Added to YB: 2026-08-06
Pitch date: 2026-08-04
ORN [neutral]
Orion Group Holdings, Inc.
-6.39%
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
$412.2M
Pitch Price
$11.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.05
P/E
128.53
EV/Sales
0.64
Sector
Construction and Engineering
Category
turnaround
Weekly #15: Most Interesting D-Sheets from the Past Week (Jul 28 – Aug 2, 2026) - Orion Group Holdings, Inc.
ORN (update): Specialty contractor, ~$500M cap, Q2 rev $221.9M. Poor Q2 optics (GAAP loss $(0.10), Marine GP -11%) but H2 de-risked: Marine backlog $554M, ~90% H2 booked, pipeline $18B→$27B. ~50% Concrete rev from data centers (hidden AI exposure). Risks: big ramp needed, Marine margin erosion, high debt, DC-cycle concentration.
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