Deep Dives - Engineering & Infrastructure

Date Ticker Title Vertical Rating (at time of publication)
02.22.2024 PWR
  • PWR: Q4 Beat, Solid Growth Outlook
  • Engineering & Infrastructure Buy
    02.21.2024 FLR
  • FLR: Oversold - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.20.2024 KBR
  • KBR: Core Growth, Contract Clarity - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.20.2024 FLR
  • FLR: Q4 Beat, Strong 2.0x BTB
  • Engineering & Infrastructure Buy
    02.20.2024 KBR
  • KBR: Q4 In Line, Solid 1.1x BTB
  • Engineering & Infrastructure Buy
    02.16.2024 VMC
  • VMC: Strong Momentum, Favorable Fundamentals - Raising PT
  • Engineering & Infrastructure Buy
    02.16.2024 VMC
  • VMC: Q4 Beat, Solid Outlook
  • Engineering & Infrastructure Buy
    02.15.2024 MLM
  • MLM: Executing Well, Favorable Fundamentals
  • Engineering & Infrastructure Hold
    02.14.2024 MLM
  • MLM: Q4 Beat, Solid 2024 Outlook Appears Within Expectations
  • Engineering & Infrastructure Hold
    02.12.2024 MLM
  • MLM: Continuing To Upgrade Assets
  • Engineering & Infrastructure Hold
    02.06.2024 J
  • J: Encouraging Progress - Reaffirm Buy and Top Pick
  • Engineering & Infrastructure Buy
    02.06.2024 ACM
  • ACM: Booking and Margin Momentum - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.06.2024 J
  • J: FY Q1 Beat, 1.1x BTB, Strong Cash Generation
  • Engineering & Infrastructure Buy
    02.05.2024 ACM
  • ACM: FY Q1 Beat, Record Design Backlog Growth
  • Engineering & Infrastructure Buy
    02.01.2024 TTEK
  • TTEK: Emphasizing Water
  • Engineering & Infrastructure Hold
    01.31.2024 TTEK
  • TTEK: FY Q1 Beat, Raise - Record Backlog
  • Engineering & Infrastructure Hold
    01.22.2024 ACM
  • Engineering & Infrastructure: Chart of the Day - Load Growth Forecasts Spike
  • Engineering & Infrastructure Buy
    01.19.2024 APD
  • Vertical Research Partners Top Picks - Favorite Ideas for 2024
  • Engineering & Infrastructure N/A
    01.08.2024 ACM
  • Engineering & Infrastructure: E&I Insights: 2024 Outlook - Friendly Trends
  • Engineering & Infrastructure N/A
    01.05.2024 ACM
  • ACM: Positioned for Sustainable Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    01.05.2024 DOW
  • VRP Research: Infrastructure and Reshoring Summit
  • Engineering & Infrastructure N/A
    01.05.2024 ACM
  • Engineering & Infrastructure: E&I Insights: High Notes on Reshoring - J, KBR, PWR
  • Engineering & Infrastructure N/A
    01.05.2024 MLM
  • MLM: Tracking to a Solid Finish - Raising Estimates
  • Engineering & Infrastructure Hold
    12.07.2023 GVA
  • GVA: High Notes from a Meeting with Granite's CEO
  • Engineering & Infrastructure Buy
    11.30.2023 FLR
  • FLR: Benefiting from Continued Client Spending - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.29.2023 J
  • J: Added Clarity - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.22.2023 J
  • J: Positive Recap, Positive Demand - Oversold, Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.22.2023 MLM
  • MLM: Opportunity Knocked, and Answered
  • Engineering & Infrastructure Hold
    11.21.2023 J
  • J: Monetizing CMS, Q4 Miss on Higher Costs
  • Engineering & Infrastructure Buy
    11.17.2023 ACM
  • Engineering & Infrastructure: Charts of the Day - Continued Positive Highway and Manufacturing Flows
  • Engineering & Infrastructure Buy
    11.16.2023 TTEK
  • TTEK: Strong Business Momentum and Visibility
  • Engineering & Infrastructure Hold
    11.15.2023 TTEK
  • TTEK: FY Q4 Beat, FY 2024 EPS Outlook Within Expectations
  • Engineering & Infrastructure Hold
    11.14.2023 ACM
  • ACM: Solid Execution, Solid Markets - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.13.2023 ACM
