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Exponent Inc. (EXPO) Fundamental Analysis & AI Grade 2026

EXPO Nasdaq Services-Management Consulting Services DE CIK: 0000851520
Update Pending • Analysis: May 9, 2026 • SEC Data: 2026-04-03
Combined AI Grade
B
78% Confidence
STRONG AGREEMENT
B
72% Conf
B
83% Conf

📊 EXPO Key Takeaways

Revenue: $166.3M
Net Margin: 17.8%
Free Cash Flow: $-3.4M
Current Ratio: 2.40x
Debt/Equity: 0.00x
EPS: $0.59
AI Grade: B with 72% confidence
Exponent Inc. (EXPO) receives a B fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $166.3M, net profit margin of 17.8%, and return on equity (ROE) of 8.7%, Exponent Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete EXPO stock analysis for 2026.

Is Exponent Inc. (EXPO) a Good Investment?

Claude

Exponent demonstrates exceptional operating profitability (24.9% margins) and a fortress balance sheet with zero debt, but faces critical operational headwinds with flat revenue growth, declining earnings, and negative operating/free cash flow despite accounting profitability. The disconnect between $29.6M net income and negative cash generation raises serious questions about earnings quality and sustainability.

ChatGPT

Exponent shows strong underlying fundamentals, with high operating and net margins, solid returns on equity and assets, and robust free cash flow generation. The balance sheet is conservative with no meaningful debt and ample cash, which supports resilience and capital flexibility. The main constraint is growth quality, as revenue and net income were essentially flat year over year while diluted EPS declined modestly.

Exponent Inc. Key Strengths (EXPO)

Claude
  • + Strong operating margin (24.9%) and net margin (17.8%) indicate efficient cost structure
  • + Fortress balance sheet with zero long-term debt and $118.6M cash reserves
  • + Excellent liquidity position (2.40x current and quick ratios) provides financial flexibility
ChatGPT
  • + High profitability with 20.6% operating margin and 18.2% net margin
  • + Excellent financial health driven by strong liquidity, $221.93M cash, and no long-term debt
  • + Strong cash generation with $122.34M in free cash flow and a 21.0% FCF margin

EXPO Stock Risks: Exponent Inc. Investment Risks

Claude
  • ! Negative operating cash flow (-$975K) and free cash flow (-$3.4M) despite profitability signals earnings quality issues
  • ! Flat revenue growth (0.0% YoY) with declining net income (-2.7% YoY) indicates stagnation
  • ! Working capital management deterioration suggests operational challenges beyond simple market conditions
ChatGPT
  • ! Flat revenue and net income suggest limited near-term growth momentum
  • ! Diluted EPS declined year over year despite stable net income, indicating possible share-count or margin pressure
  • ! As a consulting-driven business, results may be sensitive to client demand and utilization levels

Key Metrics to Watch

Claude
  • * Operating cash flow trend - critical to validate earnings sustainability
  • * Revenue growth trajectory and pipeline health
  • * Working capital efficiency and days sales outstanding metrics
ChatGPT
  • * Revenue growth and consultant utilization trends
  • * Operating margin and free cash flow margin

Exponent Inc. (EXPO) Financial Metrics & Key Ratios

Revenue
$166.3M
Net Income
$29.6M
EPS (Diluted)
$0.59
Free Cash Flow
$-3.4M
Total Assets
$687.4M
Cash Position
$118.6M

💡 AI Analyst Insight

Strong liquidity with a 2.40x current ratio provides a solid financial cushion.

EXPO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 24.9%
Net Margin 17.8%
ROE 8.7%
ROA 4.3%
FCF Margin -2.1%

EXPO vs Services Sector: How Exponent Inc. Compares

How Exponent Inc. compares to Services sector averages

Net Margin
EXPO 17.8%
vs
Sector Avg 10.0%
EXPO Sector
ROE
EXPO 8.7%
vs
Sector Avg 16.0%
EXPO Sector
Current Ratio
EXPO 2.4x
vs
Sector Avg 1.5x
EXPO Sector
Debt/Equity
EXPO 0.0x
vs
Sector Avg 0.7x
EXPO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Exponent Inc. Stock Overvalued? EXPO Valuation Analysis 2026

Based on fundamental analysis, Exponent Inc. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
8.7%
Sector avg: 16%
Net Profit Margin
17.8%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Exponent Inc. Balance Sheet: EXPO Debt, Cash & Liquidity

Current Ratio
2.40x
Quick Ratio
2.40x
Debt/Equity
0.00x
Debt/Assets
50.8%
Interest Coverage
N/A
Long-term Debt
N/A

EXPO Revenue & Earnings Growth: 5-Year Financial Trend

EXPO 5-year financial data: Year 2021: Revenue $466.3M, Net Income $82.5M, EPS $1.53. Year 2022: Revenue $513.3M, Net Income $82.6M, EPS $1.55. Year 2023: Revenue $536.8M, Net Income $101.2M, EPS $1.90. Year 2024: Revenue $558.5M, Net Income $102.3M, EPS $1.96. Year 2025: Revenue $582.0M, Net Income $100.3M, EPS $1.94.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Exponent Inc.'s revenue has grown significantly by 25% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.94 reflects profitable operations.

EXPO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-2.1%
Free cash flow / Revenue

EXPO Quarterly Earnings & Performance

Quarterly financial performance data for Exponent Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $145.5M $26.7M $0.52
Q3 2025 $136.3M $26.0M $0.50
Q2 2025 $140.5M $26.6M $0.52
Q1 2025 $144.9M $26.7M $0.52
Q3 2024 $133.3M $24.5M $0.48
Q2 2024 $140.2M $25.7M $0.50
Q1 2024 $140.3M $29.1M $0.56
Q3 2023 $127.2M $24.4M $0.47

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Exponent Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$975.0K
Cash generated from operations
Stock Buybacks
$78.8M
Shares repurchased (TTM)
Capital Expenditures
$2.5M
Investment in assets
Dividends Paid
$16.6M
Returned to shareholders

EXPO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Exponent Inc. (CIK: 0000851520)

📋 Recent SEC Filings

Date Form Document Action
Jun 4, 2026 4 xslF345X06/edgardoc.xml View →
Jun 4, 2026 4 xslF345X06/edgardoc.xml View →
Jun 4, 2026 4 xslF345X06/edgardoc.xml View →
Jun 4, 2026 4 xslF345X06/edgardoc.xml View →
Jun 4, 2026 4 xslF345X06/edgardoc.xml View →

Frequently Asked Questions about EXPO

What is the AI rating for EXPO?

Exponent Inc. (EXPO) has a Combined AI Grade of B from Claude (B) and ChatGPT (B) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are EXPO's key strengths?

Claude: Strong operating margin (24.9%) and net margin (17.8%) indicate efficient cost structure. Fortress balance sheet with zero long-term debt and $118.6M cash reserves. ChatGPT: High profitability with 20.6% operating margin and 18.2% net margin. Excellent financial health driven by strong liquidity, $221.93M cash, and no long-term debt.

What are the risks of investing in EXPO?

Claude: Negative operating cash flow (-$975K) and free cash flow (-$3.4M) despite profitability signals earnings quality issues. Flat revenue growth (0.0% YoY) with declining net income (-2.7% YoY) indicates stagnation. ChatGPT: Flat revenue and net income suggest limited near-term growth momentum. Diluted EPS declined year over year despite stable net income, indicating possible share-count or margin pressure.

What is EXPO's revenue and growth?

Exponent Inc. reported revenue of $166.3M.

Does EXPO pay dividends?

Exponent Inc. pays dividends, with $16.6M distributed to shareholders in the trailing twelve months.

Where can I find EXPO SEC filings?

Official SEC filings for Exponent Inc. (CIK: 0000851520) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EXPO's EPS?

Exponent Inc. has a diluted EPS of $0.59.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is EXPO's fundamental grade?

Based on our AI fundamental analysis in June 2026, Exponent Inc. has a B grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is EXPO stock overvalued or undervalued?

Valuation metrics for EXPO: ROE of 8.7% (sector avg: 16%), net margin of 17.8% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is EXPO's AI grade for 2026?

Our dual AI analysis gives Exponent Inc. a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is EXPO's free cash flow?

Exponent Inc.'s operating cash flow is $-975.0K, with capital expenditures of $2.5M. FCF margin is -2.1%.

How does EXPO compare to other Services stocks?

Vs Services sector averages: Net margin 17.8% (avg: 10%), ROE 8.7% (avg: 16%), current ratio 2.40 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-04-03 | Powered by Claude AI