Long the poster child for volatile, low-margin earnings, civil construction company Tutor Perini ( TPC ) has quietly engineered one of the most dramatic turnarounds in the sector over the past 18 months. What was once a chronically unprofitable, debt-laden contractor plaguedI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptio ...

Long the poster child for volatile, low-margin earnings, civil construction company Tutor Perini ( TPC ) has quietly engineered one of the most dramatic turnarounds in the sector over the past 18 months. What was once a chronically unprofitable, debt-laden contractor plaguedI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptio ...

Q3 2025 Financial Performance - Total revenue increased by $158 million year-over-year to $1433 million[15] - Construction revenue increased by $82 million year-over-year to $1162 million[15] - Materials revenue increased by $76 million year-over-year to $271 million[15] - Adjusted EBITDA margin increased by 330 bps year-over-year to 150%[15,18] - Adjusted net income increased by $33 million year-over-year to $124 million[15] - CAP increased by $718 million year-over-year to $63 billion[15] Materials Segment Performance - Aggregate average selling price increased by 256% year-over-year from $1636 to $2054 per ton in Q3 2025[67] - Asphalt average selling price increased by 68% year-over-year from $7866 to $8400 per ton in Q3 2025[67] - Aggregate sales volume increased by 263% year-over-year from 6366 tons to 8041 tons in Q3 2025[68] - Asphalt sales volume increased by 144% year-over-year from 2801 tons to 3205 tons in Q3 2025[68] Future Outlook - The company expects volume growth in both aggregate and asphalt into 2026, supported by strong demand[11] - Revenue is expected to accelerate in Q4 and into 2026 as projects ramp up[14] - The company is positioned to act on future M&A opportunities[18] - The company expects to outperform its target of 9% of operating cash flow as a percentage of revenue in 2025[23]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying those that can fulfill their potential is challenging [1] Group 1: Company Overview - Sterling Infrastructure (STRL) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 40.8%, with projected EPS growth of 56.8% this year, significantly surpassing the industry average of 11.1% [4] Group 2: Financial Metrics - Sterling Infrastructure's year-over-year cash flow growth is 30.6%, exceeding the industry average of 17.2% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 39.7%, compared to the industry average of 7% [6] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Sterling Infrastructure, with the Zacks Consensus Estimate for the current year increasing by 2.7% over the past month [8] - The combination of strong earnings estimate revisions and a Growth Score of B positions Sterling Infrastructure as a potential outperformer for growth investors [10]

Core Viewpoint - Growth investors are increasingly focused on identifying stocks with above-average financial growth, but this can be challenging due to the associated risks and volatility [1] Group 1: Company Overview - Sterling Infrastructure (STRL) is currently highlighted as a recommended growth stock due to its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 40.8%, with projected EPS growth of 56.8% this year, significantly outperforming the industry average of 11.1% [4] Group 2: Financial Metrics - Sterling Infrastructure's year-over-year cash flow growth stands at 30.6%, exceeding the industry average of 17.2% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 39.7%, compared to the industry average of 7% [6] Group 3: Earnings Estimates - The current-year earnings estimates for Sterling Infrastructure have been revised upward, with a 2.7% increase in the Zacks Consensus Estimate over the past month [7] - The combination of positive earnings estimate revisions and a Zacks Rank 1 positions Sterling Infrastructure favorably for potential outperformance [9]

Core Viewpoint - The article emphasizes the importance of confirming the sustainability of stock trends for successful short-term investing, highlighting the use of a specific screening strategy to identify stocks with strong fundamentals and positive price momentum. Group 1: Trend Analysis - The trend in short-term investing is crucial, and confirming its sustainability is essential for profitability [1][2] - A unique screening strategy called "Recent Price Strength" helps identify stocks with sufficient fundamental strength to maintain their upward trend [3] Group 2: Stock Performance - Sterling Infrastructure (STRL) has shown a solid price increase of 60.5% over the past 12 weeks, indicating strong investor interest [4] - STRL has also increased by 25.2% over the last four weeks, suggesting that the upward trend is still intact [5] - The stock is currently trading at 91.5% of its 52-week high-low range, indicating a potential breakout [5] Group 3: Fundamental Strength - STRL holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [7] Group 4: Additional Insights - Besides STRL, there are other stocks that meet the criteria of the "Recent Price Strength" screen, suggesting further investment opportunities [8] - The article encourages utilizing various Zacks Premium Screens tailored to different investing styles to identify winning stock picks [8]

