Shares of Everus Construction Group, Inc. (ECG) have been strong performers lately, with the stock up 38.8% over the past month. The stock hit a new 52-week high of $137.64 in the previous session. Everus Construction Group, Inc. has gained 52.1% since the start of the year compared to the 14.7% gain for the Zacks Construction sector and the 7.9% return for the Zacks Building Products - Miscellaneous industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprise ...

Advanced Drainage Systems, Inc. (NYSE:WMS) is one of the best manufacturing stocks to invest in now. On February 12, Advanced Drainage Systems, Inc. (NYSE:WMS) announced the pricing of a private offering of a $500 million of 5.375% senior unsecured notes due 2034. Advanced Drainage Systems, Inc. (WMS) Builds Momentum in Manufacturing and Infrastructure Solutions The company plans to use net proceeds from the offering to refinance the outstanding balance under its existing senior secured credit facility. ...

Core Insights - ACK Asset Management LLC disclosed a new position in Rogers (NYSE: ROG), acquiring 436,707 shares valued at approximately $39.99 million [1][2] Company Overview - Rogers is a global provider of high-performance engineered materials, focusing on advanced electronics and elastomeric solutions [6] - As of February 12, 2026, Rogers' stock price was $108.98, with a market capitalization of $1.92 billion, and revenue for the trailing twelve months (TTM) was $801.5 million, while net income was a loss of $66.9 million [4][9] Financial Performance - In the third quarter, Rogers reported sales of $216.0 million, a sequential increase of 6.5%, with a gross margin of 33.5% [10] - Adjusted earnings per share rose to $0.90 from $0.34 in the previous quarter, and adjusted EBITDA improved to $37.2 million [10] - Free cash flow reached $21.2 million, and cash on hand increased to $167.8 million despite $10 million in share repurchases [10] Market Position and Outlook - The Advanced Electronics Solutions segment benefited from increased demand in electric vehicles (EV), wireless infrastructure, and industrial applications, while the Elastomeric Material Solutions segment saw gains in aerospace, defense, and portable electronics [11] - Management anticipates fourth quarter sales between $190 million and $205 million, with typical seasonality affecting sequential growth [11] - The new position represents 5.0% of ACK Asset Management's 13F assets under management as of December 31, 2025, indicating a significant allocation within a portfolio focused on industrial and infrastructure sectors [8][12]

Company Overview - Centuri Holdings is a leading utility infrastructure services provider in North America, focusing on gas and electric segments, and has a diversified portfolio [5] - The company emphasizes infrastructure modernization and critical utility support, positioning itself as a key partner in the evolving energy landscape [5] - As of February 12, 2026, Centuri's market capitalization is $3.14 billion, with a revenue of $2.84 billion and a net income of $2.51 million [4] Recent Developments - On February 13, 2026, ACK Asset Management LLC disclosed it fully exited its position in Centuri Holdings, selling 1,375,000 shares for approximately $29.11 million [2] - The sale resulted in a decline of $29.11 million in the quarter-end value for the position, and the fund no longer holds any Centuri shares [2] Financial Performance - Centuri reported record quarterly revenue of $850 million in November, representing an 18.1% year-over-year increase [6] - Base revenue, excluding storm work, increased by 25%, while base gross profit rose by 28% [6] - Adjusted EBITDA was reported at $75.2 million, and adjusted diluted EPS improved to $0.19 from $0.06 a year ago [6] - The company secured $815 million in quarterly bookings, achieving a book-to-bill ratio of 1.8x and raising its backlog to a record $5.9 billion [6] Stock Performance - Centuri shares have increased by 45.9% over the past year, significantly outperforming the S&P 500 by 33.0 percentage points [7] - As of February 12, 2026, the share price was $31.11 [7] Industry Context - Centuri's services include maintenance, replacement, repair, and installation for gas and electric utilities, with a focus on modernization and expansion of energy infrastructure [8] - The company serves a variety of utility companies and has exposure to end markets such as renewable energy, data centers, and telecommunications [8] - The growth in backlog indicates durable demand linked to utility modernization, although leverage and margin discipline will be crucial for sustained shareholder returns [9]

