Company Overview - AECOM (NYSE: ACM) has shown steady growth in its backlog and increased profitability over the past year [1] - The recent legislation passed by the Trump Administration is expected to drive further growth for AECOM [1] Investment Strategy - The company is positioned for long-term investment, particularly for investors with a 5-10 year horizon [1] - A diversified portfolio approach is recommended, including a mix of growth, value, and dividend-paying stocks, with a focus on value [1] - The company also engages in options trading occasionally [1]

Group 1 - ACM Research (NASDAQ: ACMR) is strategically positioned in the semiconductor capital equipment sector, generating over 99% of its revenue from China in 2024 [1] - The company specializes in advanced wafer-cleaning and electroplating technologies, which are critical for semiconductor manufacturing [1] Group 2 - The article highlights the growing importance of companies like ACMR in the semiconductor industry, particularly in the context of increasing demand for advanced manufacturing processes [1]

Core Insights - EMCOR Group, Inc. (EME) is experiencing growth due to U.S. government initiatives like the CHIPS Act and the Inflation Reduction Act, which are increasing demand in the semiconductor and biotech sectors [2][8] - As of March 31, 2025, EME reported a record $11.75 billion in remaining performance obligations (RPOs), reflecting a 28% year-over-year increase [3][8] - The company is optimistic about long-term spending in high-tech manufacturing, particularly in semiconductors, biotech, and pharmaceuticals, despite a recent setback in RPOs [4][5] Market Performance - EME's stock has surged 56.2% over the past three months, outperforming peers KBR and AECOM, as well as the broader market [6][9][8] - KBR and AECOM have seen stock gains of only 3.1% and 32.6%, respectively, indicating EME's stronger market position [9] Valuation Metrics - EME is trading at a forward 12-month price-to-earnings (P/E) ratio of 22.3X, which is higher than KBR's 11.78X and AECOM's 20.72X, suggesting strong market potential [10][11] Earnings Estimates - Earnings estimates for EME remain unchanged for 2025 and 2026 at $23.59 and $25.47 per share, indicating expected year-over-year growth of 9.6% and 8%, respectively [12]

Key Takeaways STRL shares trade at a 19.5% premium to the industry average based on the forward 12-month P/E ratio. Data center-related revenues surged nearly 60% in 1Q25, boosting the E-Infrastructure performance. Backlog rose 17% to $2.1B, with $1.2B from E-Infrastructure, supporting future growth and margin strength.Sterling Infrastructure, Inc.’s (STRL) shares are currently trading at a forward 12-month price-to-earnings (P/E) ratio of 25.29, a roughly 19.5% premium to the Zacks Engineering - R and D ...

Key Takeaways TPC's Q1 2025 EPS rose 77% year over year, with revenues up 19% to $1.25B on stronger project execution. Backlog surged 94% year over year to $19.4B, driven by $2B in new awards and contract adjustments. EPS estimates for 2025 and 2026 rose to $1.75 and $3.09, reflecting growth of 155.9% and 76.6%, respectively.Tutor Perini Corporation (TPC) is benefiting from increased project execution activities backed by the robust public infrastructure spending market in the United States. Owing to this ...

