Shimmick Corporation delivered a positive 1Q26, with record backlog, improved margins, and reaffirmed guidance for substantial revenue and adjusted EBITDA growth this year. SHIM's valuation is more reasonable than before, but remains unattractive at 15–20x optimistic earnings, given ongoing risks inherent to EPC project profitability. Despite strong backlog and margin improvements, sustainability of growth and profitability depends on continued project wins and avoidance of cost overruns.
Shimmick NASDAQ: SHIM reported first-quarter 2026 results that management said reflected progress in its strategy to grow core revenue, improve project margins and reduce exposure to non-core work.
Shimmick Corporation (SHIM) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to a loss of $0.22 per share a year ago.
Shimmick Corporation (SHIM) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
Shimmick Corporation (SHIM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Shimmick posted improved 4Q25 results, nearing operating breakeven, but remains unprofitable on a GAAP basis and continues to burn cash. SHIM's backlog momentum is positive, with $793 million at year-end and additional awards pending, supporting management's FY26 guidance for 10–20% revenue growth. Despite better gross margins and positive adjusted EBITDA, the company's core EPC business faces persistent cost overrun risks and rising interest expenses.
Shimmick Corporation (SHIM) Q4 2025 Earnings Call Transcript
Shimmick Corporation ( SHIM ) Q3 2025 Earnings Call November 13, 2025 5:00 PM EST Company Participants Anthony Rasmus - Investor Relations Officer Ural Yal - CEO & Director Todd Yoder - Executive VP & CFO Conference Call Participants Aaron Spychalla - Craig-Hallum Capital Group LLC, Research Division Gerard Sweeney - ROTH Capital Partners, LLC, Research Division Presentation Operator Welcome to Shimmick's Third Quarter 2025 Financial Results. [Operator Instructions] As a reminder, this conference call is being recorded.
Shimmick Corporation (SHIM) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to earnings of $0.72 per share a year ago.
Shimmick Corporation (SHIM) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to a loss of $1.6 per share a year ago.
Shimmick Corporation (SHIM) came out with a quarterly loss of $0.22 per share versus the Zacks Consensus Estimate of a loss of $0.31. This compares to loss of $1.15 per share a year ago.
Shimmick Corporation (SHIM) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.