| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 45 | 24.0x | 17.8x | Around median | |
Growth | 20 | -18.1% | 7.1% | Bottom tier | |
Quality | 69 | 24.0% | 4.5% | Top tier | |
Safety | 78 | 0.5x | 2.6x | Top tier | |
Capital Return | 51 | — | 2.12% | Around median | |
Momentum | 53 | 73.7% | 2.9% | Around median | |
Sentiment | 74 | 4 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Everus Construction Group operates through two primary businesses: Electrical & Mechanical E&M and Transmission & Distribution T&D. The company derives revenue from executing commercial, industrial, and utility infrastructure projects, including data centers, semiconductor plants, healthcare, renewable energy, and hospitality, and it also uses modular construction and prefabrication to improve labor and material efficiency and increase execution predictability. In Q2 fiscal 2026, the E&M segment accounted for approximately $1.01 billion of revenue, compared with $227.5 million for the T&D segment, illustrating the business mix’s heavy dependence on electrical and mechanical operations.
Everus reported record revenue of $1.23 billion in Q2 fiscal 2026, up 34% year over year, including 30% organic growth excluding the contribution from SE&M. EBITDA reached $128.6 million, up 53%, and its margin increased to 10.4% from 9.1%, while earnings per share reached $1.64, exceeding expectations by 44%. At the segment level, E&M revenue increased 42% and its EBITDA margin rose to 10.8% from 8.9%, while T&D revenue grew 7.1% and its margin remained nearly stable at 14.4% versus 14.3%.
The latest available EDGAR filings show a broader earnings base ahead of the Q2 fiscal 2026 results; revenue for the twelve months ending in fiscal 2026 was approximately $4.0 billion, gross profit was $492.3 million, and net income was $223.4 million. By comparison, the company generated fiscal 2025 revenue of $3.7 billion, gross profit of $454.1 million, and net income of $201.8 million, with earnings per share of $3.95. Q1 fiscal 2026 also showed revenue of $1.0 billion, net income of $58.3 million, and earnings per share of $1.14.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus on ECG stock is “Buy,” with an average price target of $169.5, a high of $200, and a low of $141. The average target is slightly below the 52-week range high of $171.577, while the highest target exceeds that high and the lowest target remains well above the range low of $73; however, the wide gap between the lowest and highest targets reflects significant disagreement about the sustainability of growth and margins. A price-to-earnings ratio is not available in the data, so the stock’s valuation here is based on the target range, the 52-week range, and the company’s ability to achieve its fiscal 2026 guidance.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
The E&M segment led performance in Q2 fiscal 2026, with revenue increasing 42% to $1.01 billion, or 37% organically excluding SE&M. Data centers were the largest component of backlog, alongside growth in business related to semiconductors and the industrial, institutional, and utility end markets. Total backlog reached $4.55 billion on June 30, 2026, up 53% year over year, with approximately 80% expected to be executed within 12 months.
On August 5, 2026, management raised its expected fiscal 2026 revenue range to between $4.5 billion and $4.7 billion. It also raised its EBITDA range to between $410 million and $425 million, implying a margin of approximately 9% at the midpoint. This guidance does not include any contribution from Epsilon, while it assumes a margin of approximately 8.5% in the second half of fiscal 2026.
Everus completed the acquisition of SE&M in April 2026, and the acquired company contributed approximately $100 million to backlog at the end of Q2 fiscal 2026. On August 5, 2026, management said the integration of SE&M was proceeding according to plan and that it was exploring expanded opportunities related to the business. Epsilon adds off-site modular construction capabilities, more than 50 engineers, and 120 skilled workers, with a presence supporting expansion in Florida, Texas, the Mid-Atlantic, and the Northeast, and the transaction was expected to close later in fiscal 2026.
On June 30, 2026, Everus had $157 million of unrestricted cash and total debt of $278 million, in addition to $223 million available under its credit facility. Net debt to EBITDA was 0.3 times, well below the target range of between 1.5 and 2.0 times. The company also generated free cash flow of $167 million in the first six months of fiscal 2026, although management noted that working capital timing supported part of this performance.
The greatest concentration comes from data centers, which are the largest component of backlog, with part of the work performed for several hyperscale computing operator customers. Management also expects the EBITDA margin to decline to approximately 8.5% in the second half of fiscal 2026, compared with 10.4% in Q2. In addition, management described the market as cyclical and set long-term organic revenue growth at between 5% and 7%, meaning that the 30% organic growth rate in Q2 fiscal 2026 is not an appropriate long-term assumption.
The analyst consensus is “Buy,” and the average price target is $169.5. Targets range from $141 to $200, a $59 spread that reflects clear divergence in valuation estimates. The average target is close to the 52-week range high of $171.577, while the stock’s full 52-week range extends from $73 to $171.577.
