Granite Construction Q4 Earnings Preview
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy GVA?
Source: seekingalpha
- Earnings Announcement Date: Granite Construction is set to release its Q4 earnings on February 12 before the market opens, with a consensus EPS estimate of $1.38, reflecting a 12.2% year-over-year growth, indicating robust profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $1.15 billion, representing a 17.7% year-over-year increase, which underscores the company's strong performance amid recovering market demand and accelerated project deliveries.
- Historical Performance Review: Over the past two years, Granite has beaten EPS estimates 63% of the time and revenue estimates 63% of the time, demonstrating its reliability and adaptability in financial forecasting.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward revision and two downward adjustments, while revenue estimates experienced three upward revisions with no downward changes, indicating growing market confidence in the company's future performance.
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Analyst Views on GVA
Wall Street analysts forecast GVA stock price to fall
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 122.320
Low
108.08
Averages
119.04
High
130.00
Current: 122.320
Low
108.08
Averages
119.04
High
130.00
About GVA
Granite Construction Incorporated is a diversified construction and construction materials company in the United States as well as a full-suite civil construction provider. The Company's segments include Construction and Materials. The Construction segment is focused on construction and rehabilitation of roads, pavement preservation, bridges, rail lines, airports, marine ports, dams, reservoirs, aqueducts, infrastructure and site development for use by the general public and water-related construction for municipal agencies, commercial water suppliers, industrial facilities and energy companies. It also provides construction of various complex projects including infrastructure/site development, mining, public safety, tunnel, solar, battery storage and other power-related projects. The Materials segment is focused on production of aggregates, asphalt concrete, liquid asphalt and recycled materials production for internal use in its construction projects and for sale to third parties.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Granite Awarded $114M Caltrans Contract for Highway 101 Project
- Significant Contract Value: Granite has been awarded a $114 million contract by Caltrans to manage the construction of the Highway 101 project from Carpinteria to Santa Barbara, underscoring the company's pivotal role in large-scale infrastructure initiatives.
- Large-Scale Project: This initiative aims to enhance safety and reduce congestion by replacing existing lanes and adding peak-period carpool lanes, which is expected to significantly improve traffic flow in Santa Barbara County.
- Material Supply Assurance: Granite's Santa Paula Hot Plant will supply 15,700 tons of hot mix asphalt, while the onsite batch plant will produce approximately 7,000 cubic yards of concrete, ensuring ample material supply and enhancing construction efficiency.
- Project Timeline: Scheduled to commence in April 2026 and conclude by December 2028, this project marks Granite's achievement of 13 construction contracts over the past seven years, demonstrating its ongoing commitment and capability in the infrastructure construction sector.
See More
Granite Secures $114 Million Highway Contract from Caltrans
- Significant Contract Value: Granite has been awarded a $114 million contract by Caltrans for Segment 4E North of the Highway 101 Carpinteria to Santa Barbara project, showcasing the company's strong performance in large infrastructure projects.
- Comprehensive Project Scope: The project will add peak-period carpool lanes, reconstruct the Cabrillo Boulevard interchange, and build a new roundabout to improve traffic flow, which is expected to significantly enhance regional traffic efficiency.
- Construction Timeline: Construction is scheduled to begin in April 2026 and conclude in December 2028, indicating Granite's capability in managing and executing long-term projects, further solidifying its market position.
- Strategic Implications: This contract represents the final mainline segment of a multi-year program, and successful implementation will provide Granite with a stable revenue stream while laying the groundwork for future similar projects, enhancing its competitiveness in the infrastructure construction sector.
See More
Executive Share Sale Announcement
- Executive Sale: On March 27, 2026, Kyle T Larkin, Director, President, and CEO, sold 38,675 shares of the company, indicating a cautious outlook from executives that may impact investor confidence.
- Market Reaction: Such sales often trigger market interpretations of internal signals, leading investors to worry about executives' confidence in the company's future performance, potentially causing stock price volatility.
- Shareholding Changes: This sale may affect Larkin's ownership percentage, prompting investors to monitor his subsequent holdings to assess implications for the company's strategic direction.
- Investor Attention: The news of executive share sales may spark widespread discussion among investors, particularly in uncertain performance and market conditions, potentially exerting short-term pressure on the company's stock price.
See More
Granite Construction (GVA.US) Officer Plans to Sell $4.6 Million in Common Stock via Form 144
Stock Sale Announcement: Officer Kyle Tarkin intends to sell 38,675 shares of Granite Construction (GVA.US) on March 27, with a total market value of approximately $4.6 million.
Recent Shareholding Reduction: Tarkin has reduced his shareholding in Granite Construction by 7,314 shares since March 19, 2026, with a total value of around $876.51K.
See More
Granite Awarded $495M LRT-4 Webb-Zapata Project
- Contract Value: Granite has been awarded the LRT-4 Webb-Zapata project by U.S. Customs and Border Protection, valued at approximately $495 million, marking a significant advancement in the company's portfolio of large-scale infrastructure projects, which is expected to substantially enhance its revenue and market position.
- Infrastructure Improvements: The project encompasses 27 miles of infrastructure enhancements near Laredo, Texas, including excavation, grading, roads, fencing, seven bridges, eight culvert crossings, and 68 low water crossings, which will comprehensively improve transportation and safety in the region.
- Technological Installations: Additionally, the project will install electrical systems, lighting, cameras, and fiber optics, further modernizing and securing the infrastructure, ensuring sustainable operations in the future.
- Construction Timeline: Work is set to begin in April 2026 and finish by July 2027, with the project's implementation providing Granite with a stable revenue stream and laying the groundwork for future growth.
