| 02.17.2023 |
VMC
|
VMC: Measured Outlook, Pricing Tailwinds - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.16.2023 |
KBR
|
KBR: Accelerating Business Mix Momentum - Raising PT
|
Engineering & Infrastructure |
Buy |
|
| 02.16.2023 |
VMC
|
VMC: Q4 Miss - Solid Pricing, Cautious Volume Views
|
Engineering & Infrastructure |
Buy |
|
| 02.16.2023 |
KBR
|
KBR: Strong Finish, In line Outlook
|
Engineering & Infrastructure |
Buy |
|
| 02.15.2023 |
MLM
|
MLM: Improved Pricing and Heavy Construction into 2023
|
Engineering & Infrastructure |
Hold |
|
| 02.15.2023 |
MLM
|
MLM: Solid Finish, Pricing Tailwinds
|
Engineering & Infrastructure |
Hold |
|
| 02.07.2023 |
ACM
|
ACM: Solid Execution, Raising PT - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.07.2023 |
J
|
J: Positioned for Spending Tailwinds - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.07.2023 |
J
|
J: FY Q1 Beat, Solid Revenue, Backlog Margin Improvement
|
Engineering & Infrastructure |
Buy |
|
| 02.06.2023 |
ACM
|
ACM: FYQ1 Beat, Strong 1.3x Design Book-to-Burn
|
Engineering & Infrastructure |
Buy |
|
| 02.02.2023 |
TTEK
|
TTEK: Solid Start as RPS Integration Begins
|
Engineering & Infrastructure |
Hold |
|
| 02.01.2023 |
TTEK
|
TTEK: FY Q1 Beat, Raise - Strong Start
|
Engineering & Infrastructure |
Hold |
|
| 01.17.2023 |
FCX
|
Vertical Research Partners Top Picks - 2023 Update
|
Engineering & Infrastructure |
N/A |
|
| 01.12.2023 |
ACM
|
Engineering & Infrastructure: E&I Insight: Outlook 2023 - Funding & Capex Tailwinds
|
Engineering & Infrastructure |
N/A |
|
| 12.16.2022 |
ACM
|
Engineering & Infrastructure: E&I Insight - LNG Momentum, Project Pipelines Healthy
|
Engineering & Infrastructure |
N/A |
|
| 12.14.2022 |
VMC
|
VMC: High Notes From VRP's Infrastructure and Reshoring Summit
|
Engineering & Infrastructure |
Buy |
|
| 12.09.2022 |
KBR
|
KBR: High Notes from a Meeting with the CEO
|
Engineering & Infrastructure |
Buy |
|
| 11.22.2022 |
J
|
J: Delivering Despite Currency Noise - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 11.21.2022 |
J
|
J: FY Q4 Beat, Solid Outlook Amid FX Headwinds
|
Engineering & Infrastructure |
Buy |
|
| 11.14.2022 |
ACM
|
ACM: Executing the Plan - Raising PT, Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 11.14.2022 |
ACM
|
ACM: Q4 Beat, Positive Outlook Amid FX Headwinds
|
Engineering & Infrastructure |
Buy |
|
| 11.11.2022 |
FLR
|
FLR: High Notes from Texas
|
Engineering & Infrastructure |
Buy |
|
| 11.10.2022 |
TTEK
|
TTEK: Increased Funding, Water and Environmental Support Growth
|
Engineering & Infrastructure |
Hold |
|
| 11.10.2022 |
TTEK
|
TTEK: Year-End Beat, FY 2023 Guide In Line
|
Engineering & Infrastructure |
Hold |
|
| 11.04.2022 |
FLR
|
FLR: Inflection, Raising PT - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 11.03.2022 |
PWR
|
PWR: Solid Execution, Solid Growth - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 11.03.2022 |
PWR
|
PWR: Q3 Results and 2022 Outlook On Target,
|
Engineering & Infrastructure |
Buy |
|
| 11.03.2022 |
MLM
|
MLM: Civil, Heavy Non-Res to Drive Margin Growth
|
Engineering & Infrastructure |
Hold |
|
| 11.02.2022 |
VMC
|
VMC: Set for Unit Margin Expansion - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 11.02.2022 |
MLM
|
Engineering & Infrastructure: MLM & VMC Prints - Mixed; 2023 Outlooks - Flat Aggregates Volume, Price Up DD
|
Engineering & Infrastructure |
N/A |
|
| 10.27.2022 |
GVA
|
GVA: Closer to the Turn, Raising Estimates
|
Engineering & Infrastructure |
Buy |
|
| 10.26.2022 |
KBR
|
KBR: Oversold - Growth on Track; Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 10.26.2022 |
KBR
|
KBR: Q3 Beat, FY 2022 Raise
|
Engineering & Infrastructure |
Buy |
|
| 10.11.2022 |
TTEK
|
TTEK: Clearer Path to a Deal - Determined Move to Drive Int'l Growth
