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ECECG

Everus Construction Group, Inc.

$ECG·$6.0B·Engineering & Construction·Industrials
$116.66-0.2%YTD+34.9%1Y+40.6%
Price updated 14h ago·X counts updated 2d ago
ECECG
$ECGEverus Construction Group, Inc.
$116.66-0.24%19 posts
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ECG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

19X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ECG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Everus Construction: +35% YTD as Q2 EPS $1.64 crushed 44% — infrastructure/data-center construction beneficiary — $200M credit-line expansion.

Everus Construction Group is the specialty-contractor infrastructure services company at $116.66 with $6B market cap. +35% YTD, +41% TTM as Q2 EPS $1.64 crushed $1.14 est (+44%). Four consecutive massive beats (44-79% surprises). $200M term-loan increase to $477.5M signals capacity for M&A.

The tension in one line:

  • Beat cadence extraordinary: Q2 +44%, Q1 +50%, Q4 2025 +50%, Q3 +79% — four consecutive 44-79% surprises signal analyst-underestimate structural bias; 2027 EPS $5.98 implies 19.5x forward.
  • Revenue reaccelerating: Q1 revenue $1.23B grew 34% YoY — infrastructure + data-center capex tailwinds landing operationally.
  • Credit expansion for M&A: $200M term-loan increase Sept 8 to $477.5M total — signals capacity for bolt-on M&A in fragmented electrical/mechanical contractor space.

The bull path is Nov 3 Q3 print ($1.28 EPS est) confirming continued beat cadence plus specific data-center/AI-infrastructure customer commentary. The bear path is a hyperscaler capex-cycle pause. California STRS 9M-share addition plus 'Best Strong Buy' Zacks framing add institutional signal.

What to watch: Nov 3 Q3 print ($1.28 EPS est) — revenue growth vs Q1's +34%, data-center/AI-infrastructure customer mix, and any 2027 preliminary guide. Term-loan drawdown for M&A activity. Continued institutional accumulation.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $ECG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Utility infrastructure contractor building electrical transmission lines, pipelines, and mechanical installations across the US.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $ECG.

Engineering & Construction · Industrials

No material change from last week — record order books driven by data-center electrical infrastructure, IIJA grid modernisation, and LNG construction.

What this means for $ECG

Partial — Utility infrastructure contractor building electrical transmission lines, pipelines, and mechanical installations across the US.

Industry benchmark

20-name peer basket
+13.5%YTD
+15.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
28.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
20.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
38.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
13.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.64$1.14+43.9%
Q1 2026May 5, 2026$1.14$0.76+50.0%
Q4 2025Feb 24, 2026$1.08$0.72+50.0%
Q3 2025Nov 4, 2025$1.11$0.62+79.0%
Next earningsTue, Nov 3·consensus EPS $1.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.2B+33.7%14.9%9.1%$1.64$33.0M
Q1 FY26$1.0B+25.4%12.6%7.5%$1.14$128.2M
Q4 FY25$1.0B+33.2%11.6%6.8%$1.08$23.5M
Q3 FY25$986.8M+29.7%12.6%7.3%$1.12$65.7M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.7B$4.6B – $4.7B$5.30$5.25 – $5.355
FY27$5.2B$5.0B – $5.4B$5.98$5.52 – $6.385
FY28$5.6B$5.5B – $5.6B$6.63$6.57 – $6.703
FY29$6.0B$5.8B – $6.1B$7.21$6.96 – $7.411
FY30$6.4B$6.2B – $6.5B$7.67$7.41 – $7.882

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.41%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-5.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 50.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 17David M SparbyDirector1.0K sh$145KSellAug 7Paul R. SandersonVP, CLO & Corporate Secretary3.3K sh$451K
+ 12 other (11 awards · 1 inkind) in window

See when $ECG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Everus Construction Group (ECG) amended its credit agreement, increasing term loan commitments by $200 million to $477.5 million total and raising revolving credit commitments through a comprehensive refinancing. The transaction strengthens Everus's liquidity and balance sheet flexibility as it executes on its construction backlog.

8-KPress release / Reg FDSep 28-K — Item 7.01: Press release / Reg FD
AI summary

Everus Construction Group, Inc. (ECG) filed an 8-K under Item 7.01 (Regulation FD disclosure) as of September 1, 2026, indicating a press release or investor presentation was publicly disseminated. The excerpt contains only filing boilerplate with no substantive content. This is a routine investor relations filing for the construction and infrastructure company.

8-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ECG filed an 8-K (Item 2.02) reporting its financial results for the second quarter 2026 results. A copy of the press release, which the Company is f, filed 2026-08-04. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KPress release / Reg FDJul 318-K — Item 7.01: Press release / Reg FD
AI summary

ECG filed an 8-K (Item 7.01) for a Regulation FD disclosure. A presentation or investor communication is being furnished as an exhibit. Reg FD disclosures are furnished rather than filed and are not typically market-moving on their own, but may contain forward-looking statements or strategy updates.

8-KShareholder voteMay 148-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDApr 28-K — Item 7.01: Press release / Reg FD
+ 8 other (4 13Gs · 2 10-Qs · 1 11-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bet on Winning DuPont Analysis & Pick 5 Top Stockszacks.com·1d ago5 Building Product Stocks to Buy on Infrastructure & Data Center Boomzacks.com·12d agoBest "Strong Buy" Stocks to Buy Now and for the Rest of 2026zacks.com·13d agoEverus Construction Group, Inc. $ECG Stake Lowered by Amundidefenseworld.net·17d agoCalifornia State Teachers Retirement System Buys 9,032,163 Shares of Everus Construction Group, Inc. $ECGdefenseworld.net·17d ago

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