Key Takeaways Quanta's Electric segment grew 17.9% in Q3 2025, with demand from utilities, data centers and renewables.PWR's backlog reached $39.2B, supported by grid modernization, electrification and high-load customer needs.Fluor raised guidance as LNG, mining, energy transition and government work strengthened performance.The engineering and construction landscape within the energy-infrastructure sector is undergoing a meaningful shift as utilities, data-center operators and industrial customers rush to ...

Core Insights - Jacobs Solutions is a significant player in the professional services industry with a market capitalization of approximately $15.3 billion, competing with firms like AECOM and Fluor Corporation [1][6] - Truist Financial has set a price target of $152 for Jacobs Solutions, indicating a potential increase of about 17.67% from the current stock price [2][6] - The stock price of Jacobs Solutions is currently at $128.04, having decreased by 0.87% today, with fluctuations between $125.55 and $129.38 during the day [3][6] Stock Performance - Over the past year, Jacobs Solutions' stock has experienced a high of $168.44 and a low of $105.18, indicating volatility and potential for growth [5] - The stock remains actively traded with a trading volume of 689,793 shares, reflecting ongoing investor interest [5] Market Sentiment - Jim Cramer has highlighted Jacobs Solutions as a stock to watch, which can influence investor sentiment and market perceptions [4]

Wood, a UK-based provider of technical services to the energy sector, has secured a contract from PetroChina for the West Qurna 1 oilfield in southern Iraq. Under the contract, Wood will undertake engineering, procurement and construction (EPC) works across the West Qurna 1 development. This extends the company's decade-long support for one of the world’s largest crude developments and supports Iraq’s energy goals, stated Wood. Wood plans to deliver the contract by utilising nearly 200 of its employees ...

Jacobs Solutions Inc. (J) is a global technical professional services firm offering engineering, architecture, construction, consulting, and scientific services to both public-sector and private-sector clients. Headquartered in Dallas, Texas, the company operates across infrastructure, advanced facilities, and consulting segments and serves diverse industries such as energy, transportation, life sciences, government, and manufacturing. Jacobs Solutions has a market cap of around $18.1 billion. Shares of J ...

Non-GAAP Financial Information Fourth Quarter Fiscal 2025 East San Fernando Valley Transit Corridor Light Rail Los Angeles, California AECOM was appointed by the Los Angeles County Metropolitan Transportation Authority as the lead designer on the East San Fernando Valley Light Rail Transit project, providing engineering, architectural and design services for the 6.7-mile track extension. AECOM was appointed to Phase 2 work in Q4. Disclosures Forward-Looking Statements All statements in this communication ot ...

Saint Petersburg, Florida-based Jabil Inc. (JBL) is a trusted partner for the world's top brands, offering comprehensive engineering, manufacturing, and supply chain solutions. With a market cap of $21.6 billion, Jabil operates through Electronics Manufacturing Services and Diversified Manufacturing Services segments. Jabil has substantially outperformed the broader market over the past year. The company’s stock prices have soared 40.3% on a YTD basis and 56.4% over the past 52 weeks, compared to the S&P ...

Core Viewpoint - Rosen Law Firm has announced a class action lawsuit against Fluor Corporation (NYSE: FLR) on behalf of investors who purchased securities between February 18, 2025, and July 31, 2025, alleging that the company misled investors regarding its business operations [1][2]. Allegations - The lawsuit claims that Fluor Corporation made false and misleading statements and failed to disclose significant issues, including rising costs associated with major projects such as the Gordie Howe International Bridge and various Texas highways due to subcontractor design errors, price increases, and scheduling delays [2]. - It is alleged that these issues, along with reduced capital spending from customers and economic uncertainty, negatively impacted Fluor's business and financial results [2]. - The financial guidance provided by Fluor for the full year 2025 is claimed to be unreliable and overstated regarding the effectiveness of its risk mitigation strategies [2]. Legal Proceedings - Shareholders interested in serving as lead plaintiffs must file motions with the court by November 14, 2025 [3]. - Participation in the case is not required to be eligible for recovery, allowing shareholders to remain absent class members if they choose [3]. About Rosen Law Firm - Rosen Law Firm is recognized for its commitment to shareholder rights litigation, having recovered over $1 billion for shareholders since its inception [5].

