Amentum (NYSE:AMTM) Q1 2026 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsAndrew Harte - DirectorColin Canfield - DirectorJohn Heller - CEOKenneth Herbert - Managing DirectorMariana Perez Mora - Managing DirectorNathan Rutledge - Senior VP and Head of Investor RelationsSteve Arnette - COOTobey Sommer - Managing DirectorTravis Johnson - CFOConference Call ParticipantsGavin Parsons - AnalystKristine Liwag - Research AnalystSeth Seifman - AnalystTrevor Walsh - Research AnalystOperatorI would ...

Amentum (NYSE:AMTM) Q1 2026 Earnings call February 10, 2026 08:30 AM ET Company ParticipantsAndrew Harte - DirectorColin Canfield - DirectorJohn Heller - CEOKen Herbert - Managing DirectorMariana Perez Mora - Managing DirectorNathan Rutledge - Senior VP and Head of Investor RelationsSteve Arnette - COOTobey Sommer - Managing DirectorTravis Johnson - CFOConference Call ParticipantsGavin Parsons - AnalystKristine Liwag - Research AnalystSeth Seifman - AnalystTrevor Walsh - Research AnalystOperatorI would now ...

We came across a bullish thesis on KBR, Inc. on Value Don't Lie’s Substack. In this article, we will summarize the bulls’ thesis on KBR. KBR, Inc.'s share was trading at $42.64 as of February 4th. KBR’s trailing and forward P/E were 13.05 and 10.28 respectively according to Yahoo Finance. CoreWeave (CRWV) Jumps 10.7% on Billion-Dollar Backing Photo by ThisisEngineering on Unsplash KBR, Inc. provides scientific, technology, and engineering solutions to governments and commercial customers worldwide. KBR ...

Key Takeaways Jacobs will lead engineering design of the Bolivar Roads Gate System along the Texas Gulf Coast.J's project anchors the Coastal Texas Project, aimed at protecting millions from hurricanes and storm surge.Jacobs' win strengthens its climate-resilience backlog as shares jumped 7.8% after the news.Jacobs Solutions Inc. (J) has secured a landmark contract from the Gulf Coast Protection District to lead the engineering design of a major coastal storm surge barrier system along the Texas Gulf Coast. ...

Core Viewpoint - Jacobs has been selected to manage the construction of the San Dieguito Lagoon Double Track and Special Events Platform project, which aims to enhance rail capacity and reduce congestion along the LOSSAN Corridor, a vital rail link in Southern California [1][2]. Group 1: Project Details - The project involves 2.1 miles of track improvements, including a new double track to eliminate a bottleneck between Solana Beach and Del Mar fairgrounds, aimed at easing traffic congestion and improving access during large-scale events [2]. - Additional upgrades include the replacement of the century-old San Dieguito Lagoon bridge to improve climate resiliency, along with enhancements to turnouts, signals, communications, and drainage systems to boost operational efficiency [3]. Group 2: Company Overview - Jacobs is ranked No. 2 in Transportation by Engineering News-Record and is involved in moving people, goods, and freight through various modes of transport [4]. - The company generates approximately $12 billion in annual revenue and employs nearly 43,000 people, providing end-to-end services across multiple sectors including transportation, energy, and environmental services [5].

Core Insights - Jacobs has been selected to lead the engineering design for a significant coastal storm surge barrier system known as The Gate, part of the Coastal Texas Project, aimed at enhancing resilience against hurricanes and rising sea levels [1][2][3] Project Overview - The Bolivar Roads Gate System will span across Bolivar Roads, providing essential protection for over six million residents and safeguarding approximately $800 billion in regional assets [2][3] - The project is a collaboration between the Gulf Coast Protection District, the U.S. Army Corps of Engineers, and the Texas General Land Office, supported by nearly $1 billion in state funding, marking it as the most ambitious coastal resiliency effort in U.S. history [3] Benefits and Impact - The storm surge barrier is expected to lower recovery costs from storm damage, protect jobs linked to the region's port and industrial activities, and preserve sensitive ecosystems such as wetlands and oyster reefs [4] - Jacobs anticipates that the project will integrate advanced sector gates to manage storm surges while allowing maritime traffic, utilizing cutting-edge digital modeling for long-term operational reliability [3][4] Company Profile - Jacobs operates with approximately $12 billion in annual revenue and a workforce of nearly 43,000, providing comprehensive services across various sectors including energy, environmental, and transportation [6]

Bolsters U.S. public transportation capabilities and deepens presence in a top infrastructure marketTORONTO and PASADENA, Calif., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Leading diversified professional services and investment management company, Colliers (NASDAQ, TSX: CIGI), announced today that the U.S. division of its Engineering segment (“Colliers Engineering”) has acquired Ramos Consulting Services, Inc. (“Ramos CS”), a California-based provider of program management, construction management, and engineering ...

