Everus Construction Group, Inc.(ECG)Stock Analysis
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Rank #484 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ECG Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Everus Construction Group, Inc. (ECG), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ECG at 67.0/100 on a 32-signal composite quality model, placing it at rank #484 of 2,879 stocks — the top 25% of the AI-ranked universe. ECG scores in the top quartile across balance sheet strength (89.8), revenue growth (77.8). Areas of concern include institutional flow (25.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Everus Construction Group, Inc. reports quarterly revenue of $1.0B, net income of $58.3M, an operating margin of 7.5%. Top institutional holders of ECG by reported 13-F value include BlackRock,, WASATCH ADVISORS, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ECG trades on the NYSE exchange and files with the SEC under CIK 2015845. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ECG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Everus Construction Group, Inc. directly from SEC EDGAR. Everus Construction Group, Inc.'s 13F Pro composite quality score has ranged between 32 and 70 since 2025, currently 67.0 — an improving long-term trajectory across 12 quarterly and live scoring snapshots.
What's Driving ECG's Business? Latest 10-Q Breakdown
✓ 20/20 datapoints verifiedAI-extracted from Everus Construction Group, Inc.'s 10-Q filed 2026-05-06 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Everus Construction revenue grew 25.4% to $1.04B in Q1 2026 driven by E&M segment strength in data centers; net income surged 58.9% to $58.3M.
Biggest Revenue Drivers
Total revenue: $1,036.9M+25.4% YoY
Higher revenues in commercial end market, particularly continued growth in data center submarket, and renewables, partially offset by lower institutional and industrial activity.
Increased workloads in utility end market from project activity across transmission and storm submarkets due to timing of project availability.
Largest Expense Items
Higher E&M and T&D operating costs due to increased workloads and changes in project mix, with subcontractor, labor, material, equipment and tools costs all increasing.
Higher labor costs of $5.9M to support operational growth and higher other SG&A expenses of $5.0M.
Margins: Gross margin improved to 12.6% from 11.2% YoY, driven by revenue growth and efficient project execution. Operating income margin expanded to 7.5% from 6.2% YoY, reflecting strong operational leverage and improved gross profit despite higher SG&A.
Watch Items from the Filing
- Single customer concentration: one E&M customer represents 23.6% of E&M segment revenues in Q1 2026; same customer was 19.7% of total company trade receivables as of March 31, 2026.
- Data center market dependence: company notes significant portion of revenues from data center contracts; loss or reduction in this business could materially affect results.
- Customer dispute: company withholding notification on $31.3M on large project with time & materials contract; company believes collection probable and has recognized revenue but uncertainty surrounds long-term dispute resolution.
- Strong backlog growth: remaining performance obligations increased to $3.09B as of March 31, 2026 from $2.80B at December 31, 2025; backlog within 12 months of $2.60B for E&M supports project pipeline.
- Acquisition completed post-quarter: SE&M acquisition for $158M on April 1, 2026 funded from cash on hand; adds mechanical, electrical and plumbing services and Southeast geographic expansion.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$1.0B
Net Income
Q1 2026
$58.3M
Free Cash Flow
Q1 2026
$128.2M
Operating Margin
Q1 2026
7.5%
D/E Ratio
Q1 2026
0.43
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+31.5% YoYNet Income
+40.7% YoYOperating Income
+39.4% YoYEPS (Diluted)
+40.6% YoYTotal Assets
+34.2% YoYTotal Debt
-4.5% YoYOp. Cash Flow
-4.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Revenue | $3.75B +31.5% | $2.85B -0.2% | $2.85B +5.7% | $2.70B | — |
| Net Income | $201.8M +40.7% | $143.4M +4.5% | $137.2M +10.0% | $124.8M | — |
| Operating Income | $264.8M +39.4% | $189.9M -0.3% | $190.5M +15.7% | $164.6M | — |
| EPS (Diluted) | $3.95 +40.6% | $2.81 +2809900.0% | $0.00 | $0.00 | — |
| Total Assets | $1.73B +34.2% | $1.29B +22.4% | $1.05B | — | — |
| Total Debt | $296.5M -4.5% | $310.6M +84.3% | $168.5M | — | — |
| Operating Cash Flow | $156.8M -4.0% | $163.4M -4.6% | $171.3M +772.0% | $-25.5M | — |
AI Insight: ECG Financial Trends
ECG has grown revenue 36% from Q4 2024 to Q1 2026 while steadily reducing debt and expanding equity, though operating margin shows early softening.
