| 03.26.2021 |
KBR
|
KBR: Sustainable Growth Ahead; Raising PT - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 03.23.2021 |
ACM
|
Engineering & Infrastructure: Chart of the Day - Build Back Better on Front Burner
|
Engineering & Infrastructure |
Buy |
|
| 03.19.2021 |
ACM
|
Engineering & Infrastructure: Green Shoots from Congress on a Path to an I-Bill
|
Engineering & Infrastructure |
Buy |
|
| 03.12.2021 |
PWR
|
PWR: High Notes from VRP Energy Efficiency Day
|
Engineering & Infrastructure |
Buy |
|
| 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 |
|
