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Matrix Service Co (MTRX) Stock Fundamental Analysis & AI Rating 2026

MTRX Nasdaq Construction - Special Trade Contractors DE CIK: 0000866273
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
67% Confidence
STRONG AGREEMENT
SELL
72% Conf
SELL
62% Conf

📊 MTRX Key Takeaways

Revenue: $629.1M
Net Margin: -0.6%
Free Cash Flow: $11.6M
Current Ratio: 0.90x
Debt/Equity: 0.06x
EPS: $-0.13
AI Rating: SELL with 72% confidence
Matrix Service Co (MTRX) receives a SELL rating with 67% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $629.1M, net profit margin of -0.6%, and return on equity (ROE) of -2.7%, Matrix Service Co demonstrates mixed fundamentals in the Industrial sector. Below is our complete MTRX stock analysis for 2026.

Is Matrix Service Co (MTRX) a Good Investment?

Claude

Matrix Service is unprofitable with severely compressed margins (7.1% gross, -1.4% operating), indicating structural cost or pricing challenges in its construction contracting business. While the company maintains a strong cash position of $233M and minimal debt, persistent operational losses, negative returns on equity/assets, and a current ratio below 1.0 raise material concerns about sustainable operations and financial deterioration.

ChatGPT

Matrix Service remains unprofitable with negative operating income and free cash flow, thin 6.5% gross margin, and sub-1.0 current and quick ratios indicating operational and liquidity pressure. The balance sheet’s sizable cash and minimal long-term debt offer runway, but interest coverage is negative and returns are below zero. Until margins expand and operating cash flow turns sustainably positive, fundamentals do not support a favorable risk-reward.

Why Buy Matrix Service Co Stock? MTRX Key Strengths

Claude
  • + Strong cash position of $233M with minimal long-term debt ($8.9M) providing financial cushion
  • + Positive operating cash flow ($15.7M) and free cash flow ($11.6M) despite net losses, indicating some operational viability
  • + Conservative debt structure with Debt/Equity ratio of 0.06x limiting leverage risk
ChatGPT
  • + Large cash balance relative to debt
  • + Low financial leverage (0.06x D/E)
  • + Low capex requirements

MTRX Stock Risks: Matrix Service Co Investment Risks

Claude
  • ! Sustained unprofitability at operating ($-8.7M) and net income ($-3.7M) levels with negative ROE (-2.7%) and ROA (-0.6%)
  • ! Critically thin gross margin of 7.1% indicates structural pricing pressure or cost management issues endemic to operations
  • ! Current ratio of 0.90x and quick ratio of 0.88x signal short-term liquidity stress despite large cash reserves
ChatGPT
  • ! Persistent operating losses and negative FCF
  • ! Sub-1.0 current and quick ratios (liquidity risk)
  • ! Thin gross margin and negative interest coverage

Key Metrics to Watch

Claude
  • * Gross margin trend and evidence of pricing/cost structure improvements
  • * Operating income path to breakeven and achievement of net profitability
  • * Working capital management and current ratio recovery above 1.0x
ChatGPT
  • * Gross margin
  • * Operating cash flow

Matrix Service Co (MTRX) Financial Metrics & Key Ratios

Revenue
$629.1M
Net Income
$-3.7M
EPS (Diluted)
$-0.13
Free Cash Flow
$11.6M
Total Assets
$616.6M
Cash Position
$233.0M

💡 AI Analyst Insight

The relatively thin 1.8% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

MTRX Profit Margin, ROE & Profitability Analysis

Gross Margin 7.1%
Operating Margin -1.4%
Net Margin -0.6%
ROE -2.7%
ROA -0.6%
FCF Margin 1.8%

MTRX vs Industrial Sector: How Matrix Service Co Compares

How Matrix Service Co compares to Industrial sector averages

Net Margin
MTRX -0.6%
vs
Sector Avg 10.0%
MTRX Sector
ROE
MTRX -2.7%
vs
Sector Avg 15.0%
MTRX Sector
Current Ratio
MTRX 0.9x
vs
Sector Avg 1.8x
MTRX Sector
Debt/Equity
MTRX 0.1x
vs
Sector Avg 0.7x
MTRX Sector

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

Is Matrix Service Co Stock Overvalued? MTRX Valuation Analysis 2026

Based on fundamental analysis, Matrix Service Co has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
-2.7%
Sector avg: 15%
Net Profit Margin
-0.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.06x
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.