Core Insights - Major U.S. stock market indices experienced a decline on February 12, 2026, due to concerns regarding AI disruption affecting various sectors, including real estate, transportation, and software [1] - A shift towards steady dividend-growth stocks is recommended for equity investors as they provide resilience and cash flow durability during a period of reevaluation of traditional growth narratives [2] Dividend Growth Stocks - Stocks with a strong history of year-over-year dividend growth are considered healthier for capital appreciation compared to simple dividend-paying stocks or those with high yields [3] - Five selected dividend growth stocks include Agnico Eagle Mines (AEM), Advanced Drainage Systems (WMS), Amphenol (APH), Tapestry (TPR), and TIM S.A. (TIMB), which are viewed as solid portfolio choices [3] Advantages of Dividend Growth - Companies with a strong history of dividend growth are typically mature and less vulnerable to market volatility, providing a hedge against economic and political uncertainties [4] - These stocks exhibit strong fundamentals, including sustainable business models, profitability, rising cash flows, solid liquidity, strong balance sheets, and attractive valuations [5] Performance Metrics - Dividend-growth stocks have historically outperformed the broader market and other dividend-paying stocks, making them a favorable investment strategy [6] - Criteria for selection include positive historical dividend, sales, and earnings growth, as well as projected earnings growth rates [7] Stock Highlights - Agnico Eagle Mines (AEM) projects a 28% revenue growth for 2026 and has a long-term EPS growth rate of 33.8%, with a dividend yield of 0.74% [9][11] - Advanced Drainage Systems (WMS) anticipates a 4% revenue growth for fiscal 2026, with a long-term earnings growth rate of 13.90% and a dividend yield of 0.42% [12] - Amphenol (APH) expects a 34.9% revenue growth for 2026, with a long-term earnings growth rate of 21.90% and a dividend yield of 0.69% [13] - Tapestry (TPR) forecasts a 9.6% revenue growth for fiscal 2026, with a long-term earnings growth rate of 12.9% and a dividend yield of 1.03% [14] - TIM S.A. (TIMB) projects a 10.3% revenue growth for 2026, with a long-term earnings growth rate of 18.7% and a dividend yield of 5.20% [15]

Core Viewpoint - Jacobs Solutions reported quarterly earnings of $1.53 per share, exceeding the Zacks Consensus Estimate of $1.52 per share, and showing an increase from $1.33 per share a year ago, indicating a positive earnings surprise of +0.99% [1] Financial Performance - The company achieved revenues of $3.29 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.51%, and up from $2.93 billion in the same quarter last year [2] - Over the last four quarters, Jacobs Solutions has consistently surpassed consensus EPS estimates four times and topped revenue estimates two times [2] Stock Performance - Jacobs Solutions shares have increased by approximately 3.3% since the beginning of the year, outperforming the S&P 500, which gained 1.9% [3] Future Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $1.72 on revenues of $3.23 billion, and for the current fiscal year, it is $7.06 on revenues of $12.95 billion [7] Industry Context - The Building Products - Miscellaneous industry, to which Jacobs Solutions belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges ahead [8]

Core Insights - The construction sector is expected to benefit from moderating monetary policy, easing inflation, and improved economic visibility as it approaches 2026 [2][4] Economic Environment - The Federal Reserve cut interest rates by 25 basis points for the third time in 2025, lowering the benchmark range to 3.5%-3.75%, with an additional cut projected for 2026 [3] - Inflation is expected to decrease to 2.5% in 2026, GDP growth is revised to 2.3%, and the unemployment rate is projected to decline to 4.4% [4] Construction Demand Drivers - Construction demand is increasingly driven by multi-year, non-discretionary investment cycles, including digital infrastructure, public works, and water management [5] - Federal infrastructure funding and private-sector investments provide longer-duration visibility that is less sensitive to short-term economic fluctuations [5] Investment Opportunities - Wall Street favors construction companies with multi-year backlog visibility, exposure to structurally funded spend categories, and strong operating discipline [6] - Notable companies include Dycom Industries, Sterling Infrastructure, Comfort Systems USA, Tutor Perini, and Advanced Drainage Systems, which are well-positioned for growth into 2026 [7] Company Performance Highlights - Dycom Industries (DY) has a projected EPS growth of 35% and a stock surge of 95.3% YTD, with strong demand for digital infrastructure [10][13] - Sterling Infrastructure (STRL) has gained 89.4% YTD, with a projected EPS growth of 14.6% [10][15] - Comfort Systems USA (FIX) has surged 108.4% YTD, with a projected EPS growth of 16.4% [10][17] - Tutor Perini (TPC) has gained 172.8% YTD, with a projected EPS growth of 17.7% [10][19] - Advanced Drainage Systems (WMS) has gained 25.2% YTD, with a projected EPS growth of 17.7% [10][21]

Core Insights - The BBH Select Series - Mid Cap Fund experienced a total return decrease of -0.9% in Q3 2025, underperforming the Russell Midcap Index, which returned 5.3% [1] - Year-to-date, the Fund's total return is -1.8%, compared to the Index's 10.4% [1] - The third quarter saw a continuation of the low-quality rally that began late last year, gaining momentum throughout 2025 [1] Company Highlights - Advanced Drainage Systems, Inc. (NYSE:WMS) is noted as a significant contributor to the Fund's performance in Q3 2025 [3] - The stock of Advanced Drainage Systems, Inc. had a one-month return of -2.42% but gained 13.05% over the last 52 weeks [2] - As of December 09, 2025, Advanced Drainage Systems, Inc. closed at $144.80 per share, with a market capitalization of $11.26 billion [2]

Core Insights - The U.S. Stormwater Management Market is projected to grow from USD 8.25 billion in 2025 to USD 15.05 billion by 2033, with a CAGR of 7.8% [1][6] Market Growth Drivers - There is an increasing demand for eco-friendly stormwater management solutions due to a growing emphasis on sustainability in urban design and construction [1][2] - Local governments are seeking robust infrastructure solutions to comply with environmental regulations, driving market expansion and innovation [2] Market Segmentation By Service Type - In 2024, Installation Services accounted for approximately 43% of total revenue, driven by urban development and infrastructure renewal [7] - The Annual Maintenance Services segment is expected to grow at the largest CAGR during the forecast period [7] By Solution Type - The Detention & Infiltration segment held the largest market share in 2024, essential for managing stormwater runoff [8] - Biofiltration systems are projected to experience the largest CAGR, utilizing vegetation and microorganisms for stormwater treatment [8] By End-user - The Community, Government & Military segment captured the largest market share in 2024, influenced by stringent regulations and environmental mandates [9] - The Commercial segment is expected to grow at the largest CAGR, as businesses adopt stormwater management systems to meet environmental standards [10] Regional Insights - The U.S. held the largest market share in 2024 due to significant infrastructure needs, urbanization, and strict environmental regulations [11] Recent Developments - A survey by Advanced Drainage Systems revealed that over half of Americans are concerned about flooding, with 64% believing stormwater negatively impacts their communities [12] Key Market Players - Leading companies in the U.S. stormwater management market include Advanced Drainage Systems, Contech Engineered Solutions, and Hydro International among others [5]

Group 1 - Installed Building Products (IBP) is currently ranked 1 (Strong Buy) in the Zacks Rank system, indicating strong potential for outperforming the market in the near term [3] - The Zacks Consensus Estimate for IBP's full-year earnings has increased by 9.6% over the past quarter, reflecting improved analyst sentiment and a more positive earnings outlook [4] - IBP has achieved a year-to-date return of 51.8%, significantly outperforming the average gain of 4.7% in the Construction sector [4] Group 2 - Installed Building Products is part of the Building Products - Miscellaneous industry, which includes 33 stocks and currently ranks 97 in the Zacks Industry Rank [6] - Stocks in the Building Products - Miscellaneous industry have, on average, lost 2.8% this year, further highlighting IBP's strong performance relative to its peers [6] - Advanced Drainage Systems (WMS), another stock in the Construction sector, has a year-to-date return of 32.1% and a Zacks Rank of 2 (Buy), indicating solid performance as well [5]