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12:00
Jul 29 ◎

SWK FY2026 Q2 Watch

Stanley Black & Decker, Inc. (SWK) FY2026 Q2 Earnings Call

ANDURIL DE SWK TEX SQM ▾

Chris Nelson

Indirect reference to the ecosystem around large projects, but no direct mention of Anduril in the transcript.

"We partner with local distributors to offer on-site product availability..."

ANDURIL WATCH

Patrick Hallinan

Manufacturing shift for U.S. tools business from China to North America and USMCA compliance will drive second-half gross margin improvements. — Supply chain reallocation affects cost structures and potential competitiveness in the tools market.

"We continue to make progress on USMCA compliance and shifting production for our US tools business from China to North America."

DE WATCH TEX WATCH

Patrick Hallinan

Guidance raised, driven by tariff refunds and growth investments, reflecting confidence in full-year targets.

"We are raising and tightening adjusted earnings per share to be in the range of $5.20 to $5.80"

SWK WATCH

Patrick Hallinan

Persistent inflationary pressures from battery metals, tungsten, oil, and oil derivatives are expected to neutralize tariff tailwinds for 2026 guidance. — Commodity cost changes impact manufacturing and may alter supply chain dynamics for tool producers.

"Given inflationary pressures remain persistent, it appears more likely than not a price increase will be necessary by 2027."

SQM WATCH ALB WATCH MP WATCH

HIGH

12:00
Apr 29 ◎

SWK FY2026 Q1 Watch

Stanley Black & Decker, Inc. (SWK) FY2026 Q1 Earnings Call

SWK ▾

Chris Nelson

Management maintains full-year guidance while calling out a near-term tariff tailwind and continued mitigation, which supports a positive outlook despite ongoing retail softness. The tone is confident about hitting long-term margin targets.

"We remain committed to driving towards our near-term targets and long-term goals. As we look ahead, I am energized by the opportunities that lie before us and am confident in our strategy and the team that is executing it."

SWK WATCH

HIGH

13:00
Feb 04 ◎

SWK FY2025 Q4 Watch

Stanley Black & Decker, Inc. (SWK) FY2025 Q4 Earnings Call

SWK ▾

Pat Hallinan

Management guides to 13% EPS growth and meaningful gross margin expansion despite front-loaded tariff and deleverage headwinds, with back-half acceleration, signaling confidence in the underlying trajectory.

"We expect adjusted earnings per share to be in the range of $4.90 to $5.70, representing growth of 13% at the midpoint."

SWK WATCH

HIGH

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