← Back to All US Stocks

Orion Group Holdings Inc (ORN) Fundamental Analysis & AI Grade 2026

ORN NYSE Heavy Construction Other Than Bldg Const - Contractors CIK: 0001402829
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
74% Confidence
AGREEMENT
C
85% Conf
B
62% Conf

📊 ORN Key Takeaways

Revenue: $216.3M
Net Margin: 2.2%
Free Cash Flow: $-3.7M
Current Ratio: 1.41x
Debt/Equity: 0.40x
EPS: $0.12
AI Grade: C with 85% confidence
Orion Group Holdings Inc (ORN) receives a C fundamental grade with 74% confidence from our AI analysis based on SEC 10-K filings. With revenue of $216.3M, net profit margin of 2.2%, and return on equity (ROE) of 2.8%, Orion Group Holdings Inc demonstrates mixed fundamentals in the Industrial sector. Below is our complete ORN stock analysis for 2026.

Is Orion Group Holdings Inc (ORN) a Good Investment?

Claude

Orion Group faces fundamental operational distress: negative operating income despite positive net income signals non-recurring items masking deteriorating core business. Negative free cash flow of -$3.6M and interest coverage of -0.2x reveal the company cannot service its $66.3M debt from operations, creating significant solvency risk.

ChatGPT

Revenue is growing and leverage is minimal, but profitability remains razor-thin (1.7% operating margin, 0.3% net) and free cash flow is negative due to elevated capex. Liquidity is adequate by ratios, yet absolute cash is very low, leaving performance sensitive to working-capital swings. Sustained margin expansion and consistent FCF conversion are needed before a more constructive view.

Orion Group Holdings Inc Key Strengths (ORN)

Claude
  • + 7% revenue growth demonstrates market traction in heavy construction segment
  • + Debt-to-equity ratio of 0.40x shows moderate leverage, not excessive indebtedness
  • + Current ratio of 1.41x indicates adequate near-term liquidity to meet obligations
ChatGPT
  • + Low leverage (0.04x D/E) with 4.3x interest coverage
  • + Top-line growth of 7% YoY with positive operating income
  • + Adequate near-term liquidity (current ratio 1.36x; quick 1.35x)

ORN Stock Risks: Orion Group Holdings Inc Investment Risks

Claude
  • ! Operating income negative (-$795K) while net income positive signals dependence on non-operating gains; core business is unprofitable
  • ! Interest coverage ratio of -0.2x indicates company cannot cover debt service from operating cash flow
  • ! Negative free cash flow (-$3.6M) is unsustainable; company burning capital despite revenue growth
  • ! Extremely poor capital efficiency: ROE 2.8% and ROA 1.0% indicate wealth destruction for shareholders
  • ! Gross margin of only 12% suggests razor-thin project profitability typical of distressed contractors
ChatGPT
  • ! Razor-thin margins (1.7% operating; 0.3% net) heighten execution risk
  • ! Negative free cash flow (-$10.8M; -1.3% margin) amid heavy capex
  • ! Very low cash balance ($1.59M) and working-capital volatility risk in project-based business

Key Metrics to Watch

Claude
  • * Operating cash flow trend and sustainability of positive OCF
  • * Free cash flow trajectory—path to positive FCF is critical for survival
  • * Interest coverage ratio—must turn positive to reduce solvency concerns
  • * Gross margin expansion—need evidence of project profitability improvement
  • * Cash balance relative to debt maturity schedule—liquidity runway with $6.3M cash
ChatGPT
  • * Operating margin
  • * Free cash flow (FCF margin)

Orion Group Holdings Inc (ORN) Financial Metrics & Key Ratios

Revenue
$216.3M
Net Income
$4.7M
EPS (Diluted)
$0.12
Free Cash Flow
$-3.7M
Total Assets
$478.7M
Cash Position
$6.3M

💡 AI Analyst Insight

Orion Group Holdings Inc presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

ORN Profit Margin, ROE & Profitability Analysis

Gross Margin 12.0%
Operating Margin -0.4%
Net Margin 2.2%
ROE 2.8%
ROA 1.0%
FCF Margin -1.7%

ORN vs Industrial Sector: How Orion Group Holdings Inc Compares

How Orion Group Holdings Inc compares to Industrial sector averages

Net Margin
ORN 2.2%
vs
Sector Avg 10.0%
ORN Sector
ROE
ORN 2.8%
vs
Sector Avg 15.0%
ORN Sector
Current Ratio
ORN 1.4x
vs
Sector Avg 1.8x
ORN Sector
Debt/Equity
ORN 0.4x
vs
Sector Avg 0.7x
ORN Sector

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

Is Orion Group Holdings Inc Stock Overvalued? ORN Valuation Analysis 2026

Based on fundamental analysis, Orion Group Holdings Inc has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
2.8%
Sector avg: 15%
Net Profit Margin
2.2%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.40x
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.

