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Dec 31, 2025
Federal Signal Q4 2025 Earnings Report
Federal Signal reported record fourth quarter 2025 results with strong revenue growth, higher operating income, and improved adjusted EPS.
Key Takeaways
Federal Signal delivered record Q4 2025 performance with 27% revenue growth, 19% operating income expansion, and strong order momentum driving backlog above $1 billion. Adjusted EPS rose 33% year-over-year, supported by operating leverage and margin expansion in both segments.
Net sales increased 27% year-over-year to 597100000 driven by organic growth and acquisitions.
Operating income rose 19% to 83500000, with adjusted EBITDA margin expanding to 20.0%.
Orders grew 45% to 647000000, lifting backlog to 1042400000.
Adjusted EPS increased 33% to 1.16, reflecting strong operating leverage.
Revenue by Segment
Forward Guidance
For 2026, the company expects continued record performance with higher net sales and adjusted EPS despite acquisition-related amortization headwinds.
Positive Outlook
- Projected 2026 net sales between 2550000000 and 2650000000.
- Adjusted EPS guidance of 4.50 to 4.80.
- Strong end-market demand remains intact.
- Active M&A pipeline supports inorganic growth.
- Improved financial flexibility following new credit facility.
Challenges Ahead
- 0.16 per share headwind from higher acquisition-related amortization and tax normalization.
- Potential integration risks from recent acquisitions.
- Exposure to macroeconomic and geopolitical uncertainty.
- Sensitivity to raw material and supply chain conditions.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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