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Thursday, October 1, 2026

1 company from our universe reports on this day.

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Earnings Preview
Construction · Q4
Consensus EPS$5.57Revenue est$1.2BMkt cap$9B
Beat 7 of last 7 quarters. Consensus: $1.24B rev / $5.57 EPS. YoY growth (latest Q): +2% revenue, +4% EPS.
Price: $309 — YTD -0.1% — 52-wk $257 to $380 — Mkt cap $9B
Multiples: EV/EBITDA 13.5x — P/E 23x — Fwd P/E 16x

The bar looks clearable only if AIS' 15% growth and margin expansion can offset ABL's -2% decline, with adjusted EPS already up 4% on a 2% sales increase. The real story tonight is likely whether Distech's hyperscaler PLC/DDC opportunity and data-center lighting hypergrowth become visible, scalable revenue rather than OEM-embedded, smaller-dollar niche. A good quarter should show stable AIS momentum and ABL not worsening; a great one likely needs concrete hyperscaler/order-book evidence and a clearer path on QSC term-loan repayment.

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