GVA
Market read
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if GVA's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“30 Table of Contents Cash Flows Three Months Ended March 31, (in thousands) 2026 2025 Net cash provided by (used in): Operating activities $ (30,872) $ 3,647 Investing activities $ 22,497 $ (156,310) Financing activities $ (255,131) $ (46,593) Operating activ…”10-Q · Apr 30, 2026 ↗
“SG&A expenses for the nine months ended September 30, 2025 increased $53.7 million compared to the same period in 2024, primarily due to $30.1 million of higher salaries and related expenses due to increased labor costs, as well as an $18.0 million increase i…”10-Q · Nov 6, 2025 ↗
“SG&A expenses for the nine months ended September 30, 2025 increased $53.7 million compared to the same period in 2024, primarily due to $30.1 million of higher salaries and related expenses due to increased labor costs, as well as an $18.0 million increase i…”10-Q · Nov 6, 2025 ↗
“These forward-looking statements are estimates reflecting the best judgment of senior management and reflect our current expectations regarding future events, occurrences, circumstances, strategy, activities, performance, outlook, outcomes, guidance, capital…”10-Q · Aug 7, 2025 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for GVA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-30 against the comparable filing from 2025-05-01.
“The increased gross profit was primarily driven by higher volumes and sales prices in both aggregates and asphalt.”
“Gross Profit The following table presents gross profit by reportable segment for the respective periods: Three Months Ended March 31, (dollars in thousands) 2026 2025 Construction $ 102,180 $ 85,438 Percent of segment revenue 13.3 % 13.9 % Materials 7,725 (1,589) Percent of segment revenue 5.3 % (1.9) % Total gross profit $ 109,905 $ 83,849 Percent of total revenue 12.0 % 12.0 % Construction gross profit for the three months ended March 31, 2026 increased by $16.7 million, or 19.6%, when compared to 2025 primarily due to higher revenue and improved project execution across our project portfolio.”
“725 (1,589) Percent of segment revenue 5.3 % (1.9) % Total gross profit $ 109,905 $ 83,849 Percent of total revenue 12.0 % 12.0 % Construction gross profit for the three months ended March 31, 2026 increased by $16.7 million, or 19.6%, when compared to 2025 primarily due to higher revenue and improved project execution across our project portfolio.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Warren Paving On August 5, 2025, we completed the acquisition of Slats Lucas, LLC and Warren Paving, Inc.”
Depended on by
“Smaller, independent operators make up the majority of our competition; however, we also face competition in some markets from large, publicly traded United States aggregates producers, including Amrize Ltd, Cemex S.A.B.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
GVA is currently a Leader in the organic co-movement group Engineering & Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for GVA; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.