Deep Dives - Engineering & Infrastructure

Date Ticker Title Vertical Rating (at time of publication)
02.02.2023 TTEK
  • TTEK: Solid Start as RPS Integration Begins
  • Engineering & Infrastructure Hold
    02.01.2023 TTEK
  • TTEK: FY Q1 Beat, Raise - Strong Start
  • Engineering & Infrastructure Hold
    01.17.2023 FCX
  • Vertical Research Partners Top Picks - 2023 Update
  • Engineering & Infrastructure N/A
    01.12.2023 ACM
  • Engineering & Infrastructure: E&I Insight: Outlook 2023 - Funding & Capex Tailwinds
  • Engineering & Infrastructure N/A
    12.16.2022 ACM
  • Engineering & Infrastructure: E&I Insight - LNG Momentum, Project Pipelines Healthy
  • Engineering & Infrastructure N/A
    12.14.2022 VMC
  • VMC: High Notes From VRP's Infrastructure and Reshoring Summit
  • Engineering & Infrastructure Buy
    12.09.2022 KBR
  • KBR: High Notes from a Meeting with the CEO
  • Engineering & Infrastructure Buy
    11.22.2022 J
  • J: Delivering Despite Currency Noise - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.21.2022 J
  • J: FY Q4 Beat, Solid Outlook Amid FX Headwinds
  • Engineering & Infrastructure Buy
    11.14.2022 ACM
  • ACM: Executing the Plan - Raising PT, Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.14.2022 ACM
  • ACM: Q4 Beat, Positive Outlook Amid FX Headwinds
  • Engineering & Infrastructure Buy
    11.11.2022 FLR
  • FLR: High Notes from Texas
  • Engineering & Infrastructure Buy
    11.10.2022 TTEK
  • TTEK: Increased Funding, Water and Environmental Support Growth
  • Engineering & Infrastructure Hold
    11.10.2022 TTEK
  • TTEK: Year-End Beat, FY 2023 Guide In Line
  • Engineering & Infrastructure Hold
    11.04.2022 FLR
  • FLR: Inflection, Raising PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.03.2022 PWR
  • PWR: Solid Execution, Solid Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.03.2022 PWR
  • PWR: Q3 Results and 2022 Outlook On Target,
  • Engineering & Infrastructure Buy
    11.03.2022 MLM
  • MLM: Civil, Heavy Non-Res to Drive Margin Growth
  • Engineering & Infrastructure Hold
    11.02.2022 VMC
  • VMC: Set for Unit Margin Expansion - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.02.2022 MLM
  • Engineering & Infrastructure: MLM & VMC Prints - Mixed; 2023 Outlooks - Flat Aggregates Volume, Price Up DD
  • Engineering & Infrastructure N/A
    10.27.2022 GVA
  • GVA: Closer to the Turn, Raising Estimates
  • Engineering & Infrastructure Buy
    10.26.2022 KBR
  • KBR: Oversold - Growth on Track; Reaffirm Buy
  • Engineering & Infrastructure Buy
    10.26.2022 KBR
  • KBR: Q3 Beat, FY 2022 Raise
  • Engineering & Infrastructure Buy
    10.11.2022 TTEK
  • TTEK: Clearer Path to a Deal - Determined Move to Drive Int'l Growth
  • Engineering & Infrastructure Hold
    10.06.2022 J
  • J: High Notes from Investor Meetings - Reaffirm Buy
  • Engineering & Infrastructure Buy
    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
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