Stanley Black & Decker Q3 2026: EPS $1.83, Margin Jumps to 39.0%
Stanley Black & Decker beat on both the headline and the underlying number: GAAP EPS of $1.83 against a $1.57 consensus, with gross margin at 39.0%. About $0.67 of that EPS and 430 basis points of that margin came from tariff refunds, so the cleaner read is adjusted EPS of $2.31 on a business still growing organically. Management raised full-year EPS and free cash flow guidance.
1 · Expected vs. Actual
Free preview belowGAAP EPS of $1.83 was up sharply from $0.34 a year earlier and beat the $1.57 consensus by about 16%. Adjusted EPS of $2.31 included roughly $0.67 from tariff refunds, so the refund-free figure of about $1.64 still cleared consensus. The beat is real, but it is much smaller than the headline suggests.
Revenue of $3.73 billion was down 1% year over year but up 4% organically, once divestitures, currency and pricing are stripped out. Volume rose 6%, offset by pricing of -2% and portfolio changes of -4%. Tools & Outdoor did the work with 4% organic growth, while Engineered Fastening's 21% reported decline came almost entirely from the CAM divestiture.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-04
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