Stantec Inc (STN)
NYSE:STN
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.94Last Year’s EPS
0.84Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted multiple strong financial and operational achievements for FY2025: double-digit revenue growth, record margins, significant cash flow improvement, backlog at all-time highs, and explicit 2026 targets that indicate continued momentum. Most business units—particularly Water, Buildings (Page acquisition), Global and Energy & Resources—delivered meaningful growth. Management also articulated a pragmatic AI strategy tied to revenue opportunities and efficiency gains. The primary challenges discussed were localized softness in Environmental Services and a muted Infrastructure year in 2025, potential timing/valuation friction in the M&A market due to recent public-market valuation resets, and a possible tougher Q1 comparison in Canada. Overall, the positives (strong growth, margin expansion, cash generation, backlog, and clear guidance) substantially outweigh the moderate and manageable headwinds.Company Guidance
Record Annual Revenue Growth
Net revenue grew ~10.7% year-over-year to $6.5 billion for FY2025 (management also referenced 'almost 11%'), driven by 5.0% organic growth and 3.9% acquisition growth.
Strong Profitability and Margin Expansion
Full-year adjusted EBITDA margin reached a record level (~17.9%), up ~90 basis points year-over-year; Q4 adjusted EBITDA margin was 17.3% (up 60 bps vs Q4 2024).
Robust Adjusted EPS and Quarterly EPS Growth
Adjusted EPS for FY2025 was $5.30, an increase of 19.9% versus 2024; Q4 adjusted EPS was $1.25, up 12.6% year-over-year.
Excellent Cash Generation and Balance Sheet Metrics
Operating cash flow increased 43.1% to $863 million (from $603 million); free cash flow to net income conversion was 1.3x (above 1.0x target); net debt to adjusted EBITDA was a conservative 1.3x (within 1–2x target range).
Backlog at All-Time High
Contract backlog reached $8.6 billion, up 9.5% year-over-year, representing ~13 months of work; backlog growth included >8% contribution from acquisitions and 3.6% organic growth.
Targeted Dividend Increase
Board approved an 8.9% dividend increase, raising the annualized dividend to $0.98 per share, reflecting confidence in cash generation and capital allocation.
Sector and Regional Wins—Water, Buildings and Global Strength
Water delivered consecutive double-digit organic growth (Water ~11% organic growth noted), Buildings net revenue grew >30% (primarily due to the Page acquisition plus organic strength), and Global region revenue grew ~13% for the year (almost 6% organic, >4% acquisition).
Q4 Net Revenue and Project Margin Stability
Q4 gross revenue was $2.1 billion and net revenue $1.6 billion (Q4 net revenue +10.9% vs Q4 2024, driven by 3.9% organic and 6.5% acquisition growth); project margins remained healthy at ~54.3–54.5% of net revenue.
Clear 2026 Financial Targets
Management provided 2026 guidance: net revenue growth of 8.5%–11.5%, adjusted EBITDA margin of 17.6%–18.2%, and adjusted EPS growth of 15%–18% (excludes any additional M&A).
AI Adoption and New Revenue Opportunities
Management is operationalizing AI across workflows to improve efficiency and margins; highlighted involvement in ~2.5 GW of initial data center capacity across 5 hyperscaler projects (~$35 billion of facilities) and 100+ mission-critical facilities, positioning AI as an 'opportunity amplifier' for new services and predictive analytics.
STN 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
STN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $90.27 | $95.23 | +5.49% |
Nov 13, 2025 | $104.72 | $105.91 | +1.14% |
Aug 13, 2025 | $108.57 | $105.96 | -2.41% |
May 14, 2025 | $94.43 | $99.23 | +5.08% |
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 Stantec Inc (STN) report earnings?
Stantec Inc (STN) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Stantec Inc (STN) earnings time?
Stantec Inc (STN) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is STN EPS forecast?
STN EPS forecast for the fiscal quarter 2026 (Q1) is 0.94.