Current guidance
26 items
Each item compared with the same item in the previous release (May 5, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Raised | Net Sales Growth | for FY2026 | “~4.5%” | “~5%” | Filing ↗ |
| New | Adjusted Earnings Per Share | for Q4 FY2026 | — | “~$1.85” | Filing ↗ |
| New | Earnings Per Share | for Q4 FY2026 | — | “~$1.45” | Filing ↗ |
| New | Acquisition/divestiture fees and related costs | for Q4 FY2026 | — | “~$0.01” | Filing ↗ |
| Raised | Acquisition/divestiture fees and related costs | for FY2026 | “~$0.06” | “~$0.09” | Filing ↗ |
| New | Amortization of intangibles | for Q4 FY2026 | — | “~$0.34” | Filing ↗ |
| Raised | Amortization of intangibles | for FY2026 | “~$1.38” | “~$1.39” | Filing ↗ |
| New | Cash returned to shareholders (capital allocation) | for FY2026 | — | “~$2.2B” | Filing ↗ |
| New | Discrete taxes | for Q4 FY2026 | — | “~$0.02” | Filing ↗ |
| Raised | Discrete taxes | for FY2026 | “~$0.04” | “~$0.05” | Filing ↗ |
| Raised | Free Cash Flow | for FY2026 | “$3.5B - $3.6B” | “~$3.6B” | Filing ↗ |
| New | IEEPA tariff refunds | for FY2026 | — | “~($0.11)” | Filing ↗ |
| Raised | Operating Cash Flow | for FY2026 | “$4.0B - $4.1B” | “~$4.1B” | Filing ↗ |
| New | Restructuring and related costs | for Q4 FY2026 | — | “~$0.03” | Filing ↗ |
| Raised | Restructuring and related costs | for FY2026 | “~$0.18” | “~$0.24” | Filing ↗ |
| New | Underlying Sales Growth | for Q4 FY2026 | — | “~5%” | Filing ↗ |
| Raised | Underlying Sales Growth | for FY2026 | “~3%” | “~3.5%” | Filing ↗ |
| Reiterated | Capital expenditures | for FY2026 | “~(0.45)” | “~(0.45)” | Filing ↗ |
| Reiterated | Dividends | for FY2026 | “~$1.2B” | “~$1.2B” | Filing ↗ |
| Reiterated | Returning to shareholders | for FY2026 | “~$2.2B” | “~$2.2B” | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Net Sales Growth | “~5%” | for FY2026 | GAAP-tied | Nov 3, 2025 | 4 | Filing ↗ |
| Adjusted Earnings Per Share | “~$1.85” | for Q4 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Adjusted Earnings Per Share | “$6.45 - $6.55” | for FY2026 | Company-defined | Nov 3, 2025 | 3 | Filing ↗ |
| Earnings Per Share | “~$1.45” | for Q4 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Earnings Per Share | “$4.79 - $4.89” | for FY2026 | GAAP-tied | Nov 3, 2025 | 3 | Filing ↗ |
| (Favorable) / Unfavorable FX | “~(1.5) pts” | for FY2026 | Company-defined | Nov 3, 2025 | 1 | Filing ↗ |
| Acquisition/divestiture fees and related costs | “~$0.01” | for Q4 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Acquisition/divestiture fees and related costs | “~$0.09” | for FY2026 | Company-defined | Nov 3, 2025 | 4 | Filing ↗ |
| Amortization of intangibles | “~$0.34” | for Q4 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Amortization of intangibles | “~$1.39” | for FY2026 | Company-defined | Nov 3, 2025 | 4 | Filing ↗ |
| Capital expenditures | “~(0.45)” | for FY2026 | Company-defined | Nov 3, 2025 | 3 | Filing ↗ |
| Capital Returned to Shareholders | “~$2.2B” | for FY2026 | Company-defined | Feb 3, 2026 | 2 | Filing ↗ |
| Cash Returned to Shareholders | “~$2.2B” | for FY2026 | Company-defined | Nov 3, 2025 | 1 | Filing ↗ |
