Reported results
- Net sales increased 4% to $1.5 billion in Q3 2026.
- Gross profit increased 2% to $436.3 million in Q3 2026.
- Operating income decreased 3% to $172.2 million compared to $178.0 million in Q3 2025.
- Net income decreased 3% to $123.0 million compared to $127.0 million in Q3 2025.
- Earnings per diluted share was $3.40 in Q3 2026, consistent with $3.40 in Q3 2025.
- Adjusted diluted EPS was $3.40 in Q3 2026 compared to $3.39 in Q3 2025.
Guidance
- Confirms annual diluted earnings per share guidance range of $10.66 to $10.96, including $0.02 of year-to-date ASU 2016-09 tax benefits.
- Confirms full-year adjusted diluted earnings per share guidance range of $10.87 to $11.17.
Price and volatility reaction
The stock moved +14.4% on the print. No front-expiry chain was on file, so there is no straddle expected move.
| Measure | Value | Basis |
|---|---|---|
| Close before release | 172.44 | 2026-10-21 |
| Close after release | 197.21 | 2026-10-22 |
| Realised move | +14.4% | close to close |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-22 (8-K, Item 2.02). Read the original filing on sec.gov.
