Stanley Black & Decker, IncNYSE: SWK
Industrials · Industrial Machinery & Supplies & Components
$78.69
+0.68%
Vol: 1.6M
Research Digest
Friday, May 1, 2026
Q1 EPS $0.80 crushes $0.59 estimate; backs FY26 EPS $4.90-$5.70 guidance
Stanley Black & Decker reported Q1 2026 EPS of $0.80 vs $0.59 estimate (+35.6% surprise) with $3.85B revenue beating $3.75B forecast. Net sales up 3% YoY on strong execution. Gross margin 30.1% (+20bps YoY). Board approved $500M buyback and $0.83 Q2 dividend. Company exiting Tools & Outdoor product line with impairment charges. Jefferies cut PT to $92 from $98 on industry pricing competition but kept Buy. CEO Donald Allan moves to Executive Chair; Chris Nelson becomes CEO Oct 1. FY guidance $4.90-$5.70 vs $5.21 consensus.
Previous Market Intelligence
13 daysApr 30Stanley Black & Decker beats Q1 earnings but misses on volume as North America retail softensMixed▶
Stanley Black & Decker reported Q1 2026 adjusted EPS of $0.80 (+34.6% vs consensus) and revenue of $3.846B (+3% YoY), beating estimates despite volume declining 3% due to North America retail softness. Gross margin was 30.2% impacted by tariffs, inflation and volume deleverage. The company completed the sale of Consolidated Aerospace Manufacturing to Howmet and approved a $500M share repurchase program. Jefferies lowered price target to $92 from $98 (Buy rating) citing normalized industry pricing. FY26 adjusted EPS guidance of $4.90-$5.70 (consensus $5.21) reflects uncertainty.
Apr 16Stanley Black & Decker completes $1.8 billion sale of Consolidated Aerospace Manufacturing to Howmet AerospaceMixed▶
Stanley Black & Decker completed the sale of its Consolidated Aerospace Manufacturing (CAM) business to Howmet Aerospace for approximately $1.8 billion in cash, with net proceeds of $1.57 billion expected to be used to reduce debt. The company also closed its last manufacturing plant in New Britain, ending more than 180 years of production in the city. Stanley Black & Decker earned the No. 36 ranking on Fortune list of America Most Innovative Companies of 2026. The company will broadcast its Q1 2026 earnings webcast on April 29.
Apr 15Stanley Black & Decker completes $1.8 billion Consolidated Aerospace sale to Howmet, positioning $1.57 billion net proceeds for debt reduction.Positive▶
Stanley Black & Decker completed the sale of its Consolidated Aerospace Manufacturing business to Howmet Aerospace for approximately $1.8 billion in cash on April 6, 2026. The company expects net proceeds of approximately $1.57 billion to reduce debt and achieve its target leverage ratio. The company was ranked No. 36 on Fortune's 2026 America's Most Innovative Companies list. Q1 2026 earnings webcast scheduled for April 29.
Apr 14Stanley Black & Decker completed $1.8B sale of Consolidated Aerospace to Howmet; Q1 2026 earnings webcast April 29.Positive▶
Stanley Black & Decker closed $1.8B aerospace business sale to Howmet Aerospace (net proceeds ~$1.57B) to reduce debt. Ranked #36 on Fortune's 2026 Most Innovative Companies list. Citigroup maintains Buy with $100 price target; Wells Fargo lowered Equal-Weight target to $75 from $82. Consensus Buy with $85.25 target implies 24.2% upside.
Apr 13Stanley Black & Decker completes $1.8B CAM divestiture; ranks #36 on Fortune's Most Innovative Companies list.Positive▶
Stanley Black & Decker completed the sale of its Consolidated Aerospace Manufacturing business to Howmet Aerospace for approximately $1.8 billion in cash on April 6. Net proceeds of ~$1.57 billion will reduce debt to achieve 2.5x leverage by year-end. Company earned #36 ranking on Fortune's 2026 Most Innovative Companies list.
Apr 10Stanley Black & Decker completes $1.8 billion aerospace unit sale to Howmet; ranked #36 on Fortune Most Innovative list.Neutral▶
Stanley Black & Decker completed sale of Consolidated Aerospace Manufacturing business to Howmet Aerospace for $1.8 billion cash, with net proceeds of approximately $1.57 billion for debt reduction. Company earned #36 ranking on Fortune's Most Innovative Companies 2026. Stock declined 11% over month. Q1 2026 earnings webcast scheduled for April 29. Analysts maintain Buy consensus with $85.25 target.