Investor Deadline: Investors who purchased KBR securities during the Class Period may, no later than November 18, 2025, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE. Headquartered in Houston, Texas, KBR provides engineering, logistics, defense contracting, and mission- critical government services. The class action lawsuit alleges that KBR made false and/or misleading statements by failing to disclose that the U.S. Department of Defense's Transport ...

Summary of Fluor (NYSE:FLR) FY Conference Call - November 12, 2025 Company Overview - Fluor is a global engineering, procurement, and construction company, primarily known for its work in the oil and gas sector but has diversified into other areas such as LNG, power generation, chemicals, mining, advanced technologies, life sciences, and infrastructure projects [5][11][39]. Core Points and Arguments Business Model Evolution - Fluor has shifted its bidding strategy from a high-risk lump sum model to a focus on reimbursable contracts, with 99% of new awards being reimbursable last quarter and 80%-85% of total backlog being reimbursable [16][14]. - The company has centralized risk management to improve visibility and control over project bidding and execution [15]. Market Dynamics - The competitive landscape in the construction industry is changing, with fewer players in the diversified construction space, allowing Fluor to consider re-entering markets like power generation [17][18]. - Fluor is exploring opportunities in the power market, particularly in sophisticated projects that allow for a "smart lump sum" approach [18]. Nuclear Power Initiatives - Fluor is exiting its investment in NuScale, having invested $500 million over the years, and plans to liquidate its 111 million share stake by mid-Q1 2026 [26][29]. - The company is involved in two nuclear projects in Romania and is considering re-engagement in the U.S. nuclear market, particularly with the VC Summer project [35][37]. Mining and Metals Growth - Fluor sees significant growth potential in the mining sector, particularly in copper and rare earths, with expectations for several projects to reach Final Investment Decision (FID) by 2026 [39][42]. - The company is currently engaged in front-end engineering for over 90% of its mining prospects, indicating a strong pipeline of future work [44]. Life Sciences Sector - The life sciences business has been a major earnings driver, with a significant project for Lilly contributing to growth. Fluor anticipates more opportunities in this sector as clients seek to establish manufacturing facilities in the U.S. [50][51]. - Trade policy has been a concern, impacting clients' decisions on large investments [52]. Financial Outlook - Fluor is projecting an increase in EBITDA as legacy projects conclude, allowing for redeployment of resources to more profitable projects [57]. - The company plans to buy back $800 million in stock, partially funded by the conversion of its NuScale investment, with an expected EBITDA to cash conversion rate of 60%-70% [70][72]. Other Important Insights - The company is navigating challenges in the mining sector due to past management changes and market volatility, but sees a favorable environment for new projects [46][47]. - Fluor's diversified portfolio strategy is aimed at mitigating risks associated with traditional markets, allowing it to adapt to changing market conditions [65]. This summary encapsulates the key points discussed during the conference call, highlighting Fluor's strategic shifts, market opportunities, and financial outlook.

Core Viewpoint - A class action lawsuit has been filed against Fluor Corporation (FLR) by Berger Montague on behalf of investors who acquired shares between February 18, 2025, and July 31, 2025, alleging that the company misled investors regarding its financial guidance and undisclosed risks associated with major infrastructure projects [1][3]. Company Overview - Fluor Corporation, headquartered in Irving, Texas, provides engineering, procurement, construction, and project management services globally, with its Urban Solutions segment being the largest revenue contributor [2]. Lawsuit Details - The lawsuit claims that FLR and certain executives failed to disclose rising costs related to significant projects, including the Gordie Howe, I-635/LBJ, and I-35 projects, which were impacted by subcontractor design errors, material price increases, and scheduling delays [3]. - Additionally, the company is accused of underreporting the adverse effects of decreased client capital spending and broader economic uncertainties [3]. Financial Performance - In February 2025, FLR projected a full-year 2025 adjusted EPS of $2.25 to $2.75 and EBITDA of $575 million to $675 million, which was reaffirmed in May 2025 [4]. - On August 1, 2025, FLR reported disappointing second-quarter results, with a non-GAAP EPS of $0.43, missing consensus estimates by 23%, and revenue of $3.98 billion, which was $570 million below expectations and a 5.9% decline year-over-year [5]. - Following the release of these results, FLR significantly lowered its FY 2025 outlook, attributing the downturn to project delays and reduced client awards, leading to a stock price drop of $15.35, or 27.04%, closing at $41.42 [5].