| 02.03.2020 |
ACM
|
ACM: Q1 Headline EPS Miss, MS Sale Complete, Margin Trends Positive
|
Engineering & Infrastructure |
Buy |
|
| 01.29.2020 |
ACM
|
Engineering & Infrastructure: Project Pulse - House Offers Another Swing at an Infrastructure Plan
|
Engineering & Infrastructure |
Buy |
|
| 01.22.2020 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2020
|
Engineering & Infrastructure |
N/A |
|
| 01.21.2020 |
MDR
|
MDR: Files for Chapter 11 Protection; Dropping Coverage
|
Engineering & Infrastructure |
Hold |
|
| 01.09.2020 |
ACM
|
Engineering & Infrastructure: 2020 Outlook: Visibility And Growth
|
Engineering & Infrastructure |
N/A |
|
| 12.20.2019 |
MLM
|
MLM: Martin Moving Mountains, Introduce Coverage with a Hold Rating
|
Engineering & Infrastructure |
Hold |
|
| 12.15.2019 |
J
|
J: High Notes from the Beltway
|
Engineering & Infrastructure |
Buy |
|
| 12.11.2019 |
ACM
|
ACM: High Notes from Investor Day - Raising Target, Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 11.25.2019 |
J
|
JEC: Strong Finish, More to Come- Raising Target
|
Engineering & Infrastructure |
Buy |
|
| 11.22.2019 |
ACM
|
ACM: Transition Continuing - Board Changes, CEO to Retire
|
Engineering & Infrastructure |
Buy |
|
| 11.21.2019 |
FLR
|
FLR: High Notes from Management Meeting
|
Engineering & Infrastructure |
Hold |
|
| 11.15.2019 |
GVA
|
GVA: Ballot Initiatives Update, Adjusting EPS Estimates
|
Engineering & Infrastructure |
Buy |
|
| 11.12.2019 |
ACM
|
ACM: Recapitalization On Track, Business Outlook Encouraging - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 11.12.2019 |
ACM
|
ACM: Solid Finish as Recapitalization Momentum Continues
|
Engineering & Infrastructure |
Buy |
|
| 11.07.2019 |
KBR
|
KBR: High Notes From Meetings with CEO
|
Engineering & Infrastructure |
Buy |
|
| 11.06.2019 |
VMC
|
VMC: Setting Up for Growth in 2020
|
Engineering & Infrastructure |
Hold |
|
| 11.06.2019 |
VMC
|
VMC: Solid Q3 Print, Wide Implied Q4 Guide
|
Engineering & Infrastructure |
Hold |
|
| 10.31.2019 |
FLR
|
FLR: Continuing the Cleanse
|
Engineering & Infrastructure |
Hold |
|
| 10.31.2019 |
PWR
|
PWR: Record Print, Improved Spend Visibility; Raising Target - Reaffirm Buy Rating
|
Engineering & Infrastructure |
Buy |
|
| 10.30.2019 |
KBR
|
KBR: KBR Winning, Astros Next? Raising Target, Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 10.30.2019 |
GVA
|
GVA: Terming Out Debt Profile as Cash Builds
|
Engineering & Infrastructure |
Buy |
|
| 10.28.2019 |
GVA
|
GVA: Accelerating HCD Reset to Better Reflect Core Growth - Reducing Estimates, Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 10.25.2019 |
GVA
|
GVA: Q3: Continued Disputes Overshadow Core Performance
|
Engineering & Infrastructure |
Buy |
|
| 10.21.2019 |
VMC
|
VMC: Rock & Rolling Along - Introduce Coverage with a Hold
|
Engineering & Infrastructure |
Hold |
|
| 10.15.2019 |
MMM
|
VRP Road Trip: United We Stand - UTX, URI, UAL
|
Engineering & Infrastructure |
N/A |
|
| 10.14.2019 |
ACM
|
ACM: Major Step Towards Reset - Raising Target - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 10.09.2019 |
PWR
|
PWR: California Blackouts Support T&D, Hardening Needs - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 10.08.2019 |
GVA
|
GVA: High Notes from Investor Meetings
|
Engineering & Infrastructure |
Buy |
|
| 09.27.2019 |
FLR
|
FLR: High Notes from CEO/CFO Meetings
|
Engineering & Infrastructure |
Hold |
|
| 09.24.2019 |
FLR
|
FLR: Strategic Review - Back to Basics
|
