FIX

Argan, Inc. AGX delivered a sharp beat for the second quarter of fiscal 2027 (ended July 31, 2026), with earnings and revenues topping the Zacks Consensus Estimate and growing year over year.The quarterly results reflected higher activity across all three business segments, led by construction ramp-ups in Power and stronger field services and vessel fabrication in Industrial. Project backlog stood at $2.5 billion as of July 31, 2026.AGX stock gained 9.9% during yesterday’s after-hours trading session, post the announcement of the financial results. The company’s quarterly earnings of $3.76 per share rose 50.4% year over year and topped the Zacks Consensus Estimate of $2.68 by 40.3%.Revenues increased 61.5% year over year to $384 million and surpassed the consensus mark of $298 million by 28.9%. Argan, Inc. price-consensus-eps-surprise-chart | Argan, Inc. Quote Consolidated gross profit rose 67.7% to $74.2 million, while gross margin expanded to 19.3% from 18.6%. Selling, general and administrative expenses increased 22.5% to $17.4 million but declined to 4.5% of revenues from 6% in the year-ago period.Adjusted EBITDA climbed to $70 million from $38.49 million year over year, with margin improving to 18.2% from 16.2%. The Power segment generated $301.2 million in quarterly revenues, up 52.9% year over year and representing 78.4% of consolidated revenues. Growth reflected increased construction activity on the 1.4 GW Thermal Project, 700 MW Combined-Cycle Project, 1.2 GW Power Station and 860 MW Thermal Project.Power gross margin improved to 22.4% from 19.6% a year earlier. Management attributed the consolidated gross margin improvement primarily to changing project and contract mix and strong execution in the Power segment. Industrial revenues surged 111.2% to $76.2 million as field-services construction activity and vessel fabrication increased. The segment accounted for 19.8% of consolidated revenues, up from 15.2% in the prior-year quarter.Industrial gross margin, however, fell to 7.3% from 12.5%. Argan is constructing an additional fabrication facility in Farmville, NC, to support a contract for approximately 2,000 horizontal pressure vessels for thermal energy storage and chilled-water cooling systems. Completion is expected in the third quarter of fiscal 2027. Teledata revenues increased 39.5% to $6.6 million. Its gross margin declined to 16.6% from 24.7%, while the segment posted a pretax loss of $0.2 million for the quarter.On July 31, 2026, Argan acquired ValCor Communications for total consideration of approximately $9.4 million. Since the acquisition closed on the final day of the quarter, ValCor contributed no revenues or earnings to the reported period. The deal extends Teledata's reach into New England and adds defense and aerospace customers. Cash, cash equivalents and investments totaled $1.03 billion as of July 31, 2026, up from $895 million as of Jan. 31, 2026. Net liquidity increased to $440.4 million from $421 million, and AGX had no debt. Operating cash flow for the first six months of fiscal 2027 was $210.4 million.Argan used $14 million for dividends, $9.6 million for share repurchases and $8 million, net of cash acquired, for the ValCor transaction during the first half. The quarterly dividend was 50 cents per share, equivalent to an annual rate of $2.00 per share. The presentation characterized the backlog as fully committed by customers and actively being worked on. It showed 91% supporting the electric economy, comprising 80% natural gas and 11% renewable projects, while Industrial represented 8%. The backlog was $411 million below its Jan. 31 level.The company estimates that about 48% of remaining unsatisfied performance obligations will be recognized as revenues over the next 12 months, with substantially all the remainder expected within the following 12 to 24 months. Management cited data centers, electric vehicles and reshoring of manufacturing as demand drivers, while equipment constraints, interconnection delays, specialized labor availability and tariffs could affect project costs and timing. Argan currently carries a Zacks Rank #3 (Hold).Here are some better-ranked stocks from the Construction sector to consider.Comfort Systems USA, Inc. FIX currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.Comfort Systems delivered a trailing