| 02.22.2022 |
FLR
|
Engineering & Infrastructure: Q4 Prints - KBR and Fluor
|
Engineering & Infrastructure |
N/A |
|
| 02.16.2022 |
VMC
|
VMC: Solid Finish, Pricing Momentum Ahead
|
Engineering & Infrastructure |
Hold |
|
| 02.16.2022 |
VMC
|
VMC: Q4 Beat, 2022 Outlook in the Fairway
|
Engineering & Infrastructure |
Hold |
|
| 02.10.2022 |
MLM
|
MLM: Broad Construction Optimism, Reducing 2022 Estimate
|
Engineering & Infrastructure |
Hold |
|
| 02.10.2022 |
MLM
|
MLM: Q4 Beat, 2022 EPS Midpoint Below Estimates
|
Engineering & Infrastructure |
Hold |
|
| 02.08.2022 |
ACM
|
ACM: Business, Cash Flow Momentum- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.08.2022 |
J
|
J: Setup for Sustainable Growth - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.08.2022 |
J
|
J: Quarter Fine, FY 2022 Targets Reaffirmed
|
Engineering & Infrastructure |
Buy |
|
| 02.07.2022 |
ACM
|
ACM: FY Q1 EPS Beat with Strong Early Year Cash Generation
|
Engineering & Infrastructure |
Buy |
|
| 02.04.2022 |
TTEK
|
TTEK: Positive Business Outlook- Raising Estimate
|
Engineering & Infrastructure |
Hold |
|
| 02.03.2022 |
GVA
|
GVA: Asset Sale Bolsters Return-to-Core Strategy
|
Engineering & Infrastructure |
Buy |
|
| 02.02.2022 |
TTEK
|
TTEK: Good Start - FY Q1 Beat, FY 2022 Raise
|
Engineering & Infrastructure |
Hold |
|
| 02.01.2022 |
ACM
|
Engineering & Infrastructure: E&I Insights - Semi Strong; Volatility Returns
|
Engineering & Infrastructure |
N/A |
|
| 01.18.2022 |
AIR-FR
|
Vertical Research Partners Top Picks - 2022 Update
|
Engineering & Infrastructure |
N/A |
|
| 01.07.2022 |
ACM
|
Engineering & Infrastructure: E&I Insights: Outlook 2022 - Infrastructure Away!
|
Engineering & Infrastructure |
N/A |
|
| 12.23.2021 |
ACM
|
Engineering & Infrastructure : E&I Insights: Supply Chain Dynamics and Pricing Pressures
|
Engineering & Infrastructure |
N/A |
|
| 12.14.2021 |
FLR
|
FLR: High Notes from VRP Supply Chain Summit and NuScale
|
Engineering & Infrastructure |
Buy |
|
| 12.14.2021 |
FLR
|
FLR: SPAC-ing NuScale - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 12.10.2021 |
KBR
|
KBR: High Notes from a Meeting with the CEO - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 12.01.2021 |
FLR
|
Engineering & Infrastructure: E&I Insights: Healthy Long-Term Infrastructure Funding and EPS Targets
|
Engineering & Infrastructure |
N/A |
|
| 11.23.2021 |
J
|
J: Aligned with Accelerating Client Demand Flows - Raising PT -Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 11.23.2021 |
J
|
J: Solid Finish, FY22 Guide and FY25 EPS Target of $10.00
|
Engineering & Infrastructure |
Buy |
|
| 11.18.2021 |
TTEK
|
TTEK: Aligned with Priorities; Raising Estimates and PT
|
Engineering & Infrastructure |
Hold |
|
| 11.18.2021 |
TTEK
|
TTEK: Solid Finish, Record Backlog; FY 2022 Outlook In Line
|
Engineering & Infrastructure |
Hold |
|
| 11.15.2021 |
ACM
|
ACM: Infrastructure Momentum - Raising Estimates and PT
|
Engineering & Infrastructure |
Buy |
|
| 11.15.2021 |
ACM
|
ACM: Solid FY Finish, 2022 Guide - Raising LT EPS Target by 10%
|
Engineering & Infrastructure |
Buy |
|
| 11.08.2021 |
ACM
|
Engineering & Infrastructure: About Time; I-Bill Heading to President Biden's Desk
|
Engineering & Infrastructure |
N/A |
|
| 11.08.2021 |
FLR
|
FLR: Encouraging Progress; Inflation Beneficiary- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 11.04.2021 |
VMC
|
VMC: Encouraging Price/Volume Trend - Raising PT
|
Engineering & Infrastructure |
Hold |
|
| 11.04.2021 |
PWR
|
PWR: Enhancing Energy Transition Cred- Raising PT
|
Engineering & Infrastructure |
Buy |
|
| 11.04.2021 |
VMC
|
VMC: Energy-Impacted Q3, Slight 2021 EBITDA Bump
|
Engineering & Infrastructure |
Hold |
