Shimmick (SHIM) Q2 FY26 earnings call

Shimmick Corporation delivered a strong second quarter, marked by significant backlog growth and improved gross margins, driven by the successful wind-down of noncore projects and a strategic focus on higher-margin work. Despite some revenue deceleration due to extended project ramp-up times, the company is confident in its operational improvements and the increasing momentum of new, higher-quality projects, particularly in the mission-critical sector, positioning it for sustained growth and profitability in the coming quarters.