Southland Holdings (SLND)
:SLND
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Earnings Data
Report Date
Aug 17, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.43Last Year’s EPS
-0.19Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mixed but cautiously constructive picture: material near-term financial weakness (notably a ~28% revenue decline, a large net loss of $28.4M, negative EBITDA, and transportation/M&P segment losses) was offset by meaningful strategic progress — significant surety support and advances ($139M total), a large $1.88B backlog with ~38% expected to convert to revenue in 12 months, active asset monetization efforts, cost reductions in SG&A, and a pipeline of short-duration, higher-margin opportunities. Management emphasized that a broader financing agreement is near completion and that legacy portfolio shrinkage and dispute collections (including an expected ~$11M cash collection) should improve liquidity and margins over 2026. Overall the positives and remediation actions balance the substantial near-term operating and liquidity challenges.Company Guidance
Surety Support and Financing Progress
Surety partners assumed the debt under the senior credit facility, waived principal and interest payments through maturity, advanced approximately $125 million during the quarter (bringing total surety advances to $139 million), and are finalizing a broader financing agreement and credit amendment; no amounts due prior to 05/13/2027.
Large Backlog with Near-Term Revenue Visibility
Backlog of approximately $1.88 billion, with management expecting to recognize ~38% (≈$714 million) as revenue over the next 12 months, supporting near-term work conversion potential.
Civil Segment Stability and Mid-Teen Margins
Civil revenue was $104 million (essentially flat YoY, +~1%) and produced a 14.1% gross margin in the quarter, consistent with management’s mid‑teen margin target and described as driven by execution on core projects.
Pipeline of High-Margin, Short-Duration Opportunities
Active pursuits include large water/wastewater, bridge, marine, tunnel and data center opportunities (e.g., Phase 3 Winnipeg North End STP, GDOT I-285 packages, MoDOT Liberty Bend Bridge, Dallas DWU tunnel) and a $48 million data center project on track to complete within two months — aligned with stated strategy to pursue short-duration, high-margin work.
Working Capital and Asset Monetization Initiatives
Working capital support from sureties materially strengthened operations; company has initiated monetization of idle assets and non-core real estate to direct proceeds toward debt reduction.
Expected Near-Term Cash Recovery from Legacy Matter
Management expects to collect approximately $11 million in the coming weeks from the resolution of a legacy dispute (income statement impact recorded in Q1; further balance sheet cash impact expected in Q2), which will be used to reduce the senior term loan.
Cost Discipline in SG&A
Selling, general and administrative expenses decreased $1.5 million YoY to $14.9 million; excluding business transformation expenses, SG&A was 7% of revenue in the quarter, reflecting active administrative cost reductions.
SLND Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SLND Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $1.37 | $1.26 | -8.03% |
Mar 26, 2026 | $1.61 | $1.22 | -24.22% |
Nov 12, 2025 | $4.80 | $4.13 | -13.96% |
Aug 12, 2025 | $4.63 | $4.67 | +0.86% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Southland Holdings (SLND) report earnings?
Southland Holdings (SLND) is schdueled to report earning on Aug 17, 2026, TBA (Confirmed).
What is Southland Holdings (SLND) earnings time?
Southland Holdings (SLND) earnings time is at Aug 17, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SLND EPS forecast?
SLND EPS forecast for the fiscal quarter 2026 (Q2) is -0.43.