| Cash returned to shareholders (capital allocation) | “~$2.2B” | for FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Discrete taxes | “~$0.02” | for Q4 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Discrete taxes | “~$0.05” | for FY2026 | Company-defined | Feb 3, 2026 | 3 | Filing ↗ |
| Dividends | “~$1.2B” | for FY2026 | Company-defined | Nov 3, 2025 | 3 | Filing ↗ |
| Dividends (capital allocation) | “~$1.2B” | for FY2026 | Company-defined | Feb 3, 2026 | 1 | Filing ↗ |
| Free Cash Flow | “~$3.6B” | for FY2026 | Company-defined | Nov 3, 2025 | 4 | Filing ↗ |
| IEEPA tariff refunds | “~($0.11)” | for FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Operating Cash Flow | “~$4.1B” | for FY2026 | GAAP-tied | Nov 3, 2025 | 4 | Filing ↗ |
| Quarterly cash dividend | “$0.555 per share” | for FY2026 | Declared action | Feb 3, 2026 | 3 | Filing ↗ |
| Restructuring and related costs | “~$0.03” | for Q4 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Restructuring and related costs | “~$0.24” | for FY2026 | GAAP-tied | Nov 3, 2025 | 4 | Filing ↗ |
| Returning to shareholders | “~$2.2B” | for FY2026 | Company-defined | Nov 3, 2025 | 4 | Filing ↗ |
| Share Repurchase | “~$1.0B” | for FY2026 | Declared action | Nov 3, 2025 | 2 | Filing ↗ |
| Share repurchases | “~$1B” | for FY2026 | Declared action | Nov 3, 2025 | 3 | Filing ↗ |
| Share Repurchases (capital allocation) | “~$1B” | for FY2026 | Declared action | Feb 3, 2026 | 1 | Filing ↗ |
| Underlying Sales Growth | “~5%” | for Q4 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Underlying Sales Growth | “~3.5%” | for FY2026 | Company-defined | Nov 3, 2025 | 4 | Filing ↗ |
Restructuring and related costs, for FY2026 — every statement across the year, each linked to its filing.
12 companies in Diversified industrials. What they guide on, and who reported this season.
| Applied Industrial Technologies | Aug 13, 2026 | 8 changes |
| Parker Hannifin | Aug 6, 2026 | 13 changes |
| Ametek | Aug 4, 2026 | 7 changes |
| Emerson Electric | Aug 4, 2026 | 17 changes |
| Rockwell Automation | Aug 4, 2026 | 5 changes |
| Eaton | Jul 31, 2026 | 9 changes |
| Ingersoll Rand | Jul 30, 2026 | 5 changes |
| Fortive | Jul 29, 2026 | 1 change |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|
| Net Sales Growth | 7 statements | 6 statements | — | — |
| Adjusted Earnings Per Share | 7 statements | 7 statements | — | — |
| Adjusted EPS | — | 1 statement | — | — |
| Earnings Per Share | 7 statements | 7 statements | — | — |
| GAAP EPS | — | 1 statement | — | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 4, 2026 | FY2026 Q3 | 0000032604-26-000042 | 22 | Open filing ↗ |
| May 5, 2026 | FY2026 Q2 | 0000032604-26-000034 | 23 | Open filing ↗ |
| Feb 3, 2026 | FY2026 Q1 | 0000032604-26-000006 | 25 | Open filing ↗ |
| Nov 3, 2025 | FY2025 Q4 | 0000032604-25-000079 | 27 | Open filing ↗ |
| Aug 6, 2025 | FY2025 Q3 | 0000032604-25-000075 | 23 | Open filing ↗ |
| May 7, 2025 | FY2025 Q2 | 0000032604-25-000061 | 21 | Open filing ↗ |
| Feb 5, 2025 | FY2025 Q1 | 0000032604-25-000011 | 22 | Open filing ↗ |
| Nov 5, 2024 | FY2024 Q4 | 0000950103-24-015969 | 22 | Open filing ↗ |