Deep Dives - Engineering & Infrastructure

Date Ticker Title Vertical Rating (at time of publication)
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
    09.28.2020 FLR
  • FLR: Measured Progress on Financials, Waiting on Strategy
  • Engineering & Infrastructure Hold
    09.28.2020 GVA
  • GVA: Leadership Transition
  • Engineering & Infrastructure Buy
    09.23.2020 ACM
  • Engineering & Infrastructure : House Moving to Extend and Replenish HTF
  • Engineering & Infrastructure N/A
    09.14.2020 MMM
  • VRP Conference: Rising to the Challenge of the Global Pandemic
  • Engineering & Infrastructure N/A
    08.28.2020 ACM
  • ACM: High Notes From V-Meetings with CEO, CFO
  • Engineering & Infrastructure Buy
    08.26.2020 MLM
  • Engineering & Infrastructure: Storms in the Gulf and DC
  • Engineering & Infrastructure Hold
    08.19.2020 KBR
  • KBR: Moving Upmarket, Enhancing Growth Profile - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.11.2020 GVA
  • GVA: Update Offers Some Positive Trends
  • Engineering & Infrastructure Buy
    08.06.2020 KBR
  • KBR: Energy Transition a Positive, Added Levers to Pull For Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.06.2020 PWR
  • PWR: Breaking Out, Raising Price Target- Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.06.2020 KBR
  • KBR: Energy Transition a Positive, Added Levers to Pull For Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.05.2020 VMC
  • VMC: Margin Focused- Raising Target
  • Engineering & Infrastructure Hold
    08.05.2020 ACM
  • ACM: Driving Margins and Cash Flow - Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.04.2020 VMC
  • VMC: Q2 Beat, Visibility Remains Clouded
  • Engineering & Infrastructure Hold
    08.04.2020 ACM
  • ACM: Solid FY Q3 Beat, Strong FCF and Backlog
  • Engineering & Infrastructure Buy
    08.03.2020 J
  • J: Raising Price Target; Reaffirm Buy
  • Engineering & Infrastructure Buy
    08.03.2020 J
  • J: FY Q3 Beat; Strong Cash Flow, Good Visibility
  • Engineering & Infrastructure Buy
    07.29.2020 KBR
  • KBR: Setting Up for Further De-Risking and Growth
  • Engineering & Infrastructure Buy
    07.28.2020 MLM
  • MLM: Post Q2 Beat, Looking to DC
  • Engineering & Infrastructure Hold
    07.28.2020 MLM
  • MLM: Solid Q2 Beat; Expected Pricing Good, Volumes Less Certain
  • Engineering & Infrastructure Hold
    07.07.2020 PWR
  • PWR: Pulled ACP Project Highlights Base Business Focus- Reaffirm Buy
  • Engineering & Infrastructure Buy
    07.01.2020 PWR
  • PWR: T&D Opportunities - Fine Tuning Estimate, Reaffirm Buy
  • Engineering & Infrastructure Buy
    06.23.2020 PWR
  • PWR: Secures Innovative, Long-Term T&D Award- Reaffirm Buy
  • Engineering & Infrastructure Buy
    06.17.2020 KBR
  • KBR: High Notes from Government Solutions Day- Raising Target
  • Engineering & Infrastructure Buy
    06.15.2020 ACM
  • ACM: Board Promotes CFO to CEO
  • Engineering & Infrastructure Buy
    06.12.2020 VST
  • EE/MI, E&I, Utilities & Power: Utility T&D Panel Discussion with ETN, FE and PWR
  • Engineering & Infrastructure N/A
    06.11.2020 J
  • J: High Notes From CEO
  • Engineering & Infrastructure Buy
    06.08.2020 J
  • Engineering & Infrastructure: Project Pulse: Strategic Project Wins for Jacobs and KBR
  • Engineering & Infrastructure N/A
    06.03.2020 ACM
  • Engineering & Infrastructure: House Infrastructure Proposal Can Spark Negotiations
  • Engineering & Infrastructure N/A
    05.29.2020 ACM
  • Engineering & Infrastructure: Project Pulse: Observations on Markets and Positioning
