Everus Construction Group, Inc.
Everus Construction Group, Inc. is classified under Utilities / Electric Utilities and appears profitable on the latest normalized snapshot.
Business. Everus Construction Group, Inc. (NYSE: ECG) is a company classified within the Electric Utilities industry, operating primarily through a service-revenue model. The firm is headquartered in the United States and is publicly listed on the New York Stock Exchange under the ticker symbol ECG. Specific details regarding its operating segments and geographic mix are not disclosed in the available data.
Analyst recommendations
7 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Peers
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated · Duke Energy (DUK)
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated · NextEra Energy (NEE)
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated · Southern Company (SO)
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Everus Construction Group, Inc. (ECG) has recorded significant volatility in its shareholder registry, marked by major modifications to the holdings of investor ID 931. Data detected in late June 2026 indicates a dramatic swing in this investor's position as of March 31, 2026. The records show the investor's stake fluctuating between 560 shares and 42,430 shares, with the value of the holding shifting from approximately $66,114 to nearly $4.98 million. These changes, flagged with major severity, suggest a period of intense trading activity or reporting adjustments for this specific holder during the first quarter of 2026. This activity occurs against a backdrop of limited external market coverage for the company. Everus Construction Group currently has no analyst coverage and is not a member of any major indices, according to the company's profile. Despite the absence of professional analyst estimates or index inclusion, the company maintains a shareholder base comprising 30 top holders. The lack of analyst presence means that price discovery and valuation metrics are likely driven more by direct investor activity and corporate filings than by consensus market expectations. The company continues to maintain a regular reporting cadence with regulatory filings, including 10-Q reports from August and November 2025, and May 2026, as well as a 10-K filing from February 2026. These documents provide the primary source of financial transparency for investors in the absence of analyst research. The recent holder changes were detected in June 2026, following the release of the Q1 2026 quarterly report, indicating that the market is reacting to or adjusting positions based on the most recent disclosed financial performance. For investors, the significance of these holder changes lies in the concentration of ownership activity within a small group of top holders. With only 30 top holders and no analyst coverage, shifts in position by major investors like ID 931 can have a disproportionate impact on the stock's liquidity and perception. The reversal in share count for this investor—from a minimal position to a multi-million dollar stake and back—highlights the speculative or strategic nature of current interest in ECG, warranting close attention to subsequent filings for further clarity on institutional sentiment.
Signals & dispatch
Composite-score breakdown
Synthesis
Everus Construction Group, Inc. (NYSE: ECG) is a company classified within the Electric Utilities industry, operating primarily through a service-revenue model. The firm is headquartered in the United States and is publicly listed on the New York Stock Exchange under the ticker symbol ECG. Specific details regarding its operating segments and geographic mix are not disclosed in the available data.
Everus Construction Group, Inc. (ECG) is currently classified as Electric Utilities within Electric Utilities (Utilities). Classification confidence: 0.66 (rule-based classification). Capital structure on the latest snapshot: total assets 1,847,747,000 USD, total equity 686,944,000, short-term debt 15,000,000, long-term debt 263,024,000. Net cash position is approximately -278,024,000 USD. Self-calculated market cap is 7,547,818,050 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 1,036,953,000, gross profit 130,729,000, operating income 77,684,000, net income 58,316,000. Return on equity ~29.4%. Return on assets ~10.9%. Operating-cash-flow to net-income ratio is 0.78. Risk profile from automated assessment: liquidity risk medium, dilution risk medium. Flags: Net cash is negative after subtracting total debt.; Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] allocator_boost: allocator_boost (allocator) on ECG — watcher=allocator; producer_version=ws49-p2a-v1; plan_date=2026-07-26; rank=12; ev=8.315025; company_id=469de6ca-8ef6-4d32-89a4-b9b66ee46460; jurisdiction=US; term_contributions={'event_proximity': 2.01096, 'gradability': 2.0, 'staleness': 3.610918, 'credibility_interest': 0.693147}; days_since_analysis=36; pending_promises=1; reason=Allocator coverage boost rank #12 EV=8.315025 for ECG (hot+stale; days_since=36); contributing_watchers=allocator (source=allocator; url=allocator:2026-07-26:ECG). Additional context: allocator_boost: watcher=allocator; producer_version=ws49-p2a-v1; plan_date=2026-07-26; rank=12; ev=8.315025; company_id=469de6ca-8ef6-4d32-89a4-b9b66ee46460; jurisdiction=US; term_contributions={'event_proximity': 2.01096, 'gradability': 2.0, 'staleness': 3.610918, 'credibility_interest': 0.693147}; days_since_analysis=36; pending_promises=1; reason=Allocator coverage boost rank #12 EV=8.315025 for ECG (hot+stale; days_since=36); contributing_watchers=allocator. Comparable peers identified within the same class: Duke Energy, NextEra Energy, Southern Company.