Apr 9Stanley Black & Decker completes $1.8B CAM business sale and announces leadership transitions with Q1 earnings webcast April 29.Neutral▶
Stanley Black & Decker (SWK) completed $1.8B sale of Consolidated Aerospace Manufacturing business to Howmet Aerospace with ~$1.57B net proceeds for debt reduction (April 6, 2026). Company ranked #36 on Fortune's America's Most Innovative Companies 2026 (up 60 spots). Francesca Campbell appointed SVP General Counsel; Debra Crew becomes Board Chair upon Donald Allan Jr retirement October 1, 2026. Stock declined 4.8% past week and 11% past month amid housing sector concerns flagged by Wells Fargo (price target lowered). Consensus "Buy" from 9 analysts targeting $85.25 (+24.20% upside), though recent downgrades reflect near-term headwinds. Q1 2026 earnings webcast scheduled April 29, 2026. Valuation analysis suggests potential 55.7% undervaluation at intrinsic value of $179.01.
Apr 8Stanley Black & Decker completes $1.8B CAM business sale to Howmet, targeting 2.5x leverage ratio.Positive▶
SWK completed sale of Consolidated Aerospace Manufacturing to Howmet Aerospace for $1.8B cash ($1.57B net after taxes/fees) on April 2, 2026. Proceeds will reduce debt toward 2.5x net debt/adjusted EBITDA target by year-end. Company ranked #36 on Fortune's America's Most Innovative Companies 2026. DEWALT innovations (August Robotics downward drilling robot) drive data center growth. Q1 2026 earnings webcast April 29, 2026. Nine analyst consensus "Buy" with $85.25 target, 24.20% upside; analysis suggests 55.7% undervaluation potential.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Stanley Black & Decker Q4 2025 beat; Debra Crew named Chair effective Oct 1.Positive▶
Stanley Black & Decker reports Q4 2025 earnings beat. Board elected Debra Crew as Chair (effective Oct 1) replacing retiring Donald Allan Jr. Selling Consolidated Aerospace Manufacturing to Howmet for $1.8B (closing H1 2026). 9 analysts consensus Buy PT $85.25 (24.20% upside).
Apr 3Stanley Black & Decker Q1 2026 earnings scheduled for April 29; SG Americas significantly increased stake by 1,282%.Neutral▶
Stanley Black & Decker announced Q1 2026 earnings webcast for April 29. SG Americas Securities increased SWK stake by 1,282% to 72,098 shares valued at $5.355 million. Executive Chair Donald Allan Jr. will retire October 1, 2026, with Debra Crew named Board Chair.
Apr 2Stanley Black & Decker announces aerospace business sale to Howmet for $1.8 billion and transitions leadership with new Board Chair.Mixed▶
Stanley Black & Decker agreed to sell Consolidated Aerospace Manufacturing business to Howmet Aerospace for $1.8 billion, expected to close H1 2026. Net proceeds will fund debt reduction. Debra Crew named Board Chair effective October 1, 2026. Company expects 14.8% earnings decline. Morgan Stanley raised price target to $87 from $80 on February 23, 2026. Analyst consensus is Buy with average price target of $84.50, representing 25% upside.
Apr 1Stanley Black & Decker sold Consolidated Aerospace Manufacturing to Howmet for $1.8B; DEWALT unveils first drilling robot.Positive▶
Stanley Black & Decker sold Consolidated Aerospace Manufacturing to Howmet Aerospace for $1.8B. DEWALT unveiled world's first downward drilling robot for data center construction. Morgan Stanley raised price target to $87 from $80.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| SWKSTANLEY | $78.69 | +0.68% | +15.0% | 12.8x | 1.20 | $12.1B |
| PHPARKER | $882.03 | -3.01% | -0.3% | 26.7x | 1.25 | $114.8B |
| ITWILLINOIS | $255.35 | -1.03% | -0.2% | 21.3x | 1.15 | $74.4B |
| GWWWW | $1,149.37 | -1.03% | +4.0% | 23.9x | 1.09 | $55.0B |
| IRINGERSOLL | $77.72 | -2.68% | +1.5% | 20.7x | 1.33 | $31.3B |
| DOVDOVER | $225.78 | -0.28% | +9.1% | 19.5x | 1.25 | $30.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.