Exponent (EXPO)
NASDAQ:EXPO
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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.55Last Year’s EPS
0.52Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational and financial performance with double-digit top-line growth, expanding EBITDA and margins, increased staffing and utilization, and active capital returns via dividends and substantial buybacks. Management reiterated a confident outlook and maintained full-year guidance, highlighting diversified demand driven by AI integration, energy, data centers, robotics, and medical device work. Headwinds include higher G&A and stock-based compensation costs, modest growth in the environmental & health segment, lower interest income, and some cyclical risk in consumer projects. On balance the positives (robust growth, margin expansion, talent investment, and shareholder returns) materially outweigh the negatives.Company Guidance
Revenue and Net Revenue Growth
Total revenues increased 14% year over year to $166.3 million; revenues before reimbursements (net revenues) rose 10% to $151.8 million in Q1 2026.
Profitability Expansion
Net income increased 11% to $29.6 million and diluted EPS increased 13% to $0.59 versus $0.52 a year ago; EBITDA grew 15% to $43.1 million with an EBITDA margin of 28.4% (up from 27.3% a year ago).
Operational Productivity and Pricing
Billable hours rose ~6% to approximately 399,000; average technical FTEs increased 5% to 1,013; utilization improved to 76% (from 75% prior year); realized rate increases were approximately 4% year over year.
Capital Return to Shareholders
Returned capital via $16.6 million in dividends and $79 million of share repurchases at an average price of $68.09 in the quarter; the company repurchased ~$177 million over the last four quarters (~5% of shares) and the board approved an additional $50 million repurchase authorization.
Segment Performance and Diversification
Engineering and other scientific segment (85% of net revenues) grew 12% driven by user research (consumer electronics/AI) and utility risk work; environmental & health (15% of net revenues) grew 2%, driven by regulatory consulting in chemicals — company highlights diversified demand across AI-enabled devices, energy, data centers, robotics, and medical devices.
Balanced, Forward-Looking Guidance
Company maintained its FY 2026 guidance: expects net revenues to grow in the high-single digits, full-year EBITDA margin of 27.6%–28.1%, average technical FTEs up ~5% year over year, and realized rate increases of 3%–3.5% for Q2 and FY 2026.
Investment in Talent and Capabilities
Continued recruiting and retention resulted in ~5% technical headcount growth and reported strong offer acceptance rates; stock-based compensation investments aim to attract and retain specialized multidisciplinary talent (FY stock-based comp guide $27.9M–$28.4M).
EXPO 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
EXPO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $66.89 | $65.28 | -2.41% |
Feb 05, 2026 | $70.53 | $79.46 | +12.65% |
Jul 31, 2025 | $68.11 | $67.49 | -0.91% |
May 01, 2025 | $76.57 | $75.54 | -1.34% |
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 Exponent (EXPO) report earnings?
Exponent (EXPO) is schdueled to report earning on Jul 23, 2026, After Close (Confirmed).
What is Exponent (EXPO) earnings time?
Exponent (EXPO) earnings time is at Jul 23, 2026, After Close (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 EXPO EPS forecast?
EXPO EPS forecast for the fiscal quarter 2026 (Q2) is 0.55.