ECG
Everus Construction Group, Inc.

Everus Construction Group, Inc.ECG

Industrials · Engineering & Construction
116.27USD
-0.43%
Sep 23, 2026
ECG overview ready
Electrical and Transmission Infrastructure Support for AI Data Center Buildout
Infrastructure provider.
Strong narrative exposure
Exposed to the AI Compute Infrastructure Buildout narrative through AI Data Center Power and Thermal Systems — infrastructure supplier.
Price trend is broken
Longer-term context reads new trend, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Attractive valuation
Current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on infrastructure spending cycles.
Market Sep 22Filing Jun 30Price action Sep 22Research Sep 1

Conviction Level

NarrativeHeat9.5ThemeHeat9.3PriceAction3.4Valuation7.5CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads new trend, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$5.9B
Avg Volume (60D)
525.9K
60 sessions
Revenue Growth YoY
+31.5%
FY2025 vs FY2024
Gross Margin
+13.0%
Trailing twelve months
Operating Margin
+7.8%
Trailing twelve months
Free Cash Flow Yield
+4.2%
Distance from 200DMA
-5.1%
Next Earnings
2026-11-03
P/E
23.3x
EV / Sales
1.4x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads cheap.
Everus Construction Group, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.

What changed

Company Research

Thesis
Infrastructure provider. ECG is a genuine, but not pure-play, beneficiary of AI data-center physical infrastructure spending.
Opportunity
High opportunity
Hyperscaler and colocation capital spending on high-density AI data-center electrical and liquid-cooling infrastructure.
Key risk
Dependence on infrastructure spending cycles.

Narrative & Theme

Infrastructure provider
AI Compute Infrastructure Buildout
Part of AI Data Center Power and Thermal Systems, with moderate fit.
ECG is a genuine, but not pure-play, beneficiary of AI data-center physical infrastructure spending.
Narrative HeatHot9.5 / 10
Theme HeatHot9.3 / 10
This reading is no longer current (last measured 2026-07-22). It is kept until the next scheduled measurement replaces it.

Business & Markets

Industrials · Engineering & Construction
What they do

Everus Construction Group, Inc. provides contracting services in the U.S. Through two segments: Electrical & Mechanical, and Transmission & Distribution, focusing on construction and maintenance of electrical, communication, and mechanical infrastructure.

How it earns

Project-based revenue from construction and maintenance contracts.

Products & services
Electrical and communication wiring construction and maintenance
Fire suppression systems installation and maintenance
Renewables infrastructure services
Mechanical piping services
Overhead and underground electrical, gas, and communication infrastructure construction and maintenance
Customers & end markets
Public sector clients
Private sector clients
Market position

Niche player specializing in electrical and transmission infrastructure contracting.

Demand drivers
Medium cyclicality

Demand depends on infrastructure investment cycles and public/private sector spending.

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