Equity Profile

STN

Stantec Inc.

IndustrialsConstruction & Engineering$7.8B

May13Wed

Post-Earnings Recap

ReportedQ1-2026After Close5:00 PM EDT

Stantec Inc. Misses on EPS, Stock Down 6.46%

Metric	Actual	Expected	Surprise
EPS	$0.97	$1.29	+2.22%
Revenue	—	$1.7B	—

management commentary, guidance changes, and full analysis available with Pro.

Stantec Inc. Misses on EPS, Stock Down 6.46%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.97	$1.29	+2.22%
Revenue	—	$1.7B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Stantec Inc. reported earnings that fell short of expectations, particularly in EPS, which likely contributed to the stock's decline of 6.46%. Investors may be concerned about the company's ability to meet future earnings targets, especially given the lack of revenue data and guidance. The market's reaction indicates a cautious outlook among investors following this earnings report.

Company Snapshot

Stantec Inc. is a leading company in the construction and engineering sector, focusing on design and consulting services for infrastructure projects....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and financial health, which investors closely monitor.

$1.29

Revenue

Total revenue reflects the company's ability to generate sales and is essential for assessing growth.

$1.7B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Stantec Inc. is a leading company in the construction and engineering sector, focusing on design and consulting services for infrastructure projects. With a market cap of $10 billion, it plays a crucial role in shaping communities and environments, making it relevant in discussions about urban development and sustainability.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+3.51%

Avg Stock Reaction

+0.28%

Last Quarter Recap

In the last quarter, Stantec reported an EPS of $0.91, beating estimates by 5.48%. The stock rose by 2.92% the following day, indicating positive market sentiment.

Management Promises & Guidance

Continued focus on sustainable infrastructure projects.
Investment in technology to improve project delivery.
Commitment to expanding services in key markets.

Expectations

Wall Street Expectations

Analysts expect Stantec to report solid earnings, with a consensus EPS of $1.29 and revenue of $1.7 billion. The market is optimistic about the company's growth trajectory.

Bull Case

If Stantec exceeds EPS expectations, it could signal strong demand for its services and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could raise concerns about its growth prospects and lead to a decline in stock price.

Key Metrics to Watch

EPS

$1.29

Earnings per share is a key indicator of profitability and financial health, which investors closely monitor.

Revenue

$1.7B

Total revenue reflects the company's ability to generate sales and is essential for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Stantec's EPS exceed the consensus estimate of $1.29?

A beat on EPS could indicate stronger-than-expected demand and operational efficiency, positively influencing investor sentiment.

What guidance will management provide regarding future revenue growth?

Guidance on revenue growth will help investors assess the company's outlook and ability to capitalize on market opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Stantec's ability to leverage new contracts in sustainable infrastructure, which could drive higher revenues than expected.

Supporting Evidence

Recent project wins suggest a robust pipeline that may not be fully reflected in current estimates.

The company's historical performance shows a strong track record of beating EPS estimates, indicating potential upside.

Options pricing indicates a higher expected move, suggesting that the market anticipates significant developments.

Key Risk

If revenue growth exceeds $1.7 billion, it could challenge the current bearish sentiment and shift the narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Stantec can sustain its growth trajectory amid economic uncertainties.

Bull Confirmed If

An EPS of $1.32 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $1.26 would raise concerns about the company's growth and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±6.81%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that investors are anticipating volatility.

Options are pricing ±6.8% while STN has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

26.3%

Calls (200)P/C Ratio: 1.00Puts (0)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Top holders adding

Institutional

79.71%

of float

Insider

0.07%

of float

Holders

586

institutions

Top Holders· as of Dec 2025

Vanguard Group Inc
4,966,062 sh · $443.6M
4.35%
1.9%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Stantec beats expectations, history suggests a potential stock increase of around 2.20%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

A miss on earnings could lead to a decline of about 1.95%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new project wins in sustainable infrastructure.
2Management's commentary on cost management strategies.
3Insights into market demand for engineering services.
4Guidance on revenue growth for the upcoming quarters.
5Details on technological advancements and their impact on operations.

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Company Snapshot

Stantec Inc. is a leading company in the construction and engineering sector, focusing on design and consulting services for infrastructure projects....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and financial health, which investors closely monitor.

$1.29

Revenue

Total revenue reflects the company's ability to generate sales and is essential for assessing growth.

$1.7B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+3.51%

Avg Stock Reaction

+0.28%

Last Quarter Recap

In the last quarter, Stantec reported an EPS of $0.91, beating estimates by 5.48%. The stock rose by 2.92% the following day, indicating positive market sentiment.

Management Promises & Guidance

Continued focus on sustainable infrastructure projects.
Investment in technology to improve project delivery.
Commitment to expanding services in key markets.

Expectations

Wall Street Expectations

Analysts expect Stantec to report solid earnings, with a consensus EPS of $1.29 and revenue of $1.7 billion. The market is optimistic about the company's growth trajectory.

Bull Case

If Stantec exceeds EPS expectations, it could signal strong demand for its services and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could raise concerns about its growth prospects and lead to a decline in stock price.

Key Metrics to Watch

EPS

$1.29

Earnings per share is a key indicator of profitability and financial health, which investors closely monitor.

Revenue

$1.7B

Total revenue reflects the company's ability to generate sales and is essential for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Stantec's EPS exceed the consensus estimate of $1.29?

A beat on EPS could indicate stronger-than-expected demand and operational efficiency, positively influencing investor sentiment.

What guidance will management provide regarding future revenue growth?

Guidance on revenue growth will help investors assess the company's outlook and ability to capitalize on market opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Stantec's ability to leverage new contracts in sustainable infrastructure, which could drive higher revenues than expected.

Supporting Evidence

Recent project wins suggest a robust pipeline that may not be fully reflected in current estimates.

The company's historical performance shows a strong track record of beating EPS estimates, indicating potential upside.

Options pricing indicates a higher expected move, suggesting that the market anticipates significant developments.

Key Risk

If revenue growth exceeds $1.7 billion, it could challenge the current bearish sentiment and shift the narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Stantec can sustain its growth trajectory amid economic uncertainties.

Bull Confirmed If

An EPS of $1.32 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $1.26 would raise concerns about the company's growth and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±6.81%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that investors are anticipating volatility.

Options are pricing ±6.8% while STN has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

26.3%

Calls (200)P/C Ratio: 1.00Puts (0)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Top holders adding

Institutional

79.71%

of float

Insider

0.07%

of float

Holders

586

institutions

Top Holders· as of Dec 2025

Vanguard Group Inc
4,966,062 sh · $443.6M
4.35%
1.9%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Stantec beats expectations, history suggests a potential stock increase of around 2.20%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

A miss on earnings could lead to a decline of about 1.95%, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new project wins in sustainable infrastructure.
2Management's commentary on cost management strategies.
3Insights into market demand for engineering services.
4Guidance on revenue growth for the upcoming quarters.
5Details on technological advancements and their impact on operations.