• Revenue grew from $760M in Q4 2024 to $1,037M in Q1 2026, a 36% increase over five quarters.
• Total debt declined from $311M in Q4 2024 to $293M in Q1 2026 while equity expanded from $423M to $687M.
• Operating margin peaked at ~7.9% in Q2 2025 then contracted to ~7.5% in Q4 2025 and ~7.5% in Q1 2026, off the Q2 2025 high.
• Operating cash flow surged to $144M in Q1 2026, the strongest reading in the dataset, after two subdued quarters.
⚠ Operating income dipped from $73M in Q2 2025 to $69M in Q4 2025 despite rising revenue — monitor margin compression risk.
⚠ Op CF was volatile — $7M in Q1 2025, $25M in Q2 2025, then $144M in Q1 2026 — working-capital swings warrant close tracking.
⚠ Net income growth has flattened near $55–58M for three consecutive quarters; watch whether revenue gains translate to earnings acceleration.
AI Insight: ECG Ratio Trends
ECG's leverage has nearly halved since Q4 2024 while ROIC recovered to 31.7% in Q1 2026, signaling a meaningfully stronger balance sheet.
• D/E ratio fell from 0.74 in Q4 2024 to 0.43 in Q1 2026 — a 42% reduction in leverage over five quarters.
• ROIC expanded from 25.1% in Q4 2024 to 31.7% in Q1 2026, recovering most of the Q2 2025 peak of 35.5%.
• Operating margin improved from 6.1% in Q4 2024 to 7.5% in Q1 2026, with NPM holding steady near 5.6–5.7%.
• ROE and ROA peaked in Q2 2025 at 41.1% and 14.3%, then moderated to 34.0% and 12.6% in Q1 2026 — typical seasonal pattern.
⚠ ROE declined from 41.1% in Q2 2025 to 34.0% in Q1 2026 — monitor whether the softening persists beyond seasonal norms.
⚠ Operating margin dipped to 6.8% in Q4 2025 before rebounding; sustained margin above 7% in upcoming quarters is a key test.
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Top Institutional Holders of ECG
BlackRock, Inc.
$719.1M6,090,925 shWASATCH ADVISORS LP
$356.2M3,017,249 shVANGUARD PORTFOLIO MANAGEMENT LLC
$304.8M2,581,565 shVANGUARD CAPITAL MANAGEMENT LLC
$270.5M2,290,925 shSTATE STREET CORP
$190.9M1,617,328 shFIRST TRUST ADVISORS LP
$151.2M1,280,916 shGEODE CAPITAL MANAGEMENT, LLC
$138.8M1,175,690 shCapital International Investors
$131.6M1,114,611 shDIMENSIONAL FUND ADVISORS LP
$130.4M1,105,056 shEARNEST PARTNERS LLC
$113.5M961,183 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $719.1M | 6,090,925 |
| WASATCH ADVISORS LP | $356.2M | 3,017,249 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $304.8M | 2,581,565 |
| VANGUARD CAPITAL MANAGEMENT LLC | $270.5M | 2,290,925 |
| STATE STREET CORP | $190.9M | 1,617,328 |
| FIRST TRUST ADVISORS LP | $151.2M | 1,280,916 |
| GEODE CAPITAL MANAGEMENT, LLC | $138.8M | 1,175,690 |
| Capital International Investors | $131.6M | 1,114,611 |
| DIMENSIONAL FUND ADVISORS LP | $130.4M | 1,105,056 |
| EARNEST PARTNERS LLC | $113.5M | 961,183 |
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Popular Research
Is ECG a good stock to buy?
13F Pro's AI-powered analysis of Everus Construction Group, Inc. (ECG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ECG are available on the ECG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ECG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ECG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Everus Construction Group, Inc.'s investment landscape.