Deep Dives - Engineering & Infrastructure

Date Ticker Title Vertical Rating (at time of publication)
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
    06.03.2021 FLR
  • FLR: Bookings and NuScale Potential
  • Engineering & Infrastructure Buy
    05.27.2021 ACM
  • Engineering & Infrastructure : Counteroffer to Close the Gap
  • Engineering & Infrastructure N/A
    05.26.2021 ACM
  • Engineering & Infrastructure: Seeking a Plan, Any Plan
  • Engineering & Infrastructure N/A
    05.25.2021 PWR
  • PWR: LUMA Transition Set for Next Week
  • Engineering & Infrastructure Buy
    05.24.2021 MLM
  • MLM: Going West
  • Engineering & Infrastructure Hold
    05.21.2021 PWR
  • PWR: DC (and AC) Grid Focus - Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.19.2021 ACM
  • Engineering & Infrastructure: Looking for Compromise and Cash
  • Engineering & Infrastructure N/A
    05.14.2021 FLR
  • FLR: De-Levering to Support the Upcycle - Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.11.2021 ACM
  • ACM: Funding Flows as Margins Grow - Raising Estimates & PT
  • Engineering & Infrastructure Buy
    05.11.2021 GVA
  • GVA: Good Progress, Project Environment Improving
  • Engineering & Infrastructure Buy
    05.11.2021 ACM
  • ACM: Record FY Q2 Print
  • Engineering & Infrastructure Buy
    05.10.2021 J
  • J: Alignment to Increasing Demand - Raising Estimates & PT
  • Engineering & Infrastructure Buy
    05.10.2021 J
  • J: Strong Beat, Raise
  • Engineering & Infrastructure Buy
    05.07.2021 FLR
  • FLR: Reflation, Reinvestment, Recovery- Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.06.2021 PWR
  • PWR: Grid Attention Expanding, Raising PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.04.2021 MLM
  • MLM: Visibility Improved- Raising Estimates and PT
  • Engineering & Infrastructure Hold
    05.04.2021 VMC
  • VMC: Higher Pace of Activity- Raising Estimates and PT
  • Engineering & Infrastructure Hold
    05.04.2021 MLM
  • Engineering & Infrastructure: MLM & VMC Prints - Beats with Optimism, Full Year Guides Maintained
  • Engineering & Infrastructure Hold
    04.29.2021 TTEK
  • TTEK: Funding and Incentives to Spend
  • Engineering & Infrastructure Hold
    04.29.2021 KBR
  • KBR: Solid Start, Sustainable Technology Practice Gaining Momentum - Reaffirm Buy
  • Engineering & Infrastructure Buy
    04.28.2021 TTEK
  • TTEK: FY Q2 Beat and Raise as Activity Recovers
  • Engineering & Infrastructure Hold
    04.20.2021 ACM
  • Engineering & Infrastructure: Infrastructure: Skinnier Bill, Wider Funding?
  • Engineering & Infrastructure N/A
    04.12.2021 TTEK
  • TTEK: Introducing Coverage with a Hold Rating
  • Engineering & Infrastructure Hold
    04.09.2021 ACM
  • ACM: New York Budget Tailwinds- Raising PT, Reaffirm Buy
  • Engineering & Infrastructure Buy
    04.01.2021 ACM
  • Engineering & Infrastructure: Let the Negotiating Begin...
  • Engineering & Infrastructure Buy
    03.30.2021 GVA
  • GVA: Visibility, Demand and Execution Improving - Raising PT, Reaffirm Buy
  • Engineering & Infrastructure Buy
    03.26.2021 KBR
  • KBR: Sustainable Growth Ahead; Raising PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    03.23.2021 ACM
  • Engineering & Infrastructure: Chart of the Day - Build Back Better on Front Burner
  • Engineering & Infrastructure Buy
    03.19.2021 ACM
  • Engineering & Infrastructure: Green Shoots from Congress on a Path to an I-Bill
  • Engineering & Infrastructure Buy
    03.12.2021 PWR
  • PWR: High Notes from VRP Energy Efficiency Day
  • Engineering & Infrastructure Buy
    03.03.2021 J
  • J: PA Into the Fold, Raising Estimates - Reaffirm Buy
  • Engineering & Infrastructure Buy
    03.02.2021 FLR
  • FLR: High Notes from V-Meetings with CEO, CFO
  • Engineering & Infrastructure Buy
    02.25.2021 GVA
  • GVA: Results Showing Solid Cash and Core Business Progress
  • Engineering & Infrastructure Buy
    02.25.2021 PWR
  • PWR: Delivering into Healthy Demand Curve - Raising PT
  • Engineering & Infrastructure Buy
    02.25.2021 PWR
  • PWR: Strong Beat, Free Cash with a Supportive 2021 Outlook
