Mar 30

Tetra Tech Q2 2025 Earnings Report

Tetra Tech delivered record Q2 FY25 results and raised its full-year guidance despite headwinds from contract terminations.

Key Takeaways

Tetra Tech posted record revenue and adjusted earnings in Q2 FY25, driven by strength in State, Local, U.S. Commercial, and International markets. The company navigated the termination of USAID contracts with strong performance, raised its FY25 EPS outlook, and expanded its capital return programs.

Q2 revenue reached $1.322 billion, up 6% year-over-year

Adjusted EPS grew 18% YoY to $0.33, beating guidance

Backlog rose to $4.09 billion, excluding USAID and Dept. of State

Company raised FY25 EPS guidance to $1.42–$1.52 and increased dividend by 12%

Total Revenue
$1.32B
Previous year: $1.05B
+25.6%
EPS
$0.33
Previous year: $0.28
+17.9%
Backlog Growth
$127M
Revenue Growth
6%
Adjusted EPS Growth
18%
Gross Profit
$1.1B
Previous year: $207M
+431.9%

Tetra Tech

Tetra Tech

Forward Guidance

Tetra Tech raised its full-year FY25 guidance with net revenue expected between $4.400B and $4.765B and adjusted EPS between $1.42 and $1.52.

Positive Outlook

  • Raised FY25 EPS guidance to $1.42–$1.52
  • Q3 FY25 EPS guidance in the range of $0.35–$0.40
  • Net revenue guidance for Q3 between $1.10B and $1.20B
  • Continued strength in State, Local, and International markets
  • Strategic acquisitions to expand digital and program management offerings

Challenges Ahead

  • Termination of USAID contracts impacted reported results
  • Non-cash goodwill impairment of $92.4 million in Q2
  • Legal contingency charge of $115 million YTD
  • Revenue from U.S. Federal Government under review pressures outlook
  • Potential uncertainties from broader U.S. federal policy environment