Orion Group Holdings Inc Balance Sheet: ORN Debt, Cash & Liquidity

Current Ratio
1.41x
Quick Ratio
1.40x
Debt/Equity
0.40x
Debt/Assets
65.2%
Interest Coverage
-0.24x
Long-term Debt
$66.3M

ORN Revenue & Earnings Growth: 5-Year Financial Trend

ORN 5-year financial data: Year 2021: Revenue $709.9M, Net Income -$5.4M, EPS $-0.18. Year 2022: Revenue $748.3M, Net Income $20.2M, EPS $0.67. Year 2023: Revenue $748.3M, Net Income -$14.6M, EPS $-0.47. Year 2024: Revenue $796.4M, Net Income -$12.6M, EPS $-0.40. Year 2025: Revenue $852.3M, Net Income -$17.9M, EPS $-0.55.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Orion Group Holdings Inc's revenue has grown significantly by 20% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.55 indicates the company is currently unprofitable.

ORN 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
-1.7%
Free cash flow / Revenue

ORN Quarterly Earnings & Performance

Quarterly financial performance data for Orion Group Holdings Inc including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $188.7M -$1.4M $-0.04
Q3 2025 $225.1M $841.0K $0.07
Q2 2025 $192.2M -$573.0K $-0.01
Q1 2025 $160.7M -$1.4M $-0.04
Q3 2024 $168.5M -$255.0K $-0.02
Q2 2024 $182.5M -$255.0K $-0.01
Q1 2024 $159.2M -$6.1M $-0.19
Q3 2023 $168.5M $247.0K $0.01

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

Orion Group Holdings Inc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$4.9M
Cash generated from operations
Stock Buybacks
$188.0K
Shares repurchased (TTM)
Capital Expenditures
$8.6M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Orion Group Holdings Inc (CIK: 0001402829)

📋 Recent SEC Filings

Date Form Document Action
May 20, 2026 4 xslF345X06/form4-05202026_090547.xml View →
May 20, 2026 4 xslF345X06/form4-05202026_090557.xml View →
May 20, 2026 4 xslF345X06/form4-05202026_090503.xml View →
May 20, 2026 4 xslF345X06/form4-05202026_090511.xml View →
May 20, 2026 4 xslF345X06/form4-05202026_090507.xml View →

Frequently Asked Questions about ORN

What is the AI rating for ORN?

Orion Group Holdings Inc (ORN) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ORN's key strengths?

Claude: 7% revenue growth demonstrates market traction in heavy construction segment. Debt-to-equity ratio of 0.40x shows moderate leverage, not excessive indebtedness. ChatGPT: Low leverage (0.04x D/E) with 4.3x interest coverage. Top-line growth of 7% YoY with positive operating income.

What are the risks of investing in ORN?

Claude: Operating income negative (-$795K) while net income positive signals dependence on non-operating gains; core business is unprofitable. Interest coverage ratio of -0.2x indicates company cannot cover debt service from operating cash flow. ChatGPT: Razor-thin margins (1.7% operating; 0.3% net) heighten execution risk. Negative free cash flow (-$10.8M; -1.3% margin) amid heavy capex.

What is ORN's revenue and growth?

Orion Group Holdings Inc reported revenue of $216.3M.

Does ORN pay dividends?

Orion Group Holdings Inc does not currently pay dividends.

Where can I find ORN SEC filings?

Official SEC filings for Orion Group Holdings Inc (CIK: 0001402829) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ORN's EPS?

Orion Group Holdings Inc has a diluted EPS of $0.12.

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 grade reflects both perspectives for balanced insights.

What is ORN's fundamental grade?

Based on our AI fundamental analysis in May 2026, Orion Group Holdings Inc has a C grade with 74% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is ORN stock overvalued or undervalued?

Valuation metrics for ORN: ROE of 2.8% (sector avg: 15%), net margin of 2.2% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is ORN's AI grade for 2026?

Our dual AI analysis gives Orion Group Holdings Inc a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ORN's free cash flow?

Orion Group Holdings Inc's operating cash flow is $4.9M, with capital expenditures of $8.6M. FCF margin is -1.7%.

How does ORN compare to other Industrial stocks?

Vs Industrial sector averages: Net margin 2.2% (avg: 10%), ROE 2.8% (avg: 15%), current ratio 1.41 (avg: 1.8).

Top Rated Stocks
AAPL 92% MSFT 92% FAST 92% ANET 88% RDDT 88% KNSL 88% MGRE 88% FIZZ 88% DECK 87% NVDA 87%
Sector: All Industrial Stocks →
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