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Granite Construction Inc. (GVA) Stock Fundamental Analysis & AI Rating 2026

GVA NYSE Heavy Construction Other Than Bldg Const - Contractors DE CIK: 0000861459
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
81% Confidence
DISAGREEMENT
STRONG SELL
92% Conf
BUY
70% Conf

📊 GVA Key Takeaways

Revenue: $912.5M
Net Margin: -4.6%
Free Cash Flow: $-57.0M
Current Ratio: 1.09x
Debt/Equity: 1.20x
EPS: $-0.96
AI Rating: STRONG SELL with 92% confidence
Granite Construction Inc. (GVA) receives a SELL rating with 81% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $912.5M, net profit margin of -4.6%, and return on equity (ROE) of -4.0%, Granite Construction Inc. demonstrates mixed fundamentals in the Industrial sector. Below is our complete GVA stock analysis for 2026.

Is Granite Construction Inc. (GVA) a Good Investment?

Claude

Granite Construction is experiencing severe financial deterioration with negative operating income, negative free cash flow of -$57M, and stalled revenue growth. The company cannot cover its interest obligations from operations (negative 2.3x interest coverage) while carrying $1.2B in debt, creating acute financial distress risk.

ChatGPT

Fundamentals are solid with healthy profitability (6.4% operating margin, 16.4% ROE) and strong cash generation (7.5% FCF margin) despite flat revenue. Interest coverage is very high, liquidity is adequate, and cash comfortably supports operations, indicating resilient financial health. Moderate leverage and execution risks temper the outlook, but cash flow strength and EPS growth support a constructive stance.

Why Buy Granite Construction Inc. Stock? GVA Key Strengths

Claude
  • + Maintains $265.7M in cash reserves providing near-term liquidity runway
  • + Gross profit of $109.9M demonstrates retained ability to generate some core business value
  • + EPS improved 47.3% YoY despite continued losses, indicating marginal operational stabilization
ChatGPT
  • + Strong free cash flow and cash conversion (OCF > net income)
  • + High interest coverage with adequate liquidity
  • + Solid ROE and notable EPS growth

GVA Stock Risks: Granite Construction Inc. Investment Risks

Claude
  • ! Negative operating cash flow (-$30.9M) and free cash flow (-$57.0M) are structurally unsustainable and accelerate covenant breach risk
  • ! Negative interest coverage ratio (-2.3x) means company cannot service $1.2B debt from operations, requiring asset sales or refinancing
  • ! Zero YoY revenue growth combined with negative profitability (operating -3.4%, net -4.6%) across all margins indicates structural business deterioration
ChatGPT
  • ! Flat revenue and net income growth
  • ! Project execution risk on fixed-price contracts can compress margins
  • ! Moderate leverage (Debt/Equity 1.14x) and working capital volatility

Key Metrics to Watch

Claude
  • * Operating cash flow trajectory - must turn positive within 2-3 quarters to avoid liquidity crisis
  • * Debt covenant compliance and refinancing terms - critical given negative cash generation
  • * Gross margin sustainability - 12% is dangerously thin; further erosion accelerates distress timeline
ChatGPT
  • * Operating margin sustainability
  • * Free cash flow conversion (OCF/Net income)

Granite Construction Inc. (GVA) Financial Metrics & Key Ratios

Revenue
$912.5M
Net Income
$-41.7M
EPS (Diluted)
$-0.96
Free Cash Flow
$-57.0M
Total Assets
$3.8B
Cash Position
$265.7M

💡 AI Analyst Insight

Granite Construction Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

GVA Profit Margin, ROE & Profitability Analysis

Gross Margin 12.0%
Operating Margin -3.4%
Net Margin -4.6%
ROE -4.0%
ROA -1.1%
FCF Margin -6.2%

GVA vs Industrial Sector: How Granite Construction Inc. Compares

How Granite Construction Inc. compares to Industrial sector averages

Net Margin
GVA -4.6%
vs
Sector Avg 10.0%
GVA Sector
ROE
GVA -4.0%
vs
Sector Avg 15.0%
GVA Sector
Current Ratio
GVA 1.1x
vs
Sector Avg 1.8x
GVA Sector
Debt/Equity
GVA 1.2x
vs
Sector Avg 0.7x
GVA Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Granite Construction Inc. Stock Overvalued? GVA Valuation Analysis 2026

Based on fundamental analysis, Granite Construction Inc. shows some fundamental concerns relative to the Industrial sector in 2026.

