Contact: Lambert by LLYC Jennifer Hurson, 845-507-0571, [email protected] SOURCE Belcan About Belcan Belcan, a Cognizant company, is a global supplier of design, software, manufacturing, supply chain, information technology, and digital engineering solutions to the aerospace, defense, space, government services, automotive, and industrial markets. Belcan engineers better outcomes for customers – from jet engines, airframe, and avionics to heavy vehicles, automobiles, and cybersecurity. Belcan takes a partne ...

NEW YORK, Jan. 27, 2026 /PRNewswire/ -- Neuberger Berman Capital Solutions, along with funds managed by Neuberger Berman Private Markets (collectively, "Neuberger"), announced the exit of its minority investment in ENTRUST Solutions Group ("ENTRUST" or the "Company") through a sale to Leidos (NYSE:LDOS) for approximately $2.4 billion. Neuberger initially acquired a significant minority stake in ENTRUST in August 2023, alongside existing investor Kohlberg & Company. The investment was held by several client ...

Company Overview - Jacobs Solutions Inc. is a global engineering and professional services firm based in Dallas, Texas, with a market capitalization of $16 billion, providing services across various sectors including infrastructure, transportation, water, energy transition, and advanced manufacturing [1] Earnings Expectations - The company is set to report its Q1 earnings soon, with analysts expecting a profit of $1.50 per share, which represents a 12.8% increase from $1.33 per share in the same quarter last year [2] - For the current fiscal year, analysts project an EPS of $7.01, reflecting a 14.5% increase from $6.12 in fiscal 2025, and an expected annual rise to $7.94 by FY2027, which is a 13.3% increase [3] Stock Performance - Over the past 52 weeks, Jacobs' stock has increased by 3.6%, which is lower than the Industrial Select Sector SPDR Fund's 22.3% rise and the S&P 500 Index's 16.2% increase during the same period [4] Recent Developments - On November 26, shares of Jacobs rose by 1.7% after the company, through its joint venture with Arcadis, was selected as the independent certifier for the Logan and Gold Coast Faster Rail Project in Queensland, aimed at enhancing rail capacity and passenger connectivity [5] Analyst Ratings - Wall Street analysts have a moderately bullish outlook on Jacobs' stock, with a "Moderate Buy" rating overall. Among 16 analysts, eight recommend a "Strong Buy," two a "Moderate Buy," and six a "Hold." The average analyst price target is $158.21, indicating a potential upside of 14.9% from current levels [6]

Core Insights - The "picks and shovels" trade has historically been a profitable investment strategy, focusing on the essential services and infrastructure that support transformative industries like AI and energy [1] Company Overview - Quanta Services, founded in 1997, is a leading U.S. infrastructure services provider specializing in complex energy, utility, communications, pipeline, and renewable projects, recognized as one of the largest specialty contractors in North America [3] - The company offers a range of services including design, engineering, installation, maintenance, and repair across various infrastructure sectors [3] Financial Performance - Quanta Services has a market capitalization of $63 billion and its stock increased by 33.8% in 2025, outperforming the S&P 500's growth of 16.7% during the same period [4] - Over the past decade, Quanta has achieved steady revenue and earnings growth with compound annual growth rates (CAGRs) of 13.45% and 17.97%, respectively [5] - The company's Q3 2025 results showed revenues of $7.6 billion, a 17% increase year-over-year, with the core electric segment contributing $6.2 billion (81% of total revenues) and growing at an annual rate of 18.5% [6][7] - The Underground and Infrastructure segment reported sales of $1.46 billion, marking a year-over-year growth of 15.9% [7]

Company Overview - Jabil Inc. (NYSE:JBL) is a contract manufacturer that has transformed from a low-multiple manufacturer to a company that assists clients in product design and manufacturing location decisions, which is increasingly important due to tariffs [1][2] - The company provides a range of services including manufacturing, design, and product management, serving various industries such as healthcare, automotive, and electronics [2] Financial Performance - Jabil reported a strong quarterly performance with better-than-expected guidance for the current quarter, indicating robust operational capabilities [2] - The company's share count has decreased by 43.6% since the end of 2015, reflecting a significant share buyback activity [1] Market Sentiment - Jim Cramer expressed bullish sentiment on Jabil, highlighting it as one of his favorite stocks within the contract manufacturing sector, which is currently experiencing a quiet bull market [2] - Despite an initial stock price increase of nearly 10% following the earnings report, Jabil's stock eventually retraced most of those gains due to a broader sector sell-off, although the stock has appreciated by 50% overall [1]

