Granite Construction Incorporated

Report azionario NYSE:GVA

Capitalizzazione di mercato: US$6.1b

Granite Construction Gestione

Criteri Gestione verificati 3/4

Granite Construction Il CEO è Kyle Larkin, nominato in Sep2020, e ha un mandato di 5.75 anni. la retribuzione annua totale è $ 9.86M, composta da 10.1% di stipendio e 89.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.24% delle azioni della società, per un valore di $ 14.38M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.6 anni e 5 anni.

Informazioni chiave

Kyle Larkin

Amministratore delegato

US$9.9m

Compenso totale

Percentuale dello stipendio del CEO10.14%
Mandato del CEO5.8yrs
Proprietà del CEO0.2%
Durata media del management5.6yrs
Durata media del Consiglio di amministrazione5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 01

GVA: Improved Profitability And Infrastructure Exposure Will Support Future Upside

Granite Construction's analyst price target has increased from $135.50 to $167.20. Analysts cite improved profitability, stronger cash conversion, and exposure to public infrastructure, as well as high margin federal and data center heavy civil services, as key drivers for the updated view.
Seeking Alpha May 29

Granite Construction: IIJA Ending And Margin Peaking Could Result In Downside

Summary Granite Construction (GVA) is rated a sell due to peaking IIJA-driven demand and looming funding expiration in September 2026. Revenue and margin growth are expected to reverse post-FY27 as IIJA tailwinds fade and backlog declines, pressuring profitability. GVA's recent M&A activity near the cycle peak risks overpaying for targets with earnings likely to normalize lower as demand slows. Valuation appears stretched, with 19-26% downside projected as EV/EBITDA multiples revert toward historical averages and growth decelerates. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 17

GVA: Backlog And Cash Conversion Will Support Above Consensus FY26 Outlook Amid Execution Risks

Narrative Update Overview The analyst price target for Granite Construction has moved from $132 to $141 as analysts factor in the stock's backlog growth, improving cash conversion, and the company's stated FY26 outlook highlighted in recent research. Analyst Commentary Recent commentary on Granite Construction centers on how the current valuation lines up with the company’s backlog trends, cash generation, and FY26 outlook.
Aggiornamento della narrazione May 03

GVA: Backlog Strength And Cash Conversion Will Support Higher Earnings Visibility Through 2026

Analysts now set a higher fair value estimate for Granite Construction, lifting the target from $161 to $185 as they factor in increased expectations for revenue growth, a higher future P/E multiple, and recent Street research that highlights strong backlog trends and cash conversion. Analyst Commentary Recent Street research points to a more constructive tone around Granite Construction, with bullish analysts highlighting a mix of backlog strength, cash generation, and earnings execution as key supports for higher fair value estimates.
Aggiornamento della narrazione Apr 19

GVA: Backlog And Cash Conversion Will Support Above Consensus FY26 Outlook Execution

Analysts have raised their consolidated price target on Granite Construction to $132, citing strong backlog growth, solid cash conversion and an above-consensus FY26 outlook as the main factors supporting the updated view. Analyst Commentary Recent research highlights that the higher price target to $132 is supported by a strong backlog and solid cash conversion, with Q4 results and the FY26 outlook viewed as key reference points.
Aggiornamento della narrazione Apr 05

GVA: Backlog And Cash Conversion Will Support Above Consensus FY26 Outlook

Analysts raised their price target on Granite Construction to $132, citing strong backlog growth, solid cash conversion, and an above-consensus FY26 outlook disclosed in the recent Q4 earnings update. Analyst Commentary Recent research around Granite reflects a mixed tone, with some optimism on backlog and cash generation alongside more cautious voices highlighting risks around execution, growth, and where the shares are trading after the latest guidance.
Aggiornamento della narrazione Mar 21

GVA: Backlog Strength And Cash Conversion Will Drive Upside Potential

Analysts have raised their fair value estimate for Granite Construction to $132 from $124, citing strong backlog growth, solid cash conversion, a Q4 earnings beat, and an above-consensus FY26 guide as key factors for the higher target. Analyst Commentary Recent research points to a more balanced view on Granite Construction, where higher fair value estimates sit alongside pockets of caution.
Aggiornamento della narrazione Mar 07

GVA: Backlog And Cash Conversion Will Drive Stronger Earnings Visibility Through 2026

