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MYR Group Inc (MYRG)
NASDAQ:MYRG
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MYR Group (MYRG) AI Stock Analysis

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MYRG

MYR Group

(NASDAQ:MYRG)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
$363.00
▼(-4.26% Downside)
Action:Reiterated
Date:08/08/26
MYRG scores positively on financial strength and the latest earnings outlook (rebounding profitability, low leverage, and strong growth/backlog commentary), but the overall score is held back by weak technical momentum and a relatively elevated P/E with no dividend support.
Positive Factors
Revenue and Backlog Expansion
Strong revenue growth combined with record backlog improves forward workload visibility. The mix of C&I expansion and new T&D awards supports sustained activity across utility, data center, manufacturing and other infrastructure markets.
Negative Factors
Uneven Cash Conversion
Project billing, tax payments and working-capital timing can cause cash flow to diverge from reported earnings. Persistent volatility may constrain reinvestment and increase reliance on the credit facility during periods of rapid backlog conversion.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and Backlog Expansion
Strong revenue growth combined with record backlog improves forward workload visibility. The mix of C&I expansion and new T&D awards supports sustained activity across utility, data center, manufacturing and other infrastructure markets.
Read all positive factors

MYR Group (MYRG) vs. SPDR S&P 500 ETF (SPY)

MYR Group Business Overview & Revenue Model

Company Description
Operating across the United States and Canada, MYR Group Inc. is a leading provider of electrical construction services, delivered through its two core divisions: Transmission and Distribution, and Commercial and Industrial. Its Transmission and D...
How the Company Makes Money
MYR Group primarily makes money by contracting to build, upgrade, and maintain electrical infrastructure and electrical systems for utilities and other large customers, earning revenue as it performs work on awarded projects. Revenue is largely ge...

MYR Group Earnings Call Summary

Earnings Call Date:Jul 29, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 28, 2026
Earnings Call Sentiment Positive
The call highlighted strong operational and financial performance: record consolidated revenue ($1.08B, +20%), record C&I revenue (+42%), expanding margins (gross margin +1.7pp; C&I and T&D operating margins improved), record net income, EBITDA and backlog (+20%). Management closed a strategic C&I acquisition to broaden capabilities and reiterated disciplined execution and low pre-deal leverage. Offsetting these positives were near-term cash flow deterioration (operating cash flow down ~$30M; free cash flow negative $26M), higher SG&A to support growth, project inefficiencies that partially offset margin gains, and short-term leverage increase to finance the acquisition. Large T&D awards boost backlog but will primarily contribute revenue beginning in late 2027, making near-term revenue lumpy. On balance, the company presented material top-line growth, margin expansion and backlog expansion while acknowledging manageable operational and cash conversion headwinds.
Positive Updates
Record Revenue Growth
Second quarter 2026 revenues were a record $1.08 billion, up $181 million or 20% year-over-year. Management expects Valley/Comet to contribute roughly $250 million for the remainder of the year and organic growth in the mid-teens (management cited ~13%–15% organic growth).
Negative Updates
Weak Operating Cash Flow and Negative Free Cash Flow
Second quarter 2026 operating cash flow was $3 million versus $33 million in the prior year (down ~$30 million). Free cash flow was negative $26 million compared to positive $12 million a year ago (change of ~$38 million). Management cited timing of tax payments, timing of billings/payments and higher capital expenditures as drivers.
Read all updates
Q2-2026 Updates
Negative
Record Revenue Growth
Second quarter 2026 revenues were a record $1.08 billion, up $181 million or 20% year-over-year. Management expects Valley/Comet to contribute roughly $250 million for the remainder of the year and organic growth in the mid-teens (management cited ~13%–15% organic growth).
Read all positive updates
Company Guidance
Management reiterated mid‑year guidance, saying operating margins are expected to finish in the mid‑points of prior ranges — C&I roughly in the middle of 6%–9% and T&D in the middle of 8%–11% — while forecasting organic revenue growth of about 13%–15%; the July 1 Valley/Comet acquisition is expected to contribute roughly $250 million of revenue for the remainder of 2026 but be roughly neutral to EPS and operating income in the first 12 months due to higher amortization, and large transmission awards (two Xcel projects >$200 million) are now in backlog. Key metrics reiterated on the call included Q2 revenues of $1.08 billion (+20% YoY), record backlog of $3.16 billion (20% YoY; $1.27B T&D, $1.89B C&I), Q2 gross margin 13.2% (vs. 11.5% prior), Q2 EBITDA $85M and net income $50M (EPS $3.17), and liquidity of $138M cash, $460M revolver availability and funded debt of $9M (0.03x funded debt/EBITDA); management also cautioned cash flow timing volatility (Q2 operating cash flow $3M, free cash flow -$26M) and said DSOs could normalize toward the low‑to‑mid‑50s while the large T&D projects are expected to begin meaningful revenue contribution in H2 2027 over an ~18‑month build.

