Key Takeaways STN is set to report Q4 2025 results on Feb. 25, with revenues projected at $1.18B, up 11.3% year over year.Water, energy transition and infrastructure projects are expected to drive double-digit organic growth.STN's earnings are expected to be 87 cents, up 10.1%, but the Earnings ESP of 0.00% signals no clear beat.Stantec (STN) is set to report its fourth-quarter 2025 results on Feb. 25, after the closing bell.The company’s earnings surprise history has been impressive. It surpassed the Zacks ...

Core Insights - The report highlights a significant shift in the UK engineering and consultancy sector driven by AI, with 68% of business leaders increasing technology investments, exceeding global averages [1] - AI is enhancing productivity by up to 40% and reducing project overruns by as much as 25% [1] Industry Evolution - There is a growing demand for skills such as AI literacy, ethics, data interpretation, and professional oversight in engineering roles [2] - AI is seen as a tool to reinforce engineers' expertise rather than replace them, leading to more effective solutions [2] Case Studies and Impact - Companies like Mott MacDonald, Stantec, and AECOM are integrating AI into their operations, which is increasing productivity and altering professional responsibilities [3] - ACE CEO Kate Jennings emphasizes that AI empowers engineers to explore new possibilities, marking a historic inflection point for the sector [3] Strategic Recommendations - The report calls for industry bodies to implement ethical frameworks for AI, conduct controlled pilots, and invest in digital skills training [5] - It advises government bodies to create a 'National AI in Engineering Strategy', modernize procurement practices, and expand access to AI-focused apprenticeships [5] Conclusion - The UK possesses a strong industrial base, research infrastructure, and skilled workforce to advance AI in engineering, but sustained investment and workforce planning are essential for maintaining global competitiveness [6]

Core Insights - The article emphasizes the importance of coastal engineering and hydrological modeling as essential technologies for sustainable coastal resource development and disaster prevention [1][3]. - The market for coastal engineering and hydrological modeling is driven by climate change, urbanization, and the increasing demand for resilient water infrastructure [3][4]. - The integration of advanced modeling techniques, including numerical simulation and data analysis, is crucial for designing sustainable coastal protection structures and optimizing flood management [4][5]. Market Overview - The global market for coastal engineering and hydrological modeling is projected to reach USD 607.70 million by 2024, with a compound annual growth rate (CAGR) of 5.39% [8]. - The market is characterized by significant investments in coastal protection, flood management, and sustainable water resource management [4][21]. Development Status - The market is currently experiencing steady growth and technological advancements, with notable progress in numerical simulation software and integrated data analysis tools [4][5]. - The increasing frequency of extreme weather events and the urgent need for climate adaptation strategies are accelerating the application of advanced modeling services [4][5]. Future Trends - The integration of digital twin technology is gaining popularity, allowing engineers to analyze scenarios and optimize designs for coastal resilience [5]. - The application of artificial intelligence and machine learning is enhancing predictive capabilities and automating data analysis in hydrological modeling [5]. - There is a growing focus on nature-based solutions (NBS) for sustainable development, such as mangrove restoration and wetland construction [5]. - The expansion of offshore renewable energy projects is creating opportunities for coastal engineering expertise in site selection and environmental impact assessments [5]. - Geographic Information Systems (GIS) and remote sensing technologies are becoming essential for high-precision coastal mapping and environmental monitoring [5]. SWOT Analysis - **Strengths**: The market benefits from advanced modeling technologies that accurately predict coastal and hydraulic processes, combining engineering expertise with environmental factors [6]. - **Weaknesses**: High implementation and operational costs, along with the need for specialized technical knowledge, may limit application, especially in developing regions [6]. - **Opportunities**: Growing global investments in climate adaptation and sustainable urban development present significant growth potential [6]. Market Segmentation - Coastal engineering design currently represents the largest product segment, accounting for approximately 40.12% of the market share [15]. - Government agencies are the primary demand source for coastal engineering and hydrological modeling, holding about 58.82% of the market share [18]. Regional Development - The Americas, particularly North America, are driven by government and academic investments in coastal resilience and flood management [21]. - Europe leads in advanced numerical modeling and sustainable coastal management, supported by strong regulatory frameworks [21]. - The Asia-Pacific region is experiencing rapid growth due to extensive coastal infrastructure development and urbanization [21]. - The Middle East and Africa are increasingly focusing on coastal modeling due to expanding port construction and the need to address coastal erosion and flooding [21].

