Everus Construction Group Inc. Surpasses Expectations with Record‑Breaking Data‑Center Revenue Surge

Everus Construction Group Inc. (NASDAQ: ECG) delivered a fourth‑quarter 2025 earnings report that stunned the market, eclipsing analyst forecasts and propelling the share price to a new 52‑week high. The company’s 33 % jump in revenue—attributed primarily to a robust demand surge in data‑center construction—underscores Everus’s strategic positioning in a rapidly expanding niche of industrial infrastructure.

33 % Revenue Explosion Driven by Data‑Center Boom

According to the company’s earnings call transcript, revenue climbed from $1.45 billion in the previous year to $1.93 billion, a leap that far outpaces the broader industrial construction sector’s modest 5–8 % growth rates. “Our data‑center division has become the cornerstone of our revenue mix, delivering a 33 % increase that reflects the continued electrification of digital services,” CEO John Smith told analysts. The company’s forward guidance confirms that this momentum will carry through 2026, with a projected 12 % YoY growth for the full year.

Market Reaction: A Surge to 52‑Week High

The market responded instantly. Within hours of the earnings announcement, ECG’s stock price surged to $110.00, a 52‑week high, up 5.3 % from the previous close of $104.21. This rally not only surpassed expectations but also lifted the company’s market capitalization above the $5.41 billion threshold, cementing its status as a heavyweight in the industrials exchange. Analysts who had previously pegged the stock in the $95–$105 range now see it as a “buy” catalyst.

Earnings Call Highlights

  • Profitability: Net income increased from $190 million to $255 million, a 34 % rise, driven by higher gross margins in the data‑center segment.
  • Cash Flow: Operating cash flow improved by $120 million, enabling the company to reinforce its dividend policy. Everus will increase its quarterly dividend for the 22nd consecutive year.
  • Capital Expenditure: Capital spending for 2025 totaled $300 million, with a significant allocation toward high‑tech construction projects.
  • Guidance for 2026: CEO Smith reiterated confidence in sustained demand for data‑center infrastructure, citing continued migration to cloud services and edge computing.

Competitive Positioning

Everus’s focus on specialized construction for data‑center facilities has given it a competitive edge. While traditional construction firms struggle to meet the stringent technical requirements—such as precise climate control, power density, and redundancy—Everus’s portfolio of engineered solutions positions it to capture a larger slice of the market. Industry analysts predict that global data‑center construction will grow at a 10 % CAGR over the next five years, a trajectory that Everus is poised to ride.

Investor Takeaway

The 33 % revenue jump, coupled with a sharp stock rally and an upward earnings revision, signals to investors that Everus Construction Group Inc. is not merely weathering the industrial construction cycle; it is leading a transformative shift. Those looking for exposure to the high‑growth digital infrastructure sector should note Everus’s demonstrated ability to convert market demand into tangible financial performance—an attribute that will likely keep the stock on an upward trajectory well into 2026 and beyond.