Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Everus Construction Group, Inc. (ECG)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-04
$72.44-9.12%
Close 2026-11-05 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
5.98 → 5.98 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ECG yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Capex near $95 million in 2026 | A supporting condition in Everus Construction Group, Inc.'s published investment case. The stated target is Capex between $90M and $100M in FY26. | Intact | Capex exceeds $110M or falls below $80M in FY26 | Capital expenditures: $20.13M FY2026-Q2; GAAP. Published target: Capex between $90M and $100M in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202620,130,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
ECG is a growth-focused industrial business expanding through organic growth and acquisitions, with improving profitability. Its multi-year view is intact, though recent company quality weakened and overall risk remains high.
The valuation evidence is mixed: ECG is described as cheap versus peers, while another measure shows a premium to peers. The expectations gap is negative, which suggests expectations may be demanding, but confidence in that reading is low; the evidence labels pricing as justified with low fragility.
Near-term results have been strong: second-quarter revenue rose 33.7%, with 30% organic growth, and full-year revenue guidance was raised. Operating income and margins improved, while net leverage declined despite acquisitions. Near-term risk is rated quiet, but peer misses, a prior deep miss, the sector headwind, and the possibility of reversing guidance remain concerns.
The multi-year thesis depends on ECG sustaining organic growth, integrating acquisitions, and continuing to improve margins while managing leverage. In the near term, a guidance cut after the recent increase could damage credibility; continued strength from sector peers PWR, FIX, and EME could support the industrial backdrop, while weaker results from them could remove that support.
Over the next 1 to 3 years, strong execution supports an intact thesis, but weaker company-quality signals, high risk, and sector uncertainty temper confidence. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Net income growth to at least $58.32M quarterly |
| Net income rose from $36.67M to $58.32M, showing strong profit growth. |
| Intact |
| Net income falls below $45M in any quarter of FY26 |
Net income: $83.89M FY2026-Q2; GAAP. Published target: Net income >= $58.32M in Q1 2026. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 5, 202683,890,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating income growth to at least $77.68M quarterly | Operating income improved from $50.98M to $77.68M in one year. | Intact | Operating income falls below $60M in any quarter of FY26 | Operating income: $111.771M FY2026-Q2; GAAP. Published target: Operating income >= $77.68M in Q1 2026. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 5, 2026111,771,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Annual revenue growth near 14% | A primary condition in Everus Construction Group, Inc.'s published investment case. The stated target is >=14% YoY revenue growth. | Intact | YoY revenue growth falls below 10% in FY26 | Revenue growth: 33.65% FY2026-Q2; GAAP. Published target: >=14% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202633.650835 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$5.06 → $5.98 · observed estimates
$4.82B → $5.21B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $5.06 | $4,824,575,667 | 4 / 4 |
| 2026-07-25 | $5.12 | $4,841,190,800 | 6 / 5 |
| 2026-07-26 | $5.12 | $4,841,190,800 | 6 / 5 |
| 2026-07-27 | $5.12 | $4,841,190,800 | 6 / 5 |
| 2026-07-28 | $5.12 | $4,841,190,800 | 6 / 5 |
| 2026-07-29 | $5.12 | $4,849,230,800 | 4 / 4 |
| 2026-07-30 | $5.12 | $4,841,190,800 | 6 / 5 |
| 2026-07-31 | $5.12 | $4,841,190,800 | 6 / 5 |
| 2026-08-01 | $5.12 | $4,849,230,800 | 4 / 4 |
| 2026-08-02 | $5.12 | $4,841,190,800 | 6 / 5 |
| 2026-08-03 | $5.12 | $4,849,230,800 | 4 / 4 |
| 2026-08-04 | $5.12 | $4,841,190,800 | 6 / 5 |
| 2026-08-05 | $5.12 | $4,849,230,800 | 4 / 4 |
| 2026-08-06 | $5.12 | $4,841,190,800 | 6 / 5 |
| 2026-08-07 | $5.43 | $4,998,710,800 | 4 / 4 |
| 2026-08-08 | $5.58 | $5,088,442,330 | 5 / 6 |
| 2026-08-09 | $5.58 | $5,088,442,330 | 5 / 6 |
| 2026-08-10 | $5.43 | $4,998,710,800 | 4 / 4 |
| 2026-08-11 | $5.83 | $5,138,252,830 | 5 / 6 |
| 2026-08-12 | $5.83 | $5,138,252,830 | 5 / 6 |
| 2026-08-13 | $5.43 | $4,998,710,800 | 4 / 4 |
| 2026-08-14 | $5.43 | $4,998,710,800 | 4 / 4 |
| 2026-08-15 | $5.43 | $4,998,710,800 | 4 / 4 |
| 2026-08-16 | $5.43 | $4,998,710,800 | 4 / 4 |
| 2026-08-17 | $5.43 | $4,998,710,800 | 4 / 4 |
| 2026-08-18 | $5.43 | $4,998,710,800 | 4 / 4 |
| 2026-08-19 | $5.43 | $4,998,710,800 | 4 / 4 |
| 2026-08-20 | $5.97 | $5,199,883,400 | 4 / 4 |
| 2026-08-21 | $5.97 | $5,199,883,400 | 4 / 4 |
| 2026-08-22 | $5.98 | $5,205,602,833 | 4 / 4 |
| 2026-08-23 | $5.98 | $5,205,602,833 | 4 / 5 |
| 2026-08-24 | $5.98 | $5,205,602,833 | 4 / 5 |
| 2026-08-25 | $5.98 | $5,205,602,833 | 4 / 5 |
| 2026-08-26 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-08-27 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-08-28 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-08-29 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-08-30 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-08-31 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-01 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-02 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-03 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-04 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-05 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-06 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-07 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-08 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-09 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-10 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-11 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-12 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-13 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-14 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-15 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-16 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-17 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-18 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-19 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-20 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-21 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-22 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-23 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-24 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-25 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-26 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-27 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-28 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-29 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-09-30 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-10-01 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-10-02 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-10-03 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-10-04 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-10-05 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-10-06 | $5.98 | $5,205,602,833 | 5 / 5 |
| 2026-10-07 | $5.98 | $5,205,602,833 | 3 / 3 |
| 2026-10-08 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-09 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-10 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-11 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-12 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-13 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-14 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-15 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-16 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-17 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-18 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-19 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-20 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-21 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-22 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-23 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-24 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-25 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-26 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-27 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-28 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-29 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-30 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-10-31 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-11-01 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-11-02 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-11-03 | $5.98 | $5,205,602,833 | 2 / 2 |
| 2026-11-04 | $5.98 | $5,205,602,833 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.