SWK earnings / call / takeaways
SWK Q3 FY26 earnings call: key takeaways
What SWK said on its earnings call of November 4, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 4, 2026·AI-generated from the call transcript and Lician data
- The company raised its full-year EPS guidance to $5.95 to $6.25, reflecting strong performance and tariff refund benefits. (23:09)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $1.54 | – | – |
| Revenue | $3.73B | – | – |
What changed since last quarter
- The company raised its full-year EPS guidance to $5.95 to $6.25, up from previous expectations. (23:09)
- The guidance includes a net impact of 60 cents from tariff refunds, with the company expecting no material impact from tariffs in 2026. (21:33)
- The company plans to reinvest a portion of tariff refunds into brand health to support sustainable growth. (21:33)
Guidance
| Metric | This call | Previous call |
|---|---|---|
| EPS | Full-year EPS guidance of $5.95 to $6.25 (23:09) | not captured |
| Margin | Full-year gross margin expansion of ~350 basis points (24:50) | not captured |
| EPS | Fourth quarter adjusted EPS expected at $1.45 (28:15) | not captured |
| Revenue | Full-year SG&A as a percentage of sales expected at 23.5% to 24% (24:50) | not captured |
What analysts pressed on
In their words
We continue to see encouraging brand and industrial momentum.
(4:13)The positive organic growth we generated across DeWalt, Stanley, and Craftsman over the last two quarters is early evidence...
(14:47)We are seeing strong penetration of new products that support our end-to-end workflow solutions...
(14:47)We have the foundation in place to respond to market dynamics, deliver growth, and create long-term value for our shareholders.
(31:52)
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.