MasTec, Inc. MTZ

Zacks Investment Research 13 nov

AECOM is expected to report Q4 fiscal 2026 results on Nov. 16 with adjusted EPS projected at $1.59 (up 16.9%) but revenues expected to decline 1.9%. The company benefits from strong infrastructure demand and a $27.81 billion backlog (up 12%), with AI adoption supporting efficiency. Recent construction sector peers showed mixed results: Martin Marietta reported strong earnings with record volumes, CRH missed expectations and cut guidance, while MasTec exceeded estimates with robust backlog.

Zacks Investment Research 13 nov

Quanta Services (PWR) reported strong Q3 2026 results with adjusted EPS surging 82% to $6.06 and revenues jumping 57.4% to $12.01 billion, both exceeding consensus estimates. The company raised full-year 2026 guidance and reported a record $63.7 billion backlog, driven by rising demand for power infrastructure and electrification projects. However, the stock trades at a premium valuation of 29.88X forward P/E compared to industry peers.

Zacks Investment Research 12 nov

Sterling Infrastructure's 2026 EPS estimates have risen 2.1% to $20.45, implying 88% growth, while the stock trades at a significant valuation discount of 11.77X forward P/E versus the industry's 20.51X. Strong demand for mission-critical infrastructure, a $6.14B backlog, and raised guidance support growth prospects, though margin pressures from CEC operations and execution challenges remain concerns. The stock has declined 44.8% over three months but carries a Zacks Rank #2 (Buy) rating.

Zacks Investment Research 12 nov

MasTec, Inc. (MTZ) is drawing attention from options traders due to unusually high implied volatility in its January 15, 2027 $25.00 call options, suggesting market expectations for a significant price movement. However, the company's fundamental outlook remains mixed, with a Zacks Rank #3 (Hold) rating and analyst estimates for the current quarter declining from $2.69 to $2.64 per share over the last 60 days.

Zacks Investment Research 11 nov

EMCOR Group (EME) has raised its 2026 revenue guidance to $20.6-$21 billion and adjusted EPS guidance to $34.50-$35.50, driven by a record $18.57 billion backlog and 20.8% organic growth. Despite a 17.2% stock decline over the past month due to concerns about data-center regulatory restrictions and high borrowing costs, the company's diversified infrastructure exposure across healthcare, utilities, and institutional markets provides a cushion. Strong execution, improving margins, and strategic acquisitions support long-term growth prospects.