FPS earnings / call / takeaways
FPS Q1 FY27 earnings call: key takeaways
What FPS said on its earnings call of November 12, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 12, 2026·AI-generated from the call transcript and Lician data
- EPS of $0.24 beat the $0.18 consensus (36:09)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $0.18 | – | – |
What changed since last quarter
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | "- Full-year revenue of $2.45 billion to $2.65 billion " (37:09) | not captured |
| EBITDA | "- Full-year adjusted EBITDA of $587 million to $637 million " (37:09) | not captured |
| EPS | "- Full-year adjusted EPS of $1.30 to $1.44 " (37:09) | not captured |
| Revenue | "- Second quarter revenue of $560 million to $590 million " (38:50) | not captured |
| EBITDA | "- Second quarter adjusted EBITDA of $127 million to $137 million " (38:50) | not captured |
What analysts pressed on
- Whether the recent election and potential regulatory changes will impact data center development. (44:41)
- How the company is managing the balance between growth and operational efficiency. (51:05)
- Concerns about the sustainability of the current order backlog and its impact on future revenue. (1:03:06)
In their words
- We do not see regulation changing the underlying demand for data center capacity.
Amy Ard (12:30)- The products we manufacture are among the later pieces of equipment ordered in the development of a data center.
Amy Ard (14:09)- We believe our customers are well equipped to navigate a more complex regulatory environment.
Amy Ard (15:50)
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.