|
| 11.02.2021 |
MLM
|
MLM: Raising PT
|
Engineering & Infrastructure |
Hold |
|
| 11.02.2021 |
MLM
|
MLM: Solid Q3 Print - Encouraging Preliminary 2022 Outlook
|
Engineering & Infrastructure |
Hold |
|
| 10.28.2021 |
GVA
|
GVA: Solid Execution and Markets, Improved Financial Profile
|
Engineering & Infrastructure |
Buy |
|
| 10.28.2021 |
KBR
|
KBR: Excellent Execution, Business Momentum - Raising EPS & PT
|
Engineering & Infrastructure |
Buy |
|
| 10.28.2021 |
KBR
|
Engineering & Infrastructure: Quick Takes on KBR, GVA Prints
|
Engineering & Infrastructure |
N/A |
|
| 10.27.2021 |
TTEK
|
TTEK: Adding to its Growing Digital Water Platform
|
Engineering & Infrastructure |
Hold |
|
| 10.26.2021 |
ACM
|
Engineering & Infrastructure: E&I Insights - Not Transitory Enough as Companies Enter the Earnings Zone
|
Engineering & Infrastructure |
N/A |
|
| 10.13.2021 |
KBR
|
KBR: Award Momentum, Attractive Growth - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 10.06.2021 |
PWR
|
PWR: LUMA Navigating Through the Winds - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 10.06.2021 |
ACM
|
Engineering & Infrastructure: E&I Insights - Positioning as DC Noise Eventually Subsides
|
Engineering & Infrastructure |
N/A |
|
| 09.23.2021 |
ACM
|
ACM: A Larger Buyback Bucket - Raising EPS and PT
|
Engineering & Infrastructure |
Buy |
|
| 09.21.2021 |
ACM
|
Engineering & Infrastructure: Eight More Days - Likely More
|
Engineering & Infrastructure |
N/A |
|
| 09.13.2021 |
MMM
|
VRP Conference: Supply Chains Throttle Growth Despite Robust Demand
|
Engineering & Infrastructure |
N/A |
|
| 09.02.2021 |
PWR
|
PWR: Expanding Platform To Harness Renewable Tailwinds - Raising PT
|
Engineering & Infrastructure |
Buy |
|
| 08.25.2021 |
ACM
|
Engineering & Infrastructure: Dodge Construction Outlook Supportive as Congress Inches Forward
|
Engineering & Infrastructure |
N/A |
|
| 08.13.2021 |
KBR
|
KBR: Opportunistic Purchase - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.10.2021 |
ACM
|
ACM: Inflecting to Broader Based Growth - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.10.2021 |
ACM
|
Engineering & Infrastructure: Onto the House
|
Engineering & Infrastructure |
N/A |
|
| 08.09.2021 |
ACM
|
ACM: Solid Print, Margins; Raised FY 2021 Outlook
|
Engineering & Infrastructure |
Buy |
|
| 08.06.2021 |
FLR
|
FLR: Grinding as Clients Prepare for an Upcycle- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.05.2021 |
PWR
|
PWR: Still in the Early Innings of Secular Grid Investment Flows - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.04.2021 |
VMC
|
VMC: Aggregates Pricing and Demand Should Carry Downstream
|
Engineering & Infrastructure |
Hold |
|
| 08.04.2021 |
VMC
|
VMC: Aggregates Pricing and Demand Should Carry Downstream
|
Engineering & Infrastructure |
Hold |
|
| 08.04.2021 |
VMC
|
VMC: Q2 Miss - Aggregates Up, Downstream Pressured
|
Engineering & Infrastructure |
Hold |
|
| 08.03.2021 |
J
|
J: Executing Well Through Stimulated Client Demand - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.03.2021 |
J
|
J: Beat, Raise with Solid Margin Expansion
|
Engineering & Infrastructure |
Buy |
|
| 07.29.2021 |
GVA
|
GVA: Solid Progress as Public and Private Demand Expanding
|
Engineering & Infrastructure |
Buy |
|
| 07.29.2021 |
MLM
|
MLM: Progress as Construction Activity Improves
|
Engineering & Infrastructure |
Hold |
|
| 07.29.2021 |
KBR
|
KBR: Executing to Plan, Raise Estimate & PT - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 07.29.2021 |
GVA
|
Engineering & Infrastructure: Quick EPS Takes - KBR, MLM, GVA, TTEK
|
Engineering & Infrastructure |
N/A |
|
| 07.20.2021 |
ACM
|
Engineering & Infrastructure: Infrastructure Smackdown...
