| FIX |
Report |
Q2 2026 revenue |
BEAT |
pred ~$3.16B vs. cons $2.99B |
MEDIUM |
| FIX |
Report |
Q2 2026 diluted EPS |
BEAT |
pred ~$10.80 vs. cons $10.45 |
MEDIUM |
| FIX |
Report |
Q2 2026 ending backlog |
BEAT |
pred ~$13.1B vs. cons ~$12.7B |
LOW |
| FIX |
Guide |
FY2026 total revenue outlook |
UNCHANGED |
guide ~$12.1B vs. cons $12.04B (FY2026) |
MEDIUM |
| FIX |
Guide |
Same-store revenue growth outlook |
LOWER |
guide ~29% vs. cons ~30% (FY2026) |
MEDIUM |
| FIX |
Guide |
Gross-margin commentary |
LOWER |
guide ~25.0% vs. cons ~25.6% (2H 2026) |
MEDIUM |
| FIX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
LOW |
| FIX |
Return |
5-day cumulative residual |
+0.8% (FADE) |
A Q2 EPS beat of ~$10.80 vs. $10.45 and backlog of ~$13.1B vs. ~$12.7B should support the initial reaction, but FY2026 same-store growth of ~29% vs. ~30% expected and 2H gross margin of ~25.0% vs. ~25.6% expected imply limited out-period estimate upside, causing most of the day-1 gain to fade. |
LOW |