Everus Construction Group, Inc. (ECG) has recorded significant volatility in its shareholder registry, marked by major modifications to the holdings of investor ID 931. Data detected in late June 2026 indicates a dramatic swing in this investor's position as of March 31, 2026. The records show the investor's stake fluctuating between 560 shares and 42,430 shares, with the value of the holding shifting from approximately $66,114 to nearly $4.98 million. These changes, flagged with major severity, suggest a period of intense trading activity or reporting adjustments for this specific holder during the first quarter of 2026. This activity occurs against a backdrop of limited external market coverage for the company. Everus Construction Group currently has no analyst coverage and is not a member of any major indices, according to the company's profile. Despite the absence of professional analyst estimates or index inclusion, the company maintains a shareholder base comprising 30 top holders. The lack of analyst presence means that price discovery and valuation metrics are likely driven more by direct investor activity and corporate filings than by consensus market expectations. The company continues to maintain a regular reporting cadence with regulatory filings, including 10-Q reports from August and November 2025, and May 2026, as well as a 10-K filing from February 2026. These documents provide the primary source of financial transparency for investors in the absence of analyst research. The recent holder changes were detected in June 2026, following the release of the Q1 2026 quarterly report, indicating that the market is reacting to or adjusting positions based on the most recent disclosed financial performance. For investors, the significance of these holder changes lies in the concentration of ownership activity within a small group of top holders. With only 30 top holders and no analyst coverage, shifts in position by major investors like ID 931 can have a disproportionate impact on the stock's liquidity and perception. The reversal in share count for this investor—from a minimal position to a multi-million dollar stake and back—highlights the speculative or strategic nature of current interest in ECG, warranting close attention to subsequent filings for further clarity on institutional sentiment.
- Observed GAAP P/E is about 37.41x.
- Return on equity is about 29.4%.
- Debt to equity is about 0.4x.
- [TRIGGER] allocator_boost: allocator_boost (allocator) on ECG — watcher=allocator; producer_version=ws49-p2a-v1; plan_date=2026-07-26; rank=12; ev=8.315025; company_id=469de6ca-8ef6-4d32-89a4-b9b66ee46460; jurisdiction=US; term_contributions={'event_proximity': 2.01096, 'gradability': 2.0, 'staleness': 3.610918, 'credibility_interest': 0.693147}; days_since_analysis=36; pending_promises=1; reason=Allocator coverage boost rank #12 EV=8.315025 for ECG (hot+stale; days_since=36); contributing_watchers=allocator (source=allocator; url=allocator:2026-07-26:ECG)
- Likely peers from the same classification include Duke Energy, NextEra Energy, Southern Company.
- (the “Company” or “Everus”) is a leading construction solutions provider headquartered in Bismarck, North Dakota, offering specialty contracting services to a diverse set of end markets, which are provided to commercial, industrial, institutional, renewables, service, transportation, utility and other customers.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue $1.04B; Operating income $77.7M.
- ▍Revenue $1.04B
- ▍Operating income $77.7M
- ▍Net margin 5.6%
Revenue $2.73B; Operating income $195.9M.
- ▍Revenue $2.73B
- ▍Operating income $195.9M
- ▍Net margin 5.4%
Revenue $1.75B; Operating income $123.5M.
- ▍Revenue $1.75B
- ▍Operating income $123.5M
- ▍Net margin 5.1%
Revenue $3.75B; Operating income $264.8M.
- ▍Revenue $3.75B
- ▍Operating income $264.8M
- ▍Net margin 5.4%
Revenue $2.85B; Operating income $189.9M.
- ▍Revenue $2.85B
- ▍Operating income $189.9M
- ▍Net margin 5.0%
Revenue $2.85B; Operating income $189.9M.