  • ACM: FY Q4 Beat, Offers 20% Growth in FY 2024 EPS
  • Engineering & Infrastructure Buy
    11.03.2023 FLR
  • FLR: Building Momentum, Raising PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.03.2023 KBR
  • KBR: Oversold - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.02.2023 PWR
  • PWR: Robust Demand, Delivering Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.02.2023 PWR
  • PWR: Solid Beat, Strong Margins, Record Backlog
  • Engineering & Infrastructure Buy
    11.02.2023 KBR
  • KBR: On Target, Strong Bookings, Convert Retired
  • Engineering & Infrastructure Buy
    11.01.2023 MLM
  • MLM: Value Over Volumes Working
  • Engineering & Infrastructure Hold
    11.01.2023 MLM
  • MLM: Strong Beat, Raise - Encouraging Early Read on 2024
  • Engineering & Infrastructure Hold
    10.31.2023 GVA
  • GVA: Improving Visibility of Earnings Power- Reaffirm Buy
  • Engineering & Infrastructure Buy
    10.26.2023 VMC
  • VMC: Driving Defendable Profit Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    10.26.2023 VMC
  • VMC: Solid Q3, Bumped Up Outlook
  • Engineering & Infrastructure Buy
    10.12.2023 ACM
  • Engineering & Infrastructure: Chart of the Day - Utility Capex Budgets Appear Supportive
  • Engineering & Infrastructure Buy
    10.05.2023 PWR
  • PWR: Noisy News Flow - Shares Oversold - Reaffirm Buy
  • Engineering & Infrastructure Buy
    09.28.2023 ACM
  • Engineering & Infrastructure: Chart of the Day - Highway and Manufacturing Spend Supportive
  • Engineering & Infrastructure Buy
    09.21.2023 FLR
  • FLR: High Notes from CFO Meetings - Reaffirm Buy
  • Engineering & Infrastructure Buy
    09.11.2023 DOV
  • VRP Industrial Conference: Searching for Normal
  • Engineering & Infrastructure N/A
    09.05.2023 FLR
  • FLR: Battleground Fluor
  • Engineering & Infrastructure Buy
    08.25.2023 ACM
  • Engineering & Infrastructure: Positive Reads From CRH
  • Engineering & Infrastructure N/A
    08.18.2023 ACM
  • Engineering & Infrastructure: Chart of the Day - IIJA Supported Funding Growth Accelerating
  • Engineering & Infrastructure Buy
    08.11.2023 ACM
  • Engineering & Infrastructure: E&I Insights - Five Themes Gleaned
  • Engineering & Infrastructure N/A
    08.10.2023 TTEK
  • TTEK: Supportive Funding and Business Momentum
  • Engineering & Infrastructure Hold
    08.09.2023 TTEK
  • TTEK: FY Q3 Beat and Raise, Again
  • Engineering & Infrastructure Hold
    08.08.2023 J
  • J: Gaining Visibility and Client Support - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.08.2023 ACM
  • ACM: Client Plans Support Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.08.2023 J
  • J: In Line FY Q3, Backlog Margins Expanding
  • Engineering & Infrastructure Buy
    08.07.2023 ACM
  • ACM: In Line FY Q3, Design Business Accelerating
  • Engineering & Infrastructure Buy
    08.04.2023 FLR
  • FLR: Inspired Execution, Raising EPS and PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.03.2023 VMC
  • VMC: Continued Unit Margin Expansion - Raising EPS, PT
  • Engineering & Infrastructure Buy
    08.03.2023 PWR
  • PWR: De-Carbonized Electricity Tailwinds - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.03.2023 VMC
  • VMC: Q2 Strong Beat and FY Raise
  • Engineering & Infrastructure Buy
    08.03.2023 PWR
  • PWR: In Line - Record Backlog, Raised Targets
  • Engineering & Infrastructure Buy
    07.28.2023 GVA
  • GVA: Securing Record Backlogs - Reaffirm Buy
  • Engineering & Infrastructure Buy
    07.27.2023 KBR
  • KBR: Durable Business Momentum, Raising PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    07.27.2023 MLM
  • MLM: Pricing Benefits Accelerate, Raising PT
  • Engineering & Infrastructure Hold
