STN Stantec Inc.
Price Chart
Executive Summary
Stantec reported Q1 2026 adjusted EPS of $1.33, beating the consensus estimate of $1.29 by 3.1%, and net revenue of $1.69B, slightly below the $1.71B consensus. The company reaffirmed its 2026 guidance for mid-to-high single-digit organic growth and adjusted EBITDA margin expansion to 17.6%-18.2%, but operating cash flow turned negative due to Page integration costs, tempering the beat.
Key Financial Metrics
Actionable Insight
The adjusted EPS beat and record backlog support the stock, but the revenue miss and negative operating cash flow from Page integration create near-term uncertainty. Watch for organic growth acceleration in the US in subsequent quarters and margin progression toward the 2026 target range.
Key Facts
- Adjusted EPS of $1.33 beat consensus of $1.29 by 3.1%.
- Net revenue of $1.69B missed consensus of $1.71B by 1.2%.
- Net revenue grew 9.1% YoY, with 3.6% organic and 7.2% acquisition growth.
- Adjusted EBITDA margin expanded 70 bps to 16.9%.
- Contract backlog reached a record $9.0B, up 13.2% YoY.
- Operating cash flow was -$2.3M vs +$100.7M a year ago, due to Page integration and working capital investment.
- Reaffirmed 2026 guidance: net revenue growth 8.5%-11.5%, adjusted EBITDA margin 17.6%-18.2%, adjusted EPS growth 15%-18%.
- Dividend declared at $0.245/share, up from $0.225 a year ago.
Financial Impact
Adjusted EPS beat by $0.04 (3.1%), but revenue missed by ~$16M (0.9%). Operating cash flow swung negative by $103M YoY.
Risk Factors
- Page integration disruption may continue to pressure working capital and cash flow.
- Revenue miss vs consensus could weigh on sentiment despite EPS beat.
- Organic growth of 3.6% is below the mid-to-high single-digit annual target, requiring acceleration.
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3294500 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 26, 2026
18d ago
|
6-K
| $76.96 $74.84 | ▼ −2.75% | ▼ −3.97% | $72.26 (−6.11%) |
|
May 14, 2026
29d ago
|
6-K
| $77.27 $76.54 | ▼ −0.94% | ▼ −1.91% | $72.26 (−6.48%) |
|
May 14, 2026
29d ago
|
Press Release
| $77.27 $76.54 | ▲ +0.94% | ▲ +1.91% | $72.26 (+6.48%) |
|
May 13, 2026
4w ago
|
Press Release
| $72.77 $76.17 | ▲ +4.67% | ▲ +5.39% | $72.26 (−0.70%) |
|
Apr 21, 2026
7w ago
|
6-K
| $90.30 $89.90 | ▼ −0.44% | ▼ −1.53% | $72.26 (−19.98%) |
|
Apr 21, 2026
7w ago
|
Press Release
| $90.30 $89.90 | ▼ −0.44% | ▼ −1.53% | $72.26 (−19.98%) |
|
Apr 13, 2026
8w ago
|
6-K
| $88.28 $91.94 | ▲ +4.15% | ▲ +0.85% | $72.26 (−18.15%) |
|
Apr 13, 2026
8w ago
|
Press Release
| $88.28 $91.94 | ▲ +4.15% | ▲ +0.85% | $72.26 (−18.15%) |
|
Apr 2, 2026
10w ago
|
6-K
| $87.02 $86.46 | ▼ −0.64% | ▼ −4.26% | $72.26 (−16.96%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access