$TTEK Tetra Tech Q4 2025 Earnings Conference Call
11/13/2025 Q&A: 27:31 Tetra Tech, Inc. provides consulting and engineering services in the United States and internationally.
Chief Executive Officer, President & Chairman, Tetra Tech
Search every verified Dan Batrack interview, podcast appearance, and on-the-record quote β each transcript cross-checked by AI and human review to confirm speaker identity. During Tetra Tech's Q4 2025 earnings call on November 13, 2025, Dan Batrack reported that the company achieved all-time records in nearly every field and significantly expanded its margins to the highest level in more than 30 years, with operating income up 23% and earnings per share up 29% to 44 cents for the quarter. He stated that more than 85% of Tetra Tech's business involves providing water services, and he noted that water demand for data centers is reshaping investment in water-related infrastructure, with an estimated $1 trillion invested in the data center market over the next 10 years. Batrack also said that defense budgets in the US, UK, and Australia are up significantly, supporting expansion of ports, flood protection, and water infrastructure projects. He projected fiscal year 2026 net revenue of $4.05 to $4.225 billion and EPS of $1.40 to $1.55, and expressed confidence in the company's long-term strategy and opportunities for acquisitions and organic growth to meet 2030 targets. In a 2016 interview, Batrack described Tetra Tech's core DNA as "empowering entrepreneurial scientists and engineers to do the best technical work for their clients bar anyone," a characteristic he said had remained unchanged from the company's founding in 1966 through its growth to approximately 15,000 employees.
“Our high-end water services in higher demand and more critical than ever for the fastest growing markets in the United States and internationally.”
“We significantly expanded our margins to the highest level in more than 30 years, which results in our operating income being up 23%.”
“The growth rate for earnings per share was even higher, up 29%, reaching 44 cents for the quarter.”
“More than 85% of Tetra Tech's business is providing water services to our clients, covering the full lifecycle of water use.”
“The drivers shown here represent large global investments in water-reliant infrastructure and share a few common characteristics, with a total addressable market measured in hundreds of billions of dollars.”
“The data center market is estimated to see up to $1 trillion invested over the next 10 years, with enormous water demand for AI and digital infrastructure.”
“Water demand for data centers is reshaping how and where communities invest in water-related infrastructure, with more than 97% of water used purchased from municipal systems under strain.”
“Defense budgets in the US, UK, and Australia are up significantly, supporting expansion of ports, flood protection, and water infrastructure projects.”
“Our guidance for fiscal year 2026 projects net revenue of $4.05 to $4.225 billion and EPS of $1.40 to $1.55, supported by strong growth drivers and increased federal funding.”
“Despite recent disruptions, we remain confident in our long-term strategy, with opportunities for acquisitions and organic growth to meet our 2030 targets.”
“I think that Tetra Tech's core DNA is actually empowering entrepreneurial scientists and engineers to do the best technical work for their clients bar anyone and that's the one thing that's been the same for Tetra Tech all the way from I believe when they started back in 1966 all the way to today in 2016.”
“It's taking the best and the brightest allowing them to use their entrepreneurial approach to be any competition to come up with creative clever solutions for their clients, make sure it's done with a profit but actually make sure that they beat any and all competition and do a great job for their client.”
“That's one thing that hasn't changed no matter when we were a small company all the way up to being essentially fifteen thousand people. That's the one part of the DNA that hasn't changed at all in 50 years.”
11/13/2025 Q&A: 27:31 Tetra Tech, Inc. provides consulting and engineering services in the United States and internationally.
As part of our 50th Anniversary celebration, we asked our employees to discuss how they define Tetra Tech's DNA and whatΒ ...
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