STANLEY BLACK & DECKER, INC. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Stanley Black & Decker raised full-year 2026 GAAP EPS guidance to $5.45–$5.85 (from $4.60–$5.45) and adjusted EPS to $5.95–$6.25 (from $5.20–$5.80), driven by ~$0.67/share benefit from net tariff refunds received in Q3. Free cash flow guidance raised to $1.0–$1.2B (from $600–800M). Board approved new $1B share repurchase authorization on October 29, 2026; company repurchased 2.5M shares (~$250M) in Q3. Q3 organic sales grew 4%; gross margin expanded 760 bps (430 bps from tariffs). Net debt declined; CEO Nelson highlighted strong Tools & Outdoor momentum.
Why this rating
Tariff refund windfalls drive guidance raise; meaningful but temporary. $1B buyback (9.5% of market cap) and FCF improvement are substantial. Organic growth modest, margin gains partially ephemeral.
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