
| FY2025 Q1 | $3.74B | -3.2% | $0.60 | +361.5% | 29.4% | 6.8% | 2.4% | $-485M |
| FY2025 Q2 | $3.95B | -2.0% | $0.67 |
| +1057.1% |
| 26.5% |
| 5.7% |
| 2.6% |
| $135M |
| FY2025 Q3 | $3.76B | +0.1% | $0.34 | -43.3% | 30.7% | 9.7% | 1.4% | $155M |
| FY2025 Q4 | $3.68B | -1.0% | $1.04 | -18.8% | 33.2% | 10.0% | 4.3% | $883M |
| FY2026 Q1 | $3.85B | +2.7% | $0.39 | -35.0% | 30.1% | 6.0% | 1.5% | $-447M |
| FY2026 Q2 | $3.96B | +0.4% | $2.33 | +247.8% | 33.0% | 9.1% | 8.9% | $763M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What SWK and other companies said about each other on FY2026 Q1 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.
“the debt reduction that resulted from our closing the CAM divestiture to Howmet Aerospace for $1.8 billion.”
Stanley Black & Decker divested its aerospace fasteners (CAM) business to Howmet Aerospace for $1.8B, an M&A read-through in which Howmet is the acquirer expanding its aerospace fastening portfolio.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SWK Stanley Black & Decker | 4 | +2.7% | |
| SNA Snap-on | 6 | +5.8% |