View ValuationSOLV Energy 향후 성장Future 기준 점검 3/6SOLV Energy (는) 각각 연간 18.1% 및 10.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.3% 로 예상됩니다.핵심 정보18.1%이익 성장률16.77%EPS 성장률Construction 이익 성장24.6%매출 성장률10.6%향후 자기자본이익률20.33%애널리스트 커버리지Good마지막 업데이트01 Jun 2026최근 향후 성장 업데이트Major Estimate Revision • Jun 01Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$1.34 to US$1.12 per share. Revenue forecast steady at US$3.78b. Net income forecast to grow 67% next year vs 36% growth forecast for Construction industry in the US. Consensus price target up from US$46.18 to US$48.36. Share price fell 9.9% to US$34.63 over the past week.공시 • May 13Solv Energy, Inc. Updates Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. updated earnings guidance for the year ending December 31, 2026. For the year, the company expects Revenue of $3.720 billion to $3.820 billion.공시 • Mar 19SOLV Energy, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. provided earnings guidance for the year ending December 31, 2026. For the period, the company expects revenue of $3.720 billion to $3.820 billion.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$30.45, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 33x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$43.97 per share.Seeking Alpha • Jun 25SOLV Energy: The Pullback Makes The Buy Case StrongerSummary SOLV Energy remains a Buy as the backlog converts into higher-margin earnings, and the stock trades at a compelling valuation discount. MWH's $8.2B backlog and 1.2x book-to-bill offer strong near-term revenue visibility, with O&M and lifecycle services expanding long-term runway. The RWE acquisition strengthens MWH’s grid-adjacent capabilities, enabling deeper customer relationships and a greater share of project spend. At ~15x NTM EBITDA versus peers at ~21x, MWH offers 20%–40% upside if execution and recurring revenue mix improve further. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$34.69, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 32x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$40.87 per share.속보 • Jun 14SOLV Energy Surpasses 4GW With Expanding US Solar and Battery Storage ProjectsSOLV Energy announced that its US utility-scale solar and battery storage portfolio now covers more than 4 gigawatts of capacity across multiple large projects. The expanded portfolio includes multi-phase developments in Nevada, Texas, Arizona and North Carolina, combining solar generation with battery storage, substations, transmission lines and SCADA controls. Management highlighted that this build-out reflects strong customer demand for large, complex projects and the company’s role across the full project lifecycle, from development through operations. This build-out points to SOLV Energy taking on a broader mix of technically complex projects, which can increase project revenue opportunities but also adds execution and integration risk. Investors may want to pay close attention to how the company manages construction timelines, grid interconnections and long-term service performance across such a large, geographically spread portfolio.Buy Or Sell Opportunity • Jun 10Now 27% undervaluedOver the last 90 days, the stock has risen 5.1% to US$29.99. The fair value is estimated to be US$40.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.속보 • Jun 04SOLV Energy Portfolio Surpasses 4 GW With Expanding U.S. Solar and Storage ProjectsSOLV Energy reported that its portfolio of large-scale solar and battery storage projects in the United States now exceeds 4 GWdc, including multiple single projects above 600 MWdc. The company’s development pipeline spans all U.S. ISO regions and is linked to nearly 22 GW of operating solar and storage assets across roughly 155 sites nationwide. These milestones were highlighted at the CLEANPOWER 2026 conference, where SOLV Energy emphasized its ability to deliver complex, integrated utility-scale solar and storage infrastructure. This scale of projects and geographic spread suggests SOLV Energy is positioned as a key player in utility-scale clean energy infrastructure across the U.S. grid regions. Investors may want to watch how effectively the company converts its pipeline into completed projects and manages execution risks on very large installations.Major Estimate Revision • Jun 01Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$1.34 to US$1.12 per share. Revenue forecast steady at US$3.78b. Net income forecast to grow 67% next year vs 36% growth forecast for Construction industry in the US. Consensus price target up from US$46.18 to US$48.36. Share price fell 9.9% to US$34.63 over the past week.공시 • May 30SOLV Energy, Inc. has completed a Follow-on Equity Offering in the amount of $540 million.SOLV Energy, Inc. has completed a Follow-on Equity Offering in the amount of $540 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: $36 Discount Per Security: $1.26공시 • May 28SOLV Energy, Inc. has filed a Follow-on Equity Offering.SOLV Energy, Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 14,000,000Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$37.56, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$36.96 per share.Reported Earnings • May 13First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.20 loss per share. Revenue: US$676.8m (up 54% from 1Q 2025). Net loss: US$23.4m (down 339% from profit in 1Q 2025). Revenue exceeded analyst estimates by 9.5%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in the US.공시 • May 13Solv Energy, Inc. Updates Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. updated earnings guidance for the year ending December 31, 2026. For the year, the company expects Revenue of $3.720 billion to $3.820 billion.공시 • May 05SOLV Energy, Inc. (NasdaqGS:MWH) entered into an agreement to acquire Roberson Waite Electric.SOLV Energy, Inc. (NasdaqGS:MWH) entered into an agreement to acquire Roberson Waite Electric on May 4, 2026. RWE will operate as a SOLV Energy company, retaining its current leadership team, operating model, and customer relationships. The transaction is expected to close by the third quarter of 2026.