Third Quarter 2025 Results Presentation Cautionary statement This presentation contains non -IFRS and other financial measures and forward -looking statements, including a discussion of our business targets, expectations, and outlook. We caution readers not to place undue reliance on our forward - looking statements since a number of factors could cause actual future results to differ materially from the targets and expectations expressed. Non -IFRS and other financial measures do not have a standardized me ...

Financial Data and Key Metrics Changes - Stantec reported net revenue of CAD 1.6 billion for Q2 2025, an increase of 6.9% year-over-year, driven primarily by 4.8% organic growth [7][13] - Adjusted EBITDA grew by 15% with a margin of 17.8%, reflecting a 120 basis point increase compared to the previous year [8][14] - Adjusted EPS increased over 21% to CAD 1.36 compared to Q2 2024 [14] Business Line Data and Key Metrics Changes - The Energy and Resources business experienced high single-digit organic growth, while the Water segment achieved 12.4% organic growth [7][10] - In the U.S., net revenue increased by 5.7%, supported by 4.4% organic growth, with strong demand in mission-critical, science and technology, and civic sectors [8][10] - Canadian net revenue grew by 6.2%, with over 30% organic growth in the Water segment driven by major wastewater projects [10][11] Market Data and Key Metrics Changes - Global business delivered net revenue growth of 10.5% in Q2, with 4.3% organic and 3.6% acquisition growth [10] - The U.S. organic backlog increased by 9.8% year-over-year, indicating strong demand in water, energy, and data centers [20][31] - The UK, Australia, and New Zealand saw double-digit organic growth in the water business due to public sector investments [11] Company Strategy and Development Direction - Stantec aims to increase net revenue growth guidance for 2025 to 10% to 12%, up from the previous 7% to 10% [23] - The company is focused on strong project execution and operational excellence, with plans to continue pursuing acquisitions [27] - Stantec's strategic plan targets a 17% to 18% adjusted EBITDA margin, expected to be achieved a year early [25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about accelerating organic growth in the U.S. for the second half of the year, despite some caution in the private sector [30][56] - The company noted that macro trends such as aging infrastructure and energy security continue to drive demand [26][90] - Management highlighted the importance of recent funding programs and infrastructure investments as supportive of future growth [89] Other Important Information - Stantec's contract backlog stood at CAD 7.9 billion, reflecting approximately twelve months of work, with year-over-year growth of nearly 10% [19] - The company completed several acquisitions, including Page, which is expected to enhance its capabilities in key growth sectors [5][18] Q&A Session Summary Question: Insights on U.S. Customers' Sentiment - Management noted some initial caution among U.S. customers but expects organic growth to accelerate in the second half of the year, particularly in water and energy sectors [30][31] Question: Integration of Recent Acquisitions - Integration of Ryan Hanley and Cosgrove is progressing well, with Page's integration planned for completion by the end of the year [34] Question: Margin Guidance and Contributors - Adjusted EBITDA margin guidance was increased to 17% to 17.4%, driven by strong project margins and lower administrative costs [41][42] Question: Water Segment Growth Drivers - Continued strength in the water business is attributed to ongoing projects in water treatment and wastewater treatment, with significant demand expected to persist [48][49] Question: U.S. Market Long-term Outlook - Management remains optimistic about the U.S. market, citing ongoing infrastructure investments and the potential for accelerated growth in the coming years [54][58] Question: Impact of Slower Growth on Pricing - No significant pricing pressure has been observed despite slower growth, with management confident in maintaining project margins [120][122] Question: M&A Landscape Update - The M&A environment is becoming increasingly active, with expectations for more assets to come to market in the near future [98]

