| EME |
Report |
Diluted EPS (Q2 2026) |
BEAT |
pred ~$7.70 vs. cons $7.23 |
HIGH |
| EME |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$5.00B vs. cons $4.72B |
HIGH |
| EME |
Report |
Remaining Performance Obligations / Backlog (Q2 2026) |
BEAT |
pred ~$17.0B vs. cons (trend-implied) ~$16.0B |
MEDIUM |
| EME |
Guide |
FY2026 Revenue guidance |
BETTER |
guide ~$18.75B-$19.50B (mid $19.13B) vs. cons ~$18.95B (FY2026) |
MEDIUM |
| EME |
Guide |
FY2026 Diluted EPS guidance |
BETTER |
guide ~$29.25-$30.75 (mid $30.00) vs. cons ~$29.20 (FY2026) |
MEDIUM |
| EME |
Guide |
FY2026 Operating margin guidance |
UNCHANGED |
guide ~9.0%-9.4% vs. cons ~9.2% (FY2026) |
MEDIUM |
| EME |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| EME |
Return |
5-day cumulative residual |
+9.5% (FOLLOW-THROUGH) |
A beat-and-raise (record RPO, continued double-digit organic growth, FY26 guide lifted again) should trigger positive estimate revisions for FY26/FY27 similar to the post-Q1 pattern, and since the stock's recent ~30% drawdown was driven by sector rotation/macro AI-capex jitters rather than company fundamentals, a strong print plus the corroborating FIX beat should let shares reclaim lost ground over the week rather than fade; residual upside risk is capped by lingering valuation/insider-selling overhang and any softer mechanical margin commentary. |
LOW |