Deep Dives - Engineering & Construction

Date Ticker Title Vertical Rating (at time of publication)
07.07.2020 PWR
  • PWR: Pulled ACP Project Highlights Base Business Focus- Reaffirm Buy
  • Engineering & Construction Buy
    07.01.2020 PWR
  • PWR: T&D Opportunities - Fine Tuning Estimate, Reaffirm Buy
  • Engineering & Construction Buy
    06.23.2020 PWR
  • PWR: Secures Innovative, Long-Term T&D Award- Reaffirm Buy
  • Engineering & Construction Buy
    06.17.2020 KBR
  • KBR: High Notes from Government Solutions Day- Raising Target
  • Engineering & Construction Buy
    06.15.2020 ACM
  • ACM: Board Promotes CFO to CEO
  • Engineering & Construction Buy
    06.12.2020 VST
  • EE/MI, E&I, Utilities & Power: Utility T&D Panel Discussion with ETN, FE and PWR
  • Engineering & Construction N/A
    06.11.2020 J
  • J: High Notes From CEO
  • Engineering & Construction Buy
    06.08.2020 J
  • Engineering & Infrastructure: Project Pulse: Strategic Project Wins for Jacobs and KBR
  • Engineering & Construction N/A
    06.03.2020 ACM
  • Engineering & Infrastructure: House Infrastructure Proposal Can Spark Negotiations
  • Engineering & Construction N/A
    05.29.2020 ACM
  • Engineering & Infrastructure: Project Pulse: Observations on Markets and Positioning
  • Engineering & Construction N/A
    05.21.2020 PWR
  • PWR: T&D Sweet Spot - Reaffirm Buy Rating
  • Engineering & Construction Buy
    05.15.2020 J
  • J: Tanks for Nothing
  • Engineering & Construction Buy
    05.07.2020 PWR
  • PWR: Q2 Trough; Bending Now, Recovery Later
  • Engineering & Construction Buy
    05.07.2020 J
  • J: Q2 Beat; Growth Delayed, Not Denied - Reaffirm Buy
  • Engineering & Construction Buy
    05.06.2020 VMC
  • VMC: Flexibility Afforded to Protect Cash Margins
  • Engineering & Construction Hold
    05.06.2020 VMC
  • VMC: Q1 Beat, Guide Withdrawn
  • Engineering & Construction Hold
    05.06.2020 ACM
  • ACM: Renewed Business Model Driving Growth - Reaffirm Buy
  • Engineering & Construction Buy
    05.05.2020 MLM
  • MLM: Adjusting to Reduced Activity from Position of Strength
  • Engineering & Construction Hold
    05.05.2020 ACM
  • ACM: FY Q2 Beat, Record Bookings, Guide Solid - Reaffirm Buy
  • Engineering & Construction Buy
    04.29.2020 KBR
  • KBR: Generating Core Growth, Managing Energy Forward - Reaffirm Buy
  • Engineering & Construction Buy
    04.20.2020 MMM
  • Vertical Research Partners: Trading Pairs from VRP Research Team
  • Engineering & Construction N/A
    04.16.2020 GVA
  • GVA: Thoughts on Granite's Positioning into COVD-19
  • Engineering & Construction Buy
    04.03.2020 ACM
  • ACM: COVD-19 Update - Emphasizing Continuity, Relief Efforts and Strong Financial Profile
  • Engineering & Construction Buy
    03.31.2020 VMC
  • VMC: Adjusting VMC Estimates, Target for COVD-19
  • Engineering & Construction Hold
    03.31.2020 MLM
  • MLM: Adjusting MLM Estimates, Target to Reflect COVD-19
  • Engineering & Construction Hold
    03.25.2020 KBR
  • KBR: Resilient into the Virus; Adjusting Estimates for Energy - Reaffirm Buy
  • Engineering & Construction Buy
    03.10.2020 ACM
  • Engineering & Infrastructure: Less Cyclical, Less Energy Sensitivity, More Financial Flexibility
  • Engineering & Construction N/A
    03.06.2020 ACM
  • ACM: Extending NYC Leadership, Positioned to Outperform- Reaffirm Buy
  • Engineering & Construction Buy
    03.02.2020 GVA
  • GVA: Delayed Filing, Preliminary 2020 Guide Reasonable
  • Engineering & Construction Buy
    02.28.2020 ACM
  • Engineering & Infrastructure: Project Pulse - Peach State Poised to Spend $173 Billion on Infrastructure
  • Engineering & Construction Buy
    02.27.2020 PWR
  • PWR: Strong Finish as Execution and Visibility Improving- Reaffirm Buy
  • Engineering & Construction Buy
    02.20.2020 KBR
  • KBR: Transformation Continues, Reaffirm Buy and Top Pick
  • Engineering & Construction Buy
    02.19.2020 VMC
