Matrix Service Company — Cyborg Score 5/10

Mixed
Industrial Engineering, Construction & Maintenance Services

Strategic Profile

The company operates through three segments: Storage and Terminal Solutions, Utility and Power Infrastructure, and Process and Industrial Facilities. These segments serve specialized infrastructure needs including LNG tanks, hydrogen facilities, power substations, and refinery maintenance services.

Cyborg Score Rationale

The company achieved 12.5% year-over-year revenue growth in Q4 2025 but fell short of analyst expectations, with full-year guidance coming in below consensus estimates. Current market conditions reflect uncertainty with negative trailing EPS of -0.86.

Top Insights

  • Q4 2025 revenue of $210.5M showed 12.5% YoY growth but missed analyst estimates by 2.3%
  • Full-year FY2026 guidance of $875M-$925M reaffirmed in February 2026
  • Company experienced significant project charge ($3.6M warranty adjustment) on specialty storage project in Q4
  • Small-cap status with limited analyst coverage (9 analysts) presents both opportunity and higher volatility risk

Named Competitors

  • Orion Group Holdings — Industrial construction and maintenance services
  • MYR Group — Electrical construction and maintenance contractor
  • Gulf Island Fabrication — Fabrication services for energy sector
  • Tetra Tech — Engineering and construction services

Recent Developments

  • (February 2026) Matrix Service reaffirmed FY26 revenue guidance of $875M-$925M; Q2 adjusted EPS of -$0.02 vs analyst estimate of $0.04
  • (February 2026) Analysts issued mixed opinions on MTRX stock with D.A. Davidson initiating Buy coverage in January 2026
  • (Q4 2025) Revenue $210.5M (+12.5% YoY) but fell short of $215.4M consensus; $3.6M project charge impacted results

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