Friday, August 7, 2026

For the August 7 report, consensus is $2.46 EPS on $2.30B revenue; full-year consensus is $3.38 EPS on $4.02B revenue. Management has not given a numeric guide, so the consensus is the yardstick. The company has missed consensus in the last four reported periods, and the layer's pattern warns that a beat may not lift the stock. The question going in is whether gross margin can hold above 18%: 2H25 came in at 18.9% versus the 16.5% full-year level. If it steps back toward 16%, that could offset an otherwise solid revenue print.

Consensus for Friday is $0.70 EPS (earnings per share) on $3.92B revenue. Management hasn't given a Q2 guide; its full-year ranges are $2.60–2.80 adjusted EPS and $525–560M adjusted EBITDA. Signals from backlog and the ecosystem suggest FLR could at least meet consensus, but the key question is whether management holds the full-year range and keeps winning work at margins above backlog. Watch new-award margins: Q1 was 2 percentage points above backlog. If that edge fades, the high end of the range becomes harder to reach.

Consensus for Friday's Q3 print is $1.01 EPS on $949M revenue — about 23% above Q2 revenue, versus Q2 adjusted EPS of $0.18. Management gave a full-year guide, not a quarterly one: $3.59B–$3.65B revenue and $552M–$564M adjusted EBITDA (earnings before interest, taxes, depreciation and amortization, adjusted for one-offs). With Q2 organic growth at 11%, a record backlog, and public awards expected up 10%–15%, the signals suggest ROAD could beat, and it has beaten EPS estimates in 5 of the last 7 quarters. The question is whether management raises the FY guide again and closes the gap from Q2's 12.1% adjusted EBITDA margin to the full-year ~15.4% target. The one number to watch is Q3 organic growth — near 11% keeps the raised-guide path open; below 7%–8% puts the guide at risk.

Wall Street consensus expects $0.07 EPS on $1.12B revenue. Management hasn't given a formal Q2 guide in the source material; in Q1, Adjusted EBITDA (cash profit excluding non-cash items) was $50.1M, down from $55.0M a year earlier, and reported EPS was -$3.64 after a non-cash RINs mark-to-market. The MaxSAF 150 expansion, the EPA's new biofuel blending target, and Shreveport recovery are the swing factors, so the signals suggest they could beat. The specific question is whether Adjusted EBITDA gets back above the $50.1M Q1 level; that's the number to watch, because a miss there could unwind the stock's recent run-up.

Consensus expects -$0.16 EPS on $0M revenue. Management has not guided a quarterly revenue number; its FY2026 plan is $80M–$100M of cash used in operations and $350M–$450M of PP&E deployment. The signals suggest Oklo could meet the full-year cash plan if it shows execution on Groves, isotope contracts, and fuel supply. The specific question is whether management updates the criticality date, names an isotope customer, or reaffirms full-year cash guidance. The single number to watch is cash used in operating activities: a figure far above the $20M-ish quarterly pace would strain the full-year guide.

Consensus for the August 7 report is $0.77 adjusted EPS on $507M revenue, about 6% above Q1's reported $478M. Management's full-year guide is $1.945–2.015B revenue, 19.5–20.5% EBITDA margin, and $2.75–3.00 EPS; consensus sits roughly 0.6% above the revenue midpoint and about 2% above the EPS midpoint. The company has beaten 7 of the last 7 quarters, and Cook Filter integration is ahead of plan, so the signals suggest they could beat again. The specific question is whether management keeps the full-year guide intact while Power Solutions organic volume is still slightly negative. The number to watch is the U.S. heavy/medium-duty market growth assumption of +5% to +15% — cutting that could put the Power Solutions revenue guide at risk.

Consensus for this quarter is $0.34 EPS on $2.19 billion revenue. Management did not give a Q2 number in the source; the full-year 2026 ongoing EPS guide is $1.90-$1.98. The ecosystem signals suggest PPL could at least meet the quarter, but the layer's beat-versus-stock-reaction gap means a beat alone might not move the stock. The specific question is whether management updates the Blackstone JV contract promise, the Kentucky CPCN filing timing, and the Pennsylvania pipeline. The single number to watch is ongoing EPS versus $0.34; a miss would likely come from depreciation, interest, and O&M offsets, not from weaker demand.

Consensus for the August 7 report is $0.42 EPS on $269M revenue — about 16% above last quarter's $231.3M revenue and about 24% above last quarter's $0.34 EPS. The company has beaten consensus in 5 of the last 7 quarters, and management's FY2026 revenue guide is $1.08B–$1.175B, though the source doesn't show a Q2 revenue guide. Shipment momentum and Lam Research's beat suggest ACMR could beat, but the layer's 44% stock-up rate means a beat alone may not move the stock. The question is whether management keeps the full-year range, holds gross margin inside its 42–48% target, and confirms that shipment growth is still outrunning revenue growth. Watch shipments: $240.7M in Q1 versus $231.3M revenue — if they slip below revenue, the 2026 'shipments outpace revenue' commitment loses credibility.

Consensus expects $1.95 EPS on $5.43B revenue for Q2. Management has not given a specific Q2 guide in the source material, but the record $1.494B Q1 adjusted EBITDA and the Meta PPA announcement suggest momentum is strong. The signals point to a possible beat, but the recent stock reaction to beats in this sector warns that a beat alone may not be enough — the market likely wants an updated full-year outlook and a clear Cogentrix timeline. The single most important number is adjusted EBITDA: if generation EBITDA stays near or above the Q1 run rate, the result likely supports the narrative; a sharp sequential drop could raise doubts about the growth trajectory.