| PWR |
Report |
2Q26 revenue |
BEAT |
pred ~$8.73B vs. cons $8.55B |
MEDIUM |
| PWR |
Report |
2Q26 adjusted diluted EPS |
BEAT |
pred ~$3.41 vs. cons $3.27 |
MEDIUM |
| PWR |
Report |
Total backlog at 2Q26 end |
IN-LINE |
pred ~$50.8B vs. cons $50.4B |
MEDIUM |
| PWR |
Guide |
FY26 adjusted diluted EPS guidance |
BETTER |
guide ~$14.20 vs. cons $14.07 (FY26) |
MEDIUM |
| PWR |
Guide |
FY26 revenue guidance |
BETTER |
guide ~$35.25B vs. cons $35.05B (FY26) |
MEDIUM |
| PWR |
Guide |
FY26 adjusted EBITDA guidance |
BETTER |
guide ~$3.70B vs. cons $3.64B (FY26) |
MEDIUM |
| PWR |
Guide |
FY26 free-cash-flow guidance |
UNCHANGED |
guide ~$1.80B vs. cons $1.80B (FY26) |
MEDIUM |
| PWR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| PWR |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
A revenue and EPS beat paired with a modest FY26 EPS/EBITDA raise implies favorable second-half operating math: the implied 2H adjusted EPS outlook rises to ~$8.12 versus ~$7.99 before the update. In-line backlog limits the initial upside, but continued margin progression and upward out-period estimates should support follow-through rather than a fade. |
MEDIUM |