NYSE$STN

Stantec Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close

Briefing

Stantec Inc reported strong Q2 2026 results with net revenue growth of 11.5% to $1.78 billion and record backlog of $9.2 billion.

Stantec delivered net revenue of $1.78 billion in Q2 2026, up 11.5% year-over-year driven by 7.1% acquisition and 3.7% organic growth. Adjusted EBITDA rose 17.1% to $332.9 million with margin expanding 90 bps to 18.7%. Diluted EPS was $1.32 and adjusted EPS $1.61, with contract backlog reaching a record $9.2 billion.

  • Net revenue increased 11.5% to $1,780.6 million, with strong contributions from US acquisitions (Page) and Global organic growth of 12.8%.
  • Adjusted EBITDA margin reached a record Q2 level of 18.7%, up 90 basis points, supported by higher project margins (54.5%) and cost discipline.
  • Contract backlog grew 17.5% to $9.24 billion, representing 13 months of work, with organic growth across all regions.
  • Company raised full-year 2026 adjusted EBITDA margin outlook to 17.8%-18.3% while reaffirming net revenue growth guidance of 8.5%-11.5%.

Headline financials

Total Revenue

C$1.28B

Previous: C$1.16B+10.2%
EPS (adj)

C$1.61

Previous: C$1.36+18.4%
Adjusted EBITDA

C$333M

No prior period
Adjusted EBITDA Margin

18.7%

No prior period
Contract Backlog

C$9.24B

No prior period
Net Debt to Adjusted EBITDA

1.3

No prior period
Project Margin % of Net Revenue

54.5%

Previous: 54.2%+0.6%
Days Sales Outstanding

75

Previous: 73+2.7%
Free Cash Flow

C$85.2M

No prior period
Net Income

C$108M

Previous: C$98.4M+9.7%
Operating Income

C$108M

No prior period
Gross Profit

C$697M

Previous: C$628M+10.9%

Revenue & EPS history

Stantec Inc · Revenue · Quarterly

C$1.28B

Q2 2026+10.2%vs Q2 2025
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Reaffirmed 2026 net revenue growth of 8.5% to 11.5% with organic growth expected in mid-single digits; raised adjusted EBITDA margin target to 17.8%-18.3%.

Tailwinds

  • Record backlog supports acceleration in H2 2026.
  • Strong Global organic growth and US acquisition contributions.
  • Margin expansion from project execution and cost management.

Headwinds

  • Seasonal factors may keep Q1/Q4 margins near low end of range.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 4 quarterly earnings reports

Historical avg

-1.9%

Avg return

Earnings day

-3.3%

Avg return

5 days after

-2.9%

Avg return

30 days after

40%

2 / 5 earnings

Positive

+0.3%

Q4 2024

Best reaction

-6.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-6.4%-7.8%-13.4%
Q3 2025-2.9%-10.2%-13.2%
Q2 2025-0.4%-2.9%+1.2%
Q1 2025+0.1%+7.2%+12.8%
Q4 2024+0.3%-2.6%-1.8%

Discussion

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