Deep Dives - Engineering & Construction

Date Ticker Title Vertical Rating (at time of publication)
08.20.2019 JEC
  • 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 JEC
  • JEC: Delivering with Visibility; Raising Estimates- Reaffirm Buy
  • Engineering & Construction Buy
    08.05.2019 JEC
  • 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 JEC
  • 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 JEC
  • JEC: Growth Profile Intact as Business Visibility Improves -Reaffirm Buy
  • Engineering & Construction Buy
    05.07.2019 JEC
  • 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
    04.29.2019 MDR
  • MDR: Making Measured Progress - Raising 2020 EPS, PT to $11
  • Engineering & Construction Hold
    04.26.2019 GVA
  • GVA: Ramping Up As Infrastructure Needs Accelerate- Reaffirm Buy
  • Engineering & Construction Buy
    04.26.2019 GVA
  • GVA: Weather, Of Course - Pipeline Getting Fuller; FY Guide Reaffirmed
  • Engineering & Construction Buy
    04.22.2019 JEC
  • JEC: Finding the KeyW To Unlock More Growth and Returns - Reaffirm Buy
  • Engineering & Construction Buy
    04.15.2019 KBR
  • Engineering & Construction: Project Pulse: KBR and FLR Win LOGCAP V IDIQ Contracts
  • Engineering & Construction N/A
    04.12.2019 FLR
  • Engineering & Construction: Project Pulse: Chevron + Anadarko to Heat Up LNG Competition in Mozambique
  • Engineering & Construction N/A
    04.01.2019 ACM
  • Engineering & Construction: High Notes From Texas HQ Field Trip
  • Engineering & Construction N/A
    03.15.2019 ACM
  • Engineering & Construction: Chart of the Day - Oil and E&C Stock Correlations Dispersing
  • Engineering & Construction Buy
    03.13.2019 ACM
  • Engineering & Construction: Project Pulse: FY 2020 Budget Offers Congress Flexibility to Reemphasize Resolve to Act
  • Engineering & Construction N/A
    03.07.2019 ACM
  • Engineering & Construction: Project Pulse: Senate & House Hearings Advocate Federal Infrastructure Investment
  • Engineering & Construction N/A
    03.01.2019 GVA
  • GVA: High Notes From Investor Meetings - Reaffirm Buy
  • Engineering & Construction Buy
    02.26.2019 KBR
  • KBR: Business Profile Supports Visibility and Predictability Raising PT to $24 - Reaffirm Buy
  • Engineering & Construction Buy
    02.26.2019 MDR
  • MDR: More Project Pain, But Visibility and Core Business Improving; Raising 2019-20 EPS, PT to $9
  • Engineering & Construction Hold
    02.22.2019 FLR
  • FLR: Fluor Finishes Tough Year, But Broad Project Slate Looks Promising into 2020
  • Engineering & Construction Hold
    02.21.2019 GVA
  • GVA: Business Outlook and Visibility Remain Strong; Trimming 2019-20 Estimates - Reaffirm Buy and $60 PT
  • Engineering & Construction Buy
    02.20.2019 GVA
  • GVA: Miss on Weather/Large Project Drag, 2019 Guide Appears Reasonable
  • Engineering & Construction Buy
    02.20.2019 JEC
  • JEC: High Notes from Jacobs Investor Day - Reset to Drive More Stable Returns and Enhanced Value-Reaffirm Buy
  • Engineering & Construction Buy
    02.19.2019 JEC
  • JEC: New Financial Metrics Appear Stronger Than Expected - Reaffirm Buy
  • Engineering & Construction Buy
    02.14.2019 MDR
  • MDR: Additional Charges at Cameron Disappointing
  • Engineering & Construction Hold
    02.07.2019 JEC
  • JEC: Balanced Growth Ahead of Investor Day - Reaffirm Buy
  • Engineering & Construction Buy
    02.06.2019 JEC
  • JEC: Q1 Beat, Balanced Growth - Reaffirm Buy
  • Engineering & Construction Buy
    02.06.2019 MDR
  • Engineering & Construction: Project Pulse: McDermott JV Secures Golden Pass LNG EPC Award
  • Engineering & Construction N/A
    02.06.2019 ACM
  • ACM: Business Visibility Supports Recapitalization Efforts - Reaffirm Buy
  • Engineering & Construction Buy
    02.05.2019 ACM
  • ACM: Strong Start, Bookings Bonanza- Reaffirm Buy
  • Engineering & Construction Buy
    01.18.2019 JEC
  • JEC: Share Buyback and Higher Dividends Welcomed - Reaffirm Buy
  • Engineering & Construction Buy
    01.15.2019 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019
  • Engineering & Construction N/A

    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.