โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $12.01B (+57% YoY)
โข GAAP EPS: $4.55 vs. $2.24 YoY
โข Adj. EPS: $6.06 vs. $3.33 YoY (+82%)
โข Net Income: $694.9M vs. $339.4M YoY
โข Adj. EBITDA: $1.4B
โข Operating Cash Flow: $1.5B
โข Free Cash Flow: $1.2B
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐ (๐ ๐๐๐, ๐๐๐ข๐ฌ๐๐)
โข Revenue: $41.3Bโ$41.6B
โข GAAP EPS: $12.57โ$12.97
โข Adj. EPS: $17.90โ$18.30
โข Adj. EBITDA: $4.40Bโ$4.49B
โข Operating Cash Flow: $3.45Bโ$4.00B
โข Free Cash Flow: $2.50Bโ$3.00B
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Record backlog reached $63.7B; remaining performance obligations totaled $41.8B
โข Management sees potential for strong double-digit adjusted EPS growth in 2027
โข Demand expanding across utilities, power generation, industrial and technology customers
โข Completed two acquisitions for ~$245M, including ~$149M in stock consideration
โข Issued $2B in senior notes and repaid $618.8M in term loans
โข YTD revenue reached $29.45B vs. $20.64B YoY
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โWe believe there is opportunity to deliver strong double-digit adjusted EPS growth in 2027, supported by continued backlog growth.โ โ CEO Duke Austin