Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
FY2027 EPS: comparable history unavailable.
Solv Energy Inc (MWH)
NASDAQUtilitiesRenewable UtilitiesSnapshot 2026-10-15
$23.96+0.08%
Close 2026-10-16 · 1-day change
NASDAQUtilitiesRenewable UtilitiesSnapshot 2026-10-15
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
A matching fiscal period and sufficient coverage are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.
Living Fair Value by QuarterlyIQ
A valuation that evolves as the business changes.
A published Living FV snapshot is not available yet. The valuation workflow remains discoverable; a market target cannot supply the missing evidence.
View Living FV report and workflowThree key conditions need to be met for the investment thesis to play out.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve adjusted EBITDA of $400M to $420M in FY26 | A supporting condition in Solv Energy Inc's published investment case. The stated target is >= $400M and <= $420M. | Improving | Adjusted EBITDA falls below $400 million in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 15, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
FY2027 EPS: comparable history unavailable.
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 12, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
MWH represents a stable utility investment with a focus on maintaining revenue and profitability. The current thesis state is intact, supported by recent strong financial performance despite some challenges.
The market appears to be pricing in a relatively expensive valuation compared to peers, reflecting some fragility. This suggests that expectations are high, particularly given the recent volatility in earnings results.
Management is on track to achieve its revenue and adjusted EBITDA goals, but there are mixed results regarding gross margins. Near-term risks include a 38% probability of missing guidance, which could impact credibility.
The thesis hinges on MWH maintaining its guidance without cuts, the Federal Reserve's interest rate decisions, and the performance of sector peers. Positive earnings from industry leaders could provide momentum.
Overall, MWH's fundamentals are solid, but the company must navigate sector challenges and maintain execution to support its long-term thesis. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Solv Energy Inc's published investment case. The stated target is >= 16.4% and <= 17.0%. |
| Broken |
| Gross margin falls below 16.4% in FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 15, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated as a priority in 2 of last 2 quarters. Adjusted gross margin declined from 18.2% in first half 2025 to 16.5% in first half 2026 due to business mix and compensation classification changes. Management lowered full-year 2026 adjusted gross margin guidance slightly from 16.4%-17.0% to 16.0%-16.6%. The trajectory shows mixed progress with margin pressure acknowledged. Delivery assessment Oct 15, 2026 |
Achieve revenue of $3.72B to $3.82B in FY26 | A primary condition in Solv Energy Inc's published investment case. The stated target is >= $3.72B and <= $3.82B. | Intact | Annual revenue falls below $3.72 billion in FY26 | Revenue: $951.243M FY2026-Q2; GAAP. Published target: >= $3.72B and <= $3.82B. Target period is not explicitly aligned with this observation. Source published Aug 14, 2026951,243,000 USD · source valueSource reportLast status assessment Oct 15, 2026Measurement sourceconsolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 43f63e29-7bd1-4111-b5c5-4fa59c58b748. Source status: eligible. Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$4.41B → $4.53B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-08-14 | Unavailable | $4,406,609,251 | 3 / 5 |
| 2026-08-15 | Unavailable | $4,406,609,251 | 3 / 5 |
| 2026-08-16 | Unavailable | $4,406,609,251 | 3 / 5 |
| 2026-08-17 | Unavailable | $4,406,609,251 | 3 / 5 |
| 2026-08-18 | Unavailable | $4,406,609,251 | 3 / 5 |
| 2026-08-19 | Unavailable | $4,406,609,251 | 3 / 5 |
| 2026-08-20 | Unavailable | $4,464,887,374 | 3 / 5 |
| 2026-08-21 | Unavailable | $4,464,887,374 | 3 / 5 |
| 2026-08-22 | Unavailable | $4,450,661,752 | 3 / 5 |
| 2026-08-23 | Unavailable | $4,450,661,752 | 3 / 5 |
| 2026-08-24 | Unavailable | $4,450,661,752 | 3 / 5 |
| 2026-08-25 | Unavailable | $4,450,661,752 | 3 / 5 |
| 2026-08-26 | Unavailable | $4,490,695,577 | 3 / 5 |
| 2026-08-27 | Unavailable | $4,490,695,577 | 3 / 5 |
| 2026-08-28 | Unavailable | $4,490,695,577 | 3 / 5 |
| 2026-08-29 | Unavailable | $4,490,695,577 | 3 / 6 |
| 2026-08-30 | Unavailable | $4,490,695,577 | 3 / 6 |
| 2026-08-31 | Unavailable | $4,490,695,577 | 3 / 6 |
| 2026-09-01 | Unavailable | $4,490,695,577 | 3 / 6 |
| 2026-09-02 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-03 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-04 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-05 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-06 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-07 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-08 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-09 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-10 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-11 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-12 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-13 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-14 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-15 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-16 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-17 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-18 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-19 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-20 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-21 | Unavailable | $4,476,117,307 | 3 / 6 |
| 2026-09-22 | Unavailable | $4,476,129,086 | 3 / 6 |
| 2026-09-23 | Unavailable | $4,476,129,086 | 3 / 6 |
| 2026-09-24 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-09-25 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-09-26 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-09-27 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-09-28 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-09-29 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-09-30 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-10-01 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-10-02 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-10-03 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-10-04 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-10-05 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-10-06 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-10-07 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-10-08 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-10-09 | Unavailable | $4,476,129,086 | 4 / 6 |
| 2026-10-10 | Unavailable | $4,515,249,034 | 4 / 7 |
| 2026-10-11 | Unavailable | $4,515,249,034 | 4 / 7 |
| 2026-10-12 | Unavailable | $4,515,249,034 | 4 / 7 |
| 2026-10-13 | Unavailable | $4,515,249,034 | 4 / 7 |
| 2026-10-14 | Unavailable | $4,515,249,034 | 4 / 7 |
| 2026-10-15 | Unavailable | $4,526,814,131 | 4 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 10 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Sep 16–Oct 15 · 0 recorded
0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Sep 16, 2026–Oct 15, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.