Emcor Group (EME) came out with quarterly earnings of $7.19 per share, beating the Zacks Consensus Estimate of $6.68 per share. This compares to earnings of $6.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +7.69%. A quarter ago, it was expected that this construction and maintenance company would post earnings of $6.65 per share when it actually produced earnings of $6.57, delivering a surprise of -1.2%.Over the last four ...

Key Takeaways EME's Q4 earnings estimate rose to $6.68, up 5.7% year over year.EMCOR expects data center and manufacturing demand to drive 13.6% revenue growth.EME faces margin pressure, project delays and lower U.K. activity amid divestiture.EMCOR Group, Inc. (EME) is scheduled to report fourth-quarter 2025 results on Feb. 26, before the opening bell.In the last reported quarter, its earnings and revenues missed the Zacks Consensus Estimate by 1.2% and 0.4%, respectively. Moreover, both the metrics increas ...

Deep-pocketed investors have adopted a bearish approach towards Quanta Services (NYSE:PWR), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in PWR usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 16 extraordinary options activities for Quant ...

Core Viewpoint - Dycom Industries, Inc. will host a conference call to discuss its fiscal 2026 fourth quarter and annual results on March 4, 2026, at 9:00 a.m. ET, with a press release to be issued earlier that morning [1]. Group 1: Conference Call Details - Interested parties can participate in the Q&A session by registering online, after which they will receive a dial-in number and unique PIN [2]. - Participants are encouraged to join the call approximately ten minutes before the scheduled start time [2]. - A live listen-only audio webcast of the call, along with a slide presentation, will be available online, and a replay will be accessible for approximately 120 days following the event [3]. Group 2: Company Overview - Dycom Industries, Inc. is a leading provider of specialty contracting services to the telecommunications infrastructure and utility industries across the United States [4]. - The services offered by Dycom include program management, planning, engineering and design, aerial, underground, and wireless construction, maintenance, and fulfillment services for telecommunications providers [4]. - Additionally, Dycom provides electrical contracting services for data centers, underground facility locating services for various utilities, and other construction and maintenance services for electric and gas utilities [4].

Core Insights - Dycom Industries (DY) has consistently beaten earnings estimates, with an average surprise of 15.84% over the last two quarters [1][2] Earnings Performance - For the most recent quarter, Dycom reported earnings of $3.63 per share, exceeding the expected $3.15 per share, resulting in a surprise of 15.24% [2] - In the previous quarter, the company reported $3.33 per share against an estimate of $2.86 per share, achieving a surprise of 16.43% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Dycom, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for continued earnings beats [5][8] - The current Earnings ESP for Dycom is +15.06%, suggesting analysts are optimistic about its near-term earnings potential [8] Zacks Rank and Predictive Power - Dycom holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, indicates a high likelihood of another earnings beat [5][8] - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6]

Core Viewpoint - Quanta Services, Inc. is a leading provider in the specialty contracting services sector, particularly in the North American electric utility industry, with strong earnings growth anticipated for the upcoming quarters [1][3]. Financial Performance - Quanta Services is expected to report Q4 2025 earnings of $2.77 per share, reflecting a 1.1% increase from $2.74 per share in the same quarter last year [2]. - For fiscal 2025, the company's EPS is projected to be $9.72, marking an 18.4% increase from $8.21 in fiscal 2024, with further growth expected to $11.38 in fiscal 2026, a 17.1% year-over-year increase [3]. Stock Performance - Over the past 52 weeks, PWR stock has increased by 38.8%, outperforming the S&P 500 Index's rise of 16.9% and the State Street Industrial Select Sector SPDR ETF's return of 21.9% [4]. - Following the announcement of better-than-expected Q3 2025 earnings, PWR stock rose by 1.2% on October 30 [5]. Earnings Expectations - For Q3 2025, Quanta Services reported a revenue increase of 17.5% year-over-year to $7.63 billion, exceeding market expectations, with an adjusted EPS of $3.33 [5]. - The company anticipates full-year earnings between $6.53 and $7.02 per share, with revenue projected between $27.8 billion and $28.2 billion [5]. Analyst Ratings - The consensus among analysts is a "Moderate Buy" rating, with 19 out of 29 analysts recommending a "Strong Buy" and 10 suggesting a "Hold" [6]. - The average analyst price target for PWR is $479.15, indicating a potential upside of 2.7% from current levels [6].

