| FIX |
Report |
Revenue |
BEAT |
pred ~$3.060B vs. cons $2.971B |
MEDIUM |
| FIX |
Report |
Operating diluted EPS |
BEAT |
pred ~$11.15 vs. cons $10.60 |
MEDIUM |
| FIX |
Report |
Ending backlog |
BEAT |
pred ~$12.850B vs. cons $12.653B |
MEDIUM |
| FIX |
Guide |
FY2026 same-store revenue growth |
UNKNOWN |
guide mid- to high 20% range vs. no same-store consensus |
MEDIUM |
| FIX |
Guide |
FY2026 gross-margin direction |
UNKNOWN |
guide strong ranges vs. no quantitative guide comparator |
LOW |
| FIX |
Guide |
FY2026 CapEx |
UNKNOWN |
guide ~5% of revenue vs. no CapEx consensus |
MEDIUM |
| FIX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
LOW |
| FIX |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Q2 beat lifts estimates, while unchanged FY framing caps upside |
LOW |