Primoris Services Corporation PRIM

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 10 nov

Argan (AGX) reported fiscal Q2 2027 revenues up 61.5% to $384 million with net income of $53.3 million, and initiated a $0.50 quarterly dividend. The company holds $1.03 billion in cash with no debt, but faces challenges including declining backlog and weaker industrial project margins. While the balance sheet is strong, dividend sustainability depends on consistent project execution and cash generation.

Zacks Investment Research 4 nov

Sterling Infrastructure raised its 2026 guidance following a strong Q3 with 127% revenue growth and 118% EPS growth to $7.58. The company increased full-year revenue guidance to $4.63-$4.73B and adjusted EPS to $21.70-$21.96, supported by an $8B backlog. However, execution risks including margin pressure from CEC's lower-margin electrical work, project timing, and working capital demands could limit upside.

Zacks Investment Research 3 nov

Primoris Services reported Q3 2026 earnings of $1.2 per share, beating consensus estimates of $0.75 by 60%, but revenues of $1.95 billion missed expectations by 4.19%. The stock has underperformed the market by 40.6% year-to-date and carries a Zacks Rank #3 (Hold) rating. The company operates in the Building Products - Heavy Construction industry, which ranks in the bottom 35% of Zacks industries.

Zacks Investment Research 3 nov

Primoris Services reported Q3 2026 revenue of $1.95 billion, down 10.4% year-over-year and missing consensus estimates by 4.19%. However, EPS of $1.20 exceeded expectations by 60% compared to the $0.75 consensus estimate. The company's total backlog reached $14.07 billion, slightly above analyst estimates. Energy segment revenue declined 17.6% while utilities revenue grew 4.5%. The stock has underperformed the broader market, declining 8.4% over the past month.