|
Engineering & Infrastructure |
Hold |
|
| 10.06.2022 |
J
|
J: High Notes from Investor Meetings - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 09.30.2022 |
VMC
|
VMC: High Notes from Investor Day - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 09.29.2022 |
FLR
|
FLR: High Notes from CFO Meetings
|
Engineering & Infrastructure |
Buy |
|
| 09.19.2022 |
GVA
|
GVA: Keeping Water and Minerals
|
Engineering & Infrastructure |
Buy |
|
| 09.16.2022 |
J
|
J: CEO Handoff
|
Engineering & Infrastructure |
Buy |
|
| 09.15.2022 |
ACM
|
Engineering & Infrastructure: Chart of the Day - FX & FCF Positioning
|
Engineering & Infrastructure |
Buy |
|
| 09.01.2022 |
VMC
|
VMC: Battleground Vulcan - Upgrade to Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.18.2022 |
ACM
|
Engineering & Infrastructure: E&I Insights - Demonstrating Resiliency
|
Engineering & Infrastructure |
N/A |
|
| 08.11.2022 |
FLR
|
FLR: NuScale Q2 Offers Positive Progress- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.09.2022 |
ACM
|
ACM: Capturing the Infrastructure, ESG Flow - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.08.2022 |
ACM
|
ACM: FY Q3 Beat, Backlog, Bookings and Pipeline Expand
|
Engineering & Infrastructure |
Buy |
|
| 08.05.2022 |
FLR
|
FLR: Booking, Margin Inflection - Raising PT - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.04.2022 |
TTEK
|
TTEK: Delivering Continued Business Momentum
|
Engineering & Infrastructure |
Hold |
|
| 08.04.2022 |
VMC
|
VMC: Approaching Aggregates Pricing Inflection
|
Engineering & Infrastructure |
Hold |
|
| 08.04.2022 |
PWR
|
PWR: Balanced Portfolio Driving Growth - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.04.2022 |
PWR
|
Engineering & Infrastructure: Quick Print Takes - PWR, TTEK, VMC
|
Engineering & Infrastructure |
N/A |
|
| 08.02.2022 |
KBR
|
KBR: Firing on All Boosters - Reaffirm Buy Rating
|
Engineering & Infrastructure |
Buy |
|
| 08.02.2022 |
KBR
|
KBR: Strong Print, Bookings and Cash Generation
|
Engineering & Infrastructure |
Buy |
|
| 08.01.2022 |
J
|
J: Resilient Model, Growth Ahead- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.01.2022 |
J
|
J: Solid Print Despite FX Headwinds
|
Engineering & Infrastructure |
Buy |
|
| 07.28.2022 |
GVA
|
GVA: Legacy Drag, Encouraging Core Construction Progress
|
Engineering & Infrastructure |
Buy |
|
| 07.28.2022 |
MLM
|
MLM: Pushing Price as Customers Remain Active
|
Engineering & Infrastructure |
Hold |
|
| 07.28.2022 |
MLM
|
MLM: Solid Quarter, Pricing Tailwinds
|
Engineering & Infrastructure |
Hold |
|
| 07.20.2022 |
ACM
|
Engineering & Infrastructure: E&I Insight: Inflation, Budgets and Chip Funding
|
Engineering & Infrastructure |
N/A |
|
| 07.14.2022 |
KBR
|
KBR: Continued Award Visibility - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 06.22.2022 |
ACM
|
Engineering & Infrastructure: Chart of the Day - Holiday Road
|
Engineering & Infrastructure |
Buy |
|
| 06.14.2022 |
FLR
|
FLR: High Notes from Our Innovation Conference
|
Engineering & Infrastructure |
Buy |
|
| 06.10.2022 |
J
|
J: Adjusting for Pounded Pound - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 06.09.2022 |
FLR
|
FLR: Positive Booking and NuScale Momentum - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 06.03.2022 |
ACM
|
Engineering & Infrastructure: Chart of the Day - Recent Asset Mark Highlights Valuation Potential
|
Engineering & Infrastructure |
Buy |
|
| 06.02.2022 |
KBR
|
KBR: Mura Investment Enhances Sustainable Technology Profile
|
Engineering & Infrastructure |
Buy |
|
| 05.24.2022 |
ACM
|
Engineering & Infrastructure: E&I Insights - Buoys Amid Choppy Market Waters
|
Engineering & Infrastructure |
N/A |
|
| 05.17.2022 |
FLR
|
FLR: Minimal Impact from DOE Contract Re-Bid, Shares Oversold
|
Engineering & Infrastructure |
