Deep Dives - Engineering & Infrastructure

Date Ticker Title Vertical Rating (at time of publication)
09.30.2022 VMC
  • VMC: High Notes from Investor Day - Reaffirm Buy
  • Engineering & Infrastructure Buy
    09.29.2022 FLR
  • FLR: High Notes from CFO Meetings
  • Engineering & Infrastructure Buy
    09.19.2022 GVA
  • GVA: Keeping Water and Minerals
  • Engineering & Infrastructure Buy
    09.16.2022 J
  • J: CEO Handoff
  • Engineering & Infrastructure Buy
    09.15.2022 ACM
  • Engineering & Infrastructure: Chart of the Day - FX & FCF Positioning
  • Engineering & Infrastructure Buy
    09.01.2022 VMC
  • VMC: Battleground Vulcan - Upgrade to Buy
  • Engineering & Infrastructure Buy
    08.18.2022 ACM
  • Engineering & Infrastructure: E&I Insights - Demonstrating Resiliency
  • Engineering & Infrastructure N/A
    08.11.2022 FLR
  • FLR: NuScale Q2 Offers Positive Progress- Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.09.2022 ACM
  • ACM: Capturing the Infrastructure, ESG Flow - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.08.2022 ACM
  • ACM: FY Q3 Beat, Backlog, Bookings and Pipeline Expand
  • Engineering & Infrastructure Buy
    08.05.2022 FLR
  • FLR: Booking, Margin Inflection - Raising PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.04.2022 TTEK
  • TTEK: Delivering Continued Business Momentum
  • Engineering & Infrastructure Hold
    08.04.2022 VMC
  • VMC: Approaching Aggregates Pricing Inflection
  • Engineering & Infrastructure Hold
    08.04.2022 PWR
  • PWR: Balanced Portfolio Driving Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.04.2022 PWR
  • Engineering & Infrastructure: Quick Print Takes - PWR, TTEK, VMC
  • Engineering & Infrastructure N/A
    08.02.2022 KBR
  • KBR: Firing on All Boosters - Reaffirm Buy Rating
  • Engineering & Infrastructure Buy
    08.02.2022 KBR
  • KBR: Strong Print, Bookings and Cash Generation
  • Engineering & Infrastructure Buy
    08.01.2022 J
  • J: Resilient Model, Growth Ahead- Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.01.2022 J
  • J: Solid Print Despite FX Headwinds
  • Engineering & Infrastructure Buy
    07.28.2022 GVA
  • GVA: Legacy Drag, Encouraging Core Construction Progress
  • Engineering & Infrastructure Buy
    07.28.2022 MLM
  • MLM: Pushing Price as Customers Remain Active
  • Engineering & Infrastructure Hold
    07.28.2022 MLM
  • MLM: Solid Quarter, Pricing Tailwinds
  • Engineering & Infrastructure Hold
    07.20.2022 ACM
  • Engineering & Infrastructure: E&I Insight: Inflation, Budgets and Chip Funding
  • Engineering & Infrastructure N/A
    07.14.2022 KBR
  • KBR: Continued Award Visibility - Reaffirm Buy
  • Engineering & Infrastructure Buy
    06.22.2022 ACM
  • Engineering & Infrastructure: Chart of the Day - Holiday Road
  • Engineering & Infrastructure Buy
    06.14.2022 FLR
  • FLR: High Notes from Our Innovation Conference
  • Engineering & Infrastructure Buy
    06.10.2022 J
  • J: Adjusting for Pounded Pound - Reaffirm Buy
  • Engineering & Infrastructure Buy
    06.09.2022 FLR
  • FLR: Positive Booking and NuScale Momentum - Reaffirm Buy
  • Engineering & Infrastructure Buy
    06.03.2022 ACM
  • Engineering & Infrastructure: Chart of the Day - Recent Asset Mark Highlights Valuation Potential
  • Engineering & Infrastructure Buy
    06.02.2022 KBR
  • KBR: Mura Investment Enhances Sustainable Technology Profile
  • Engineering & Infrastructure Buy
    05.24.2022 ACM
  • Engineering & Infrastructure: E&I Insights - Buoys Amid Choppy Market Waters
  • Engineering & Infrastructure N/A
    05.17.2022 FLR
  • FLR: Minimal Impact from DOE Contract Re-Bid, Shares Oversold
  • Engineering & Infrastructure Buy
    05.16.2022 KBR
  • KBR: High Notes on the Road with CEO
  • Engineering & Infrastructure Buy
    05.09.2022 ACM
  • ACM: Driving More Consistent Growth and New Business Visibility - Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.09.2022 ACM
