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Bryan Hayes

Lowe's Widens the Gap With Home Depot - in the Wrong Direction

Home Depot's comp acceleration points to share shift and mix advantage rather than an industry-wide recovery.

LOWNegative Net Change HDPositive Net Change

Zacks Equity Research

Will Martin Marietta's $13.5B Lhoist Deal Strengthen Long-Term Growth?

MLM's $13.5B Lhoist deal could expand its limestone platform and earnings base, but leverage and integration risks loom.

MLMNegative Net Change VMCNegative Net Change CRHPositive Net Change

Madhurima Das

Caterpillar's Volume Gains Drive Growth: Can Its Uptrend Continue?

CAT's volume-driven growth is accelerating across all three segments, prompting a sharp upgrade to its 2026 sales outlook.

CATPositive Net Change TEXNegative Net Change KMTUYPositive Net Change

Zacks Equity Research

Can MLM Justify Its Premium Valuation as Earnings Growth Improves?

Martin Marietta's record aggregates shipments and raised 2026 revenue outlook support earnings growth, but its premium valuation raises the bar.

MLMNegative Net Change VMCNegative Net Change CRHPositive Net Change

Zacks Equity Research

Is Dycom's 13.4% EBITDA Margin Set for Another Profitability Lift?

DY's EBITDA margin reaches 13.4% as digital infrastructure demand drove operating leverage, with more gains possible.

DYNegative Net Change PWRNegative Net Change EMENegative Net Change

Bryan Hayes

Is Lowe's (LOW) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

Lowe's remains well-positioned to drive value creation through its Total Home strategy.

LOWNegative Net Change

Benjamin Rains

Best Stock to Buy Now and Hold: Quanta Services (PWR)

Quanta Services (PWR) helps physically build and maintain the AI energy boom, the electrification push, grid expansion and hardening, and other increasingly critical aspects of the economy and Wall Street.

PWRNegative Net Change

Zacks Equity Research

URI Drives 90%+ of Growth Organically: Is M&A Still a Key Catalyst?

United Rentals gets 90%+ of current growth organically, while a robust M&A pipeline could expand specialty offerings and its product portfolio.

URINegative Net Change MASNegative Net Change ROCKNegative Net Change

Zacks Equity Research

Team Stock Jumps Despite Q2 Loss as Turnaround Work Is Deferred

TISI shares have gained 30.20% since reporting Q2 results despite revenue and profit declines, as management targets cost savings and a 2H26 recovery.

TISIPositive Net Change

Zacks Equity Research

Can Sterling's Backlog Strengthen Its Infrastructure Growth Prospects?

Can STRL's surging backlog unlock more growth as data center and semiconductor demand stays strong?

STRLNegative Net Change PWRNegative Net Change MTZNegative Net Change