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Tutor Perini Q3 Earnings & Revenues Beat Estimates, Both Up Y/Y

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Key Takeaways

  • Tutor Perini's Q3 EPS of $1.15 beat estimates and reversed a loss from the prior year.
  • Revenues rose 31% year over year to $1.42 billion, exceeding consensus expectations.
  • Backlog surged 54% to $21.6 billion, driven by new awards and contract adjustments.

Tutor Perini Corporation (TPC - Free Report) reported impressive third-quarter 2025 results, with earnings and revenues surpassing the Zacks Consensus Estimate and increasing year over year.

The upside was primarily driven by increased project execution activities on newer, larger and higher-margin projects, all of which have significant scope of work remaining. Market demand for construction projects remained strong, and the company continued to capitalize on major bidding opportunities.

Based on excellent year-to-date results in 2025, the company raised its adjusted earnings per share (EPS) guidance for the third consecutive quarter. Tutor Perini remains confident that adjusted EPS for 2026 and 2027 will be significantly above the upper end of the revised 2025 guidance.

Following the release, Tutor Perini stock inched up 14.8% yesterday in the after-hours trading session.

TPC’s Earnings & Revenues Discussion

Tutor Perini reported adjusted EPS of $1.15, beating the Zacks Consensus Estimate of 96 cents by 19.8%. In the year-ago quarter, the company reported an adjusted loss per share of $1.92.

Revenues of $1.42 billion surpassed the consensus mark of $1.34 billion by 5.3% and increased 31% year over year from $1.08 billion. 

Tutor Perini Corporation Price, Consensus and EPS Surprise

Tutor Perini Corporation Price, Consensus and EPS Surprise

Tutor Perini Corporation price-consensus-eps-surprise-chart | Tutor Perini Corporation Quote

As of Sept. 30, 2025, Tutor Perini’s backlog increased 54% year over year to $21.6 billion. This upside was fueled by new awards and contract adjustments during the quarter.

Segment Details of TPC

Tutor Perini currently operates in three reportable segments, which are Civil, Building and Specialty Contractors.

Civil: This segment's revenues rallied 31% year over year to $770.2 million. Backlog for the segment increased 26% year over year to $11.2 billion, reflecting strong project wins and sustained demand.

Building: Revenues in the segment were down 4% from the prior-year quarter’s levels to $418.7 million. The segment’s backlog decreased 2% year over year to $6.9 billion.

Specialty Contractors: This segment’s revenues increased 124% year over year to $226.5 million. Backlog for the segment increased 7% year over year to $3 billion.

TPC’s Operating Highlights

In the third quarter, income from construction operations rose to $40.1 million against a loss of $106.8 million in the prior year, supported by strong performance and higher-margin projects.

Adjusted net income totaled $61.9 million in contrast to a loss of $84.5 million reported in the year-ago quarter.

Liquidity & Cash Flow of TPC

As of Sept. 30, 2025, Tutor Perini had cash and cash equivalents of $695.7 million compared with $455.1 million at 2024-end. Long-term debt, less current maturities, totaled $393 million, down from the $510 million at 2024-end.

Net cash provided by operating activities was $574.4 million in the first nine months of 2025 compared with $174 million in the prior year.

2025 Outlook Raised

The company now expects adjusted EPS to be within $4.00-$4.20 compared with $3.65-$3.95 projected earlier. It reported a loss per share of $3.13 in 2024.

TPC’s Zacks Rank

Tutor Perini currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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