Jacobs Solutions Inc. (NYSE:J) made our Mad Money recap, as Jim Cramer shared his take on the stock and highlighted resilient consumer spending despite the Iran conflict. Cramer noted that the stock’s decline does not make sense to him, as he commented: People keep saying the market’s overvalued. I know a lot of high-quality stocks have come down from their highs in the last month and a half. Take one that we’ve liked for a long time, Jacobs Solutions. It’s the engineering construction firm that’s got som ...

Core Insights - Quanta Services, Inc. (PWR) is valued at $83.6 billion and is a significant player in modern infrastructure development, focusing on utility systems such as electric power networks and renewable energy infrastructure [1] - PWR is classified as a large-cap stock, with operations across North America, playing a crucial role in power-grid modernization and the global energy transition [2] Financial Performance - In Q4 2025, Quanta Services reported revenue of $7.84 billion, an increase from $6.55 billion the previous year, with adjusted EPS of $3.16, exceeding analyst expectations [6] - The company forecasts adjusted EPS for 2026 between $12.65 and $13.35, indicating strong future performance, and has a record year-end backlog of nearly $44 billion [6] Stock Performance - PWR's stock has seen a 27.6% increase over the past three months, outperforming the State Street Industrial Select Sector SPDR Fund (XLI) which rose by 5.1% [3] - Over the past six months, PWR's stock has jumped 46.1%, and it has soared 123.4% over the past year, significantly outpacing XLI's returns [4] - The stock has maintained trading above its 200-day moving average since early May and above its 50-day moving average since mid-January, indicating strong upward momentum [4] Competitive Landscape - Comfort Systems USA, Inc. (FIX) has outperformed PWR with an 81.2% rally over the past six months and a remarkable 317.2% gain over the past year [7]

Core Viewpoint - AECOM has declared a quarterly cash dividend of $0.31 per share, payable on April 17, 2026, to stockholders of record as of April 1, 2026, reflecting the company's commitment to returning value to its shareholders [1]. Financial Performance - AECOM reported first quarter fiscal 2026 results with total revenue of $3,831 million, representing a 5% year-over-year decrease [1]. - The company's Net Service Revenue (NSR) was reported at $1,851 million, showing a 5% year-over-year increase [1]. Company Overview - AECOM is recognized as a global infrastructure leader, focusing on delivering solutions in water, environment, energy, transportation, and buildings [1]. - The company had a revenue of $16.1 billion in fiscal year 2025, indicating its significant scale within the industry [1].

Group 1: Invesco Small Cap Value Fund Performance - Invesco Small Cap Value Fund outperformed its benchmark, the Russell 2000 Value Index, with Class A shares delivering a quarterly return of 6.79% compared to the benchmark's 3.26% in Q4 2025 [1] - For the full year, the fund generated a return of 17.64%, significantly higher than the Russell 2000 Value Index's 12.59% [1] - Stock selection in the Information Technology sector contributed approximately 2.90% to the fund's relative performance, while health care and financials detracted [1] Group 2: Market Outlook and Valuation - Management emphasized greater exposure to economically sensitive stocks, indicating that small-cap value equities remain attractively priced [1] - The Russell 2000 Value Index continues to trade at a historical P/E discount relative to the S&P 500, suggesting compelling long-term capital appreciation potential [1] Group 3: AECOM (NYSE:ACM) Overview - AECOM is a global infrastructure consulting firm that provides services for public and private sector projects, with a market capitalization of approximately $12.14 billion [2] - AECOM's one-month return was -4.37%, with shares trading between $85.00 and $135.52 over the last 52 weeks [2] - Despite reporting better-than-expected earnings, AECOM's revenues were below expectations, which negatively impacted its stock price [3] Group 4: Hedge Fund Interest in AECOM - AECOM was held by 45 hedge fund portfolios at the end of Q4 2025, an increase from 37 in the previous quarter [3] - The company is not among the 40 most popular stocks among hedge funds heading into 2026 [3]

Core Insights - AECOM has been selected by Sound Transit for multiple-award task order contracts to provide design, planning, environmental services, and project management for the Seattle region's transportation network [1] Group 1: Contract Details - The contracts will facilitate the planning, design, and delivery of light rail, commuter rail, and bus network projects in the Seattle area [1] - AECOM will serve as the prime firm responsible for these services under the awarded contracts [1]

Core Insights - Celestica Inc. has received an upward revision in its fiscal 2026 outlook by approximately $1 billion, with Barclays raising its price target to $391 from $359 and maintaining an Overweight rating, indicating confidence in sustained demand and improving earnings visibility [1][3] Financial Performance - In Q4 2025, Celestica reported a revenue increase of 44% year-over-year to $3.65 billion, with full-year revenue growth of 28% to $12.39 billion and a doubling of GAAP EPS [3] - Management has raised its 2026 revenue guidance to $17.0 billion and adjusted EPS to $8.75, supported by demand for AI-driven data center hardware [3] Capital Expenditures and Growth Strategy - The company plans to increase capital expenditures to $1 billion in 2026 to support long-term AI infrastructure programs, with funding expected from operating cash flow [3] - Strong execution, expanding margins, and self-funded growth investments position Celestica to capitalize on structural AI spending through 2027 and beyond [3] Company Overview - Celestica Inc., founded in 1994 and headquartered in Toronto, is a multinational electronics manufacturing services provider, operating in over 15 countries and serving sectors such as AI, aerospace, defense, health technology, and industrial markets [4]

