Everus Construction Group, Inc. (ECG)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
$117.24+1.90%
Close 2026-09-04 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
QuarterlyIQ Insights · ECG
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -11.8% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 16.2% |
Growth built into the price is above our model estimate.
The price assumes 28.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 32 industry peers · Company calendar date is not available
ECG — legal / regulatory event — Changes in Registrant's Certifying Accountant
Dated 2026-03-18
Changes in Registrant's Certifying Accountant. Dismissal of Independent Registered Public Accounting Firm On January 14, 2026, upon the completion of a comprehensive selection process, the Audit Committee of the Board of Directors ("the Audit Committee") of the Company approved the dismissal of Deloitte as the Company's independent registered public accounting firm, effective as of immediately following Deloitte's completion of its audit of the Company's consolidated financial statements as o…
Why it matters: Better operating income means cost management works well. This helps overall profits.
Supportive ifOperating income goes up by more than 10% from Q1.
Worry ifOperating income decreases or grows less than 5% compared to Q1.
Why it matters: A slowdown in backlog growth could indicate weakening demand or project delays.
Worry ifBacklog growth rate falls below 10% year over year.
Less concerning ifBacklog growth rate remains above 20% year over year.
Why it matters: The acquisition could raise revenue and boost skills. This may change how well the company performs.
Watch forQ2 results show that SE&M made a big contribution. This boosted revenues.
Also watch forQ2 results show minimal impact from SE&M, with no revenue increase.
Why it matters: Strong revenue growth shows that demand is high. It also shows good execution in key markets.
Supportive ifQ2 2026 revenue growth exceeds 25% year over year.
Worry ifQ2 2026 revenue growth falls below 20% year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$248 on $10,000 · ±2.5% | How much price usually moves either way. |
| Bad day | $643 loss on $10,000 · 6.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,546 loss on $10,000 · 35.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A successful merge will improve skills. It will help growth in new markets.
Supportive ifManagement says early results from the SE&M merge look good in Q2.
Worry ifIntegration challenges were reported. This led to lower performance from SE&M.
Why it matters: Raising guidance shows strong belief in demand and how the company runs.
Supportive ifManagement raises 2026 revenue guidance to more than $4.7 billion.
Worry ifManagement keeps or lowers 2026 revenue guidance to less than $4.5 billion.
Why it matters: A strong EBITDA margin means good cost control and efficiency.
Supportive ifEBITDA margin was above 10% for Q3 2026.
Worry ifEBITDA margin drops below 9% in Q3 2026, showing possible cost problems.
Why it matters: Trends in the sector affect how well the company does and its market position.
Watch forSector revenue growth speeds up again, reaching over 5%.
Also watch forSector revenue growth slows down, staying below 5%.
Why it matters: Higher net income margins show better cost control. This means more efficiency.
Supportive ifNet income margin rises above 6% in the next quarters.
Worry ifNet income margin falls below 5% in the next quarters.
Why it matters: Backlog growth shows future revenue potential. A strong backlog helps operations and investor feelings.
Supportive ifBacklog increases by more than 10% compared to the previous quarter's $4.55 billion.
Worry ifBacklog growth is flat or drops. This shows possible problems in getting new contracts.
Why it matters: Combining SE&M can help make more money. It can also make operations better.
Supportive ifManagement says they reached integration goals in 6 months.
Worry ifThere are problems with integration. These issues slow down the expected benefits.
Why it matters: Strong cash flow helps growth plans and shows the company runs well.
Supportive ifOperating cash flow exceeds $150 million in Q2.
Worry ifOperating cash flow drops below $100 million in Q2.
Why it matters: Closing this deal will enhance Everus' modular construction capabilities and market reach. It is key for growth.
Supportive ifThe Epsilon acquisition will close on time in Q3 2026. There are no regulatory delays.
Worry ifThe deal may be delayed or fail because of regulatory issues.
Why it matters: Strong revenue growth shows there is ongoing demand and good execution.
Supportive ifQ3 revenues were above $1.3 billion, showing over 30% growth from last year.
Worry ifQ3 revenues are below $1.2 billion. This shows weak demand or problems with execution.