Analysts have raised their price target on Granite Construction to $132, an $8 increase, citing strong backlog growth, solid cash conversion, and confidence in the outlook reflected in the recent Q4 earnings beat and above-consensus FY26 guidance. Analyst Commentary Recent research has highlighted a more constructive stance on Granite Construction, with bullish analysts pointing to the company’s operational execution and visibility into future work as key supports for the higher price targets.
Aggiornamento della narrazione Feb 21

GVA: Backlog Strength And 2026 Visibility Will Support Higher Earnings Power

The analyst fair value estimate for Granite Construction has increased from $147 to $161, with analysts citing strong backlog trends, solid cash conversion, and an above-consensus FY26 outlook as key factors supporting the higher target. Analyst Commentary Recent Street research on Granite Construction points to a more constructive tone, with several bullish analysts lifting their price targets and highlighting execution on key fundamentals like backlog and cash generation.
Aggiornamento della narrazione Feb 07

GVA: Elevated Multiple Will Rely On Sustained Execution And Project Visibility

Analysts have lifted their fair value estimate for Granite Construction to $124 from $109, citing recent price target increases on the Street and ongoing improvements in margins, cash flow, and project visibility. Analyst Commentary Street research on Granite Construction has generally highlighted improving margins, stronger cash flow, and better visibility into the project pipeline.
Aggiornamento della narrazione Jan 23

GVA: Elevated Multiple Will Face Test From Slower New Project Ramp-Up

Narrative Update: Granite Construction Analysts have lifted their fair value estimate for Granite Construction from about US$76 to roughly US$109, reflecting higher assumed revenue growth and a richer future P/E. This change is supported by commentary that recent price target increases follow improving margins, stronger cash flow, record CAP levels, and solid booking visibility into 2026.
Aggiornamento della narrazione Jan 09

GVA: Record CAP And 2026 Visibility Will Support Stronger Margins

Narrative Update Analysts have lifted their price target on Granite Construction to $130 from $125, citing healthier visibility into 2026, improving margins and cash flow, and strong incoming bookings as key factors supporting this updated view. Analyst Commentary Bullish analysts are pointing to a mix of execution and visibility as key supports for their higher view on Granite Construction's valuation.
Articolo di analisi Jan 01

An Intrinsic Calculation For Granite Construction Incorporated (NYSE:GVA) Suggests It's 30% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Granite Construction fair value estimate is US$165 Granite...
Aggiornamento della narrazione Dec 26

GVA: Rising CAP And Backlog Will Support Stronger Margins Through 2026

Analysts have nudged their price target on Granite Construction higher to $130 from $125, citing healthy visibility into 2026, improving margins and cash flow, and confidence that management's strategy is sustaining stronger long term performance. Analyst Commentary Bullish analysts highlight that the higher price target reflects growing confidence in Granite Construction's multi year earnings trajectory, supported by improving project execution and disciplined bidding.
Aggiornamento della narrazione Dec 12

GVA: Rising CAP Levels Will Drive Stronger Bookings And Margin Expansion Through 2026

Analysts have raised their fair value estimate for Granite Construction from $118.00 to $147.00, citing improving margins, record CAP levels, and strong booking-driven visibility into 2026 as key drivers behind the higher price target. Analyst Commentary Bullish analysts highlight that Granite's recent quarter demonstrated meaningful improvement in margins and cash generation, even as top-line growth came in slightly below prior expectations due to the timing of new project ramp-ups.
Articolo di analisi Nov 13

Shareholders Can Be Confident That Granite Construction's (NYSE:GVA) Earnings Are High Quality

Granite Construction Incorporated ( NYSE:GVA ) just reported healthy earnings but the stock price didn't move much. We...
Aggiornamento della narrazione Nov 12

GVA: Improved Margins and Record Contracts Will Drive Momentum Through 2026

Analysts have raised their price target for Granite Construction to $135.50 from $132.00, citing improved margins, record CAP, and strong booking momentum. This increase comes despite slightly slower recent revenue growth.
Aggiornamento della narrazione Oct 29

Major New Contracts And Robust Pipeline Will Drive Long-Term Infrastructure Revenue

