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GVGVA

Granite Construction Incorporated

$GVA·$5.3B·Engineering & Construction·Industrials
$124.06+2.6%
Mentions · last 7 days
2026-07-26: 0 posts2026-07-27: 1 posts2026-07-28: 1 posts2026-07-29: 2 posts2026-07-30: 4 posts2026-07-31: 5 posts2026-08-01: 2 posts15
Price updated 2m ago·X counts updated 2d ago
GVGVA
$GVAGranite Construction Incorporated
$124.06+2.55%15 posts
AI analysisFundamentalsVoices on X
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What it does

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

Granite Construction Incorporated is a leading U.S. company that functions as both an infrastructure contractor and a producer of essential construction materials. Its activities are primarily divided into two key segments: Construction and Materials. The Construction division is responsible for developing and restoring public infrastructure, encompassing roadways, bridges, rail systems, airports, marine facilities, dams, reservoirs, and aqueducts, alongside general site development. This segment also specializes in water infrastructure projects for a diverse clientele, including municipal bodies, commercial water suppliers, industrial facilities, and energy companies. Furthermore, it undertakes complex ventures such as mining operations, public safety installations, tunnel construction, and both solar and conventional power projects. The Materials segment focuses on manufacturing aggregates and asphalt, supplying these critical components for both the company's internal construction needs and for external sale to third parties. Additionally, this division provides various services including site preparation, mining, and infrastructure development for residential, energy, commercial, and industrial sites, alongside professional construction management expertise. Granite Construction serves an extensive range of clients, from federal and state government agencies, transportation authorities, and local public works departments, to educational institutions, property developers, utility providers, other contractors, landscapers, manufacturers reliant on aggregate materials, retailers, homeowners, agricultural businesses, brokers, and private owners of industrial, commercial, and residential properties. Established in 1922, Granite Construction Incorporated maintains its headquarters in Watsonville, California.

Industry overviewAI analysisGenerated by AI from underlying data

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

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

16-name peer basket
+40.2%YTD
+65.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-32.0How 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
11.0%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
6.0%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
7.3%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
1.1Same 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
-16.0%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
15.6%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
2.3Total 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 2026Jul 30, 2026$2.16$2.25-4.0%
Q1 2026Apr 30, 2026$-0.96$-0.77-25.2%
Q4 2025Feb 12, 2026$1.40$1.34+4.5%
Q3 2025Nov 6, 2025$2.70$2.56+5.5%
Next earningsThu, Nov 5·consensus EPS $3.40

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.5B+29.3%16.4%8.7%$-6.37$85.7M
Q1 FY26$912.5M+30.4%12.0%-3.4%$-0.96$-57.0M
Q4 FY25$1.2B+19.2%14.4%5.2%$1.19$128.8M
Q3 FY25$1.4B+12.4%18.2%10.0%$2.36$257.5M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.3B$5.2B – $5.4B$5.80$5.71 – $5.914
FY27$5.7B$5.6B – $5.7B$7.01$6.89 – $7.144
FY28$5.9B$5.8B – $6.0B$7.77$7.64 – $7.921

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.1.9×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.43%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.-11.1%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.-2.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.305-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

BuyJun 15Romer John TimothyDirector375 sh$54KBuyJun 12Romer John TimothyDirector375 sh$53KSellJun 8Michael G TatuskoPresident7.5K sh$1.1MSellJun 8Williams Bradley JayPresident6.7K sh$949KSellMar 30Kyle T LarkinCEO12.0K sh$1.4MSellMar 27Brian R DowdPresident6.1K sh$726KSellMar 27Kyle T LarkinCEO26.7K sh$3.1MSellMar 27Staci M WoolseyCFO3.5K sh$415KSellMar 19Staci M WoolseyCFO1.5K sh$183KSellMar 19Kyle T LarkinCEO7.3K sh$877K
+ 19 other (12 awards · 7 inkinds) in window

See when $GVA 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.

Recent news

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

Granite Construction Q2 Earnings Call Highlightsmarketbeat.com·4d agoGranite Construction's Dip Offers A Solid Entry Pointseekingalpha.com·4d agoGranite Construction Incorporated (GVA) Q2 2026 Earnings Call Transcriptseekingalpha.com·4d agoGranite Reports Second Quarter 2026 Resultsbusinesswire.com·5d agoGranite Subsidiary Memphis Stone & Gravel Opens New River Yard in Memphis to Expand Regional Aggregate Supplybusinesswire.com·6d ago

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