MYR Group, Inc. (MYRG)
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
$286.59+0.88%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
QuarterlyIQ Insights · MYRG
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 is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -14.6% |
| 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.
| 19.7% |
Growth built into the price is above our model estimate.
The price assumes 34.3 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
MYRG — credit agreement
Dated 2026-05-27
Other Events. On May 27, 2026, MYR Group Inc. entered into an agreement to acquire all issued and outstanding shares of capital stock of Valley Holdings I, Inc. and its subsidiaries (collectively, “Valley”), subject to regulatory approval and other customary closing conditions, (the “Valley Acquisition”), for consideration of approximately $328.0 million, subject to net asset and other post-closing purchase price adjustments. Valley is a full-service electrical contractor based in Everett, Wa…
Why it matters: Strong revenue growth shows that people want MYR's services. It also shows good growth plans.
Supportive ifQ2 revenue growth reported at more than 10% year-over-year.
Worry ifQ2 revenue growth was less than 5% compared to last year.
Why it matters: Backlog growth signals strong demand and project pipeline. It reflects operational health.
Supportive ifQ3 backlog growth is over $3.16 billion. This shows strong market demand.
Worry ifBacklog growth is below $3.16 billion. This suggests weakening demand.
Why it matters: Higher operating income shows better profits. It also means efficient project work.
Supportive ifOperating income is over $67.9 million in Q3. This shows good cost management.
Worry ifOperating income is below $67.9 million in Q3. This shows possible problems.
Why it matters: Steady revenue growth shows strong market demand and good operations.
Supportive ifQ3 revenue is over $1.08 billion, continuing the rise from Q2.
Worry ifQ3 revenue drops below $1 billion, which may mean a slowdown.
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 | ±$213 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $535 loss on $10,000 · 5.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,360 loss on $10,000 · 43.6% | 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 growing backlog indicates strong future revenue potential. It reflects ongoing demand in MYR's core markets.
Supportive ifBacklog grows beyond $1.86B, showing strong project demand.
Worry ifBacklog drops below $1.86B. This shows possible weakness in the market.
Why it matters: Strong revenue growth in C&I indicates robust demand in key markets like data centers.
Supportive ifC&I revenue growth is over 10% year-over-year. This reflects strong market demand.
Worry ifC&I revenue growth is under 10% from last year. This shows possible market weakness.
Why it matters: A gross margin above 14% shows better project efficiency and makes more money.
Supportive ifGross margin reported above 14% in the next quarterly results.
Worry ifGross margin reported below 12% in the next quarterly results.
Why it matters: New project wins will validate MYR's growth strategy and expand its market presence.
Supportive ifAnnouncement of new C&I projects valued over $100 million within the next quarter.
Worry ifNo new big project wins announced, showing possible market issues.
Why it matters: Better margins show improved project work and cost control. This helps make more money.
Supportive ifGross margin is over 13.2%. This shows better project efficiency.
Worry ifGross margin is below 13.2%. This suggests project inefficiencies.
Why it matters: Growth in data center projects supports MYR Group's C&I segment, which is vital for revenue.
Supportive ifThe Dodge Momentum Index shows a year-over-year rise from data center projects.
Worry ifDodge Momentum Index declines or shows no growth in data center projects.
Why it matters: The deal will improve MYR's skills and reach in the C&I market.
Supportive ifThe deal will close on or before July 1, 2026, if approvals are granted.
Worry ifThe deal does not close because of regulatory problems or other issues.
Why it matters: More backlog means strong future revenue and demand for MYR's services.
Supportive ifBacklog growth was over 5% from last quarter.
Worry ifBacklog growth was less than 2% from last quarter.
Why it matters: Successful integration will improve skills and reach. This supports growth.
Supportive ifManagement says the merger is going well. They see strong teamwork from the acquisition.
Worry ifThere are integration problems. This leads to disruptions or delays.