SWK US S&P 500Russell 1000 Konferencja wynikowa
Stanley Black & Decker
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 29 lip 2026 i 29 kwi 2026
Net income up 489.4% on the previous quarter. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
1 · Liczby
+489,4%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 351,3 mln vs 59,6 mln
Przychody +3,0%
Against the same quarter last year (II kw. 2025) it is +244.7%, so it is not just seasonal.
2 · Jak mówił zarząd
Typowy
Less upbeat than 57% of company calls
Answers to analysts: typical, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Liczba
Following the sale of its aerospace fasteners business early in the quarter.
Między wierszami
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Prognoza
Full-year adjusted gross margins are still expected to expand roughly 150 basis points year-over-year, excluding the net tariff refund benefit.
Cytat ze źródła
“Above-line operating performance was largely in line with our expectations with the outperformance primarily driven by below-the-line items and the net... As Chris noted, second quarter adjusted EPS was $1.57, exceeding the midpoint of our April guidance range by $0.37. The below-the-line items made up approximately $0.20 of the outperformance, with roughly half of that from discrete tax items, along with lower interest expense and other factors.”
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Prognoza
The company expects the adjusted tax rate to remain at 19% for the full year despite the tax benefit being a timing issue.
Cytat ze źródła
“The tax benefit was purely timing, and we still expect the adjusted tax rate to be at 19% for the full year.”
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Słabnie
SWK plans to prioritize share repurchases after using the majority of $1.6 billion in net proceeds for debt reduction to improve the balance sheet.
Cytat ze źródła
“We are now positioned with a stronger balance sheet and have unlocked the ability to deploy capital to accelerate shareholder... The vast majority of the approximately $1.6 billion of net proceeds have already been applied towards debt reduction. We expect our capital allocation strategy to be biased towards share repurchases, which the Board has authorized.”
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2026-01-03), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$89.68
zamknięcie z 2026-10-05
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
+10,4% przez 10 lat
Wartość godziwa / akcję
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Cena vs wartość godziwa
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Cena vs cena zakupu
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Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“We are confident in our path forward and our ability to activate our brands to generate demand, drive operational excellence for efficiency and productivity gains and accelerate innovation to serve...”
“Approximately $0.15 of the increase is below the line, reflecting lower interest expense due to better cash performance, the share repurchases we did in the second quarter, which will reduce...”
“Organic revenue performance was driven by low single-digit organic growth in Automotive Systems and Fasteners, which outpaced the market as well as broad-based strength across global industrial markets, resulting in...”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-07-04)
| Pozycja | II kw. 2026period end 2026-07-04 | I kw. 2026period end 2026-04-04 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 3,96 mld | 3,85 mld | +3,0% | 3,95 mld | +0,4% |
| Zysk brutto ze sprzedaży | 1,31 mld | 1,16 mld | +12,8% | 1,07 mld | +22,4% |
| Zysk operacyjny | 499,0 mln | 84,8 mln | +488,4% | 26,7 mln | +1768,9% |
| Zysk netto | 351,3 mln | 59,6 mln | +489,4% | 101,9 mln | +244,7% |
| Zysk na akcję | 2,33 | 0,39 | +497,4% | 0,67 | +247,8% |
Tematy
Najczęściej omawiane teraz
- Through disciplined execution of its strategy, Stanley Black & Decker is delivering profitable organic growth and remain on track to…
- Stanley Black & Decker will use tariff refunds to accelerate growth investments, and it has incorporated the net impact within the revised…
- This net benefit reflects the Phase 1 tariff refunds Stanley Black & Decker received during the second quarter, partially offset by…
- With the amount of emphasis Stanley Black & Decker has put in the product development in that area, it is going to continue to see...
- It is encouraging to see that all of the 3 core brands grew nicely in the quarter, and Stanley Black & Decker wants...
Zniknęło od I kw. 2026
- Zniknęło Stanley Black & Decker lasts call, it talked about the fact that it expected to see an inflection in Q2, partially due to...
- Słabnie Stanley Black & Decker expects that all-in, these tariff policy changes and its updated tariff assumptions equate to net tailwind for it…
- Słabnie There have been numerous tariff policy changes since Stanley Black & Decker's last earnings call, which prompted new assessments and…
- Słabnie As Pat outlined, Stanley Black & Decker is focused on continuing to proactively manage factors within its control to effectively navigate…