공시 • May 04SOLV Energy, Inc. to Report Q1, 2026 Results on May 12, 2026SOLV Energy, Inc. announced that they will report Q1, 2026 results on May 12, 2026Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$32.67, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$37.92 per share.공시 • Mar 19SOLV Energy, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. provided earnings guidance for the year ending December 31, 2026. For the period, the company expects revenue of $3.720 billion to $3.820 billion.공시 • Mar 16SOLV Energy, Inc. to Report Q4, 2025 Results on Mar 19, 2026SOLV Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 19, 2026Board Change • Mar 01High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. CEO & Director George Hershman is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Feb 13SOLV Energy, Inc. Announces Board and Committee Appointments Effective February 10, 2026SOLV Energy, Inc. announced that effective February 10, 2026, immediately following the effective time of the Company’s Amended and Restated Certificate of Incorporation (the “Charter”), J. Adam Abram, William Jackson, Steven Lerner, Daniel McQuade, David Portnoy, Nancy Stefanowicz and Laura Stern were appointed to the Company’s board of directors . The Board’s committees were also constituted as follows: Messrs. Jackson and McQuade and Ms. Stern will serve on the Audit Committee; Messrs. Sand, Lerner and Jackson and Ms. Stefanowicz will serve on the Compensation Committee; and Messrs. Abram, Portnoy, Lerner and Penn will serve on the Nominating and Corporate Governance Committee.공시 • Feb 11SOLV Energy, Inc. has completed an IPO in the amount of $512.5 million.SOLV Energy, Inc. has completed an IPO in the amount of $512.5 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 20,500,000 Price\Range: $25 Discount Per Security: $1.5625 Transaction Features: Sponsor Backed Offering이익 및 매출 성장 예측NasdaqGS:MWH - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,599337441562612/31/20274,357311324402812/31/20263,78120014216873/31/20262,759127297326N/A12/31/20252,490149310332N/A9/30/20252,161123255272N/A12/31/20241,84810109118N/A12/31/20232,115-1073650N/A12/31/20222,329-1215784N/A애널리스트 향후 성장 전망수입 대 저축률: MWH 의 연간 예상 수익 증가율(18.1%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: MWH 의 연간 수익(18.1%)이 US 시장(18.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: MWH 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: MWH 의 수익(연간 10.6%)이 US 시장(연간 12.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MWH 의 수익(연간 10.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MWH의 자본 수익률은 3년 후 20.3%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/09 00:48종가2026/07/09 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SOLV Energy, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Benjamin KalloBairdMark JarviCIBC Capital MarketsNicholas AmicucciEvercore ISI8명의 분석가 더 보기
Major Estimate Revision • Jun 01Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$1.34 to US$1.12 per share. Revenue forecast steady at US$3.78b. Net income forecast to grow 67% next year vs 36% growth forecast for Construction industry in the US. Consensus price target up from US$46.18 to US$48.36. Share price fell 9.9% to US$34.63 over the past week.
공시 • May 13Solv Energy, Inc. Updates Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. updated earnings guidance for the year ending December 31, 2026. For the year, the company expects Revenue of $3.720 billion to $3.820 billion.
공시 • Mar 19SOLV Energy, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. provided earnings guidance for the year ending December 31, 2026. For the period, the company expects revenue of $3.720 billion to $3.820 billion.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$30.45, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 33x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$43.97 per share.
Seeking Alpha • Jun 25SOLV Energy: The Pullback Makes The Buy Case StrongerSummary SOLV Energy remains a Buy as the backlog converts into higher-margin earnings, and the stock trades at a compelling valuation discount. MWH's $8.2B backlog and 1.2x book-to-bill offer strong near-term revenue visibility, with O&M and lifecycle services expanding long-term runway. The RWE acquisition strengthens MWH’s grid-adjacent capabilities, enabling deeper customer relationships and a greater share of project spend. At ~15x NTM EBITDA versus peers at ~21x, MWH offers 20%–40% upside if execution and recurring revenue mix improve further. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$34.69, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 32x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$40.87 per share.
속보 • Jun 14SOLV Energy Surpasses 4GW With Expanding US Solar and Battery Storage ProjectsSOLV Energy announced that its US utility-scale solar and battery storage portfolio now covers more than 4 gigawatts of capacity across multiple large projects. The expanded portfolio includes multi-phase developments in Nevada, Texas, Arizona and North Carolina, combining solar generation with battery storage, substations, transmission lines and SCADA controls. Management highlighted that this build-out reflects strong customer demand for large, complex projects and the company’s role across the full project lifecycle, from development through operations. This build-out points to SOLV Energy taking on a broader mix of technically complex projects, which can increase project revenue opportunities but also adds execution and integration risk. Investors may want to pay close attention to how the company manages construction timelines, grid interconnections and long-term service performance across such a large, geographically spread portfolio.