Granite Construction's analyst price target remains unchanged at $132.00, as analysts cite consistent financial projections and steady expectations for growth. What's in the News Granite has begun work on a $138 million rehabilitation project for the historic Lake Street Bascule Bridge in Chicago.
Aggiornamento della narrazione Oct 14

Federal Funding And Sunbelt Expansion Will Fuel Infrastructure Transformation

Analysts have raised their price target for Granite Construction from $129.33 to $132.00, citing updated estimates for discount rate, revenue growth, profit margin, and future price-to-earnings multiples. What's in the News Secured a $24 million contract from San Bernardino County to replace aging bridges along Route 66 in Amboy, California.
Aggiornamento della narrazione Sep 06

Federal Funding And Sunbelt Expansion Will Fuel Infrastructure Transformation

Despite a notable reduction in consensus revenue growth forecasts, analysts have raised Granite Construction's price target, likely reflecting improved net profit margin expectations, with the fair value estimate increasing from $124.00 to $129.33. What's in the News Granite's Layne won a $13 million contract to construct two high-capacity collector wells for LCRWS in South Dakota, enhancing regional water supply.
Aggiornamento della narrazione Aug 08

Federal Funding And Sunbelt Expansion Will Fuel Infrastructure Transformation

The upward revision in Granite Construction’s fair value reflects stronger consensus revenue growth forecasts, partly offset by a modest decline in net profit margin, resulting in the analyst price target increasing from $110.33 to $116.00. What's in the News Granite Construction updated its 2025 earnings guidance, projecting revenue between $4.35–$4.55 billion, including approximately $150 million from new acquisitions.
Articolo di analisi Aug 07

Is Granite Construction Incorporated (NYSE:GVA) Trading At A 44% Discount?

NYSE:GVA 1 Year Share Price vs Fair Value Explore Granite Construction's Fair Values from the Community and select...
Articolo di analisi Jul 17

Should You Investigate Granite Construction Incorporated (NYSE:GVA) At US$92.48?

Granite Construction Incorporated ( NYSE:GVA ), might not be a large cap stock, but it led the NYSE gainers with a...
Articolo di analisi Jun 13

We Ran A Stock Scan For Earnings Growth And Granite Construction (NYSE:GVA) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Apr 17

Granite Construction: Continued Growth And Valuation Justify Optimism

Summary Granite Construction remains a 'buy' due to its strong financial performance, attractive valuation, and management's optimistic outlook for 2025, despite the recent stock price decline. The company's revenue grew 14.2% in 2024, driven by acquisitions and higher sales prices, with significant growth in both the Materials and Construction segments. Management expects 2025 revenue to rise to $4.2-$4.4 billion and EBITDA margins to improve, indicating continued profitability and cash flow growth. Granite Construction's focus on public sector projects, particularly in California, provides stability and growth potential even during economic downturns. Read the full article on Seeking Alpha
Seeking Alpha Jan 27

Granite Construction: Going Through A Consolidation Phase

Summary Granite Construction's stock has surged 50% since summer and doubled over the past 12 months. The company is experiencing a surge of profits and operating cash flow on increased infrastructure spending. However, the shares look overvalued on a historical price to sales ratio basis and there was some notable insider selling in the stock late in 2024. What's ahead for Granite Construction and its shareholders in 2025?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Nov 15

Granite Construction: Infrastructure Spending And An Upgraded Business Model

Summary I’m into infrastructure, and not just data centers for AI. Our road and transportation systems remain awful, and I want to invest in companies that get paid to fix it. Granite Construction is close to a pure play on roadwork. Federal Spending to upgrade is bullish, and I think this will continue under Trump. And there’s more to GVA than that… it’s also changing its business model for the better, much better. Read the full article on Seeking Alpha
Seeking Alpha Oct 28

Granite Construction: Still Cruising Higher

Summary Granite Construction has seen impressive stock growth, up 104.7% since my 'buy' recommendation in March 2023, outperforming the broader market significantly. Despite the massive rise, I maintain a soft 'buy' rating due to continued revenue growth and attractive pricing relative to peers. The company's strong performance is driven by increased public spending, favorable weather, and strategic acquisitions, with significant revenue and profit growth. Future upside depends on upcoming Q3 2024 results, with analysts forecasting further revenue and profit increases, bolstering my current bullish stance. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Kyle Larkin rispetto agli utili di Granite Construction?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$185m