- ▍Revenue $2.85B
- ▍Operating income $189.9M
- ▍Net margin 5.0%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 4,17 |
| Revenue | —no estimate | —no estimate | 4,2B USD |
| Operating income | —no estimate | —no estimate | 285,4M USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
- Source documents mention dilution or offering risk.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Price To Tangible Bookmarket_price / (tangible_book_value / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Return On Equitynet_income / total_equity
- Enterprise Valuemarket_cap - net_cash
- Ev To Revenueenterprise_value / revenue
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Everus Construction Group, Inc. company facts · 2026-07-26
- Everus Construction Group, Inc. 10-Q 2026-05-06 · 2026-07-26
- Everus Construction Group, Inc. 10-K 2026-02-25 · 2026-07-26
- Everus Construction Group, Inc. 10-Q 2025-11-05 · 2026-07-26
- Everus Construction Group, Inc. 10-Q 2025-08-13 · 2026-07-26
- allocator_boost (allocator) on ECG · 2026-07-26
- Everus Construction Group Inc Market data — analyst estimates · 2026-07-26
- Everus Construction Group Inc Market data — ESG · 2026-07-26
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,11 %$151M
- Investment Managers · as of 2026-03-310,03 %$132M
- Investment Managers · as of 2026-03-310,03 %$130M
- Investment Managers · as of 2026-03-310,02 %$58M
- Funds · as of 2026-03-310,02 %$113M
- Investment Managers · as of 2026-03-310,02 %$29M
- Investment Managers · as of 2026-03-310,01 %$24M
- Investment Managers · as of 2026-03-310,01 %$26M
- Investment Managers · as of 2026-03-310,01 %$64M
- Investment Managers · as of 2026-03-310,01 %$139M
- Investment Managers · as of 2026-03-310,01 %$13M
- Investment Managers · as of 2026-03-310,01 %$191M
- Investment Managers · as of 2025-12-310,01 %$443M
- Investment Managers · as of 2026-03-310,01 %$48M
- Institutional Investor · as of 2026-03-310,01 %$33M
- Investment Managers · as of 2026-03-310,01 %$44M
- Investment Managers · as of 2026-03-310,01 %$32M
- Investment Managers · as of 2026-03-310,00 %$79M
- Institutional Investor · as of 2026-03-310,00 %$13M
- Institutional Investor · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2024-12-310,00 %$8M
- Brokerage Firms · as of 2026-03-310,00 %$9M
- Institutional Investor · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$4M
- Investment Managers · as of 2026-03-310,00 %$1M
- Brokerage Firms · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
Insider activity
- Director · Common StockOther 169 @ $154,72$26K · 2026-05-29
- Director · Common StockOther 100 @ $154,72$15K · 2026-05-29
- VP of Corp. Dev. & Strategy · Common StockOther 1 361 @ $148,65$202K · 2026-05-22
- Director · Common StockOther 1 015 · 2026-05-12
- Director · Common StockOther 1 184 · 2026-05-12
- Director · Common StockOther 1 015 · 2026-05-12
- Director · Common StockOther 1 015 · 2026-05-12
- Director · Common StockOther 1 015 · 2026-05-12
- Director · Common StockOther 1 015 · 2026-05-12
- Director · Common StockOther 1 015 · 2026-05-12
- VP & CAO · Common StockOther 161 @ $120,87$19K · 2026-02-27
- VP, CFO & Treasurer · Common StockOther 2 774 · 2026-02-27
- VP, CFO & Treasurer · Common StockOther 572 @ $120,87$69K · 2026-02-27
- VP, CLO & Corporate Secretary · Common StockOther 2 456 · 2026-02-27
- VP, CLO & Corporate Secretary · Common StockOther 417 @ $120,87$50K · 2026-02-27
- VP, CLO & Corporate Secretary · Common StockOther 3 775 @ $120,87$456K · 2026-02-27
- VP of Corp. Dev. & Strategy · Common StockOther 1 424 · 2026-02-27
- VP of Corp. Dev. & Strategy · Common StockOther 303 @ $120,87$37K · 2026-02-27
- VP of Human Resources · Common StockOther 1 830 · 2026-02-27
- VP of Human Resources · Common StockOther 290 @ $120,87$35K · 2026-02-27
- VP & CAO · Common StockOther 929 · 2026-02-27
- VP & CAO · Common StockOther 1 300 @ $120,87$157K · 2026-02-27
- Director, President & CEO · Common StockOther 12 011 · 2026-02-27
- Director, President & CEO · Common StockOther 2 142 @ $120,87$259K · 2026-02-27
- Director, President & CEO · Common StockOther 9 855 @ $120,87$1,2M · 2026-02-27
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Gross margin (FY 2025-12-31): 12.1%Derived (calculated)
- Net margin (FY 2025-12-31): 5.4%Derived (calculated)
- Return on equity (FY 2025-12-31): 32.0%Derived (calculated)
- Return on assets (FY 2025-12-31): 11.7%Derived (calculated)
- Current ratio (FY 2025-12-31): 1.76xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): 1.74xDerived (calculated)
- Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 31.2%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 40.6%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 40.6%Derived (calculated)
- Gross profit (YoY) (2025-12-31 vs 2024-12-31): 33.8%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): -4.8%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 40.7%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -4.0%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 39.4%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 31.5%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 49.0%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 34.2%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 26.9%Derived (calculated)
- Gross profit (annual): USD 454.09MSEC XBRL filing
- Shares outstanding (annual): 51.01MSEC XBRL filing
- Total assets (annual): USD 1.73BSEC XBRL filing
- Operating cash flow (annual): USD 156.84MSEC XBRL filing
- Operating income (annual): USD 264.75MSEC XBRL filing
- Net income (annual): USD 201.77MSEC XBRL filing