Telecom Industry Overview - Telecom stocks, including AT&T, Dycom Industries, and America Movil, are highlighted as key companies to watch due to their significant trading volume recently [2] - These stocks are valued for their steady cash flows and dividends but are sensitive to capital expenditures, regulatory changes, and technological shifts in connectivity consumption [2] AT&T (T) - AT&T, Inc. operates as a holding company providing telecommunications and technology services through its Communications and Latin America segments [3] - The Communications segment offers wireless, wireline telecom, and broadband services to both businesses and consumers in the US and globally [3] Dycom Industries (DY) - Dycom Industries, Inc. specializes in providing contracting services to the telecommunications infrastructure and utility industries in the US [3] - The company offers engineering services for telecommunications providers, including planning and design for various cable systems and wireless networks [3] America Movil (AMX) - América Móvil, S.A.B. de C.V. provides telecommunications services across Latin America and internationally [4] - The company offers a range of services including wireless and fixed voice services, data services, and value-added services such as Internet access and mobile payment solutions [4]

Core Viewpoint - Dycom Industries, Inc. has successfully completed the acquisition of Power Solutions, LLC for approximately $1.63 billion in cash and 1.0 million shares of Dycom common stock, enhancing its position in the digital infrastructure industry [1][2] Group 1: Acquisition Details - The acquisition price was approximately $1.63 billion in cash, including an estimated working capital adjustment, along with 1.0 million shares of Dycom common stock [1] - Power Solutions will continue to operate under its brand, maintaining its headquarters in Bowie, Maryland, with its strong management team remaining in place [2] Group 2: Financial Impact - The transaction is expected to be immediately accretive to Dycom's Adjusted EBITDA margin and Adjusted Diluted Earnings Per Share, excluding non-cash amortization of intangible assets [3] - The acquisition is projected to improve free cash flow for the combined company [3] Group 3: Financing and Credit Agreement - Dycom amended its existing credit agreement to increase revolving facility commitments to $800 million from $650 million and to increase the term loan facility to $1.540 billion from $440 million, extending the maturity to December 2030 [4] - A $600 million senior secured 364-day bridge loan facility was established to refinance outstanding term loans and finance the cash consideration component of the acquisition [4]

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 - Dycom Industries (DY) is highlighted as a promising growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 53.2%, with projected EPS growth of 31.2% this year, surpassing the industry average of 30.1% [4] Group 2: Financial Metrics - Dycom Industries has an asset utilization ratio (sales-to-total-assets ratio) of 1.64, indicating higher efficiency compared to the industry average of 1.57 [5] - The company's sales are expected to grow by 14.5% this year, exceeding the industry average growth of 12.7% [6] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Dycom Industries, with the Zacks Consensus Estimate for the current year increasing by 7% over the past month [8] - The combination of a Growth Score of B and a Zacks Rank 1 suggests that Dycom Industries is a strong candidate for growth investors [10]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors: Dycom Industries, Micron Technology, and Sanmina Corporation [1][2][3] Company Summaries - **Dycom Industries, Inc. (DY)**: - Provides specialty contracting services to the telecommunications sector - Zacks Rank 1 - Current year earnings estimate increased by 4.7% over the last 60 days - PEG ratio of 1.78 compared to the industry average of 2.66 - Growth Score of B [1] - **Micron Technology, Inc. (MU)**: - Engages in memory and storage products - Zacks Rank 1 - Current year earnings estimate increased by 5.9% over the last 60 days - PEG ratio of 0.46 compared to the industry average of 1.24 - Growth Score of A [2] - **Sanmina Corporation (SANM)**: - Global provider of electronics contract manufacturing services - Zacks Rank 1 - Current year earnings estimate increased by 38.9% over the last 60 days - PEG ratio of 0.63 compared to the industry average of 1.86 - Growth Score of A [3]