HMH · HMH Holding Inc
Price & Indicators
The closing range uses available history since Apr 1, 2026; less than a full year is stored.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. HMH reported 16% lower year-over-year revenue, but orders rose 19%, service orders rose 50%, and adjusted EBITDA margin expanded to 19.8% from 16.1%. Management expects performance to improve in the second half, with an adjusted EBITDA range of $157 million to $177 million, although Middle East-related installation, commissioning, and order delays remain a headwind.
- + Orders grew 19% year over year to $205 million, producing 1.2x book-to-bill.
- + Service order intake increased 50% year over year to $118 million, driven by strong digital technology volume.
- + Adjusted EBITDA increased to $33.9 million and margin expanded to 19.8% from 16.1% a year earlier.
- + Management expects second-half performance to improve within full-year adjusted EBITDA guidance of $157 million to $177 million.
- − Revenue declined 16% year over year to $170.8 million, primarily due to lower product and service revenue.
- − Product revenue fell 65% year over year, reflecting a lower opening backlog and Middle East delays.
- − Middle East-related installation, commissioning, and order delays created an approximately $10 million quarterly revenue headwind.
- − New-order delays may extend beyond 2026 while customers address infrastructure rebuild needs.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $33.9M | the second quarter of 2026 | — |
| Adjusted EBITDA Margin non-GAAP | 19.8% | the second quarter of 2026 | — |
| Free Cash Flow non-GAAP | $22.2M | the second quarter of 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by (used in) operating activities 17.87M
-1.17M Purchases of property and equipment
-4.08M Development costs
+9.54M Non-cash IPO related settlement
= Free Cash Flow 22.16M
|
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| Orders | 205M | the second quarter of 2026 | — |
| Service order intake | 118M | the second quarter of 2026 | — |
| Spare parts order intake | 65M | the second quarter of 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Oil & Gas Equipment & Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HMH
this stock
HMH Holding Inc
|
$793.45M | — | — | — | 1.9% |
|
SLB
Slb Limited/Nv
|
$76.49B | +30.3% | +9.5% | 25.1 | 4.1% |
|
BKR
Baker Hughes Co
|
$55.51B | +25.5% | -0.3% | — | 2.5% |
|
TS
Tenaris SA
|
$28.00B | +47.9% | — | — | 0.8% |
|
FTI
TechnipFMC plc
|
$26.83B | +56.8% | +9.4% | 23.8 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HMH | +6.4% | -4.3% | +4.1% | +7.9% | — |
| SPY | +2.0% | +1.7% | +11.3% | +2.2% | +14.3% |
| vs SPY | +4.4% | -6.0% | -7.2% | +5.7% | — |