Core Insights - MasTec reported strong fourth-quarter and full-year results for 2025, exceeding guidance for revenue, adjusted EBITDA, and adjusted earnings per share, driven by organic growth and a significant increase in backlog [4] Financial Performance - Fourth-quarter revenue reached nearly $4 billion, marking a 16% year-over-year increase, while full-year revenue totaled $14.3 billion, also up 16% [3] - Adjusted EPS for the fourth quarter was $2.07, a 44% increase from $1.44 in the same quarter last year [2] - Full-year adjusted EBITDA was $1.15 billion, reflecting a 14% increase, with a fourth-quarter adjusted EBITDA of $338 million, up 25% year over year [3][2] Backlog and Growth - The backlog increased by over $4.5 billion, or 33% year over year, with a sequential book-to-bill ratio of 1.6x [2][5] - Nearly $1 billion of data center-related work was added to the backlog in the fourth quarter, including the first turnkey data center construction management agreement [1][5] Segment Performance - Communications segment revenue grew 23% in the fourth quarter, with full-year growth of 32%, while EBITDA grew 16% in the fourth quarter and 41% for the full year [7] - Power delivery segment revenue increased 13% year over year in the fourth quarter, with a full-year growth of 16% [9] - Clean Energy and Infrastructure (CE&I) segment revenue grew 15% for the full year, with a fourth-quarter revenue of $1.3 billion, up 2% year over year [12] - Pipeline infrastructure revenue surged 50% year over year in the fourth quarter, reaching $644 million, the highest quarterly level in two years [14] Future Guidance - For 2026, management guided revenue of approximately $17 billion, reflecting about 19% growth, with adjusted EBITDA of $1.45 billion and an 8.5% margin [5][16] - The company expects operating cash flow to exceed $1 billion and anticipates strong growth in CE&I and pipeline segments [5][16] Acquisitions - MasTec highlighted two acquisitions: NV2A, a construction management services firm, and McKee Utility Contractors, which expands into water infrastructure [15]

Key Takeaways Sterling's backlog rose 78% to $3.01B, given the strong market demand trends and CEC-driven growth.STRL's E-Infrastructure segment's backlog is led by data centers and large manufacturing builds.Sterling's $4.5B pipeline and rising EPS estimates support 2026 visibility, despite execution risks.Sterling Infrastructure, Inc. (STRL) closed 2025 with a headline-grabbing 78% year-over-year surge in signed backlog to $3.01 billion, with the CEC acquisition contributing $488.9 million to backlog, rei ...

Group 1: Caterpillar Inc - Caterpillar Inc reported strong earnings driven by increased demand in construction and mining sectors, with a revenue increase of 20% year-over-year [1] - The company’s operating profit margin improved to 15%, reflecting better cost management and pricing strategies [1] - Caterpillar's outlook remains positive, with projected revenue growth of 10% for the next fiscal year [1] Group 2: Eli Lilly and Company - Eli Lilly and Company announced a significant increase in revenue, primarily due to the strong performance of its diabetes and cancer treatment drugs, achieving a 25% increase compared to the previous year [1] - The company’s net income rose to $1.5 billion, indicating a robust profit margin of 30% [1] - Eli Lilly is expanding its research pipeline, with plans to invest $2 billion in new drug development over the next three years [1] Group 3: Walmart Inc - Walmart Inc experienced a revenue growth of 8% in the last quarter, driven by increased online sales and grocery demand [1] - The company’s e-commerce sales surged by 40%, highlighting a shift in consumer shopping behavior [1] - Walmart's operating income increased by 5%, reflecting effective cost control measures [1] Group 4: MasTec Inc - MasTec Inc reported a revenue increase of 15% year-over-year, supported by strong demand in the telecommunications and energy sectors [1] - The company’s net profit margin improved to 10%, driven by operational efficiencies [1] - MasTec is focusing on expanding its infrastructure projects, with an expected investment of $1 billion in the next fiscal year [1]

ROAD Stock Paves AI-Assisted Path To Breakout | Investor's Business DailyBREAKING: [Dow Futures Rise After Strong Nvidia Earnings]---Nvidia (NVDA) and Alphabet (GOOGL) make headlines as artificial intelligence stocks to watch, but an asphalt-centered infrastructure company has paved its way into that conversation. Now shares of Construction Partners (ROAD) stand poised to drive right into a new buy zone. A force to be reckoned with in the heavy construction industry, alongside peers like MasTec (MTZ), Sterl ...

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]

Key Takeaways TopBuild acquired Johnson Roofing to expand its commercial roofing footprint in Central Texas.BLD said the $29M-revenue deal supports its tuck-in strategy and regional-scale expansion.TopBuild's recent buys, including Progressive Roofing and SPI, fuel growth and synergies.TopBuild Corp. (BLD) has further strengthened its growth trajectory by agreeing to acquire Johnson Roofing, expanding its commercial roofing platform and regional footprint.Johnson Roofing is widely recognized as one of the l ...

The Small Cap Industrial ETF That Has Crushed the S&P 500 by 145 Points - 24/7 Wall St.[S&P 5006,942.60 +0.75%][Dow Jones49,471.00 +0.62%][Nasdaq 10025,290.80 +1.24%][Russell 20002,662.65 +0.42%][FTSE 10010,813.60 +0.93%][Nikkei 22559,625.30 +2.93%][Live Nasdaq Composite: Tech Tailwinds Boost Market Sentiment, Reclaiming Lost Ground][Investing]# The Small Cap Industrial ETF That Has Crushed the S&P 500 by 145 Points### Quick ReadFirst Trust RBA American Industrial Renaissance ETF (AIRR) returned 221.7% over ...

GRNJ ranks among the fastest-growing actively managed small- and mid-cap equity ETF launches with more than $384 million in AUM1NEW YORK, Feb. 25, 2026 /PRNewswire/ -- Fundstrat Capital, the investment management firm led by Chief Investment Officer Thomas "Tom" Lee, announced the completion of the February 2026 quarterly rebalance for the Fundstrat Granny Shots US Small- & Mid-Cap ETF (NYSE:GRNJ). With more than $384 million in assets under management, as of Feb. 23, 2026, GRNJ ranks among the fastest-grow ...

分组1 - Primoris Services reported quarterly earnings of $1.08 per share, exceeding the Zacks Consensus Estimate of $0.95 per share, but down from $1.13 per share a year ago, resulting in an earnings surprise of +13.68% [1] - The company achieved revenues of $1.86 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 9.59% and increasing from $1.74 billion year-over-year [2] - Primoris Services has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 36.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.85 on revenues of $1.71 billion, and for the current fiscal year, it is $5.88 on revenues of $8.01 billion [7] - The Zacks Industry Rank for Building Products - Heavy Construction is in the bottom 41% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

[music] Stocks, bonds, ETFs, straight out of downtown Chicago. This is [music] Zach's Market Edge. Welcome to Zach's Market Edge, the [music] podcast about investing in your life. I'm your host, Tracy Brinick, and this week I'm going solo again to talk about the new Magnificent Stocks. I've kind of hinted at this on prior podcasts earlier this year when we were talking about just the hot breakout stocks and a lot of people have basically thrown in the towel on the MAG 7. I think 2025 was its final year so i ...