Latest Earnings Results: Q4 '26
Estimated EPS
$0.58
Reported EPS
$0.53
Surprise
-8.15%
Estimated Rev
$1.19B
Reported Rev
$793.63M
Surprise
-33.41%
• Reported GAAP EPS of $0.53 • Reported revenue of $1.24B up 64.90% YoY • SOLV Energy raised full-year 2026 guidance to revenue of $4.03B, Adjusted Gross Profit of $660M, and Adjusted EBITDA of $525M, with respective margins of 16.4%-16.7% and 13.0%-13.1%.
Bullish Takeaway
SOLV Energy reported 65% Q3 revenue growth, approximately $9.2B in backlog and over 24 GW under O&M contract; ASB expanded high-voltage capabilities and presence in high-growth regions.
Bearish Takeaway
SOLV Energys Q3 gross and adjusted gross margins were 17.8% and 17.3%, versus 19.7% for both measures; trailing twelve-month safety metrics were below industry benchmarks, and backlog may not be realized or result in profits.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.50 | -- | -- | N/A |
Q3 '26 | $0.58 | $0.53 | -8.15% | MISSED |
Q2 '26 | $0.24 | $0.30 | 25.48% | BEAT |
Q1 '26 | $0.16 | -- | -- | N/A |
Q4 '25 | $0.29 | -- | -- | N/A |