Added to YB: 2026-05-07
Pitch date: 2026-05-05
ORN [neutral]
Orion Group Holdings, Inc.
-4.62%
current return
Author Info
No bio for this author
Company Info
Orion Group Holdings, Inc. operates as a specialty construction company for the infrastructure, industrial, and building sectors in the United States, Canada, and the Caribbean Basin.
Market Cap
$591.8M
Pitch Price
$15.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.03
P/E
67.90
EV/Sales
0.81
Sector
Construction and Engineering
Category
growth
Week 4: Most Interesting D-Sheets from the Past Week - Orion Group Holdings, Inc.
ORN (update): Specialty construction - marine & concrete (data centers). Q1: Concrete rev $106M, EBITDA $8.6M (vs $61.5M/$2.8M YoY); data centers ~40% of segment, 50+ completed. Marine down on project timing, not margin erosion. $668M backlog excludes $200M+ April awards (port, dredging, data center). $24B pipeline across '26-'28+. Risk: 4.0% Q1 EBITDA margin requires sharp H2 ramp to hit $54-58M guide.
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