| PWR |
Report |
Adjusted Diluted EPS (Q2 2026) |
BEAT |
pred ~$3.48 vs. cons $3.27 |
HIGH |
| PWR |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$8.75B vs. cons $8.55B |
HIGH |
| PWR |
Report |
Total Backlog (Q2 2026) |
BEAT |
pred ~$51.3B vs. cons $50.4B |
MEDIUM |
| PWR |
Guide |
FY2026 Revenue Guidance |
BETTER |
guide ~$35.4-35.9B (midpoint $35.65B) vs. cons ~$35.1B (FY2026) |
MEDIUM |
| PWR |
Guide |
FY2026 Adjusted Diluted EPS Guidance |
BETTER |
guide ~$14.20-14.85 (midpoint $14.53) vs. cons ~$14.10 (FY2026) |
MEDIUM |
| PWR |
Guide |
FY2026 Free Cash Flow Guidance |
UNCHANGED |
guide ~$1.60-2.10B (midpoint $1.85B) vs. cons ~$1.85B (FY2026) |
LOW |
| PWR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.5% |
— |
MEDIUM |
| PWR |
Return |
5-day cumulative residual |
+2.0% (FADE) |
PWR's consistent beat-and-raise history plus oversold conditions (stock down ~30% from May highs, -13% in the week pre-print) set up a sharp relief-rally on Day 1 if Q2 clears the high bar. But two dynamics argue for fade into Day 5: (1) Quanta's raises have historically been proportionally smaller than the magnitude of the beat (conservative guide-up discipline), so out-period FY26 EPS/revenue revisions likely rise less than the quarter's beat implies, capping follow-through; (2) the stock's recent collapse is tied to a sector-wide de-rating in AI/data-center-capex-linked infrastructure names (Vertiv miss, SK Hynix/ASML rout, Nvidia-OpenAI circular financing fears) rather than PWR-specific fundamentals, and with Meta, Microsoft, Amazon and Alphabet all reporting the same week, renewed hyperscaler capex anxiety could re-pressure PWR's multiple even after a clean beat, eroding the initial pop over the following days. |
LOW |