Key Takeaways MasTec's Q4 EPS of $2.07 beat estimates and rose 44% year over year on 16% higher revenues.Growth in communications, clean energy and power delivery fueled double-digit segment gains.Backlog jumped 33% to $18.96B, driven by 90% growth in Pipeline Infrastructure orders.MasTec, Inc. (MTZ) reported results for the fourth quarter of 2025, with earnings and revenues beating the Zacks Consensus Estimate. Both top and bottom lines increased on a year-over-year basis.MasTec delivered a solid fourth-qu ...

Key Takeaways EMCOR delivered a strong Q4 EPS and revenue beat, alongside a jump in operating margin.EME's backlog momentum remains solid, supported by strength in Network, Institutional and Industrial markets.Despite segment-level margin compression, EME's 2026 guidance signals growth momentum.EMCOR Group, Inc. (EME) reported impressive fourth-quarter 2025 results, with adjusted earnings and revenues topping the Zacks Consensus Estimate and increasing year over year.Following the results, EMCOR stock tumbl ...

Key Takeaways STRL beat Q4 estimates with adjusted EPS of $3.08 and revenues up 51.5% year over year.Sterling's E-Infrastructure unit drove growth, with revenues surging to $521M.STRL sees 2026 revenues of $3.05B-$3.20B and EPS of $13.45-$14.05.Sterling Infrastructure, Inc. (STRL) reported impressive fourth-quarter 2025 results, wherein adjusted earnings and revenues surpassed the Zacks Consensus Estimate and increased year over year.The company’s fourth-quarter results were driven by the exceptional perfor ...

Industry Overview - AI-powered data centers are experiencing significant growth, driven by a bullish demand scenario for managing and storing cloud computing data [1] - Global data center capital expenditure (capex) is projected to reach $1.7 trillion by 2030, with McKinsey estimating a requirement of $5.2 trillion to $6.7 trillion in capex to support AI data center development [2] Company Analysis MasTec Inc. (MTZ) - MasTec is positioned as a leading provider of infrastructure services, benefiting from the AI data center boom and the expansion of the energy industry [6][7] - The company operates in four segments: Communications, Power Delivery, Pipeline Infrastructure, and Clean Energy, all of which are growing alongside infrastructure spending trends [8][10] - Expected revenue and earnings growth rates for MasTec are 9.2% and 29.9%, respectively, for the current year [10] EMCOR Group Inc. (EME) - EMCOR is a key player in providing critical infrastructure for AI-powered data centers, focusing on electrical, mechanical, and cooling systems [11] - The company is gaining traction in the data center construction market, which is enhancing its remaining performance obligations (RPOs) and future revenue visibility [12][13] - Expected revenue and earnings growth rates for EMCOR are 5.4% and 8.6%, respectively, for the current year [14] AECOM (ACM) - AECOM benefits from strong demand across various markets, supported by government-funded infrastructure programs and opportunities in the Middle East [15] - The company is investing in AI and technology-enabled engineering solutions, leading to significant project wins in water infrastructure and transportation [16][17] - Expected revenue and earnings growth rates for AECOM are 4.8% and 13.5%, respectively, for the current year [18] Jacobs Solutions Inc. (J) - Jacobs Solutions has a record backlog of $26.3 billion and is benefiting from rising demand for digital and advisory services [19] - The company’s performance is supported by long-term public funding and private-sector investments, allowing it to capitalize on multi-cycle growth themes [20][21] - Expected revenue and earnings growth rates for Jacobs are 9.4% and 16.5%, respectively, for the current year [21] Sterling Infrastructure Inc. (STRL) - Sterling Infrastructure specializes in constructing complex data centers and is a major provider of high-density, AI-powered data centers [22][23] - The company operates in E-Infrastructure, Building, and Transportation Solutions, focusing on advanced site development for data centers and e-commerce distribution [22][24] - Expected revenue and earnings growth rates for Sterling are 18.8% and 17.2%, respectively, for the current year [25]

Investors looking for stocks in the Building Products - Miscellaneous sector might want to consider either Jacobs Solutions (J) or Advanced Drainage Systems (WMS) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zack ...