  • VMC: Adjusting for a Bit of Conservatism as LT Dynamics Evolve
  • Engineering & Construction Hold
    02.18.2020 FLR
  • FLR: Fighting Through the Past; A More Uncertain Present
  • Engineering & Construction Hold
    02.18.2020 VMC
  • VMC: Slight Q4 Miss; Positive and Reasonable 2020 Outlook
  • Engineering & Construction Hold
    02.13.2020 KBR
  • KBR: High Notes from CEO Meeting
  • Engineering & Construction Buy
    02.12.2020 MLM
  • MLM: Set Up For Continued Growth
  • Engineering & Construction Hold
    02.11.2020 MLM
  • MLM: Record Year, Q4 Weather and Spend Impact
  • Engineering & Construction Hold
    02.06.2020 KBR
  • KBR: Army Supports KBR' LOGCAP V Proposals, Planned Transition Next Month
  • Engineering & Construction Buy
    02.05.2020 ACM
  • ACM: Continued Operating Momentum, Raising Target -Reaffirm Buy
  • Engineering & Construction Buy
    02.05.2020 J
  • J: Visibility and Growth Ahead - Reaffirm Buy
  • Engineering & Construction Buy
    02.04.2020 J
  • J: Q1 on Target, Improving Margin Trends, Expands Buyback by $1 Billion
  • Engineering & Construction Buy
    02.03.2020 ACM
  • ACM: Q1 Headline EPS Miss, MS Sale Complete, Margin Trends Positive
  • Engineering & Construction Buy
    01.29.2020 ACM
  • Engineering & Infrastructure: Project Pulse - House Offers Another Swing at an Infrastructure Plan
  • Engineering & Construction Buy
    01.22.2020 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2020
  • Engineering & Construction N/A
    01.21.2020 MDR
  • MDR: Files for Chapter 11 Protection; Dropping Coverage
  • Engineering & Construction Hold
    01.09.2020 ACM
  • Engineering & Infrastructure: 2020 Outlook: Visibility And Growth
  • Engineering & Construction N/A
    12.20.2019 MLM
  • MLM: Martin Moving Mountains, Introduce Coverage with a Hold Rating
  • Engineering & Construction Hold
    12.15.2019 J
  • J: High Notes from the Beltway
  • Engineering & Construction Buy
    12.11.2019 ACM
  • ACM: High Notes from Investor Day - Raising Target, Reaffirm Buy
  • Engineering & Construction Buy
    11.25.2019 J
  • JEC: Strong Finish, More to Come- Raising Target
  • Engineering & Construction Buy
    11.22.2019 ACM
  • ACM: Transition Continuing - Board Changes, CEO to Retire
  • Engineering & Construction Buy
    11.21.2019 FLR
  • FLR: High Notes from Management Meeting
  • Engineering & Construction Hold
    11.15.2019 GVA
  • GVA: Ballot Initiatives Update, Adjusting EPS Estimates
  • Engineering & Construction Buy
    11.12.2019 ACM
  • ACM: Recapitalization On Track, Business Outlook Encouraging - Reaffirm Buy
  • Engineering & Construction Buy
    11.12.2019 ACM
  • ACM: Solid Finish as Recapitalization Momentum Continues
  • Engineering & Construction Buy
    11.07.2019 KBR
  • KBR: High Notes From Meetings with CEO
  • Engineering & Construction Buy
    11.06.2019 VMC
  • VMC: Setting Up for Growth in 2020
  • Engineering & Construction Hold
    11.06.2019 VMC
  • VMC: Solid Q3 Print, Wide Implied Q4 Guide
  • Engineering & Construction Hold
    10.31.2019 FLR
  • FLR: Continuing the Cleanse
  • Engineering & Construction Hold
    10.31.2019 PWR
  • PWR: Record Print, Improved Spend Visibility; Raising Target - Reaffirm Buy Rating
  • Engineering & Construction Buy
    10.30.2019 KBR
  • KBR: KBR Winning, Astros Next? Raising Target, Reaffirm Buy
  • Engineering & Construction Buy
    10.30.2019 GVA
  • GVA: Terming Out Debt Profile as Cash Builds
  • Engineering & Construction Buy
    10.28.2019 GVA
  • GVA: Accelerating HCD Reset to Better Reflect Core Growth - Reducing Estimates, Reaffirm Buy
  • Engineering & Construction Buy
    10.25.2019 GVA
  • GVA: Q3: Continued Disputes Overshadow Core Performance
  • Engineering & Construction Buy
    10.21.2019 VMC
  • VMC: Rock & Rolling Along - Introduce Coverage with a Hold
  • Engineering & Construction Hold
    10.15.2019 MMM
  • VRP Road Trip: United We Stand - UTX, URI, UAL