  • Engineering & Infrastructure N/A
    05.21.2020 PWR
  • PWR: T&D Sweet Spot - Reaffirm Buy Rating
  • Engineering & Infrastructure Buy
    05.15.2020 J
  • J: Tanks for Nothing
  • Engineering & Infrastructure Buy
    05.07.2020 PWR
  • PWR: Q2 Trough; Bending Now, Recovery Later
  • Engineering & Infrastructure Buy
    05.07.2020 J
  • J: Q2 Beat; Growth Delayed, Not Denied - Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.06.2020 VMC
  • VMC: Flexibility Afforded to Protect Cash Margins
  • Engineering & Infrastructure Hold
    05.06.2020 VMC
  • VMC: Q1 Beat, Guide Withdrawn
  • Engineering & Infrastructure Hold
    05.06.2020 ACM
  • ACM: Renewed Business Model Driving Growth - Reaffirm Buy
  • Engineering & Infrastructure Buy
    05.05.2020 MLM
  • MLM: Adjusting to Reduced Activity from Position of Strength
  • Engineering & Infrastructure Hold
    05.05.2020 ACM
  • ACM: FY Q2 Beat, Record Bookings, Guide Solid - Reaffirm Buy
  • Engineering & Infrastructure Buy
    04.29.2020 KBR
  • KBR: Generating Core Growth, Managing Energy Forward - Reaffirm Buy
  • Engineering & Infrastructure Buy
    04.20.2020 MMM
  • Vertical Research Partners: Trading Pairs from VRP Research Team
  • Engineering & Infrastructure N/A
    04.16.2020 GVA
  • GVA: Thoughts on Granite's Positioning into COVD-19
  • Engineering & Infrastructure Buy
    04.03.2020 ACM
  • ACM: COVD-19 Update - Emphasizing Continuity, Relief Efforts and Strong Financial Profile
  • Engineering & Infrastructure Buy
    03.31.2020 VMC
  • VMC: Adjusting VMC Estimates, Target for COVD-19
  • Engineering & Infrastructure Hold
    03.31.2020 MLM
  • MLM: Adjusting MLM Estimates, Target to Reflect COVD-19
  • Engineering & Infrastructure Hold
    03.25.2020 KBR
  • KBR: Resilient into the Virus; Adjusting Estimates for Energy - Reaffirm Buy
  • Engineering & Infrastructure Buy
    03.10.2020 ACM
  • Engineering & Infrastructure: Less Cyclical, Less Energy Sensitivity, More Financial Flexibility
  • Engineering & Infrastructure N/A
    03.06.2020 ACM
  • ACM: Extending NYC Leadership, Positioned to Outperform- Reaffirm Buy
  • Engineering & Infrastructure Buy
    03.02.2020 GVA
  • GVA: Delayed Filing, Preliminary 2020 Guide Reasonable
  • Engineering & Infrastructure Buy
    02.28.2020 ACM
  • Engineering & Infrastructure: Project Pulse - Peach State Poised to Spend $173 Billion on Infrastructure
  • Engineering & Infrastructure Buy
    02.27.2020 PWR
  • PWR: Strong Finish as Execution and Visibility Improving- Reaffirm Buy
  • Engineering & Infrastructure Buy
    02.20.2020 KBR
  • KBR: Transformation Continues, Reaffirm Buy and Top Pick
  • Engineering & Infrastructure Buy
    02.19.2020 VMC
  • VMC: Adjusting for a Bit of Conservatism as LT Dynamics Evolve
  • Engineering & Infrastructure Hold
    02.18.2020 FLR
  • FLR: Fighting Through the Past; A More Uncertain Present
  • Engineering & Infrastructure Hold
    02.18.2020 VMC
  • VMC: Slight Q4 Miss; Positive and Reasonable 2020 Outlook
  • Engineering & Infrastructure Hold
    02.13.2020 KBR
  • KBR: High Notes from CEO Meeting
  • Engineering & Infrastructure Buy
    02.12.2020 MLM
  • MLM: Set Up For Continued Growth
  • Engineering & Infrastructure Hold
    02.11.2020 MLM
  • MLM: Record Year, Q4 Weather and Spend Impact
  • Engineering & Infrastructure Hold
    02.06.2020 KBR
  • KBR: Army Supports KBR' LOGCAP V Proposals, Planned Transition Next Month
  • Engineering & Infrastructure Buy
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