  • ACM: Solid Quarter, Strong Booking Momentum
  • Engineering & Infrastructure Buy
    05.06.2022 FLR
  • FLR: Trough Backlog, Orders to Accelerate - Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.05.2022 TTEK
  • TTEK: Improving Growth, Defendable Markets - Raising Estimates
  • Engineering & Infrastructure Hold
    05.05.2022 PWR
  • PWR: Solid Execution and Business Visibility- Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.05.2022 PWR
  • PWR: Solid Start, Record Backlog
  • Engineering & Infrastructure Buy
    05.04.2022 TTEK
  • TTEK: FY Q2 Beat, Another Raise
  • Engineering & Infrastructure Hold
    05.04.2022 VMC
  • VMC: Pricing Aiding Fight on Cost Pressures
  • Engineering & Infrastructure Hold
    05.04.2022 VMC
  • VMC: Solid Start, Reaffirmed 2022 Outlook
  • Engineering & Infrastructure Hold
    05.03.2022 MLM
  • MLM: Pricing to Accelerate with Non-Res/Civil Mix
  • Engineering & Infrastructure Hold
    05.03.2022 J
  • J: Supportive Business Mix and Visibility - Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.03.2022 MLM
  • MLM: Q1 Shortfall, Pricing Lag to Catch Up
  • Engineering & Infrastructure Hold
    05.03.2022 J
  • J: Beat, Narrowed Guide, Positive Business Visibility
  • Engineering & Infrastructure Buy
    04.28.2022 GVA
  • GVA: Strategic Plan Offers Measured, Achievable Targets
  • Engineering & Infrastructure Buy
    04.28.2022 KBR
  • KBR: Solid Execution, Market Tailwinds - Reaffirm Buy
  • Engineering & Infrastructure Buy
    04.28.2022 KBR
  • KBR: Q1 Beat, Raise, Business Momentum
  • Engineering & Infrastructure Buy
    04.13.2022 J
  • J: Catching Up - Well Positioned for Economic Volatility
  • Engineering & Infrastructure Buy
    04.12.2022 KBR
  • KBR: An Ichthys Settlement, Finally - Reaffirm Buy
  • Engineering & Infrastructure Buy
    04.06.2022 PWR
  • PWR: High Notes from Investor Day- Raising PT, Reaffirm Buy
  • Engineering & Infrastructure Buy
    04.04.2022 FLR
  • FLR: High Notes from a Trip to HQ
  • Engineering & Infrastructure Buy
    03.24.2022 ACM
  • Engineering & Infrastructure: Chart of the Day - Gas Tax Holidays Likely Backfilled
  • Engineering & Infrastructure Buy
    03.17.2022 ACM
  • Engineering & Infrastructure: E&I Insights: Expanding TAMs to Drive Growth
  • Engineering & Infrastructure N/A
    03.14.2022 KBR
  • KBR: HomeSafe Drives 2025 Base EPS Upside - Reaffirm Buy
  • Engineering & Infrastructure Buy
    03.11.2022 J
  • J: High Notes from Executive Meetings- Reaffirm Buy
  • Engineering & Infrastructure Buy
    03.09.2022 PWR
  • PWR: High Notes from VRP Energy Efficiency/Climate Solutions Day
  • Engineering & Infrastructure Buy
    03.08.2022 IR
  • EE/MI: Takeaways from Energy Efficiency and Climate Solutions Day
  • Engineering & Infrastructure N/A
    03.04.2022 J
  • J: Strategy Refresh Supports Accelerated Growth
  • Engineering & Infrastructure Buy
    02.28.2022 GVA
  • GVA: Tough Finish, Measured Improvement On the Horizon
  • Engineering & Infrastructure Buy
    02.24.2022 PWR
  • PWR: Business Momentum Persists - Raising Estimates, Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.24.2022 PWR
  • PWR: Solid Q4 Beat, 2022 Outlook
  • Engineering & Infrastructure Buy
    02.22.2022 FLR
  • FLR: Solid Progress as Backlog Looks to Inflect - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.22.2022 KBR
  • KBR: Solid Execution Leading to Potential Growth Upside - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.22.2022 FLR
  • Engineering & Infrastructure: Q4 Prints - KBR and Fluor
  • Engineering & Infrastructure N/A
    02.16.2022 VMC
  • VMC: Solid Finish, Pricing Momentum Ahead
  • Engineering & Infrastructure Hold
    02.16.2022 VMC
  • VMC: Q4 Beat, 2022 Outlook in the Fairway
  • Engineering & Infrastructure Hold
    02.10.2022 MLM
  • MLM: Broad Construction Optimism, Reducing 2022 Estimate
  • Engineering & Infrastructure Hold