Group 1 - Jacobs Solutions Inc. is viewed as undervalued, with a recent recommendation from Goldman Sachs supporting its potential [1] - The company has seen a significant increase of nearly 48% from its lows in April, particularly in the data center construction sector [2] - Jacobs Solutions has been involved in the data center construction business since 2007, utilizing cost-saving technologies like the digital twin concept [2] Group 2 - The company provides a range of services including consulting, design, engineering, and infrastructure delivery across various industries [2]

Core Insights - AECOM is expected to report Q4 fiscal 2025 earnings with an EPS of $1.34 and revenue of $1.95 billion, driven by strong public infrastructure spending and favorable international trends [1][6] - The company has consistently exceeded earnings expectations over the last four quarters, with an average surprise of 9.8% [2][6] Financial Performance - In the previous quarter, AECOM's earnings exceeded expectations by 7.2% and grew 15.5% year-over-year, while revenue increased by 6.1% compared to the previous year, despite a slight miss of 0.6% against estimates [2] - Key financial ratios include a P/E ratio of 28.64, a price-to-sales ratio of 1.10, and an enterprise value to sales ratio of 1.17, indicating the company's market valuation [3][6] Operational Efficiency - The enterprise value to operating cash flow ratio stands at 20.40, and the earnings yield is 3.49%, reflecting the company's operational efficiency [4] - AECOM's debt-to-equity ratio is 1.22, suggesting a moderate use of debt in its operations, while the current ratio of 1.17 indicates a reasonable level of liquidity to cover short-term liabilities [4][5] Strategic Outlook - The company's restructuring efforts and strategic capital allocation are expected to enhance efficiency and profitability, contributing to anticipated growth in the upcoming earnings report [5]

Core Insights - Parsons Corporation has secured a SAR 210 million ($56 million) contract for the development of Phase II of the Diriyah project, a significant initiative under the Public Investment Fund (PIF) [2] - The contract encompasses design, supervision, and project management services, focusing on parks, green spaces, and civic infrastructure over a span of 55 kilometers [3] - The Diriyah project, valued at $63.2 billion, aims to create a pedestrian-centered urban area for 100,000 residents and attract around 50 million visitors annually [4] Company and Industry Summary - Parsons has been collaborating with PIF since 2017 on major projects in Saudi Arabia, including NEOM The Line and NEOM Oxagon [5] - The partnership with Parsons is expected to expedite the development of the Diriyah project, enhancing its potential as a key urban destination [4]

Core Insights - Celestica Inc. is a significant player in the electronics manufacturing services industry, providing design, manufacturing, and supply chain solutions, competing with firms like Flex Ltd. and Jabil Inc. [1] - The company has received approval from the Toronto Stock Exchange to initiate a Normal Course Issuer Bid, allowing it to repurchase up to 5.7 million common shares, approximately 5% of its public float [2][5] - The current stock price of Celestica is $340.13, reflecting a slight increase of 0.70% or $2.36, with a market capitalization of about $39.13 billion [3][4][5] Stock Performance - The stock has experienced fluctuations between $329.24 and $348.92 today, with a yearly high of $355.50 and a low of $58.05, indicating market volatility [3] - The average daily trading volume over the past six months was around 886,938 shares, with today's trading volume reaching 2.77 million shares [4] Shareholder Activity - Director KOELLNER LAURETTE T purchased 600 common shares at $340.55 each, increasing her total holdings to 1,300 shares [1][5]

Core Insights - Celestica Inc. is a key player in the Electronics - Manufacturing Services industry, providing design, manufacturing, and supply chain solutions across various sectors, including communications and cloud markets [1] Financial Performance - TD Securities maintained a "Hold" rating for Celestica, raising its price target from $238 to $305, reflecting strong financial performance and positive market sentiment [2] - The company's stock price surged by 6.78%, reaching a peak increase of 17.8%, following the release of third-quarter results [3][6] - Celestica reported non-GAAP adjusted earnings per share of $1.58 on revenue of $3.19 billion, exceeding Wall Street's expectations of $1.49 per share on $3.04 billion in revenue [3][6] - Quarterly net earnings reached $267.8 million, or $2.31 per share, a significant increase from $89.5 million, or 75 cents per share, in the same quarter last year [5] Revenue Growth - The company's revenue increased by 27.6% year-over-year, driven by the Connectivity & Cloud Solutions segment, which grew by 43.2% due to strong demand in communications and increased sales of hyperscale hardware [4][6] - Celestica's management raised its full-year revenue outlook to $12.2 billion, along with stronger projections for earnings and free cash flow [4] Market Position - Celestica's market capitalization stands at approximately $37.55 billion, with a trading volume of 7.7 million shares [5]