| FIX |
Report |
Diluted EPS |
BEAT |
pred ~$11.25 vs. cons $10.41 |
MEDIUM |
| FIX |
Report |
Revenue |
BEAT |
pred ~$3.15B vs. cons $2.97B |
MEDIUM |
| FIX |
Report |
Ending backlog |
BEAT |
pred ~$13.05B vs. cons $12.70B |
MEDIUM |
| FIX |
Guide |
Same-store revenue growth |
BETTER |
guide ~30.0% vs. cons 28.0% (FY2026) |
MEDIUM |
| FIX |
Guide |
Core gross-margin commentary |
BETTER |
guide ~25.0% vs. cons 24.5% (FY2026) |
MEDIUM |
| FIX |
Guide |
Capital expenditures as a share of revenue |
UNCHANGED |
guide ~5.0% vs. cons 5.0% (FY2026) |
HIGH |
| FIX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| FIX |
Return |
5-day cumulative residual |
+8.0% (FOLLOW-THROUGH) |
FY2026 EPS revisions should move to ~$46.00 versus consensus $43.63 as the EPS/revenue beat, backlog expansion, and higher same-store-growth outlook extend the out-period earnings-power debate rather than merely benefiting the reported quarter. |
MEDIUM |