| EME |
Report |
Diluted EPS |
BEAT |
pred ~$7.75 vs. cons $7.23 |
MEDIUM |
| EME |
Report |
Revenue |
BEAT |
pred ~$4.95B vs. cons $4.71B |
MEDIUM |
| EME |
Report |
Remaining performance obligations (RPO) |
BEAT |
pred ~$16.45B vs. cons $16.05B |
LOW |
| EME |
Guide |
FY2026 revenue guidance |
BETTER |
guide ~$19.45B midpoint vs. cons $19.15B (FY2026) |
MEDIUM |
| EME |
Guide |
FY2026 diluted EPS guidance |
BETTER |
guide ~$30.75 midpoint vs. cons $30.59 (FY2026) |
MEDIUM |
| EME |
Guide |
FY2026 operating-margin guidance |
UNCHANGED |
guide ~9.2% midpoint vs. cons 9.2% (FY2026) |
MEDIUM |
| EME |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.5% |
— |
MEDIUM |
| EME |
Return |
5-day cumulative residual |
+9.5% (FOLLOW-THROUGH) |
Day-1 residual ~+7.5% and 5-day residual ~+9.5%: a material EPS/revenue beat plus a FY2026 guide midpoint of ~$30.75 versus ~$30.59 consensus should drive out-period estimate increases rather than merely a quarterly beat. Continued RPO growth of ~$16.45B versus ~$16.05B supports revenue-conversion visibility, while unchanged ~9.2% margin guidance limits the risk that mix dilution offsets the higher sales outlook. |
MEDIUM |