MYR Group Inc. (MYRG) Stock

MYR Group Inc. (MYRG) is a Industrials stock trading at $282.90 (as of 2026-09-02), with a market capitalization of $4.40B and a trailing P/E of 26.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

MYR Group Inc., through its subsidiaries, provides electrical construction services in the United States and Canada. It operates in two segments, Transmission and Distribution, and Commercial and Industrial. The Transmission and Distribution segment offers a range of services on electric transmission and distribution networks, and substation facilities, including design, engineering, procurement, construction, upgrade, maintenance, and repair services with primary focus on construction, maintenance, and repair to customers in the electric utility industry; and services, including construction and maintenance of high voltage transmission lines, substations, and lower voltage underground and overhead distribution systems, renewable power facilities, and limited gas construction services, as well as emergency restoration services in response to hurricane, ice, or other storm related damages. This segment serves as a prime contractor to customers, such as investor-owned utilities, cooperatives, private developers, government-funded utilities, independent power producers, independent transmission companies, industrial facility owners, and other contractors. The Commercial and Industrial segment provides a range of services, including design, installation, maintenance, and repair of commercial and industrial wiring; and installation of traffic networks, bridge, roadway, and tunnel lighting for airports, hospitals, data centers, hotels, stadiums, convention centers, renewable energy projects, manufacturing plants, processing facilities, waste-water treatment facilities, mining facilities, and transportation control and management systems. This segment serves general contractors, commercial and industrial facility owners, governmental agencies, and developers. The company was founded in 1891 and is headquartered in Henderson, Colorado.

Understand MYR Group Inc.: how it makes money

MYR Group builds and maintains electrical transmission lines, substations, and commercial/industrial power infrastructure for utilities and corporate clients. Roughly half its revenue comes from utility T&D work, with the rest from data centers and industrial projects, and about 60% of work runs on recurring master service agreements.

The 6% operating margin sits on a 60% MSA base and a 90% return-client rate, so the real engine is volume and backlog conversion rather than pricing power.

Revenue by segment (latest quarter)
Transmission & Distribution$0.5B
Commercial & Industrial$0.5B

Business quality (Mixed): Growth is strong at 20% YoY and ROE of 23% is healthy, but 13% gross and 6% operating margins keep this a execution-and-volume story; valuation sits 15% above the Construction peer median, pricing in continued delivery.

Valuation: At 27× earnings, MYRG trades 15% above the Construction average (23×).

Bull case

  • T&D awards pad the backlog: Large T&D awards added more than $200 million to backlog, extending multi-year revenue visibility into the second half of FY26 and beyond.
  • Data centers widen the CNI base: CNI growth is supported by data centers and multiple end markets, reducing dependence on any single commercial customer and positioning MYR to ride the secular AI-power and electrification buildout.

Bear case

  • DSOs stretch toward 60 days: DSOs may rise from the mid-50s to the low- to mid-60s, meaning receivables grow faster than cash and working-capital needs intensify precisely as revenue is scaling 20%.
  • Pricing competition caps margin upside: Competitive pricing limits contractors' ability to capture market strength, so the 6% operating margin may not expand meaningfully even as revenue grows; the business stays a volume game.
  • Premium multiple needs flawless delivery: At 27.1x earnings, MYR trades 15% above the Construction industry average of 24x, a premium that assumes continued 20% growth and leaves little cushion if a large project slips.
Valuation — source: SEC EDGAR (first-party)
Price$282.90
Market Cap$4.40B
P/E Ratio26.6
EV / EBITDA14.6
Price / Book5.84
Price / Sales1.10
FCF Yield5.3%
DCF Value (model)$113.35
DCF Upside vs Price-59.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.66B
Net Margin3.2%
Revenue Growth (YoY)20.1%
EPS Growth (YoY)88.2%
FCF Growth (YoY)-47.4%
Financial Health — source: SEC EDGAR
Altman Z-Score5.90 (safe)
Piotroski F-Score8/9 (strong)
Valuation vs Sector & Industry
Stock P/E26.6
Sector P/E (Industrials)25.7
Industry P/E (Construction)22.8
vs Sector3.6%
vs Industry16.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($681.29M)
Institutional Holders Tracked10
Company
SectorIndustrials
IndustryConstruction
CEORichard S. Swartz Jr.
Employees8,500
CountryUS
IPO Date2008-08-13

MYR Group Inc. earnings call transcripts

  • MYRG Q2 FY26 earnings call transcript (reported 2026-07-29) · analysis
  • MYRG Q4 FY25 earnings call transcript (reported 2026-02-25) · analysis

All MYRG earnings calls

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MYRG earnings history · MYRG institutional & insider holders · MYRG KPIs & operating metrics · MYRG financials · MYRG investor presentations & press releases · MYRG SEC filings · MYRG peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-02.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.