|
Engineering & Infrastructure |
N/A |
|
| 07.09.2021 |
KBR
|
KBR: Underpriced Growth - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 06.24.2021 |
ACM
|
Engineering & Infrastructure: Progress; Road Remains Winding
|
Engineering & Infrastructure |
N/A |
|
| 06.22.2021 |
ACM
|
Engineering & Infrastructure: High Notes from Summit
|
Engineering & Infrastructure |
N/A |
|
| 06.15.2021 |
ACM
|
Engineering & Infrastructure: One Step Back...One Step Forward?
|
Engineering & Infrastructure |
N/A |
|
| 06.07.2021 |
VMC
|
VMC: Mixing Concrete with its Aggregates
|
Engineering & Infrastructure |
Hold |
|
| 06.03.2021 |
FLR
|
FLR: Bookings and NuScale Potential
|
Engineering & Infrastructure |
Buy |
|
| 05.27.2021 |
ACM
|
Engineering & Infrastructure : Counteroffer to Close the Gap
|
Engineering & Infrastructure |
N/A |
|
| 05.26.2021 |
ACM
|
Engineering & Infrastructure: Seeking a Plan, Any Plan
|
Engineering & Infrastructure |
N/A |
|
| 05.25.2021 |
PWR
|
PWR: LUMA Transition Set for Next Week
|
Engineering & Infrastructure |
Buy |
|
| 05.24.2021 |
MLM
|
MLM: Going West
|
Engineering & Infrastructure |
Hold |
|
| 05.21.2021 |
PWR
|
PWR: DC (and AC) Grid Focus - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.19.2021 |
ACM
|
Engineering & Infrastructure: Looking for Compromise and Cash
|
Engineering & Infrastructure |
N/A |
|
| 05.14.2021 |
FLR
|
FLR: De-Levering to Support the Upcycle - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.11.2021 |
ACM
|
ACM: Funding Flows as Margins Grow - Raising Estimates & PT
|
Engineering & Infrastructure |
Buy |
|
| 05.11.2021 |
GVA
|
GVA: Good Progress, Project Environment Improving
|
Engineering & Infrastructure |
Buy |
|
| 05.11.2021 |
ACM
|
ACM: Record FY Q2 Print
|
Engineering & Infrastructure |
Buy |
|
| 05.10.2021 |
J
|
J: Alignment to Increasing Demand - Raising Estimates & PT
|
Engineering & Infrastructure |
Buy |
|
| 05.10.2021 |
J
|
J: Strong Beat, Raise
|
Engineering & Infrastructure |
Buy |
|
| 05.07.2021 |
FLR
|
FLR: Reflation, Reinvestment, Recovery- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.06.2021 |
PWR
|
PWR: Grid Attention Expanding, Raising PT - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.04.2021 |
MLM
|
MLM: Visibility Improved- Raising Estimates and PT
|
Engineering & Infrastructure |
Hold |
|
| 05.04.2021 |
VMC
|
VMC: Higher Pace of Activity- Raising Estimates and PT
|
Engineering & Infrastructure |
Hold |
|
| 05.04.2021 |
MLM
|
Engineering & Infrastructure: MLM & VMC Prints - Beats with Optimism, Full Year Guides Maintained
|
Engineering & Infrastructure |
Hold |
|
| 04.29.2021 |
TTEK
|
TTEK: Funding and Incentives to Spend
|
Engineering & Infrastructure |
Hold |
|
| 04.29.2021 |
KBR
|
KBR: Solid Start, Sustainable Technology Practice Gaining Momentum - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 04.28.2021 |
TTEK
|
TTEK: FY Q2 Beat and Raise as Activity Recovers
|
Engineering & Infrastructure |
Hold |
|
| 04.20.2021 |
ACM
|
Engineering & Infrastructure: Infrastructure: Skinnier Bill, Wider Funding?
|
Engineering & Infrastructure |
N/A |
|
| 04.12.2021 |
TTEK
|
TTEK: Introducing Coverage with a Hold Rating
|
Engineering & Infrastructure |
Hold |
|
| 04.09.2021 |
ACM
|
ACM: New York Budget Tailwinds- Raising PT, Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 04.01.2021 |
ACM
|
Engineering & Infrastructure: Let the Negotiating Begin...
|
Engineering & Infrastructure |
Buy |
|
| 03.30.2021 |
GVA
|
GVA: Visibility, Demand and Execution Improving - Raising PT, Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 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 |
|