Return on Equity
-4.0%
Sector avg: 15%
Net Profit Margin
-4.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.20x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Granite Construction Inc. Balance Sheet: GVA Debt, Cash & Liquidity

Current Ratio
1.09x
Quick Ratio
0.97x
Debt/Equity
1.20x
Debt/Assets
0.0%
Interest Coverage
-2.32x
Long-term Debt
$1.2B

GVA Revenue & Earnings Growth: 5-Year Financial Trend

GVA 5-year financial data: Year 2021: Revenue $3.1B, Net Income -$60.2M, EPS $-1.29. Year 2022: Revenue $3.6B, Net Income -$145.1M, EPS $-3.18. Year 2023: Revenue $3.5B, Net Income $10.1M, EPS $0.21. Year 2024: Revenue $4.0B, Net Income $83.3M, EPS $1.70. Year 2025: Revenue $4.4B, Net Income $43.6M, EPS $0.97.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Granite Construction Inc.'s revenue has grown significantly by 41% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.97 reflects profitable operations.

GVA Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-6.2%
Free cash flow / Revenue

GVA Quarterly Earnings & Performance

Quarterly financial performance data for Granite Construction Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $699.5M -$33.7M $-0.77
Q3 2025 $1.3B $79.0M $1.57
Q2 2025 $1.1B $5.9M $0.13
Q1 2025 $672.3M -$31.0M $-0.70
Q2 2024 $898.6M $5.9M $0.13
Q1 2024 $560.1M -$23.0M $-0.53
Q3 2023 $1.0B $17.6M $0.40
Q2 2023 $849.2M -$8.1M $-0.18

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Granite Construction Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$30.9M
Cash generated from operations
Stock Buybacks
$18.4M
Shares repurchased (TTM)
Capital Expenditures
$26.1M
Investment in assets
Dividends Paid
$5.7M
Returned to shareholders

GVA SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Granite Construction Inc. (CIK: 0000861459)

📋 Recent SEC Filings

Date Form Document Action
May 19, 2026 8-K gva20260516c_8k.htm View →
May 18, 2026 8-K gva20260516_8k.htm View →
Apr 30, 2026 10-Q gva-20260331.htm View →
Apr 30, 2026 8-K gva-20260430.htm View →
Apr 23, 2026 DEF 14A gva-20260423.htm View →

Frequently Asked Questions about GVA

What is the AI rating for GVA?

Granite Construction Inc. (GVA) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (BUY) with 81% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are GVA's key strengths?

Claude: Maintains $265.7M in cash reserves providing near-term liquidity runway. Gross profit of $109.9M demonstrates retained ability to generate some core business value. ChatGPT: Strong free cash flow and cash conversion (OCF > net income). High interest coverage with adequate liquidity.

What are the risks of investing in GVA?

Claude: Negative operating cash flow (-$30.9M) and free cash flow (-$57.0M) are structurally unsustainable and accelerate covenant breach risk. Negative interest coverage ratio (-2.3x) means company cannot service $1.2B debt from operations, requiring asset sales or refinancing. ChatGPT: Flat revenue and net income growth. Project execution risk on fixed-price contracts can compress margins.

What is GVA's revenue and growth?

Granite Construction Inc. reported revenue of $912.5M.

Does GVA pay dividends?

Granite Construction Inc. pays dividends, with $5.7M distributed to shareholders in the trailing twelve months.

Where can I find GVA SEC filings?

Official SEC filings for Granite Construction Inc. (CIK: 0000861459) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GVA's EPS?

Granite Construction Inc. has a diluted EPS of $-0.96.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is GVA a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Granite Construction Inc. has a SELL rating with 81% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is GVA stock overvalued or undervalued?

Valuation metrics for GVA: ROE of -4.0% (sector avg: 15%), net margin of -4.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy GVA stock in 2026?

Our dual AI analysis gives Granite Construction Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is GVA's free cash flow?

Granite Construction Inc.'s operating cash flow is $-30.9M, with capital expenditures of $26.1M. FCF margin is -6.2%.

How does GVA compare to other Industrial stocks?

Vs Industrial sector averages: Net margin -4.6% (avg: 10%), ROE -4.0% (avg: 15%), current ratio 1.09 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI