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construction: Archive

Natasha Sharma

AECOM Retains Construction Business: Strategic Win or Risk?

ACM's decision to retain its construction unit signals confidence in profitability, but integration risks may test its higher-margin strategy.

FLRNegative Net Change ACMNegative Net Change JNegative Net Change

Sraddha Singha

Can Quanta Strategically Monetize the AI Power Boom Across Utilities?

Can PWR monetize the AI-driven power surge as backlog hits $43.98B and utilities ramp up grid and data center investments?

PWRPositive Net Change ACMNegative Net Change MTZPositive Net Change

Shrabana Mukherjee

Sterling's Mission-Critical Focus: A Competitive Advantage?

STRL's pivot to mission-critical projects fuels 69% revenue growth, record margins and strong backlog, positioning it ahead in high-value infrastructure.

PWRPositive Net Change STRLPositive Net Change MTZPositive Net Change

Zacks Equity Research

KB Home Q1 Earnings Meet Estimates, Revenues Miss, Both Down Y/Y

KBH's Q1 earnings meet estimates, but revenues miss, both falling Y/Y as weaker demand and lower orders prompt a cut to the full-year delivery outlook.

FLRNegative Net Change KBHNegative Net Change FIXPositive Net Change STRLPositive Net Change

Zacks Equity Research

Smith-Midland Posts Preliminary 2025 Results, Secures Key Project

SMID reports record 2025 growth and lands a $5.4M infrastructure project, highlighting strong demand and strategic execution across its precast concrete business.

SMIDNegative Net Change

Amit Kr Ram

Can Communications Segment Strength Support MasTec's 2026 Growth?

Can MTZ's wireless and fiber demand surge sustain Communications growth despite margin pressure from new project ramp-ups?

PWRPositive Net Change STRLPositive Net Change MTZPositive Net Change

Sraddha Singha

Comfort Systems vs. AECOM: Which Infra Play is the Smarter Buy?

Can FIX stock outshine ACM stock as AI-driven infrastructure demand surges, or does its premium valuation make the latter the smarter long-term bet?

ACMNegative Net Change FIXPositive Net Change

Shrabana Mukherjee

Quanta vs. MasTec: Which Infrastructure Stock Is the Better Buy?

Is MasTec the smarter pick than Quanta as investors weigh growth, backlog strength and valuation gaps?

PWRPositive Net Change MTZPositive Net Change

Zacks Equity Research

Jacobs Completes PA Consulting Buyout: A Digital Growth Push?

J completes the $1.6B PA Consulting buyout, targeting margin gains, EPS growth and stronger digital capabilities amid rising AI-driven demand.

KBRNegative Net Change STRLPositive Net Change JNegative Net Change

Zacks Equity Research

Comfort Systems' Profit Growth Doubles: A Sustainable Trend?

FIX's Q4 profit nearly doubles as margins top 25% and backlog hits a record $12B. Can execution, pricing and data center demand sustain the surge?

PWRPositive Net Change FIXPositive Net Change STRLPositive Net Change