Acquisitions and Financial Performance - Granite acquired Warren Paving and Papich Construction for a combined $710 million[8] - The acquisitions are expected to contribute approximately $425 million in annual revenue with an Adjusted EBITDA margin of approximately 18%[8] - Granite's Materials segment aggregate sales volumes are expected to increase approximately 27% annually due to the acquisitions[8] - Granite's aggregates reserves and resources are expected to increase by approximately 30% due to the acquisitions[8] - Q2 2025 total revenue was $1,126 million, an increase of $43 million year-over-year[34] - Adjusted EBITDA for Q2 2025 was $152 million, with an Adjusted EBITDA margin of 135%, representing a 150 basis points increase year-over-year[34] Market and Operational Highlights - Warren Paving has estimated aggregates reserves and resources of over 400 million tons[11, 14] - Papich Construction has estimated aggregates reserves and resources of over 40 million tons[21] - Mississippi and Louisiana are expected to receive a combined $30 billion in data center investments[19] Guidance and Targets - The company updated its 2025 revenue guidance to $435 billion - $455 billion[40] - The company is targeting a 65%-85% free cash flow margin in 2027[40]

Core Viewpoint - The article emphasizes the importance of identifying and sustaining trends in short-term investing, highlighting that sound fundamentals and positive earnings estimates are crucial for maintaining momentum in stock prices [1]. Group 1: Stock Performance - Sterling Infrastructure (STRL) has shown a significant price increase of 95.5% over the past 12 weeks, indicating strong investor interest [3]. - The stock has also increased by 14.6% in the last four weeks, suggesting that the upward trend is still intact [4]. - STRL is currently trading at 91.1% of its 52-week high-low range, indicating a potential breakout [4]. Group 2: Fundamental Strength - STRL holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [5]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [6]. Group 3: Investment Strategy - The article suggests that investors can utilize the "Recent Price Strength" screen to identify stocks like STRL that are on an uptrend with strong fundamentals [2]. - It also mentions that there are over 45 Zacks Premium Screens available for investors to find potential winning stock picks based on their investing style [7].

Core Viewpoint - The article emphasizes the importance of identifying and sustaining trends in short-term investing, highlighting that sound fundamentals and positive earnings estimates are crucial for maintaining momentum in stock prices [1][2]. Group 1: Stock Performance - Sterling Infrastructure (STRL) has shown a significant price increase of 60.3% over the past 12 weeks, indicating strong investor interest and potential upside [3]. - The stock has also experienced a price increase of 7.7% over the last four weeks, suggesting that the upward trend is still intact [4]. - STRL is currently trading at 95% of its 52-week high-low range, indicating a potential breakout opportunity [4]. Group 2: Fundamental Strength - STRL holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are key indicators of near-term price movements [5]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [6]. Group 3: Investment Strategy - The article suggests that investors can utilize the "Recent Price Strength" screen to identify stocks like STRL that are on an upward trend supported by strong fundamentals [2][7]. - It also mentions that there are over 45 Zacks Premium Screens available for investors to find stocks that align with their investment strategies [7].

Core Viewpoint - The article emphasizes the importance of timing and sustainability in stock trends for successful short-term investing, highlighting the need for strong fundamentals to maintain momentum [1][2]. Group 1: Stock Performance - Sterling Infrastructure (STRL) has shown a solid price increase of 54.2% over the past 12 weeks, indicating strong investor interest [4]. - The stock has also increased by 16.4% in the last four weeks, suggesting that the upward trend is still intact [5]. - STRL is currently trading at 82.3% of its 52-week high-low range, indicating a potential breakout [5]. Group 2: Fundamental Strength - STRL holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [7]. - The Zacks Rank system has a strong historical performance, with Zacks Rank 1 stocks averaging a +25% annual return since 1988 [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like STRL that are on an uptrend supported by strong fundamentals [3]. - There are additional stocks that meet the criteria of the "Recent Price Strength" screen, providing further investment opportunities [8]. - The Zacks Research Wizard can assist in backtesting stock-picking strategies to ensure past profitability [9].