Matrix Service Co Balance Sheet: MTRX Debt, Cash & Liquidity

Current Ratio
0.90x
Quick Ratio
0.88x
Debt/Equity
0.06x
Debt/Assets
77.4%
Interest Coverage
-26.45x
Long-term Debt
$8.9M

MTRX Revenue & Earnings Growth: 5-Year Financial Trend

MTRX 5-year financial data: Year 2021: Revenue $1.4B, Net Income $28.0M, EPS $1.01. Year 2022: Revenue $1.1B, Net Income -$33.1M, EPS $-1.24. Year 2023: Revenue $795.0M, Net Income -$31.2M, EPS $-1.18. Year 2024: Revenue $795.0M, Net Income -$63.9M, EPS $-2.39. Year 2025: Revenue $795.0M, Net Income -$52.4M, EPS $-1.94.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Matrix Service Co's revenue has declined by 44% over the 5-year period, indicating business contraction. The most recent EPS of $-1.94 indicates the company is currently unprofitable.

MTRX 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
1.8%
Free cash flow / Revenue

MTRX Quarterly Earnings & Performance

Quarterly financial performance data for Matrix Service Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $200.2M $835.0K $0.03
Q2 2026 $187.2M -$894.0K $-0.03
Q1 2026 $165.6M -$3.7M $-0.13
Q3 2025 $166.0M -$3.4M $-0.12
Q2 2025 $175.0M -$2.9M $-0.10
Q1 2025 $165.6M -$3.2M $-0.12
Q3 2024 $166.0M -$12.7M $-0.47
Q2 2024 $175.0M -$2.9M $-0.10

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

Matrix Service Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$15.7M
Cash generated from operations
Capital Expenditures
$4.1M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Matrix Service Co (CIK: 0000866273)

📋 Recent SEC Filings

Date Form Document Action
May 12, 2026 4 xslF345X06/wk-form4_1778603278.xml View →
May 7, 2026 10-Q mtrx-20260331.htm View →
May 6, 2026 8-K mtrx-20260506.htm View →
Apr 30, 2026 8-K mtrx-20260428.htm View →
Feb 19, 2026 4 xslF345X05/wk-form4_1771519395.xml View →

Frequently Asked Questions about MTRX

What is the AI rating for MTRX?

Matrix Service Co (MTRX) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 67% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MTRX's key strengths?

Claude: Strong cash position of $233M with minimal long-term debt ($8.9M) providing financial cushion. Positive operating cash flow ($15.7M) and free cash flow ($11.6M) despite net losses, indicating some operational viability. ChatGPT: Large cash balance relative to debt. Low financial leverage (0.06x D/E).

What are the risks of investing in MTRX?

Claude: Sustained unprofitability at operating ($-8.7M) and net income ($-3.7M) levels with negative ROE (-2.7%) and ROA (-0.6%). Critically thin gross margin of 7.1% indicates structural pricing pressure or cost management issues endemic to operations. ChatGPT: Persistent operating losses and negative FCF. Sub-1.0 current and quick ratios (liquidity risk).

What is MTRX's revenue and growth?

Matrix Service Co reported revenue of $629.1M.

Does MTRX pay dividends?

Matrix Service Co does not currently pay dividends.

Where can I find MTRX SEC filings?

Official SEC filings for Matrix Service Co (CIK: 0000866273) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MTRX's EPS?

Matrix Service Co has a diluted EPS of $-0.13.

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 MTRX a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Matrix Service Co has a SELL rating with 67% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MTRX stock overvalued or undervalued?

Valuation metrics for MTRX: ROE of -2.7% (sector avg: 15%), net margin of -0.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy MTRX stock in 2026?

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

What is MTRX's free cash flow?

Matrix Service Co's operating cash flow is $15.7M, with capital expenditures of $4.1M. FCF margin is 1.8%.

How does MTRX compare to other Industrial stocks?

Vs Industrial sector averages: Net margin -0.6% (avg: 10%), ROE -2.7% (avg: 15%), current ratio 0.90 (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 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI