EXPO at a glance
EXPONENT INC (EXPO, SEC CIK 851520) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 2, 2026 (FY2025), EXPONENT INC (EXPO) reported revenue of $582.0 million (up 4.2% from FY2024) and net income of $106.0 million. Diluted EPS was $2.07.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding EXPONENT INC (EXPO) shares worth $1.4 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Souri Shukri Jeries on September 18, 2026 of 184 shares at $68.45 per share.
- In the last 90 days, EXPO insiders reported 1 open-market purchase ($13K) and 2 open-market sales ($222K) on Form 4, a net sale of $210K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $582.0M
- +4.2% vs prior year
- Insiders · 90 days
- 1 buy · 2 sells
- Net −$210K
- 13F holders
- 36 funds
- $1.4B · +4 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 2, 2026
Business Overview
- Core business: science and engineering consulting firm providing solutions to complex problems
- No new products, services, or segments introduced or emphasized in fiscal 2026 filing
- Strategic positioning stable with focus on effective internal control and allowance for doubtful accounts ($7.5M as of 1/2/26)
- Accounts receivable net $181.5M, representing 23% of assets and 31% of revenue for fiscal 2026
- Unusual audit focus on collectability of accounts receivables due to high customer-specific allowance estimates
Risk Factors
- Regulatory risk from evolving data privacy laws including GDPR, California Privacy Rights Act, and FTC enforcement actions, incurring significant compliance costs and potential fines
- Geopolitical risk from global conflicts and trade sanctions impacting international operations in UK, China, EU, and others, with exposure in multiple regions
- Operational risk due to dependency on highly specialized technical staff amid talent poaching and turnover affecting project completion and growth
- Market disruption risk from AI technologies potentially replacing standardized services and pressure from AI-enabled competitors and new entrants
- Financial risk of goodwill impairment on $8.6M, triggered by cash flow shortfalls or sustained stock price decline affecting earnings
Management Discussion & Analysis
- Revenue $582.0M, up 4.2% YoY, driven by Engineering and Other Scientific segment (+5.2% to $493.9M), Environmental and Health segment down 1.0% to $88.1M
- Operating margin 20.6% vs 21.4% in prior year; net income $106.0M down 2.7% YoY; EBITDA margin 27.6% vs 28.4%
- Best segment: Engineering and Other Scientific operating income up 5.3% to $173.6M; worst segment: Environmental and Health revenues and billable hours declined 1.0% and 5%
- Operating cash flow $131.7M; investing cash flow negative $9.4M due to higher capex; financing cash flow negative $160.4M reflecting increased share repurchases
- Management expects continued investment in talent and infrastructure, moderate expense growth, and sufficient liquidity for capital spending, repurchases, and dividends over next 12 months
AI summary of the EXPO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 3, 2026
Risk Factors
- No material changes to risk factors from the 2025 Annual Report
- Carried-forward risks remain the primary regulatory, legal, and compliance exposures
- No newly triggered risk factor disclosed for the quarter
- No quarter-specific operational, competitive, market, liquidity, debt, currency, or concentration risk updates disclosed
AI summary of the EXPO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended July 3, 2026
- Press release Exhibit 99.1 contains detailed financial results and management commentary
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend of $0.31 per share payable September 18, 2026
- September 4, 2026 record date for dividend eligibility
Item 5.07: Submission of Matters to a Vote of Security Holders
- All six director nominees elected, with 40.3–40.9 million votes for each
- Karen A. Richardson appointed Board Chair, signaling leadership succession within the existing board
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2026 results for quarter ended April 3, 2026
- Press release issued April 30, 2026 with financial results
Item 7.01: Regulation FD Disclosure
- Quarterly cash dividend of $0.31 per share payable June 18, 2026
- June 5, 2026 record date for dividend eligibility
AI summaries of EXPO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EXPO
Don't miss the next EXPO filing
- Alerts as it files. A push when EXPO files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EXPO, by share count.