Core Insights - The Nilörn Group reported a 5% increase in order intake to MSEK 251, driven by a significant order received in the previous quarter [3] - Net sales decreased by 6% to MSEK 219, but adjusted for currency effects, net sales amounted to MSEK 246, indicating an underlying organic increase of 6% [3] - Operating profit fell to MSEK 8.1 from MSEK 19.5, with one-off and currency-related costs impacting earnings by MSEK 3.3 [3] - The company established a subsidiary in the Netherlands and hired a new salesperson with extensive industry experience [3] - The Board proposed an unchanged dividend of SEK 1.50 per share, totaling MSEK 17.1 [3] - The Science Based Targets initiative approved the company's climate targets for reducing greenhouse gas emissions [3] Financial Performance - For the period January to December, order intake increased by 1% to MSEK 946, while net sales remained unchanged at MSEK 945 [3] - Adjusted for currency effects, net sales amounted to MSEK 1,012, reflecting an underlying organic increase of 7% [3] - Operating profit for the full year was MSEK 73.4, down from MSEK 82.9, with profit before tax at MSEK 67.2 compared to MSEK 78.0 [3] - Net profit for the year was MSEK 50.5, down from MSEK 58.9, and earnings per share decreased to SEK 4.43 from SEK 5.17 [3]

Group 1 - SLB has been awarded a five-year, $1.5 billion contract by Kuwait Oil Company to design, develop, and manage production at the Mutriba field in Kuwait [1][5] - The project aims to develop difficult and hard-to-reach oil and gas resources more quickly while minimizing environmental impact and controlling costs [2] - The contract represents trust and cooperation between KOC and SLB, expanding SLB's scope of work and responsibility, which supports stable and predictable cash flow generation [2][5] Group 2 - SLB and other oilfield equipment and service companies rely heavily on capital spending by upstream energy producers, which is influenced by fluctuations in oil prices [3] - The current business environment for oil and gas exploration firms is favorable, with West Texas Intermediate crude oil prices above $60 per barrel, positively impacting the business models of companies like Cactus, Baker Hughes, and Halliburton [4] - SLB currently carries a Zacks Rank 3 (Hold), while Halliburton and Baker Hughes also hold a Zacks Rank 3, and Cactus has a Zacks Rank 4 (Sell) [3][4]

Core Insights - Belcan Government Solutions (BGS), a subsidiary of Cognizant, has been awarded a significant contract with the Missile Defense Agency for the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program, with a ceiling value of $151 billion [1][2]. Company Overview - Belcan is a global supplier providing design, software, manufacturing, supply chain, information technology, and digital engineering solutions across various sectors including aerospace, defense, automotive, and government services [3]. - The company has a history of over 60 years in delivering adaptable and integrated solutions, focusing on high-end differentiated services to meet complex client needs [3]. Strategic Focus - The contract awarded to BGS allows for a broad range of work areas aimed at delivering innovative capabilities to enhance the speed and agility of defense operations [1]. - Cognizant emphasizes its commitment to supporting complex defense challenges through innovative and agile solutions, reflecting the expertise of its team [2].

Company Overview - ENTRUST Solutions Group is a leading consulting and engineering services platform serving the utility and infrastructure end markets with over 3,100 professionals across 40+ locations in North America [2][7] - The company provides consulting, design, and engineering services aimed at maintaining and upgrading aging utility infrastructure in the United States [2][7] - Over the past six years, ENTRUST has significantly expanded its geographic reach, service capabilities, and customer base through organic growth, strategic acquisitions, and enhanced operational infrastructure [7] Investment Details - Neuberger Berman Capital Solutions, along with funds managed by Neuberger Berman Private Markets, announced the exit of its minority investment in ENTRUST through a sale to Leidos for approximately $2.4 billion [1] - Neuberger initially acquired a significant minority stake in ENTRUST in August 2023 [1] - The transaction is subject to customary closing conditions and regulatory approvals, expected to close in the second quarter of 2026 [4] Strategic Partnerships - Neuberger Berman has played a vital role in supporting ENTRUST's strategic investments and team assembly, positioning the company for long-term success [3] - Leidos has retained Citi as financial advisor, Davis Polk & Wardwell LLP as legal advisor, and PwC as accounting advisor for the transaction [3] - ENTRUST, Kohlberg, and Neuberger have engaged Houlihan Lokey and Perella Weinberg Partners as financial advisors, Ropes & Gray as legal advisor, and KPMG as accounting advisor [4]