Engineering & Infrastructure |
Hold |
|
| 09.18.2019 |
PWR
|
Vertical Research Partners Top Picks - Remainder of 2019 Update
|
Engineering & Infrastructure |
N/A |
|
| 09.10.2019 |
PWR
|
PWR: Large T&D Award To Enhance Visibility - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 09.09.2019 |
PWR
|
PWR: New York State of Mind
|
Engineering & Infrastructure |
Buy |
|
| 09.09.2019 |
HON
|
VRP Conference: Slow Melting Ice Cube in the Industrial Core
|
Engineering & Infrastructure |
N/A |
|
| 08.23.2019 |
PWR
|
PWR: Introduce Coverage with a Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.20.2019 |
J
|
JEC: Adding More Nuclear Skillsets to Drive ATN Growth
|
Engineering & Infrastructure |
Buy |
|
| 08.16.2019 |
ACM
|
ACM: High Notes From CEO, CFO Meeting- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.06.2019 |
ACM
|
ACM: Driving Margin Improvement, with Cash to Come - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.06.2019 |
ACM
|
ACM: Q3 Fine, Making Progress on Margins and Reset
|
Engineering & Infrastructure |
Buy |
|
| 08.05.2019 |
J
|
JEC: Delivering with Visibility; Raising Estimates- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.05.2019 |
J
|
JEC: Solid Results During a Busy, Transformational Quarter
|
Engineering & Infrastructure |
Buy |
|
| 08.05.2019 |
GVA
|
GVA: Resetting for the Cycle, Reducing Estimates - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 08.02.2019 |
FLR
|
FLR: Cleaning the Slate, More Slate to Clean
|
Engineering & Infrastructure |
Hold |
|
| 07.31.2019 |
MDR
|
MDR: High Notes From Q2 Follow Up Meeting
|
Engineering & Infrastructure |
Hold |
|
| 07.31.2019 |
KBR
|
KBR: Ten in a Row - Visibility Improving - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 07.29.2019 |
GVA
|
GVA: Large Legacy Projects Drive Q2 Charges; An Exit From Complex JVs a Welcomed Move
|
Engineering & Infrastructure |
Buy |
|
| 07.10.2019 |
GVA
|
GVA: As US Senate Moves on Infrastructure, Granite Shares Oversold
|
Engineering & Infrastructure |
Buy |
|
| 06.17.2019 |
ACM
|
ACM: Spin a Positive Towards Recapitalization - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 06.12.2019 |
J
|
JEC: Closing KeyW, Opening More Growth- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.13.2019 |
KBR
|
Engineering & Construction: Project Pulse: KBR Secures Freeport LNG Train 4 - Reaffirm Buy
|
Engineering & Infrastructure |
N/A |
|
| 05.09.2019 |
ACM
|
ACM: Market Trends Remain Supportive For Growth - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.08.2019 |
ACM
|
ACM: Solid Print, New Bookings; Reiterates 2019 FCF Outlook - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.07.2019 |
J
|
JEC: Growth Profile Intact as Business Visibility Improves -Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.07.2019 |
J
|
JEC: Beat, Balanced Growth - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.06.2019 |
KBR
|
KBR: High Notes From Investor Day - Remains Positioned for Growth & Value- Raising PT to $30 - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 05.03.2019 |
FLR
|
FLR: Lowering Estimates and PT - Marking Time
|
Engineering & Infrastructure |
Hold |
|
| 05.02.2019 |
FLR
|
FLR: Fluor' d - CEO Replaced Amid Continued Execution Issues
|
Engineering & Infrastructure |
Hold |
|
| 05.01.2019 |
KBR
|
KBR: Demonstrating Strong Organic Growth Platform Ahead of I-Day Reset - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 04.29.2019 |
MDR
|
MDR: Making Measured Progress - Raising 2020 EPS, PT to $11
