Deep Dives - Engineering & Infrastructure

Date Ticker Title Vertical Rating (at time of publication)
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
    10.28.2021 KBR
  • Engineering & Infrastructure: Quick Takes on KBR, GVA Prints
  • Engineering & Infrastructure N/A
    10.27.2021 TTEK
  • TTEK: Adding to its Growing Digital Water Platform
  • Engineering & Infrastructure Hold
    10.26.2021 ACM
  • Engineering & Infrastructure: E&I Insights - Not Transitory Enough as Companies Enter the Earnings Zone
  • Engineering & Infrastructure N/A
    10.13.2021 KBR
  • KBR: Award Momentum, Attractive Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    10.06.2021 PWR
  • PWR: LUMA Navigating Through the Winds - Reaffirm Buy
  • Engineering & Infrastructure Buy
    10.06.2021 ACM
  • Engineering & Infrastructure: E&I Insights - Positioning as DC Noise Eventually Subsides
  • Engineering & Infrastructure N/A
    09.23.2021 ACM
  • ACM: A Larger Buyback Bucket - Raising EPS and PT
  • Engineering & Infrastructure Buy
    09.21.2021 ACM
  • Engineering & Infrastructure: Eight More Days - Likely More
  • Engineering & Infrastructure N/A
    09.13.2021 MMM
  • VRP Conference: Supply Chains Throttle Growth Despite Robust Demand
  • Engineering & Infrastructure N/A
    09.02.2021 PWR
  • PWR: Expanding Platform To Harness Renewable Tailwinds - Raising PT
  • Engineering & Infrastructure Buy
    08.25.2021 ACM
  • Engineering & Infrastructure: Dodge Construction Outlook Supportive as Congress Inches Forward
  • Engineering & Infrastructure N/A
    08.13.2021 KBR
  • KBR: Opportunistic Purchase - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.10.2021 ACM
  • ACM: Inflecting to Broader Based Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.10.2021 ACM
  • Engineering & Infrastructure: Onto the House
  • Engineering & Infrastructure N/A
    08.09.2021 ACM
  • ACM: Solid Print, Margins; Raised FY 2021 Outlook
  • Engineering & Infrastructure Buy
    08.06.2021 FLR
  • FLR: Grinding as Clients Prepare for an Upcycle- Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.05.2021 PWR
  • PWR: Still in the Early Innings of Secular Grid Investment Flows - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.04.2021 VMC
  • VMC: Aggregates Pricing and Demand Should Carry Downstream
  • Engineering & Infrastructure Hold
    08.04.2021 VMC
  • VMC: Aggregates Pricing and Demand Should Carry Downstream
  • Engineering & Infrastructure Hold
    08.04.2021 VMC
  • VMC: Q2 Miss - Aggregates Up, Downstream Pressured
  • Engineering & Infrastructure Hold
    08.03.2021 J
  • J: Executing Well Through Stimulated Client Demand - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.03.2021 J
  • J: Beat, Raise with Solid Margin Expansion
  • Engineering & Infrastructure Buy
    07.29.2021 GVA
  • GVA: Solid Progress as Public and Private Demand Expanding
  • Engineering & Infrastructure Buy
    07.29.2021 MLM
  • MLM: Progress as Construction Activity Improves
  • Engineering & Infrastructure Hold
    07.29.2021 KBR
  • KBR: Executing to Plan, Raise Estimate & PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    07.29.2021 GVA
  • Engineering & Infrastructure: Quick EPS Takes - KBR, MLM, GVA, TTEK
  • Engineering & Infrastructure N/A
    07.20.2021 ACM
  • Engineering & Infrastructure: Infrastructure Smackdown...
  • Engineering & Infrastructure N/A
    07.09.2021 KBR
  • KBR: Underpriced Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    06.24.2021 ACM
  • Engineering & Infrastructure: Progress; Road Remains Winding
  • Engineering & Infrastructure N/A
    06.22.2021 ACM
  • Engineering & Infrastructure: High Notes from Summit
  • Engineering & Infrastructure N/A
    06.15.2021 ACM
  • Engineering & Infrastructure: One Step Back...One Step Forward?
  • Engineering & Infrastructure N/A
    06.07.2021 VMC
  • VMC: Mixing Concrete with its Aggregates
  • Engineering & Infrastructure Hold
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