Buy Or Sell Opportunity • Jun 10Now 27% undervaluedOver the last 90 days, the stock has risen 5.1% to US$29.99. The fair value is estimated to be US$40.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
속보 • Jun 04SOLV Energy Portfolio Surpasses 4 GW With Expanding U.S. Solar and Storage ProjectsSOLV Energy reported that its portfolio of large-scale solar and battery storage projects in the United States now exceeds 4 GWdc, including multiple single projects above 600 MWdc. The company’s development pipeline spans all U.S. ISO regions and is linked to nearly 22 GW of operating solar and storage assets across roughly 155 sites nationwide. These milestones were highlighted at the CLEANPOWER 2026 conference, where SOLV Energy emphasized its ability to deliver complex, integrated utility-scale solar and storage infrastructure. This scale of projects and geographic spread suggests SOLV Energy is positioned as a key player in utility-scale clean energy infrastructure across the U.S. grid regions. Investors may want to watch how effectively the company converts its pipeline into completed projects and manages execution risks on very large installations.
Major Estimate Revision • Jun 01Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$1.34 to US$1.12 per share. Revenue forecast steady at US$3.78b. Net income forecast to grow 67% next year vs 36% growth forecast for Construction industry in the US. Consensus price target up from US$46.18 to US$48.36. Share price fell 9.9% to US$34.63 over the past week.
공시 • May 30SOLV Energy, Inc. has completed a Follow-on Equity Offering in the amount of $540 million.SOLV Energy, Inc. has completed a Follow-on Equity Offering in the amount of $540 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: $36 Discount Per Security: $1.26
공시 • May 28SOLV Energy, Inc. has filed a Follow-on Equity Offering.SOLV Energy, Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 14,000,000
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$37.56, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 30x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$36.96 per share.
Reported Earnings • May 13First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.20 loss per share. Revenue: US$676.8m (up 54% from 1Q 2025). Net loss: US$23.4m (down 339% from profit in 1Q 2025). Revenue exceeded analyst estimates by 9.5%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in the US.
공시 • May 13Solv Energy, Inc. Updates Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. updated earnings guidance for the year ending December 31, 2026. For the year, the company expects Revenue of $3.720 billion to $3.820 billion.
공시 • May 05SOLV Energy, Inc. (NasdaqGS:MWH) entered into an agreement to acquire Roberson Waite Electric.SOLV Energy, Inc. (NasdaqGS:MWH) entered into an agreement to acquire Roberson Waite Electric on May 4, 2026. RWE will operate as a SOLV Energy company, retaining its current leadership team, operating model, and customer relationships. The transaction is expected to close by the third quarter of 2026.
공시 • May 04SOLV Energy, Inc. to Report Q1, 2026 Results on May 12, 2026SOLV Energy, Inc. announced that they will report Q1, 2026 results on May 12, 2026
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$32.67, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Construction industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$37.92 per share.
공시 • Mar 19SOLV Energy, Inc. Provides Earnings Guidance for the Year Ending December 31, 2026SOLV Energy, Inc. provided earnings guidance for the year ending December 31, 2026. For the period, the company expects revenue of $3.720 billion to $3.820 billion.
공시 • Mar 16SOLV Energy, Inc. to Report Q4, 2025 Results on Mar 19, 2026SOLV Energy, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 19, 2026
Board Change • Mar 01High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 1 experienced director. No highly experienced directors. CEO & Director George Hershman is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Feb 13SOLV Energy, Inc. Announces Board and Committee Appointments Effective February 10, 2026SOLV Energy, Inc. announced that effective February 10, 2026, immediately following the effective time of the Company’s Amended and Restated Certificate of Incorporation (the “Charter”), J. Adam Abram, William Jackson, Steven Lerner, Daniel McQuade, David Portnoy, Nancy Stefanowicz and Laura Stern were appointed to the Company’s board of directors . The Board’s committees were also constituted as follows: Messrs. Jackson and McQuade and Ms. Stern will serve on the Audit Committee; Messrs. Sand, Lerner and Jackson and Ms. Stefanowicz will serve on the Compensation Committee; and Messrs. Abram, Portnoy, Lerner and Penn will serve on the Nominating and Corporate Governance Committee.
공시 • Feb 11SOLV Energy, Inc. has completed an IPO in the amount of $512.5 million.SOLV Energy, Inc. has completed an IPO in the amount of $512.5 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 20,500,000 Price\Range: $25 Discount Per Security: $1.5625 Transaction Features: Sponsor Backed Offering