MYR Group Financial Statement Overview

Summary
Overall fundamentals are solid: profitability and returns rebounded in the TTM period (improved margins and ~24% ROE) and the balance sheet is conservatively levered (very low debt-to-equity). The main constraint is cash-flow variability typical of project work—historically uneven cash conversion and slightly negative TTM FCF growth.
Income Statement
78
Positive
Balance Sheet
86
Very Positive
Cash Flow
74
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue4.01B3.66B3.36B3.64B3.01B2.50B
Gross Profit496.65M418.97M290.32M364.40M343.96M324.98M
EBITDA294.94M233.44M118.21M189.08M175.94M164.31M
Net Income165.29M118.42M30.26M90.99M83.38M85.01M
Balance Sheet
Total Assets1.67B1.64B1.57B1.58B1.40B1.12B
Cash, Cash Equivalents and Short-Term Investments137.87M150.16M3.46M24.90M51.04M82.09M
Total Debt67.10M103.51M119.99M73.61M74.55M25.50M
Total Liabilities918.05M983.66M973.70M927.54M838.66M601.99M
Stockholders Equity754.42M660.42M600.36M651.20M560.20M519.10M
Cash Flow
Free Cash Flow193.36M232.19M11.18M-13.72M90.43M84.87M
Operating Cash Flow298.49M326.57M87.11M71.02M167.48M137.23M
Investing Cash Flow-98.30M-86.18M-67.21M-79.13M-185.73M-49.30M
Financing Cash Flow-84.91M-94.07M-39.96M-18.37M-9.27M-28.09M

MYR Group Technical Analysis

Technical Analysis Sentiment
Negative
Last Price379.17
Price Trends
50DMA
399.28
Negative
100DMA
393.54
Negative
200DMA
318.74
Positive
Market Momentum
MACD
-19.89
Negative
RSI
35.65
Neutral
STOCH
42.28
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MYRG, the sentiment is Negative. The current price of 379.17 is above the 20-day moving average (MA) of 340.42, below the 50-day MA of 399.28, and above the 200-day MA of 318.74, indicating a neutral trend. The MACD of -19.89 indicates Negative momentum. The RSI at 35.65 is Neutral, neither overbought nor oversold. The STOCH value of 42.28 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MYRG.

MYR Group Risk Analysis

MYR Group disclosed 32 risk factors in its most recent earnings report. MYR Group reported the most risks in the "Production" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

MYR Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
$4.82B38.2910.13%0.21%24.70%
73
Outperform
$7.75B45.4036.89%0.35%14.47%57.43%
72
Outperform
$6.60B26.0238.22%30.53%53.35%
69
Neutral
$5.04B30.6724.17%16.06%121.28%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
58
Neutral
$5.45B-33.44-16.01%0.42%21.80%-204.13%
54
Neutral
$1.35B47.832.49%8.89%-54.65%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MYRG
MYR Group
318.00
134.98
73.75%
AMRC
Ameresco
22.19
-0.53
-2.33%
AGX
Argan
516.58
299.33
137.78%
GVA
Granite Construction
122.97
13.84
12.69%
TPC
Tutor Perini
90.36
33.54
59.02%
ECG
Everus Construction Group, Inc.
125.32
49.53
65.35%

MYR Group Corporate Events

Business Operations and StrategyFinancial DisclosuresM&A Transactions
MYR Group Highlights Growth and Strategic Positioning
Positive
Aug 7, 2026
On August 7, 2026, MYR Group Inc. published updated investor presentation materials outlining its position as a leading electrical construction contractor with extensive TD and CI operations across the U.S. and Canada. The materials highlight the ...
Business Operations and StrategyM&A TransactionsRegulatory Filings and Compliance
MYR Group Highlights Valley Holdings Acquisition in Investor Update
Positive
May 28, 2026
On May 27, 2026, MYR Group updated its investor presentation materials to reflect its agreement to acquire all issued and outstanding shares of Valley Holdings I, Inc. and its subsidiaries, following a same-day press release announcing the deal. M...
Business Operations and StrategyM&A Transactions
MYR Group to Acquire Valley Holdings and Subsidiaries
Positive
May 27, 2026
On May 27, 2026, MYR Group Inc. announced it had entered a definitive agreement to acquire Valley Holdings I, Inc. and its subsidiaries, including Valley Electric Company, Inc. and Comet Electric, Inc., for approximately $328 million, subject to r...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 08, 2026