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AECOM: Secular Trends, Digital Transformation And Margin Expansion Ahead
Seeking Alpha· 2025-04-29 20:09
AECOM (NYSE: ACM ) is a leading global infrastructure consulting company with approximately 51,000 technical experts and operations in over 50 countries. The company deals with large-scale projects in the environment, energy, transportation, and water, among other industries. The company operates more asAt Henriot Capital, we live by the principle that simplicity and common sense drive success. I’m passionate about building a hedge fund with a clear purpose, disciplined focus, and consistent alpha. Our appr ...
VRT vs. SMCI: Which AI Infrastructure Stock is a Stronger Buy?
ZACKS· 2025-04-29 20:00
Vertiv (VRT) and Super Micro Computer (SMCI) are well-known providers of artificial intelligence (AI) infrastructure in the data center market. While Vertiv offers power and thermal management products Super Micro Computer provides rack-scale solutions optimized for various AI and HPC workloads as well as IT solutions. Per IDC estimates, AI infrastructure is poised to surpass $200 billion in spending by 2028, offering solid opportunity for both the stocks. However, both Vertiv and Super Micro Computer share ...
Solaris Energy Infrastructure, Inc. (SEI) Q1 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-04-29 17:57
Solaris Energy Infrastructure, Inc. (NYSE:SEI) Q1 2025 Earnings Conference Call April 29, 2025 9:00 AM ET Company Participants Yvonne Fletcher - SVP of Finance and IR William Zartler - Chairman & CEO Kyle Ramachandran - President & CFO Conference Call Participants Stephen Gengaro - Stifel Derrick Whitfield - Texas Capital Derek Podhaizer - Piper Sandler Thomas Meric - Janney Montgomery Scott Jeff LeBlanc - Tudor, Pickering, Holt & Co. Don Crist - Johnson Rice Bobby Brooks - Northland Capital Markets Sean Mi ...
Hammered Prices, Elevated Yields: Iron Mountain's Income Sweet Spot
Seeking Alpha· 2025-04-29 17:55
Group 1 - Iron Mountain's stock has decreased by more than 31% over the past six months and over 16% year-to-date, significantly impacting its market performance [1] - The company is categorized as a specialty infrastructure REIT, indicating its focus on niche markets within the real estate investment trust sector [1] Group 2 - The article highlights the expertise of the market analyst Moz Farooque, who has a background in financial journalism and holds a BSc in Applied Accounting and Finance from Oxford Brookes University [1] - Farooque's research has been featured in various financial platforms, showcasing his ability to identify under-the-radar stock and crypto opportunities [1]
CommScope Stock Before Q1 Earnings: To Buy or Not to Buy?
ZACKS· 2025-04-29 14:45
CommScope Holding Company, Inc. (COMM) is scheduled to report first-quarter 2025 earnings on May 1, 2025. The Zacks Consensus Estimate for revenues and earnings is pegged at $1.11 billion and 8 cents per share, respectively. Over the past 60 days, earnings estimates for COMM for 2025 have decreased from 89 cents per share to 87 cents and for 2026 from $1.14 per share to $1.09.COMM Estimate TrendImage Source: Zacks Investment ResearchEarnings Surprise HistoryThe infrastructure solutions provider delivered a ...
Enterprise Products Partners L.P.(EPD) - 2025 Q1 - Earnings Call Presentation
2025-04-29 14:13
Forward-Looking Statements This presentation contains forward-looking statements based on the beliefs of the company, as well as assumptions made by, and information currently available to our management team (including information published by third parties). When used in this presentation, words such as "anticipate," "project," "expect," "plan," "seek," "goal," "estimate," "forecast," "intend," "could," "should," "would," "will," "believe," "may," "scheduled," "pending," "potential" and similar expression ...
SEI LAWSUIT ALERT: Levi & Korsinsky Notifies Solaris Energy Infrastructure, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline
Prnewswire· 2025-04-29 09:45
Core Viewpoint - A class action securities lawsuit has been filed against Solaris Energy Infrastructure, Inc. due to alleged securities fraud affecting investors between July 9, 2024, and March 17, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit aims to recover losses for investors who were adversely affected by alleged fraudulent activities [2]. - The complaint alleges that the defendants made false statements regarding Mobile Energy Rentals LLC (MER), including its lack of corporate history in mobile turbine leasing and a non-diversified earnings stream [3]. - It is claimed that MER's co-owner has a criminal background associated with turbine-related fraud, which misled investors about Solaris's commercial prospects from the acquisition [3]. - The lawsuit also alleges that Solaris inflated profitability metrics by failing to properly depreciate its turbines, leading to materially misleading statements about the company's business and operations [3]. Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until May 27, 2025, to request appointment as lead plaintiff, although participation in any recovery does not require this role [4]. - Class members may be entitled to compensation without any out-of-pocket costs or fees [4]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [5]. - The firm has been recognized in ISS Securities Class Action Services' Top 50 Report for seven consecutive years as one of the leading securities litigation firms in the United States [5].
被反映施工项目“偷工减料”存诸多安全隐患 中铁十七局相关单位“踢皮球”
Xiao Fei Ri Bao Wang· 2025-04-29 09:08
消费日报网讯(记者 丁新伟)近日,记者接到线索称,由中铁十七局一公司、四公司负责施工的西渝高铁 康渝段十三标段,存在"锁脚锚杆长度不足;系统锚杆和前置小导管没按设计图纸施工,数量、密度及 深度严重缩水等情况,存在偷工减料"等安全问题。 对此,消费日报记者在采访调查过程中,却遭遇施工方中铁十七局相关单位的有关人员"踢皮球"。 线索反映:项目存在诸多安全问题 记者接到线索反映称,西渝高铁康渝段十三标段存在"锁脚锚杆长度不足;系统锚杆和前置小导管没按 设计图纸施工,数量、密度及深度严重缩水,存在偷工减料"等诸多问题。 线索内容显示,在隧道施工过程中,施工方中铁十七局一公司、四公司对隧道质量及施工安全起重要作 用的系统锚杆,在施工中要么不做,要么量不足,要么长度不够;仅在需要拍视频送检或是有领导检查 时才会按要求施工,大量锚杆未按图纸深度施工即被截断或直接转卖;本应在爆破前起固定围岩的前置 小导管,被施工方认为完全是可以省略的"多余规定",施工方对设计图纸随意更改,为追求"利益最大 化",前置小导管基本不做,即使遇到领导检查,也照样不按图纸要求施工,小导管注浆等程序直接省 略;锁脚锚杆多数深度打不到设计要求…… 记者 ...
浙江交科(002061) - 2025年第一季度建筑业经营情况简报
2025-04-29 03:46
证券代码:002061 证券简称:浙江交科 公告编号:2025-050 浙江交通科技股份有限公司 2025年第一季度建筑业经营情况简报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第 3 号——行业信息披露》等相关规定,浙江交通科技股份有限公司现将子 公司浙江交工集团股份有限公司(以下简称"浙江交工")2025 年第一季度建 筑业经营情况简报如下: 一、订单情况 1.项目概况 | 第一季度 | | 第一季度 | | 本年累计新中标 | | 本年累计新中标 | | 截至报告期末历 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 新中标且签约项 | | 新中标未签约项 | | 且签约项目 | | 未签约项目 | | 年累计已签约未 | | | 目 | | 目 | | | | | | 完工项目 | | | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | 数量 | 金额 | ...
Compared to Estimates, SBA Communications (SBAC) Q1 Earnings: A Look at Key Metrics
ZACKS· 2025-04-28 23:00
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. For the quarter ended March 2025, SBA Communications (SBAC) reported revenue of $664.25 million, up 1% over the same period last year. EPS came in at $3.16, compared to $1.42 in the year-ago quarter. The reported revenue compares t ...