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ECECG

Everus Construction Group, Inc.

$ECG·$7.0B·Engineering & Construction·Industrials
$134.48+2.0%1Y+86.1%
Mentions · last 7 days
2026-08-05: 9 posts2026-08-06: 3 posts2026-08-07: 2 posts2026-08-08: 0 posts2026-08-09: 2 posts2026-08-10: 2 posts2026-08-11: 2 posts20+12%
Price updated 1m ago·X counts updated 14h ago
ECECG
$ECGEverus Construction Group, Inc.
$134.48+1.96%20 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ECG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-08

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

Everus rides the utility-infra buildout — Q2 beat, upgrade cycle, +91% since spinoff.

ECG is one of the cleaner reads on the "grid + gas + electrical transmission has to get built for AI/electrification demand" thesis — the MDU Resources spinoff has compounded +91% over 12 months as the market has re-rated the utility-infrastructure services complex.

  • Aug 5 upgrade note "Impressive Quarter Highlights Ongoing Strengths" following Aug 4 Q2 beat on both revenue and EPS — the sell-side is now leaning in.
  • Wasatch Long/Short Alpha Fund flagged ECG in its Q2 contributors (Aug 5) — quality-momentum book validation.
  • CalSTRS purchase of 10,726 shares on Aug 6 — small institutional add, but signals mainstream institutional ownership broadening.
  • Analyst FY26 rev est $4.38B, EPS $4.58 (4 analysts) — PE ~28 is not cheap, but the "growth in book-to-bill from transmission/data-center power delivery" story supports the multiple if backlog conversion keeps pace.

Setup: bulls own "utility-transmission capex supercycle + data-center power hookup demand + regulated-utility customers as anchor tenants" — legitimately the best labor-market for this kind of services business in a generation. Bears note that construction-services multiples always look smart during upswings and painful when project starts push. Next Q3 print Nov 3 — book-to-bill trajectory, backlog color, and any data-center-hookup contract disclosure are the three tells that support or break the setup.

What to watch: Nov 3 Q3 print: book-to-bill trajectory, backlog balance, and any color on data-center power-delivery contract wins.

On the calendar: 2026-11-03 Q3 earnings

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What it does

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

Everus Construction Group, Inc. specializes in developing utility infrastructure. Their comprehensive service portfolio includes building electrical transmission lines and pipelines, alongside internal electrical wiring, cabling installations, and various mechanical solutions. Furthermore, the firm manufactures and distributes specialized equipment and electrical control panels. They are also responsible for the installation and ongoing maintenance of automatic fire suppression systems, particularly within the Las Vegas and Reno regions. This company was founded in 1995 and maintains its primary base of operations in Bismarck, North Dakota.

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 — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

Industry benchmark

19-name peer basket
+42.8%YTD
+50.5%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 $1.18

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 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.4B$4.4B – $4.4B$4.58$4.43 – $4.734
FY27$4.8B$4.6B – $5.1B$5.12$4.52 – $5.714
FY28$5.2B$5.0B – $5.4B$5.93$5.71 – $6.103
FY29$5.7B$5.5B – $5.9B$6.45$6.22 – $6.692
FY30$6.2B$6.0B – $6.4B$7.26$7.00 – $7.531

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.0.8×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.64%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.-5.4%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.+13.8%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 today1.0% 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.β2.475-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

No open-market buys or sells in the last 180 days.

+ 27 other (18 awards · 9 inkinds) in window

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  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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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-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-K/AMaterial event (amended)Mar 188-K/A — Item 4.01
8-KPress release / Reg FDFeb 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 13 other (5 13Gs · 2 10-Qs · 2 proxys · 1 11-K) in window

Recent news

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

Can Everus Construction Group, Inc. (ECG) Climb 25.16% to Reach the Level Wall Street Analysts Expect?zacks.com·2d agoEverus Construction Group Q2 Earnings Call Highlightsmarketbeat.com·5d agoCalifornia State Teachers Retirement System Purchases 10,726 Shares of Everus Construction Group, Inc. $ECGdefenseworld.net·6d agoImpressive Quarter Highlights Ongoing Strengths In Everus Construction Group (Upgrade)seekingalpha.com·7d agoWasatch Long/Short Alpha Fund Q2 2026 Contributors And Detractorsseekingalpha.com·7d ago

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