  • Engineering & Infrastructure Buy
    02.22.2021 KBR
  • KBR: Aligning for Sustainable Growth; Raising PT - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.22.2021 KBR
  • KBR: Solid Finish and 2021 Outlook
  • Engineering & Infrastructure Buy
    02.17.2021 VMC
  • VMC: On Track for Improvement While Tracking Stimulus
  • Engineering & Infrastructure Hold
    02.16.2021 ACM
  • ACM: High Notes from Investor Day - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.16.2021 VMC
  • VMC: Solid Finish, Supportive Guide
  • Engineering & Infrastructure Hold
    02.09.2021 MLM
  • MLM: Positioning For Return of Construction Confidence
  • Engineering & Infrastructure Hold
    02.09.2021 ACM
  • ACM: Encouraging Cash and Margin Progress, Raising 2021 Estimate - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.09.2021 J
  • J: Executing to Support Expanding Client Needs - Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.09.2021 MLM
  • MLM: Strong Q4 Beat, FY21 Guide Modestly Higher than Expectations
  • Engineering & Infrastructure Hold
    02.09.2021 J
  • J: Q1 Beat, Cash Generation Strong
  • Engineering & Infrastructure Buy
    02.08.2021 ACM
  • ACM: Q1 Beat, Improved Cash Flow, Capital Allocation
  • Engineering & Infrastructure Buy
    01.29.2021 FLR
  • FLR: Strategic Direction Aligns with Demand Tailwinds - Reaffirm Buy
  • Engineering & Infrastructure Buy
    01.21.2021 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • Engineering & Infrastructure N/A
    01.21.2021 FLR
  • FLR: Upgrade to Buy - Turnaround to Meet Accelerated Recovery
  • Engineering & Infrastructure Buy
    01.11.2021 FLR
  • FLR: Reset Beginning Quickly
  • Engineering & Infrastructure Hold
    01.08.2021 ACM
  • Engineering & Infrastructure: Outlook 2021 - Resiliency, Reinvestment, Recovery
  • Engineering & Infrastructure N/A
    12.23.2020 KBR
  • KBR: Setting Up for Growth in 2021, Raising PT to $36
  • Engineering & Infrastructure Buy
    12.10.2020 FLR
  • FLR: Caught Up - Solid Project Execution Amid Pandemic Headwinds
  • Engineering & Infrastructure Hold
    11.30.2020 J
  • J: PA Acquisition a Keystone to Driving Upmarket - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.24.2020 J
  • J: Measured and Focused, Raising PT to $130 - Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.24.2020 J
  • J: Better Finish, Modest Guide
  • Engineering & Infrastructure Buy
    11.16.2020 ACM
  • ACM: Margin Momentum - Raising PT to $64, Reaffirm Buy
  • Engineering & Infrastructure Buy
    11.16.2020 ACM
  • ACM: FY Q4 Beat, Strong FY 21 Guide, Enhanced Repurchases
  • Engineering & Infrastructure Buy
    11.12.2020 PWR
  • PWR: De-Carbonization, Reliability Emphasized by Utilities
  • Engineering & Infrastructure Buy
    11.11.2020 ACM
  • Engineering & Infrastructure: Dodge Targeting Modest 2021 Recovery
  • Engineering & Infrastructure N/A
    11.10.2020 GVA
  • GVA: Positive Update- Cash Up, Backlog Up
  • Engineering & Infrastructure Buy
    11.05.2020 VMC
  • VMC: Executing Well, Measured Outlook
  • Engineering & Infrastructure Hold
    11.05.2020 VMC
  • VMC: Q3 Print Reflects Muted Activity, Improved Margins
  • Engineering & Infrastructure Hold
    11.02.2020 FLR
  • FLR: Next CEO an Outsider with Insider Cred
  • Engineering & Infrastructure Hold
    10.29.2020 MLM
  • MLM: Pricing Dynamics Trump Volume Declines
  • Engineering & Infrastructure Hold
    10.29.2020 PWR
  • PWR: Wired for Growth- Raising Estimates & PT, Reaffirm Buy
  • Engineering & Infrastructure Buy
    10.29.2020 KBR
  • KBR: At the Cusp - Raising Estimates, Reaffirm Buy
  • Engineering & Infrastructure Buy
    10.29.2020 KBR
  • Engineering & Infrastructure: Q3 Print High Notes - KBR, MLM, PWR
  • Engineering & Infrastructure N/A
    10.20.2020 PWR
  • PWR: Political Noise from Puerto Rico - Reaffirm Buy
  • Engineering & Infrastructure Buy
    10.13.2020 PWR
  • PWR: Momentum with Catalysts - Raising PT to $67
  • Engineering & Infrastructure Buy
    10.06.2020 ACM
  • ACM: Active New Fiscal Year - Reaffirm Buy
  • Engineering & Infrastructure Buy
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