See More
Nashville Tunnel Project Faces Resident Opposition
- Rising Resident Opposition: A recent Vanderbilt University survey reveals that 51% of Nashville residents disapprove of Elon Musk's tunnel project, a significant increase from 35%, indicating that public support is heavily influenced by partisanship.
- Significant Political Impact: Musk's controversial political involvement, including spending around $300 million to support Trump's 2024 campaign, has exacerbated public disdain for the tunnel project, particularly when his name is mentioned.
- Local Government Opposition: Metro Nashville Council members voted this month to formally oppose the Music City Loop project, despite state approval for Musk's company to dig under city highways, highlighting tensions between local and state authorities.
- Regulatory Power Controversy: Tennessee is considering a bill that could grant the state regulatory power over underground transit systems, potentially leaving Nashville with limited options to address safety and environmental concerns, raising alarms among local officials and residents.
See More
Granite Awarded $114M Caltrans Contract for Highway 101 Project
- Significant Contract Value: Granite has been awarded a $114 million contract by Caltrans to manage the construction of the Highway 101 project from Carpinteria to Santa Barbara, underscoring the company's pivotal role in large-scale infrastructure initiatives.
- Large-Scale Project: This initiative aims to enhance safety and reduce congestion by replacing existing lanes and adding peak-period carpool lanes, which is expected to significantly improve traffic flow in Santa Barbara County.
- Material Supply Assurance: Granite's Santa Paula Hot Plant will supply 15,700 tons of hot mix asphalt, while the onsite batch plant will produce approximately 7,000 cubic yards of concrete, ensuring ample material supply and enhancing construction efficiency.
- Project Timeline: Scheduled to commence in April 2026 and conclude by December 2028, this project marks Granite's achievement of 13 construction contracts over the past seven years, demonstrating its ongoing commitment and capability in the infrastructure construction sector.
See More
Granite Secures $114 Million Highway Contract from Caltrans
- Significant Contract Value: Granite has been awarded a $114 million contract by Caltrans for Segment 4E North of the Highway 101 Carpinteria to Santa Barbara project, showcasing the company's strong performance in large infrastructure projects.
- Comprehensive Project Scope: The project will add peak-period carpool lanes, reconstruct the Cabrillo Boulevard interchange, and build a new roundabout to improve traffic flow, which is expected to significantly enhance regional traffic efficiency.
- Construction Timeline: Construction is scheduled to begin in April 2026 and conclude in December 2028, indicating Granite's capability in managing and executing long-term projects, further solidifying its market position.
- Strategic Implications: This contract represents the final mainline segment of a multi-year program, and successful implementation will provide Granite with a stable revenue stream while laying the groundwork for future similar projects, enhancing its competitiveness in the infrastructure construction sector.
See More
Executive Share Sale Announcement
- Executive Sale: On March 27, 2026, Kyle T Larkin, Director, President, and CEO, sold 38,675 shares of the company, indicating a cautious outlook from executives that may impact investor confidence.
- Market Reaction: Such sales often trigger market interpretations of internal signals, leading investors to worry about executives' confidence in the company's future performance, potentially causing stock price volatility.
- Shareholding Changes: This sale may affect Larkin's ownership percentage, prompting investors to monitor his subsequent holdings to assess implications for the company's strategic direction.
- Investor Attention: The news of executive share sales may spark widespread discussion among investors, particularly in uncertain performance and market conditions, potentially exerting short-term pressure on the company's stock price.
See More
Granite Construction (GVA.US) Officer Plans to Sell $4.6 Million in Common Stock via Form 144
Stock Sale Announcement: Officer Kyle Tarkin intends to sell 38,675 shares of Granite Construction (GVA.US) on March 27, with a total market value of approximately $4.6 million.
Recent Shareholding Reduction: Tarkin has reduced his shareholding in Granite Construction by 7,314 shares since March 19, 2026, with a total value of around $876.51K.
See More
Granite Awarded $495M LRT-4 Webb-Zapata Project
- Contract Value: Granite has been awarded the LRT-4 Webb-Zapata project by U.S. Customs and Border Protection, valued at approximately $495 million, marking a significant advancement in the company's portfolio of large-scale infrastructure projects, which is expected to substantially enhance its revenue and market position.
- Infrastructure Improvements: The project encompasses 27 miles of infrastructure enhancements near Laredo, Texas, including excavation, grading, roads, fencing, seven bridges, eight culvert crossings, and 68 low water crossings, which will comprehensively improve transportation and safety in the region.
- Technological Installations: Additionally, the project will install electrical systems, lighting, cameras, and fiber optics, further modernizing and securing the infrastructure, ensuring sustainable operations in the future.
- Construction Timeline: Work is set to begin in April 2026 and finish by July 2027, with the project's implementation providing Granite with a stable revenue stream and laying the groundwork for future growth.
See More
Nashville Tunnel Project Faces Resident Opposition
- Rising Resident Opposition: A recent Vanderbilt University survey reveals that 51% of Nashville residents disapprove of Elon Musk's tunnel project, a significant increase from 35%, indicating that public support is heavily influenced by partisanship.
- Significant Political Impact: Musk's controversial political involvement, including spending around $300 million to support Trump's 2024 campaign, has exacerbated public disdain for the tunnel project, particularly when his name is mentioned.
- Local Government Opposition: Metro Nashville Council members voted this month to formally oppose the Music City Loop project, despite state approval for Musk's company to dig under city highways, highlighting tensions between local and state authorities.
- Regulatory Power Controversy: Tennessee is considering a bill that could grant the state regulatory power over underground transit systems, potentially leaving Nashville with limited options to address safety and environmental concerns, raising alarms among local officials and residents.
See More