Financial Performance - Net revenue increased to $1.6 billion, a 6.9% increase compared to Q2 2024[17] - Adjusted EBITDA increased to $284 million, a 15.0% increase compared to Q2 2024[17] - Adjusted EBITDA margin increased by 120 bps to 17.8%[17] - Adjusted EPS increased to $1.36, a 21.4% increase compared to Q2 2024[17] Revenue Breakdown - Net revenue from the US was $820 million in Q2 2025[20] - Net revenue from Canada was $394 million in Q2 2025, a 6.2% increase compared to Q2 2024[25] - Net revenue from Global operations was $383 million in Q2 2025, a 10.5% increase compared to Q2 2024[32] - Organic revenue growth was 4.8%[17] - Acquisition revenue growth was 0.8%[17] Acquisitions and Growth - Acquired Page, a 1,400-person US-based architecture and engineering firm[8] - Acquired Cosgroves, a 90-person firm in New Zealand[9] - Acquired Ryan Hanley, a 150-person engineering and environmental consultancy firm in Ireland[10] - Stantec team grows to over 34,000 with these acquisitions[11] Backlog - Backlog increased to $7.9 billion, a 9.9% year-over-year organic growth[53]

Core Insights - Nexxen International Ltd. (NEXN) is set to announce its second-quarter 2025 results on August 13, with a history of earnings surprises, having exceeded the Zacks Consensus Estimate in two of the last four quarters, with an average surprise of 51% [1] Group 1: Q2 Expectations - The Zacks Consensus Estimate for NEXN's revenues is $93.1 million, reflecting a 5.1% increase from the same quarter last year [2][10] - The consensus estimate for earnings per share (EPS) is 19 cents, indicating a more than 100% increase compared to the previous year's quarter [2][10] Group 2: Operational Performance - NEXN entered Q2 with strong operational momentum, following record results in Q1, driven by growth in Connected TV and significant adjusted EBITDA expansion [3] - Years of investment in advanced technology and data capabilities are yielding substantial returns, with industry partners increasingly adopting NEXN's AI-powered data and technology solutions [4] Group 3: Market Position - Despite uncertain market conditions, NEXN's solutions are experiencing growing industry adoption, which may support revenue growth and improved margins, reinforcing its leadership in the digital advertising and CTV ecosystem [5] Group 4: Earnings Prediction Model - Current analysis indicates that NEXN does not have a conclusive prediction for an earnings beat, with an Earnings ESP of 0.00% and a Zacks Rank of 3 [6]

Group 1: Earnings Performance - Information Services Group (ISG) reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, with an earnings surprise of +14.29% [1] - The company posted revenues of $61.57 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.66%, although this represents a decline from year-ago revenues of $64.26 million [2] - Over the last four quarters, ISG has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Group 2: Stock Performance and Outlook - ISG shares have increased approximately 27% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.1% [3] - The future performance of ISG's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $59.93 million, and for the current fiscal year, it is $0.29 on revenues of $239.96 million [7] Group 3: Industry Context - The Consulting Services industry, to which ISG belongs, is currently ranked in the top 12% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact ISG's stock performance [5]

Core Insights - Gartner Inc. is set to release its second-quarter 2025 results on August 5, with a strong earnings surprise history, averaging 21.8% over the past four quarters [1] Revenue Expectations - The Zacks Consensus Estimate for Gartner's Q2 2025 revenue is $1.7 billion, reflecting a 4.9% increase from the same quarter last year [2] - Research segment revenues are estimated at $1.3 billion, indicating a 3.1% year-over-year growth, driven by an increase in research contracts [2] - Conference revenues are projected at $201.8 million, suggesting a more than 100% surge compared to the prior-year quarter [3] - Consulting revenues are expected to reach $148.4 million, implying a 16.3% increase year-over-year, supported by growth in contract optimization and an expanding consulting backlog [3] Earnings Expectations - The consensus estimate for earnings per share (EPS) is $3.37, indicating a 4.7% year-over-year rise, benefiting from strong margins and effective cost management [4] - Gartner's Earnings ESP is currently -2.73%, and it holds a Zacks Rank of 2 (Buy), suggesting that an earnings beat is not predicted this time [5][8]