| 02.23.2024 |
PWR
|
PWR: Powering Growth, Raising PT - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 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 |
|