RESTON, Va., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Bowman Consulting Group Ltd. (NASDAQ: BWMN) will release financial results for the fourth quarter and full year 2025 after the markets close on Wednesday, March 4, 2026. The company will host a conference call to discuss earnings results at 9:00 a.m. EST on Thursday, March 5, 2026. The company will provide details related to 2026 financial guidance during the call. To access a webcast of the conference call, please visit the Bowman Investor Relations website at ...

Jacobs Solutions (NYSE:J) Q1 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsBert Subin - SVP of Investor RelationsBob Pragada - Chair and CEOVenkatesh Nathamuni - CFOConference Call ParticipantsAdam Bubes - AnalystAndrew Wittmann - AnalystAndy Kaplowitz - AnalystChad Dillard - AnalystJamie Cook - AnalystJerry Revich - AnalystMichael Dudas - AnalystSabahat Khan - AnalystSangita Jain - AnalystSteven Fisher - AnalystOperatorLadies and gentlemen, thank you for standing by. My name is Krist ...

Financial Data and Key Metrics Changes - Adjusted EPS grew 15% to $1.53, supported by robust 8% net revenue growth and solid underlying margin performance [4][11] - Gross revenue increased 12% year-over-year, and adjusted net revenue grew by more than 8% [10] - Consolidated backlog was up 21% year-over-year to a record $26.3 billion, with trailing 12-month book-to-bill rising to 1.4x [11][12] - Free cash flow for Q1 was $365 million, with a strong underlying performance despite a favorable cash timing item [15][16] Business Line Data and Key Metrics Changes - Life sciences and advanced manufacturing net revenue grew 10% in Q1, driven by strong award activity in data centers and semiconductor sectors [12][13] - Critical infrastructure net revenue increased 8% over Q1 2025, with robust growth in transportation, particularly in rail and aviation [13] - Water and environmental net revenue growth increased sequentially to 4%, driven by high single-digit growth in water [13][14] Market Data and Key Metrics Changes - International business grew over 9%, with broad-based growth in Europe, the Middle East, and APAC [23] - The company is seeing a strong demand for integrated consulting and delivery approaches, particularly in critical infrastructure [9] Company Strategy and Development Direction - The acquisition of the remaining stake in PA Consulting is seen as a key accelerant in the strategy to redefine the asset life cycle [4][10] - The company aims to simplify its structure and produce predictable, high-quality earnings over the long term [10] - Focus on leveraging digital consulting, innovation, and AI advisory to enhance service offerings and drive growth [4][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the updated guidance, citing strong execution and secular growth tailwinds [20] - The company anticipates continued growth in the life sciences and advanced manufacturing sectors, particularly in the second half of the fiscal year [12][14] - Management noted that the government shutdown did not impact their performance, providing confidence in their revenue range [23][24] Other Important Information - The company announced a 12.5% increase in its quarterly dividend from $0.32 to $0.36 per share [16] - The net leverage ratio currently stands just below 0.8x on LTM adjusted EBITDA, well below the target range of 1.0x-1.5x [16] Q&A Session Summary Question: Outlook considering potential government shutdown - Management indicated that the backlog's burn profile and strong wins in life sciences and advanced manufacturing are key drivers for confidence in guidance [23][24] Question: Environmental services business performance - Management highlighted three factors driving improvement: government contracts, disaster relief work transitioning to state and local levels, and increased private sector demand [25][26][28][29] Question: Backlog growth and project complexity - Management confirmed that the risk profile remains unchanged and that they are utilizing the same risk management strategies as in previous years [78][79] Question: PA Consulting acquisition valuation - Management clarified the accounting and economic ownership differences and emphasized the expected accretive nature of the acquisition [81][84] Question: Project pipeline growth by end markets - Management reported strong pipeline growth across water and environmental, life sciences, and critical infrastructure sectors, with varying growth rates [90]