Core Insights - The global engineering services market is projected to grow from nearly $1.1 trillion in 2024 to $1.55 trillion by 2034, with a compound annual growth rate (CAGR) of 3.41% from 2029 to 2034 [2][16]. Market Overview - The engineering services market reached a value of approximately $1.1 trillion in 2024, growing at a CAGR of 3.48% since 2019 [2]. - The market is expected to grow to $1.31 trillion by 2029, reflecting a growth rate of 3.53% [2]. Historical Growth Factors - Growth during the historic period (2019-2024) was driven by rising infrastructure development projects, increased adoption of artificial intelligence, demand for industrial robots, and rapid industrialization [3]. - Negative factors included quality control issues and safety concerns within engineering firms [3]. Future Growth Drivers - Future growth will be propelled by the expansion of the renewable energy sector, investments in smart cities, demand for IoT solutions in smart manufacturing, and sustainable engineering solutions [4]. - Potential hindrances include high liability risks and infrastructure funding gaps [4]. Regional Insights - North America was the largest region in the engineering services market in 2024, accounting for 33.23% or $366.89 billion [5]. - The fastest-growing regions are expected to be the Middle East and Africa, with CAGRs of 9.63% and 6.50% respectively [5]. Market Fragmentation - The engineering services market is highly fragmented, with the top 10 competitors holding only 3.56% of the total market share in 2023 [6]. - AECOM is the largest competitor with a market share of 0.67% [6]. Market Segmentation - By type, civil engineering services accounted for 50.69% or $559.61 billion of the market in 2024, while the other engineering services segment is expected to grow at a CAGR of 4.88% from 2024 to 2029 [7]. - By deployment mode, the offshore segment was the largest, accounting for 57.99% or $640.17 billion in 2024, and is projected to grow at a CAGR of 3.74% [8]. - By end-user, transportation infrastructure was the largest segment, accounting for 19.02% or $210.03 billion, with telecommunications expected to grow at a CAGR of 4.65% [9]. Opportunities - The civil engineering services segment is expected to gain $81.48 billion in global annual sales by 2029 [10]. - The offshore segment is projected to gain $129.08 billion in global annual sales by 2029 [10]. - The transportation infrastructure segment is expected to gain $44.75 billion in global annual sales by 2029, with the USA projected to gain the most at $26.64 billion [10]. Strategic Recommendations - Companies are advised to adopt generative AI to enhance engineering efficiency and build interoperable portfolios for better integration [12]. - Strategic partnerships and investments are recommended to drive innovation and market expansion [12].

FREMONT, Calif., June 10, 2025 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced packaging applications, today announced the availability of an English version of the 2024 Environmental, Social, and Governance (ESG) report prepared by its principal operating subsidiary ACM Research (Shanghai) Inc. (“ACM Shanghai”). The English version is now available here on ACM’s website under the ESG Reports section. The original ...

Key Takeaways ACM trades at 19.96X forward P/E, below the industry's 20.17X. Q2 Americas NSR rose 6%, driven by demand across the U.S. and Canadian design markets. Backlog reached $24.27B in Q2, with 54.9% contracted growth and 80% enterprise win rate.AECOM’s (ACM) current valuation looks promising for investors. The stock is currently trading at a discount compared with the Zacks Engineering - R and D Services industry peers. The company’s forward 12-month price-to-earnings (P/E) ratio is 19.96X, which i ...

Key Takeaways ACM won a global environmental services contract from the U.S. Air Force Civil Engineer Center. The deal includes a $1.5B ceiling, a five-year base period and an optional five-year extension. ACM will handle all project phases, supporting restoration, compliance and resource protection.AECOM (ACM) has been awarded a multiple-award task order contract by the U.S. Air Force Civil Engineer Center to support global architecture and engineering services. The contract covers various environmental ...

Core Viewpoint - Aecom Technology (ACM) shares have increased by approximately 7.5% over the past month, outperforming the S&P 500, raising questions about the sustainability of this trend leading up to the next earnings release [1]. Earnings Estimates - Estimates for Aecom have trended downward over the past month, indicating a negative shift in expectations [2][4]. VGM Scores - Aecom currently holds an average Growth Score of C, a Momentum Score of D, and a Value Score of C, resulting in an aggregate VGM Score of C, placing it in the middle 20% for investment strategies [3]. Industry Performance - Aecom is part of the Zacks Engineering - R and D Services industry, where competitor Fluor (FLR) has seen a significant gain of 23.6% in the past month. Fluor reported revenues of $3.98 billion for the last quarter, reflecting a year-over-year increase of 6.6% [5]. Future Outlook - Despite the downward trend in estimates, Aecom has a Zacks Rank of 2 (Buy), suggesting an expectation of above-average returns in the coming months [4].