  • Engineering & Construction N/A
    10.14.2019 ACM
  • ACM: Major Step Towards Reset - Raising Target - Reaffirm Buy
  • Engineering & Construction Buy
    10.09.2019 PWR
  • PWR: California Blackouts Support T&D, Hardening Needs - Reaffirm Buy
  • Engineering & Construction Buy
    10.08.2019 GVA
  • GVA: High Notes from Investor Meetings
  • Engineering & Construction Buy
    09.27.2019 FLR
  • FLR: High Notes from CEO/CFO Meetings
  • Engineering & Construction Hold
    09.24.2019 FLR
  • FLR: Strategic Review - Back to Basics
  • Engineering & Construction Hold
    09.18.2019 PWR
  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • Engineering & Construction N/A
    09.10.2019 PWR
  • PWR: Large T&D Award To Enhance Visibility - Reaffirm Buy
  • Engineering & Construction Buy
    09.09.2019 PWR
  • PWR: New York State of Mind
  • Engineering & Construction Buy
    09.09.2019 HON
  • VRP Conference: Slow Melting Ice Cube in the Industrial Core
  • Engineering & Construction N/A
    08.23.2019 PWR
  • PWR: Introduce Coverage with a Buy
  • Engineering & Construction Buy
    08.20.2019 J
  • JEC: Adding More Nuclear Skillsets to Drive ATN Growth
  • Engineering & Construction Buy
    08.16.2019 ACM
  • ACM: High Notes From CEO, CFO Meeting- Reaffirm Buy
  • Engineering & Construction Buy
    08.06.2019 ACM
  • ACM: Driving Margin Improvement, with Cash to Come - Reaffirm Buy
  • Engineering & Construction Buy
    08.06.2019 ACM
  • ACM: Q3 Fine, Making Progress on Margins and Reset
  • Engineering & Construction Buy
    08.05.2019 J
  • JEC: Delivering with Visibility; Raising Estimates- Reaffirm Buy
  • Engineering & Construction Buy
    08.05.2019 J
  • JEC: Solid Results During a Busy, Transformational Quarter
  • Engineering & Construction Buy
    08.05.2019 GVA
  • GVA: Resetting for the Cycle, Reducing Estimates - Reaffirm Buy
  • Engineering & Construction Buy
    08.02.2019 FLR
  • FLR: Cleaning the Slate, More Slate to Clean
  • Engineering & Construction Hold
    07.31.2019 MDR
  • MDR: High Notes From Q2 Follow Up Meeting
  • Engineering & Construction Hold
    07.31.2019 KBR
  • KBR: Ten in a Row - Visibility Improving - Reaffirm Buy
  • Engineering & Construction Buy
    07.29.2019 GVA
  • GVA: Large Legacy Projects Drive Q2 Charges; An Exit From Complex JVs a Welcomed Move
  • Engineering & Construction Buy
    07.10.2019 GVA
  • GVA: As US Senate Moves on Infrastructure, Granite Shares Oversold
  • Engineering & Construction Buy
    06.17.2019 ACM
  • ACM: Spin a Positive Towards Recapitalization - Reaffirm Buy
  • Engineering & Construction Buy
    06.12.2019 J
  • JEC: Closing KeyW, Opening More Growth- Reaffirm Buy
  • Engineering & Construction Buy
    05.13.2019 KBR
  • Engineering & Construction: Project Pulse: KBR Secures Freeport LNG Train 4 - Reaffirm Buy
  • Engineering & Construction N/A
    05.09.2019 ACM
  • ACM: Market Trends Remain Supportive For Growth - Reaffirm Buy
  • Engineering & Construction Buy
    05.08.2019 ACM
  • ACM: Solid Print, New Bookings; Reiterates 2019 FCF Outlook - Reaffirm Buy
  • Engineering & Construction Buy
    05.07.2019 J
  • JEC: Growth Profile Intact as Business Visibility Improves -Reaffirm Buy
  • Engineering & Construction Buy
    05.07.2019 J
  • JEC: Beat, Balanced Growth - Reaffirm Buy
  • Engineering & Construction Buy
    05.06.2019 KBR
  • KBR: High Notes From Investor Day - Remains Positioned for Growth & Value- Raising PT to $30 - Reaffirm Buy
  • Engineering & Construction Buy
    05.03.2019 FLR
  • FLR: Lowering Estimates and PT - Marking Time
  • Engineering & Construction Hold
    05.02.2019 FLR
  • FLR: Fluor' d - CEO Replaced Amid Continued Execution Issues
  • Engineering & Construction Hold
    05.01.2019 KBR
  • KBR: Demonstrating Strong Organic Growth Platform Ahead of I-Day Reset - Reaffirm Buy
  • Engineering & Construction Buy
    2  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.