| PWR |
Report |
Adjusted diluted EPS (Q2'26) |
BEAT |
pred ~$3.42 vs. cons $3.27 |
HIGH |
| PWR |
Report |
Revenue (Q2'26) |
BEAT |
pred ~$8.80B vs. cons $8.55B |
MEDIUM |
| PWR |
Report |
Total backlog |
BEAT |
pred ~$51.5B vs. cons $50.4B |
MEDIUM |
| PWR |
Guide |
FY26 Adjusted diluted EPS guide |
BETTER |
guide ~$14.10 midpoint vs. cons $13.95 (FY2026) |
MEDIUM |
| PWR |
Guide |
FY26 Revenue guide |
BETTER |
guide ~$35.4B midpoint vs. cons $35.1B (FY2026) |
MEDIUM |
| PWR |
Guide |
FY26 Free cash flow guide |
BETTER |
guide ~$1.9B (raise toward high end) vs. cons/prior ~$1.8B (FY2026) |
LOW |
| PWR |
Guide |
Electric segment operating margin |
BETTER |
guide ~9.8% vs. cons ~9.4% (Q2'26 seasonal step-up) |
LOW |
| PWR |
Guide |
Large-load/data-center demand commentary |
UNCHANGED |
reaffirm ~110% tech-load growth vs. cons ~110% (FY2026); no push-outs |
MEDIUM |
| PWR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.5% |
— |
MEDIUM |
| PWR |
Return |
5-day cumulative residual |
+7.5% (FOLLOW-THROUGH) |
Stock de-risked ~13% idiosyncratically into the print (from ~$654 to $569 while SPY flat) on AI-capex/sentiment fear, not fundamentals. A clean beat-and-raise with record backlog and reaffirmed hyperscaler demand should trigger a relief snap-back in an oversold, high-beta name. Upward FY26 EPS revisions after the raise support follow-through into day 5, though a jittery AI tape and rich ~41x multiple cap the upside and risk a partial fade/stabilize if guidance raise is only token. |
LOW |