France Nuclear Pivot Serves as Catalyst for NUKZFrance has fundamentally shifted its energy strategy, providing a significant tailwind for the nuclear sector.In a reversal of previous policy that aimed to shut down 14 reactors, the French government — via state-owned and dominant power producer EDF — [announced] it will instead extend the lives of its existing fleet and construct at least six new EPR2 reactors.This nuclear renaissance is backed by substantial capital. [Recent reports] indicate that EDF has ...

Key Takeaways PWR delivered record Q4 2025 results, with EPS up 7.5% and revenues rising 19.7% year over year.Electric Infrastructure revenue jumped to $6.43B on strong utility and load-center demand.Backlog hit a record $43.98B, with 2026 revenue guided to $33.25B-$33.75B.Quanta Services, Inc. (PWR) reported record fourth-quarter 2025 results, driven by robust demand in its Electric Infrastructure Solutions segment and contributions from recent acquisitions. Strong execution and expanding backlog supported ...

Key Takeaways CRH's fourth-quarter EPS met estimates as it delivered margin expansion despite a slight revenue miss.CRH's Americas operations strength helped it offset softer residential demand trends during the quarter.The company guides higher 2026 adjusted EBITDA as it boosts dividends and shareholder returns.CRH plc (CRH) delivered mixed fourth-quarter 2025 results, with adjusted earnings meeting the Zacks Consensus Estimate and increasing on a year-over-year basis. Total revenues missed the consensus m ...

Core Insights - Toll Brothers, Inc. (TOL) reported strong first-quarter fiscal 2026 results, with earnings and revenues exceeding expectations and showing year-over-year growth [1][4][10] Financial Performance - Adjusted earnings per share (EPS) reached $2.19, surpassing the Zacks Consensus Estimate of $2.05 by 6.8% and increasing 25.1% year-over-year [4] - Total revenues amounted to $2.15 billion, exceeding the consensus mark of $1.84 billion and reflecting a 15.4% year-over-year increase [4] Sales and Deliveries - Home sales revenues increased by 0.5% year-over-year to $1.85 billion, contrary to expectations of a decline [5] - Home deliveries decreased by 4.6% to 1,899 units, better than the anticipated 7.3% decline [5] - The average selling price (ASP) of homes delivered was $976,800, up 5.6% from the previous year [5] Contracts and Backlog - Net-signed contracts totaled 2,303 units, slightly down from 2,307 units year-over-year, but the value of these contracts rose to $2.38 billion from $2.31 billion [6] - The backlog at the end of the quarter was 5,051 homes, a 20% decrease year-over-year, with potential revenues from the backlog declining 13.3% to $6.02 billion [7] Margins and Expenses - Adjusted home sales gross margin was 24.8%, a contraction of 20 basis points [8] - Selling, general and administrative (SG&A) expenses as a percentage of home sales revenues increased to 13.9% from 13.1% year-over-year [8] Balance Sheet and Cash Flow - Cash and cash equivalents stood at $1.2 billion, down from $1.26 billion at the end of fiscal 2025 [9] - The debt-to-capital ratio decreased to 24.4% from 26% at the end of fiscal 2025 [9] Future Guidance - For the second quarter of fiscal 2026, home deliveries are expected to be between 2,400 and 2,500 units, with an average price of $975,000 to $985,000 [12] - For fiscal 2026, home deliveries are anticipated to be in the range of 10,300 to 10,700 units, reflecting a decline from fiscal 2025 [14] - The company expects an adjusted home sales gross margin of 26%, down from 27.3% in fiscal 2025 [15]

Dallas, Texas-based Jacobs Solutions Inc. (J) is a consulting firm with a market cap of $16 billion. It delivers technical, design, and strategic advisory services for infrastructure, advanced facilities, and water to industrial and commercial clients. This industrial company has underperformed the broader market over the past 52 weeks. Shares of J have gained 5.9% over this time frame, while the broader S&P 500 Index ($SPX) has soared 11.9%. However, on a YTD basis, the stock is up 3%, outpacing SPX’s ma ...