Dec 31 2025US$10mUS$1m

US$193m

Sep 30 2025n/an/a

US$182m

Jun 30 2025n/an/a

US$158m

Mar 31 2025n/an/a

US$124m

Dec 31 2024US$8mUS$975k

US$126m

Sep 30 2024n/an/a

US$111m

Jun 30 2024n/an/a

US$90m

Mar 31 2024n/an/a

US$36m

Dec 31 2023US$4mUS$925k

US$44m

Sep 30 2023n/an/a

US$40m

Jun 30 2023n/an/a

US$51m

Mar 31 2023n/an/a

US$87m

Dec 31 2022US$2mUS$900k

US$83m

Sep 30 2022n/an/a

US$48m

Jun 30 2022n/an/a

US$14m

Mar 31 2022n/an/a

US$47m

Dec 31 2021US$2mUS$855k

US$10m

Sep 30 2021n/an/a

US$196m

Jun 30 2021n/an/a

US$70m

Mar 31 2021n/an/a

US$21m

Dec 31 2020US$905kUS$585k

-US$145m

Sep 30 2020n/an/a

-US$173m

Jun 30 2020n/an/a

-US$35m

Mar 31 2020n/an/a

-US$63m

Dec 31 2019US$679kUS$425k

-US$31m

Compensazione vs Mercato: La retribuzione totale di Kyle ($USD 9.86M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.38M ).

Compensazione vs guadagni: La retribuzione di Kyle è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Kyle Larkin (54 yo)

5.8yrs
Mandato
US$9,861,425
Compensazione

Mr. Kyle T. Larkin has been President of Granite Construction Incorporated since September 22, 2020. He is the Chief Executive Officer and Director of Granite Construction Incorporated since June 02, 2021....


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Kyle Larkin
President5.8yrsUS$9.86m0.24%
$ 14.4m
Staci Woolsey
Executive VP & CFO1.8yrsUS$1.96m0.015%
$ 917.1k
Brian Dowd
Senior Vice President of Construction5.6yrsUS$2.00m0.046%
$ 2.8m
Michael Tatusko
Senior Vice President of Construction7.4yrsUS$2.15m0.098%
$ 6.0m
Bradley Williams
Senior Vice President of Construction4yrsUS$1.33m0.050%
$ 3.1m
Malcolm Jack
Senior VP & CTO1.4yrsNessun datoNessun dato
Michael Barker
Vice President of Investor Relationsno dataNessun datoNessun dato
M. Hall
Executive VP7.8yrsNessun datoNessun dato
Erin Kuhlman
Senior VP and Chief Marketing & Communications Officer5.6yrsNessun datoNessun dato
Andrew Brock
Senior Vice President of Strategy & Corporate Developmentno dataNessun datoNessun dato
Timothy Gruber
Executive VP & Chief Human Resources Officer6.4yrsNessun datoNessun dato
Dave Hulverson
Senior Vice President of Operational Excellence4.6yrsNessun datoNessun dato
5.6yrs
Durata media
61yo
Età media

Gestione esperta: Il team dirigenziale di GVA è esperto e expertise (durata media dell'incarico 5.6 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Kyle Larkin
President5yrsUS$9.86m0.24%
$ 14.4m
Carlos Hernandez
Independent Director2yrsUS$253.14k0.0050%
$ 304.7k
Louis Caldera
Independent Director5yrsUS$259.71k0.021%
$ 1.3m
J. Romer
Independent Directorless than a yearUS$144.50kNessun dato
Alan Krusi
Independent Director8yrsUS$260.64k0.047%
$ 2.9m
Celeste Mastin
Independent Director9.3yrsUS$251.64k0.021%
$ 1.3m
Michael McNally
Independent Chairman10.3yrsUS$400.55k0.0073%
$ 447.2k
Molly Campbell
Independent Director7yrsUS$260.94k0.025%
$ 1.5m
Laura Mullen
Independent Director5yrsUS$267.72k0.0063%
$ 386.7k
5.0yrs
Durata media
65yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di GVA sono considerati esperti (durata media dell'incarico 5 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/09 07:16
Prezzo dell'azione a fine giornata2026/06/09 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Granite Construction Incorporated è coperta da 22 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Alexander RygielB. Riley Securities, Inc.
Robert BurlesonCanaccord Genuity
Adam GillCIBC Capital Markets