SPXC beats Q2 estimates

MTZ Q2 adj EPS $2.22 vs. on revs +23% Y/y to $4.37B vs. est. $4.3B; Q2 adj EBITDA rose 40% Y/y to $384M and 18-month backlog: $21.4B (+30% YoY), a record; guides FY outlook for adj EPS of $9.30 above consensus of $9.14 and sees revs at $18.2B; said Clean Energy & Infrastructure backlog surged 58% YoY, driving overall backlog growth; shares -12%

SPXC Q2 Adj EPS $2.02 vs est $1.85, revenue $679Mm vs est $640.1Mm, adj EBITDA $151.8Mm vs est $147.99Mm; FY26 adj EPS guide raised to $8.20 to $8.60 vs $8.04 est, FY26 revenue guide raised to $2.705B to $2.765B vs $2.614B est; shares +10.9%

FND Q2 Adj EPS $0.58 vs est $0.56, revenue $1.25B vs est $1.232B, comps -2.1%; FY26 net sales guide $4.77B to $4.99B vs est $4.831B, FY26 comps guide -4% to flat, sees FY26 adj EBITDA $545Mm to $580Mm vs est $546.37Mm and FY26 CAPEX $240Mm to $275Mm; shares +10%