|
Engineering & Infrastructure |
Hold |
|
| 04.26.2019 |
GVA
|
GVA: Ramping Up As Infrastructure Needs Accelerate- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 04.26.2019 |
GVA
|
GVA: Weather, Of Course - Pipeline Getting Fuller; FY Guide Reaffirmed
|
Engineering & Infrastructure |
Buy |
|
| 04.22.2019 |
J
|
JEC: Finding the KeyW To Unlock More Growth and Returns - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 04.15.2019 |
KBR
|
Engineering & Construction: Project Pulse: KBR and FLR Win LOGCAP V IDIQ Contracts
|
Engineering & Infrastructure |
N/A |
|
| 04.12.2019 |
FLR
|
Engineering & Construction: Project Pulse: Chevron + Anadarko to Heat Up LNG Competition in Mozambique
|
Engineering & Infrastructure |
N/A |
|
| 04.01.2019 |
ACM
|
Engineering & Construction: High Notes From Texas HQ Field Trip
|
Engineering & Infrastructure |
N/A |
|
| 03.15.2019 |
ACM
|
Engineering & Construction: Chart of the Day - Oil and E&C Stock Correlations Dispersing
|
Engineering & Infrastructure |
Buy |
|
| 03.13.2019 |
ACM
|
Engineering & Construction: Project Pulse: FY 2020 Budget Offers Congress Flexibility to Reemphasize Resolve to Act
|
Engineering & Infrastructure |
N/A |
|
| 03.07.2019 |
ACM
|
Engineering & Construction: Project Pulse: Senate & House Hearings Advocate Federal Infrastructure Investment
|
Engineering & Infrastructure |
N/A |
|
| 03.01.2019 |
GVA
|
GVA: High Notes From Investor Meetings - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.26.2019 |
KBR
|
KBR: Business Profile Supports Visibility and Predictability Raising PT to $24 - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.26.2019 |
MDR
|
MDR: More Project Pain, But Visibility and Core Business Improving; Raising 2019-20 EPS, PT to $9
|
Engineering & Infrastructure |
Hold |
|
| 02.22.2019 |
FLR
|
FLR: Fluor Finishes Tough Year, But Broad Project Slate Looks Promising into 2020
|
Engineering & Infrastructure |
Hold |
|
| 02.21.2019 |
GVA
|
GVA: Business Outlook and Visibility Remain Strong; Trimming 2019-20 Estimates - Reaffirm Buy and $60 PT
|
Engineering & Infrastructure |
Buy |
|
| 02.20.2019 |
GVA
|
GVA: Miss on Weather/Large Project Drag, 2019 Guide Appears Reasonable
|
Engineering & Infrastructure |
Buy |
|
| 02.20.2019 |
J
|
JEC: High Notes from Jacobs Investor Day - Reset to Drive More Stable Returns and Enhanced Value-Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.19.2019 |
J
|
JEC: New Financial Metrics Appear Stronger Than Expected - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.14.2019 |
MDR
|
MDR: Additional Charges at Cameron Disappointing
|
Engineering & Infrastructure |
Hold |
|
| 02.07.2019 |
J
|
JEC: Balanced Growth Ahead of Investor Day - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.06.2019 |
J
|
JEC: Q1 Beat, Balanced Growth - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.06.2019 |
MDR
|
Engineering & Construction: Project Pulse: McDermott JV Secures Golden Pass LNG EPC Award
|
Engineering & Infrastructure |
N/A |
|
| 02.06.2019 |
ACM
|
ACM: Business Visibility Supports Recapitalization Efforts - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 02.05.2019 |
ACM
|
ACM: Strong Start, Bookings Bonanza- Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 01.18.2019 |
J
|
JEC: Share Buyback and Higher Dividends Welcomed - Reaffirm Buy
|
Engineering & Infrastructure |
Buy |
|
| 01.15.2019 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2019
|
Engineering & Infrastructure |
N/A |
|
