Power Engineering Service

Duos Technologies (NASDAQ: DUOT) — Q2 2026 Post Earnings

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Post earnings note company quarterly analysis

Operations

Q2 2026
Q2 Revenue ↑ 29.5% YoY $6.2M
Segments
Technology Solutions 52.3%
Services and Consulting 47.2%
Hosting 0.5%

Key Earnings Driver

Technology Solutions Technology Solutions revenue increased to $3.23 million from $0, Services and Consulting revenue decreased 38.8% to $2.91 million, and Hosting revenue increased 306.9% to $32,549. The increase in revenue was driven primarily by the increase in Technology Solutions revenue.

Key Operating Metrics¹

METRIC

STATUS

Technology Solutions

🟢 Scaling

Services and Consulting↓ 38.8%

🟡 Watch

Sources: Duos Technologies Q2 2026 Earnings Release — Company Website, Duos Technologies Q2 2026 Form 10-Q — SEC filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Duos Technologies (NASDAQ: DUOT) — Q2 2026 Pre Earnings

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Operations

Q1 2026
Q1 Revenue ↓ 45.0% YoY $2.7M
Segments
Technology Systems 1.6%
Technology Solutions 20.7%
Services and Consulting 19.6%
Services and Consulting — Related Parties 57.0%
Hosting 1.1%

Key Earnings Driver

Hydra Host GPUaaS Technology Solutions generated $562K in Q1 versus $0 in Q1 FY2025. The $176M Hydra Host GPUaaS agreement is expected to contribute approximately $26M of revenue in H2 2026, supporting the company’s expectation for 2026 revenue to exceed $50M, with a significant portion anticipated in the second half. Services and Consulting revenue declined 45.3%, and Services and Consulting — Related Parties revenue declined 60.3%.

Key Operating Metrics¹

METRIC

STATUS

Technology Solutions

Hydra Host GPUaaS

🟡 Execution phase

Services and Consulting↓ 45.3%

🟡 Watch

Services and Consulting — Related Parties↓ 60.3%

🟡 Watch

Sources: Duos Technologies Q1 2026 Financial Results — Company Website, Duos Edge AI Five-Year 10 MW Colocation Agreement — Company Website, Duos Technologies March 2026 GPU-as-a-Service Contract — SEC Filing, Duos Technologies Sale of Duos Technologies, Inc. — Company Website, Duos Technologies June 2026 GPU Financing — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

SOLV Energy (NYSE: MWH) — Q2 2026 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q1 2026
Q1 Revenue ↑ 65.9% YoY $676.8M
Segments
New Construction 96.1%
Existing Infrastructure 3.7%
Other 0.2%

Key Earnings Driver

New Construction New Construction revenue increased 72.5% to $650.7M and Existing Infrastructure revenue declined 5.8% to $25.0M. Management attributed the significant increase in New Construction revenue to backlog realization, supported by productivity gains from continued strong project execution and seasonally favorable weather conditions in key regions.

Key Operating Metrics¹

METRIC

STATUS

New Construction↑ 72.5%

🟢 Scaling

Key Financial Metrics

Gross Margin 17.60% +3.1 pp YoY
Backlog / Revenue 1,211.9% 12.11x Qtr Rev
CapEx Intensity 1.54% 0.01x Revenue

Sources: SOLV Energy Q1 2026 Financial Results — Company Website, SOLV Energy Q1 2026 Form 10-Q — SEC Filing, SOLV Energy Q1 2026 Quarterly Report — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.