Hello my dears,
After introducing you to Dycom a few weeks ago $DY (-2.02%) a few weeks ago.
https://getqu.in/PQ4eds/ (Company presentation Dycom Industries)
there is now a company presentation of another player in the sector.
Dycom has already aroused a lot of enthusiasm in me, and in another post I showed you a video by Martin Görsch.
Who was also enthusiastic.
Today's company would be MYR Group $MYRG (-2.76%) . I am impressed by the lack of net debt and the slightly better P/E ratio.
But at the end of the day, I still see a lot of potential in both companies. Due to the outdated energy infrastructure and the expansion in AI. But I don't think I need to tell you any more about that.
Please vote constructively and to the best of your knowledge at the end of the presentation. Vote for the company that you like better and in which you invest or would invest.
Thank you for that!
Perhaps Mr. Prompt @Raketentoni also take part in the vote. And write a reason for his decision.
The secret winner of the AI revolution is the MYR Group
The company is a provider of large-scale electrical construction services in the USA and Canada. In addition to its customer base of energy suppliers, it provides the basis for a reliable electrical supply in various commercial and industrial facilities. These include factories, data centers, rail and air transportation networks, healthcare and educational facilities.
MYR Group: "Pure Play" for the US energy boom marks new all-time high!
16.01.26
MYR Group (MYRG) has been one of the top five US specialist electrical contractors for 29 consecutive years. While the Transmission & Distribution (T&D) segment's core business is the construction and maintenance of high-voltage transmission lines, substations and distribution systems, the Commercial & Industrial (C&I) segment performs complex electrical installations in commercial buildings, industrial facilities and data centers. According to CEO Rick Swartz, utilities are concerned about the feasibility of projects, leading to early contract commitments and major transmission projects currently in the planning phase with construction starting in 2027.
With US data center electricity demand expected to nearly triple from 4.4% in 2023 to up to 12% by 2028 according to the US Department of Energy and data center construction spending expected to continue for another four years after 32% in 2025 according to FMI, there is a healthy order book. The order backlog recently grew by 2.5% to around USD 2.66 billion.
Business is expected to grow again by around 10% in the 2026 financial year. The margin targets for C&I have been raised from 4 to 6% to 5 to 7.5 In 2027, there could also be noticeable improvements in the T&D segment with expected megaprojects. Clear Street analysts currently see a price target of USD 295 (Buy) for the "pure play" for electricity transmission and distribution networks to improve the US power grid. With the breakout to a new all-time high, the share offers a new entry opportunity.
MYR Group Inc. is a holding company. The company, through its subsidiaries, provides specialized electrical installation services that serve electric utility infrastructure and commercial and industrial construction markets. The company operates in two segments of electrical installation: Transmission and Distribution (T&D) and Commercial and Industrial (C&I). The T&D segment provides a range of services for electric transmission and distribution networks and substations, including planning, engineering, procurement, construction, modernization, and maintenance and repair, with a focus on construction, maintenance and repair. In addition, the company provides emergency restoration services for wildfires, ice and other damage. The C&I segment provides services such as the design, installation, maintenance and repair of commercial and industrial cabling, installation of intelligent transportation systems, street lighting and signaling in the United States and Western Canada.
Number of employees: 9,000
MYR Group Inc. announces results for the fourth quarter and full year 2025.
b4320a7c-8357-414b-a496-e7e3482c5839
USD in millions
Estimates
Year Sales Change
2025 3.658 8,79%
2026 4.013 9,72 %
2027 4.348 8,33 %
2028 4.816 10,76 %
Year EBIT Change
2025 166,9 208,55 %
2026 206,2 23,56 %
2027 238,6 15,74 %
2028 294,4 23,36 %
Year Net result Change
2025 118,4 291,29 %
2026 141,1 19,17 %
2027 159,9 13,29 %
2028 196,8 23,13 %
Year Net debt CAPEX
2024 66,6 75,94
2025 -95,7 94,37
2026 -147 120,4
2027 -204 121,6
2028 -315 117,6
Year Free cash flow Change
2024 11,18 181,47 %
2025 232,2 1.977,44 %
2026 144,4 -37,81 %
2027 153,3 6,16 %
2028 160 4,37 %
Year EBITDA margin EBIT margin
2024 3,5 % 1,61 %
2025 6,36 % 4,56 %
2026 6,87 % 5,14 %
2027 7,22 % 5,49 %
2028 7,81 % 6,11 %
Year Earnings per share Change
2024 1,83 -66,11 %
2025 7,53 311,48 %
2026 9,138 21,36 %
2027 10,4 13,83 %
2028 13,06 25,55 %
Year P/E ratio PEG
2024 81.3x -1.2x
2025 29x 0x
2026 28.6x 1.3x
2027 25.1x 1.8x
2028 20x 0.8x
Market value 4,005
Number of shares (in thousands) 15,540
Date of publication 25.02.2026
Performance
1 week -4.02 %
1 month -3.78 %
6 months +46.74 %
1 year +126.37 %
3 years +114.64 %
5 years +250.18 %
7 years +612.66 %
10 years +928.74 %
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