Materion

Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus expectations, with revenue of $613.9M (+11.7% vs. consensus) and adjusted EPS of $1.90 (+25.2% vs. consensus). Growth was driven by double-digit sales increases across all segments, particularly Electronic Materials (+67% YoY), while record adjusted EBITDA margins of 23.3% signaled strong operational execution. Management raised full-year FY26 adjusted EPS guidance to $6.80–$7.20, well above the midpoint of prior expectations, supported by a record $30% YoY increase in backlog.