| EME |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$5.15B vs. cons ~$4.98B |
HIGH |
| EME |
Report |
Diluted EPS (Q2 2026) |
BEAT |
pred ~$7.65 vs. cons ~$7.30 |
HIGH |
| EME |
Report |
Remaining Performance Obligations / backlog |
BEAT |
pred ~$16.2B vs. cons ~$15.8B (prior Q1 $15.62B) |
MEDIUM |
| EME |
Guide |
FY26 revenue guidance (raise) |
BETTER |
guide ~$19.75B mid vs. cons ~$19.4B (FY2026, up from $18.50–19.25B) |
MEDIUM |
| EME |
Guide |
FY26 diluted EPS guidance (raise) |
BETTER |
guide ~$30.50 mid vs. cons ~$29.7 (FY2026, up from $28.25–29.75) |
MEDIUM |
| EME |
Guide |
FY26 operating margin guidance |
UNCHANGED |
guide ~9.0–9.4% (mid ~9.2%) vs. cons ~9.2% (FY2026) |
MEDIUM |
| EME |
Guide |
Mechanical segment operating margin (mix/GMP shift) |
LOWER |
pred ~11.0% vs. cons ~12.0% (Q2, lapping 13.6% yr-ago) |
MEDIUM |
| EME |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| EME |
Return |
5-day cumulative residual |
+9.0% (FOLLOW-THROUGH) |
Stock enters massively de-risked (~-11% idiosyncratic in the week vs flat SPY, -27% from May high, beta ~1.7). A beat-and-raise with RPO/backlog still growing pulls out-period estimates UP rather than down, so the relief rally should follow through as the AI-demand-durability fear is at least partially refuted; residual gains extend past day 1 but at a decelerating pace. Risk to fade only if RPO shows sequential deceleration or the raise is modest against fragile AI-infrastructure sentiment. |
LOW |