    07.27.2023 MLM
  • MLM: Strong Beat, Strong Pricing
  • Engineering & Infrastructure Hold
    07.27.2023 KBR
  • KBR: Q2 Beat, 1.1x BTB
  • Engineering & Infrastructure Buy
    07.18.2023 ACM
  • Engineering & Infrastructure: E&I Insights - 2H Watch Points, Raising PWR, TTEK PTs
  • Engineering & Infrastructure N/A
    07.07.2023 MLM
  • MLM: Margin Momentum - Raising EPS and PT
  • Engineering & Infrastructure Hold
    06.22.2023 VMC
  • VMC: Funding, Margin Tailwinds - Raising PT, Reaffirm Buy
  • Engineering & Infrastructure Buy
    06.07.2023 FLR
  • Engineering & Infrastructure: FLR, KBR - High Notes from VRP Innovation Conference
  • Engineering & Infrastructure N/A
    06.02.2023 KBR
  • KBR: Positioned for Likely New DoD Budget Growth
  • Engineering & Infrastructure Buy
    05.30.2023 FLR
  • Engineering & Infrastructure: High Notes from a Trip Through Texas
  • Engineering & Infrastructure N/A
    05.19.2023 ACM
  • Engineering & Infrastructure: E&I Insights - Award Activity Picking Up
  • Engineering & Infrastructure N/A
    05.11.2023 TTEK
  • TTEK: Stimulating Growth
  • Engineering & Infrastructure Hold
    05.11.2023 TTEK
  • TTEK: Another Beat and Raise
  • Engineering & Infrastructure Hold
    05.09.2023 ACM
  • ACM: Accelerating Client Demand - Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.09.2023 J
  • J: Next Step on its Transformation Journey -Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.09.2023 J
  • J: FY Q2 In Line, To Spin CMS Business
  • Engineering & Infrastructure Buy
    05.08.2023 ACM
  • ACM: FY Q2 In Line, Record Backlogs, Exploring Options for AECOM Capital
  • Engineering & Infrastructure Buy
    05.05.2023 FLR
  • FLR: Legacy Drag, Client Demand Pull- Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.05.2023 MLM
  • MLM: Strong Beat, Pricing Momentum
  • Engineering & Infrastructure Hold
    05.05.2023 VMC
  • VMC: Strong Q1, Pricing and Profit Momentum - Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.04.2023 PWR
  • PWR: Breaking Through on Grid & Renewable Momentum- Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.04.2023 GVA
  • GVA: Weather Impacted, But Clearing in the Forecast
  • Engineering & Infrastructure Buy
    05.04.2023 PWR
  • PWR: Q1 Beat, Continued Booking Momentum
  • Engineering & Infrastructure Buy
    05.04.2023 MLM
  • Engineering & Infrastructure: MLM & VMC Prints - Big Beats, Big Pricing
  • Engineering & Infrastructure N/A
    05.02.2023 KBR
  • KBR: Q1 Beat with a 1.4x BTB
  • Engineering & Infrastructure Buy
    05.02.2023 KBR
  • KBR: Margin and Booking Momentum - Reaffirm Buy
  • Engineering & Infrastructure Buy
    03.31.2023 KBR
  • KBR: Spotlight on Sustainable Technology Solutions - Reaffirm Buy
  • Engineering & Infrastructure Buy
    03.17.2023 ACM
  • Engineering & Infrastructure: PFAS Potential, IIJA Flowing
  • Engineering & Infrastructure N/A
    03.02.2023 ACM
  • Engineering & Infrastructure: E&I Insights - Favorable Fundamentals
  • Engineering & Infrastructure N/A
    02.23.2023 PWR
  • PWR: Services In Demand, Raising PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.23.2023 J
  • J: Defends Kennedy Space
  • Engineering & Infrastructure Buy
    02.23.2023 PWR
  • PWR: Strong Finish, Record Backlog
  • Engineering & Infrastructure Buy
    02.21.2023 FLR
  • FLR: Booking Momentum, Raising PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.17.2023 GVA
  • GVA: Inflecting Off Improved Execution - Raising PT
  • Engineering & Infrastructure Buy
    02.17.2023 VMC
  • VMC: Measured Outlook, Pricing Tailwinds - Reaffirm Buy
  • Engineering & Infrastructure Buy
    2  3  4  5  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.