- Ask anything. An AI agent that reads every EXPO filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Souri Shukri Jeries | Buy | Sep 18, 2026 | 184 | $68.45 |
| Corrigan Catherine | M | Aug 17, 2026 | 2,379 | $29.05 |
| Corrigan Catherine | Sell | Aug 17, 2026 | 1,707 | $66.28 |
| Corrigan Catherine | M | Aug 17, 2026 | 2,379 | - |
| Corrigan Catherine | M | Jul 28, 2026 | 12,665 | $37.45 |
| Corrigan Catherine | M | Jul 28, 2026 | 12,665 | - |
| Corrigan Catherine | M | Jul 15, 2026 | 2,379 | $29.05 |
| Corrigan Catherine | M | Jul 15, 2026 | 2,379 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $558.5M | $582.0M |
| Operating Income | - | $119.6M | $119.8M |
| Net Income | $100.3M | $109.0M | $106.0M |
| Op. Margin | - | 21.4% | 20.6% |
| Net Margin | - | 19.5% | 18.2% |
| Balance Sheet | |||
| Total Assets | $646.8M | $777.3M | $777.5M |
| Equity | - | $421.1M | $390.3M |
| ROE | - | 25.9% | 27.2% |
| Per Share | |||
| EPS | $1.94 | $2.11 | $2.07 |
| Cash Flow | |||
| Operating CF | - | $144.5M | $131.7M |
| CapEx | $16.4M | $6.9M | $9.4M |
Source: XBRL data in EXPONENT INC (EXPO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EXPO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $1.35B |
| Q1 2026 | 32 | $1.51B |
| Q4 2025 | 28 | $1.50B |
| Q3 2025 | 31 | $1.54B |
| Q2 2025 | 30 | $1.61B |
| Q1 2025 | 29 | $1.18B |
| Q4 2024 | 23 | $1.16B |
| Q3 2024 | 21 | $801.7M |
- JPMorgan Chase & Co+212.7K (+79%)
- Vanguard Portfolio Management LLC+196.9K (+7%)
- AQR Capital Management+163.6K (+17%)
- Morgan Stanley+142.0K (+13%)
- BlackRock+116.1K (+2%)
- Goldman Sachs Group−332.3K (-43%)
- Millennium Management−129.1K (-25%)
- Fifth Third Bancorp−83.1K (-30%)
- Raymond James Financial−78.8K (-20%)
- Two Sigma Investments−67.9K (-6%)
- Allstate+31.6K
- Bridgewater Associates LP+7.5K
- Marex Group plc+4.5K
- M&T Bank+3.9K
- Atlantic Union Bankshares Corp+46
Source: 13F-HR filings on SEC EDGAR (aggregated from 230 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EXPO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jul 3, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 10-Q | May 8, 2026 | Apr 3, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 16, 2026 | - | - | - |
| 4 | Apr 8, 2026 | - | - | - |
| 8-K | Apr 6, 2026 | - | Analysis | - |
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EXPO SEC filings: frequently asked questions
Are EXPO insiders buying or selling?
In the last 90 days, EXPONENT INC (EXPO) officers, directors and 10% owners reported 1 open-market purchase worth $12,594 by 1 insider and 2 open-market sales worth $222,181 by 1 insider on Form 4, a net sale of $209,587. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EXPO stock?
As of June 30, 2026, the largest EXPONENT INC (EXPO) holders among the 13F filers tracked by SignalX were BlackRock ($363.4 million), Vanguard Portfolio Management LLC ($184.7 million), Vanguard Capital Management LLC ($128.1 million), State Street Corp ($114.2 million), Morgan Stanley ($71.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EXPO's revenue in fiscal year 2025?
For the fiscal year ended January 2, 2026 (FY2025), EXPONENT INC (EXPO) reported revenue of $582.0 million (up 4.2% from FY2024) and net income of $106.0 million. Diluted EPS was $2.07. The figures come from the XBRL data in the 10-K.
What are the main risks in EXPO's latest 10-K?
In the 10-K filed February 27, 2026, EXPONENT INC (EXPO) flagged: Regulatory risk from evolving data privacy laws including GDPR, California Privacy Rights Act, and FTC enforcement actions, incurring significant compliance costs and potential fines. Geopolitical risk from global conflicts and trade sanctions impacting international operations in UK, China, EU, and others, with exposure in multiple regions. (AI summary of the Risk Factors section.)
What did EXPO report in its latest 8-K?
EXPONENT INC (EXPO) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 fiscal 2026 results for quarter ended July 3, 2026.
What are the latest EXPO SEC filings?
EXPONENT INC (EXPO) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on September 22, 2026.
What is EXPO's SEC CIK number?
EXPONENT INC (EXPO)'s SEC Central Index Key (CIK) is 851520. EDGAR lists every EXPO filing under that number.
Ask anything about EXPO
The research agent reads EXPO's filings, financials, insider trades and 13F holders, then answers with sources.