    02.10.2022 MLM
  • MLM: Q4 Beat, 2022 EPS Midpoint Below Estimates
  • Engineering & Infrastructure Hold
    02.08.2022 ACM
  • ACM: Business, Cash Flow Momentum- Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.08.2022 J
  • J: Setup for Sustainable Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.08.2022 J
  • J: Quarter Fine, FY 2022 Targets Reaffirmed
  • Engineering & Infrastructure Buy
    02.07.2022 ACM
  • ACM: FY Q1 EPS Beat with Strong Early Year Cash Generation
  • Engineering & Infrastructure Buy
    02.04.2022 TTEK
  • TTEK: Positive Business Outlook- Raising Estimate
  • Engineering & Infrastructure Hold
    02.03.2022 GVA
  • GVA: Asset Sale Bolsters Return-to-Core Strategy
  • Engineering & Infrastructure Buy
    02.02.2022 TTEK
  • TTEK: Good Start - FY Q1 Beat, FY 2022 Raise
  • Engineering & Infrastructure Hold
    02.01.2022 ACM
  • Engineering & Infrastructure: E&I Insights - Semi Strong; Volatility Returns
  • Engineering & Infrastructure N/A
    01.18.2022 AIR-FR
  • Vertical Research Partners Top Picks - 2022 Update
  • Engineering & Infrastructure N/A
    01.07.2022 ACM
  • Engineering & Infrastructure: E&I Insights: Outlook 2022 - Infrastructure Away!
  • Engineering & Infrastructure N/A
    12.23.2021 ACM
  • Engineering & Infrastructure : E&I Insights: Supply Chain Dynamics and Pricing Pressures
  • Engineering & Infrastructure N/A
    12.14.2021 FLR
  • FLR: High Notes from VRP Supply Chain Summit and NuScale
  • Engineering & Infrastructure Buy
    12.14.2021 FLR
  • FLR: SPAC-ing NuScale - Reaffirm Buy
  • Engineering & Infrastructure Buy
    12.10.2021 KBR
  • KBR: High Notes from a Meeting with the CEO - Reaffirm Buy
  • Engineering & Infrastructure Buy
    12.01.2021 FLR
  • Engineering & Infrastructure: E&I Insights: Healthy Long-Term Infrastructure Funding and EPS Targets
  • Engineering & Infrastructure N/A
    11.23.2021 J
  • J: Aligned with Accelerating Client Demand Flows - Raising PT -Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.23.2021 J
  • J: Solid Finish, FY22 Guide and FY25 EPS Target of $10.00
  • Engineering & Infrastructure Buy
    11.18.2021 TTEK
  • TTEK: Aligned with Priorities; Raising Estimates and PT
  • Engineering & Infrastructure Hold
    11.18.2021 TTEK
  • TTEK: Solid Finish, Record Backlog; FY 2022 Outlook In Line
  • Engineering & Infrastructure Hold
    11.15.2021 ACM
  • ACM: Infrastructure Momentum - Raising Estimates and PT
  • Engineering & Infrastructure Buy
    11.15.2021 ACM
  • ACM: Solid FY Finish, 2022 Guide - Raising LT EPS Target by 10%
  • Engineering & Infrastructure Buy
    11.08.2021 ACM
  • Engineering & Infrastructure: About Time; I-Bill Heading to President Biden's Desk
  • Engineering & Infrastructure N/A
    11.08.2021 FLR
  • FLR: Encouraging Progress; Inflation Beneficiary- Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.04.2021 VMC
  • VMC: Encouraging Price/Volume Trend - Raising PT
  • Engineering & Infrastructure Hold
    11.04.2021 PWR
  • PWR: Enhancing Energy Transition Cred- Raising PT
  • Engineering & Infrastructure Buy
    11.04.2021 VMC
  • VMC: Energy-Impacted Q3, Slight 2021 EBITDA Bump
  • Engineering & Infrastructure Hold
    11.02.2021 MLM
  • MLM: Raising PT
  • Engineering & Infrastructure Hold
    11.02.2021 MLM
  • MLM: Solid Q3 Print - Encouraging Preliminary 2022 Outlook
  • Engineering & Infrastructure Hold
    10.28.2021 GVA
  • GVA: Solid Execution and Markets, Improved Financial Profile
  • Engineering & Infrastructure Buy
    10.28.2021 KBR
  • KBR: Excellent Execution, Business Momentum - Raising EPS & PT
  • Engineering & Infrastructure Buy
    2  3  4  Next

    This website uses cookies. We use cookies to improve the user experience, track anonymous site usage and store authorization tokens. By continuing to browse this website you accept the use of cookies. Click here to read more about how we use cookies.