NASDAQ$MYRG

MYR Group Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

MYR Group announced second-quarter results with decreased revenues and a net loss, impacted by unfavorable clean energy projects.

MYR Group reported a decrease in revenue and a net loss for the second quarter of 2024, primarily due to unfavorable clean energy projects within the T&D segment and one project within the C&I segment. Despite these challenges, the core businesses performed well, and the company remains confident in its ability to generate positive returns.

  • Quarterly revenues were $828.9 million, a decrease of 6.7% compared to the second quarter of 2023.
  • Net loss for the quarter was $15.3 million, or ($0.91) per diluted share, compared to net income of $22.3 million, or $1.33 per diluted share, for the same period in 2023.
  • EBITDA for the second quarter was ($4.7) million, compared to $47.1 million in the second quarter of 2023.
  • Backlog as of June 30, 2024, was $2.54 billion.

Headline financials

Total Revenue

$829M

Previous: $889M-6.7%
EPS

-$0.91

Previous: $1.33-168.4%
Backlog

$2.54B

Previous: $2.73B-7.0%
EBITDA

-$4.7M

No prior period
Gross Margin

4.9%

Previous: 10.1%-51.5%
EBITDA per Diluted Share

-$0.28

No prior period
EBIA, net of taxes

-$13.6M

No prior period
Book Value per Share

$37.92

No prior period
Tangible Book Value

$438M

No prior period
Tangible Book Value per Share

$26.23

No prior period
Funded Debt to Equity Ratio

0.07

No prior period
Asset Turnover

2.45

No prior period
Return on Assets

3.4%

No prior period
Return on Equity

8.1%

No prior period
Return on Invested Capital

8.7%

No prior period
Capital Expenditures

-$46M

Previous: -$41.7M-10.1%
Free Cash Flow

-$61.2M

Previous: -$19.5M-214.7%
Net Income

-$15.3M

Previous: $22.3M-168.6%
Operating Income

-$20.7M

Previous: $32.4M-163.8%
Gross Profit

$40.8M

Previous: $90.1M-54.7%
Cash & Equivalents

$1.87M

Previous: $22.9M-91.8%
Total Assets

$1.58B

Previous: $1.46B+8.1%
Stock-Based Comp

$2.33M

Previous: $2.32M+0.4%

Revenue & EPS history

MYR Group · Revenue · Quarterly

$829M

Q2 2024-6.7%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

MYR Group · $864M total across 2 segments · Q4 2022

  • Transmission & Distribution
    $514M
  • Commercial & Industrial
    $350M

Forward guidance

MYR Group expects all of the challenged clean energy projects to reach mechanical completion this year.

Tailwinds

  • Steady bidding activity in both segments.
  • Increased electrification.
  • Growing demand for data centers.
  • Continued investments being made in electrical infrastructure.
  • Core businesses in transmission, distribution and C&I performed well aside from the challenged projects.

Headwinds

  • Unfavorable clean energy projects within T&D segment.
  • One project within C&I segment impacted results.
  • Decreased revenues compared to the same period of 2023.
  • Decreased consolidated gross profit compared to the same period of 2023.
  • Lower margin and lower revenues.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.0%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+5.7%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+20.3%

Q1 2025

Best reaction

-21.6%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%+37.9%+40.6%
Q4 2025-0.8%-1.6%-0.2%
Q3 2025-5.4%+2.1%-0.5%
Q1 2025+20.3%+25.0%+28.2%
Q4 2024-4.7%-4.1%-7.6%
Q3 2024+12.5%+14.4%+35.6%
Q2 2024-21.6%-30.9%-27.5%
Q1 2024-8.6%-8.3%-6.7%
Q4 2023-2.9%+0.7%+5.7%
Q3 2023-4.2%-7.8%+4.2%
Q2 2023-3.8%-4.9%-6.0%
Q1 2023+5.6%+6.1%+9.2%
Q4 2022+15.4%+22.0%+23.4%
Q3 2022-12.3%-4.4%+6.5%
Q2 2022+4.7%+5.3%+4.5%
Q1 2022-5.6%-11.4%+6.5%
Q4 2021+3.5%+2.4%+13.8%
Q3 2021-5.6%-4.4%+5.7%
Q2 2021+4.3%+0.5%+13.2%
Q1 2021+9.8%+13.5%+21.4%
Q4 2020-5.7%+2.7%+19.2%
Q3 2020-0.8%+0.1%+19.1%
Q2 2020+18.0%+15.9%+17.0%
Q1 2020+8.1%-1.4%+3.8%
Q4 2019+18.7%-0.5%-13.3%
Q3 2019+4.7%+0.7%+4.6%
Q2 2019-15.7%-21.3%-23.9%
Q1 2019-0.2%-3.1%-10.7%
Q4 2018+7.1%+14.6%+11.5%
Q3 2018-0.8%+0.4%-8.0%
Q2 2018+6.7%-2.0%-5.7%
Q1 2018+17.1%+22.4%+29.5%
Q4 2017+11.4%+9.3%-7.9%
Q3 2017-5.4%+4.9%+10.3%
Q2 2017-18.6%-17.2%-19.7%
Q1 2017-20.3%-18.7%-29.5%
Q4 2016+11.3%+7.3%+8.2%
Q3 2016+6.0%+8.2%+29.4%
Q2 2016+5.9%+11.4%+19.2%
Q1 2016-9.1%
Q4 2015+5.7%
Q3 2015-11.5%
Q2 2015-1.8%
Q1 2015+0.4%
Q4 2014+11.9%
Q3 2014+3.3%
Q2 2014-3.7%
Q1 2014-2.3%
Q4 2013+1.0%
Q3 2013-8.3%
Q2 2013+4.3%
Q1 2013-10.8%
Q4 2012-1.9%
Q3 2012-9.3%
Q2 2012+5.1%
Q1 2011-13.0%
Q1 2012+0.4%
Q4 2009-1.7%
Q4 2011-1.7%
Q3 2010-2.2%
Q3 2011-2.2%
Q2 2011-3.9%
Q4 2010-3.9%
Q2 2010-3.9%
Q1 2010+8.4%

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