Deep Dives - Engineering & Construction

Date Ticker Title Vertical Rating (at time of publication)
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