Buy |
|
| 05.16.2022 |
KBR
|
KBR: High Notes on the Road with CEO
|
Engineering & Infrastructure |
Buy |
|
| 05.09.2022 |
ACM
|
ACM: Driving More Consistent Growth and New Business Visibility - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.09.2022 |
ACM
|
ACM: Solid Quarter, Strong Booking Momentum
|
Engineering & Infrastructure |
Buy |
|
| 05.06.2022 |
FLR
|
FLR: Trough Backlog, Orders to Accelerate - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.05.2022 |
TTEK
|
TTEK: Improving Growth, Defendable Markets - Raising Estimates
|
Engineering & Infrastructure |
Hold |
|
| 05.05.2022 |
PWR
|
PWR: Solid Execution and Business Visibility- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.05.2022 |
PWR
|
PWR: Solid Start, Record Backlog
|
Engineering & Infrastructure |
Buy |
|
| 05.04.2022 |
TTEK
|
TTEK: FY Q2 Beat, Another Raise
|
Engineering & Infrastructure |
Hold |
|
| 05.04.2022 |
VMC
|
VMC: Pricing Aiding Fight on Cost Pressures
|
Engineering & Infrastructure |
Hold |
|
| 05.04.2022 |
VMC
|
VMC: Solid Start, Reaffirmed 2022 Outlook
|
Engineering & Infrastructure |
Hold |
|
| 05.03.2022 |
MLM
|
MLM: Pricing to Accelerate with Non-Res/Civil Mix
|
Engineering & Infrastructure |
Hold |
|
| 05.03.2022 |
J
|
J: Supportive Business Mix and Visibility - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.03.2022 |
MLM
|
MLM: Q1 Shortfall, Pricing Lag to Catch Up
|
Engineering & Infrastructure |
Hold |
|
| 05.03.2022 |
J
|
J: Beat, Narrowed Guide, Positive Business Visibility
|
Engineering & Infrastructure |
Buy |
|
| 04.28.2022 |
GVA
|
GVA: Strategic Plan Offers Measured, Achievable Targets
|
Engineering & Infrastructure |
Buy |
|
| 04.28.2022 |
KBR
|
KBR: Solid Execution, Market Tailwinds - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 04.28.2022 |
KBR
|
KBR: Q1 Beat, Raise, Business Momentum
|
Engineering & Infrastructure |
Buy |
|
| 04.13.2022 |
J
|
J: Catching Up - Well Positioned for Economic Volatility
|
Engineering & Infrastructure |
Buy |
|
| 04.12.2022 |
KBR
|
KBR: An Ichthys Settlement, Finally - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 04.06.2022 |
PWR
|
PWR: High Notes from Investor Day- Raising PT, Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 04.04.2022 |
FLR
|
FLR: High Notes from a Trip to HQ
|
Engineering & Infrastructure |
Buy |
|
| 03.24.2022 |
ACM
|
Engineering & Infrastructure: Chart of the Day - Gas Tax Holidays Likely Backfilled
|
Engineering & Infrastructure |
Buy |
|
| 03.17.2022 |
ACM
|
Engineering & Infrastructure: E&I Insights: Expanding TAMs to Drive Growth
|
Engineering & Infrastructure |
N/A |
|
| 03.14.2022 |
KBR
|
KBR: HomeSafe Drives 2025 Base EPS Upside - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 03.11.2022 |
J
|
J: High Notes from Executive Meetings- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 03.09.2022 |
PWR
|
PWR: High Notes from VRP Energy Efficiency/Climate Solutions Day
|
Engineering & Infrastructure |
Buy |
|
| 03.08.2022 |
IR
|
EE/MI: Takeaways from Energy Efficiency and Climate Solutions Day
|
Engineering & Infrastructure |
N/A |
|
| 03.04.2022 |
J
|
J: Strategy Refresh Supports Accelerated Growth
|
Engineering & Infrastructure |
Buy |
|
| 02.28.2022 |
GVA
|
GVA: Tough Finish, Measured Improvement On the Horizon
|
Engineering & Infrastructure |
Buy |
|
| 02.24.2022 |
PWR
|
PWR: Business Momentum Persists - Raising Estimates, Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.24.2022 |
PWR
|
PWR: Solid Q4 Beat, 2022 Outlook
|
Engineering & Infrastructure |
Buy |
|
| 02.22.2022 |
FLR
|
FLR: Solid Progress as Backlog Looks to Inflect - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.22.2022 |
KBR
|
KBR: Solid Execution Leading to Potential Growth Upside - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
