Wasatch U.S. Select Fund Q2 2026 Portfolio Update

The Wasatch U.S. Select Fund - Investor Class returned 12.46%, trailing the Russell 2500 Growth Index, which gained 24.02% during the quarter. While the market environment favoring low-quality companies was a large reason for our relative underperformance, we also held stocks that lost ground in the period, and that too weighed on relative results. The largest of the detractors was Ensign Group, an operator of skilled-nursing and senior-living facilities.

Seeking Alpha • Aug 18, 2026

Surging Earnings Estimates Signal Upside for Everus Construction Group, Inc. (ECG) Stock

Everus Construction Group, Inc. (ECG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Zacks Investment Research • Aug 17, 2026

Use DuPont Analysis to Pick 5 Top-Ranked Quality Stocks

Do you have more faith in DuPont analysis than simple ROE? 5 top-ranked stocks -- CNXN, ECG, BLBD, EXPD and VLO -- stand out on profitability, asset efficiency and leverage scores.

Zacks Investment Research • Aug 13, 2026

Wasatch Small Cap Growth Fund Q2 2026 Portfolio Update

While the market environment favoring low-quality companies was a large reason for our relative underperformance compared to the benchmark, we also held stocks that lost ground in the period, and that too weighed on relative results. The largest of those detractors was Ensign Group, an operator of skilled-nursing and senior-living facilities. The top contributor to Fund performance was JFrog Ltd.

Seeking Alpha • Aug 13, 2026

Can Everus Construction Group, Inc. (ECG) Climb 25.16% to Reach the Level Wall Street Analysts Expect?

The consensus price target hints at a 25.2% upside potential for Everus Construction Group, Inc. (ECG). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Zacks Investment Research • Aug 10, 2026

Everus Construction Group Q2 Earnings Call Highlights

Everus Construction Group NYSE: ECG reported record second-quarter revenue and EBITDA as demand remained strong across its electrical and mechanical, or E&M, and transmission and distribution, or T&D, businesses. The company also raised its full-year 2026 revenue and EBITDA guidance following what CEO Jeff Thiede described as sustained market demand, strong project execution and robust backlog growth.

MarketBeat • Aug 8, 2026

Everus Construction Group, Inc. (ECG) Q2 2026 Earnings Call Transcript

Everus Construction Group, Inc. (ECG) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 5, 2026

Impressive Quarter Highlights Ongoing Strengths In Everus Construction Group (Upgrade)

Everus Construction Group delivered a standout Q2 2026, with GAAP EPS of $1.64, beating estimates by 44% and driving the stock up 6%. ECG raised FY 2026 revenue and EBITDA guidance, fueled by robust data center demand, strong execution, and a 41% YoY backlog increase to $4.55 billion. Recent acquisitions (Epsilon Industries, SE&M Constructors) expand ECG's modular and MEP capabilities, while net debt remains conservative at $120 million (0.3x leverage).

Seeking Alpha • Aug 6, 2026

Wasatch Long/Short Alpha Fund Q2 2026 Contributors And Detractors

The Wasatch Long/Short Alpha Fund - Investor Class did not keep pace and finished the period up 8.29%. The largest detractor among our long positions was Ensign Group, an operator of skilled nursing and senior living facilities. The top contributor to Fund performance was JFrog Ltd.

Seeking Alpha • Aug 5, 2026

Everus Reports Second Quarter 2026 Results, Raises 2026 Guidance

BISMARCK, N.D.--(BUSINESS WIRE)--Everus Construction Group (NYSE: ECG) today reported financial results for second quarter 2026. Second Quarter 2026 Summary (All comparisons versus the prior-year period unless otherwise noted, and results denoted with * are quarterly records.) Revenues of $1.23 billion*, up 33.7%. Net income of $83.9 million*, up 58.9%; net income margin of 6.8%. Diluted earnings per share (EPS) of $1.64*, up 59.2%. Earnings before interest, taxes, depreciation and amortization.

Business Wire • Aug 4, 2026