four-quarter earnings surprise of 34.6%, on average. The Zacks Consensus Estimate for Comfort Systems’ 2026 sales and EPS indicates growth of 38.3% and 60.7%, respectively, from a year ago.Quanta Services, Inc. PWR presently sports a Zacks Rank of 1. Quanta has a trailing four-quarter earnings surprise of 17%, on average.The consensus estimate for Quanta’s 2026 sales and EPS indicates growth of 38.4% and 52.3%, respectively, from the prior-year levels.Tutor Perini Corporation TPC currently sports a Zacks Rank of 1. Tutor Perini delivered a trailing four-quarter earnings surprise of 17.8%, on average.The Zacks Consensus Estimate for Tutor Perini’s 2026 sales and EPS implies an increase of 14% and 27.7%, respectively, from a year ago. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Argan, Inc. (AGX) : Free Stock Analysis Report Quanta Services, Inc. (PWR) : Free Stock Analysis Report Comfort Systems USA, Inc. (FIX) : Free Stock Analysis Report Tutor Perini Corporation (TPC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Argan, Inc. AGX is scheduled to report its second-quarter fiscal 2027 results on Sept. 2, after market close.In the last reported quarter, the company’s earnings and revenues topped the Zacks Consensus Estimate by 42.7% and 15.2%, respectively. Year over year, both metrics grew 102.5% and 50.2%, respectively. The Zacks Consensus Estimate for fiscal second-quarter earnings per share (EPS) has remained unchanged at $2.68 over the past 60 days. The estimate indicates a 7.2% year-over-year improvement.The consensus estimate for revenues is pegged at $297.8 million, indicating a 25.3% year-over-year rise from $237.7 million. Argan, Inc. price-eps-surprise | Argan, Inc. Quote RevenuesArgan’s top-line performance in the fiscal second quarter is expected to have benefited from rising demand for data centers, EV adoption, water treatment and other industrial projects. The growing public infrastructure funding within and outside the United States borders, alongside the rapid evolution from natural gas-fired and coal plants, is likely to have been boosting the demand for AGX’s capabilities in similar fields.This growth cycle is likely visible in the increased contributions from AGX’s three reportable segments, Power Services (contributing 77.9% of first-quarter fiscal 2027 revenues), Industrial Services (20%) and Telecom Services (2.1%).However, the timing of work performed and project mix in a few recently received awards are expected to have pulled back the prospects to some extent. Nonetheless, a growing backlog in key end markets and execution capabilities of Argan are expected to have minimized the blow in the fiscal second quarter.EarningsRegarding the bottom line, during the fiscal second quarter, the metric is expected to have gained year over year on the back of increased leverage from revenue growth, strong execution and its efforts in ensuring project timing and delivery alignment.Although increases in certain project costs and selling, general and administrative expenses, alongside ongoing global geopolitical uncertainty, have been concerning, favorable market demand trends are likely to have offset these adversities. Our proven model does not conclusively predict an earnings beat for Argan this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is not the case here, as you will see below.AGX’s Earnings ESP: The company has an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.AGX’s Zacks Rank: The stock currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here. Here are some better-ranked stocks from the Construction sector to consider.Comfort Systems USA, Inc. FIX currently sports a Zacks Rank of 1. Comfort Systems delivered a trailing four-quarter earnings surprise of 34.6%, on average. The stock has climbed 7.5% in the past six months.The Zacks Consensus Estimate for Comfort Systems’ 2026 sales and EPS indicates growth of 38.3% and 58.8%, respectively, from a year ago.Quanta Services, Inc. PWR presently sports a Zacks Rank of 1. It has a trailing four-quarter earnings surprise of 17%, on average. Quanta shares have inched up 6% in the past six months.The consensus estimate for Quanta’s 2026 sales and EPS indicates growth of 38.4% and 52.3%, respectively, from the prior-year levels.Tutor Perini Corporation TPC currently sports a Zacks Rank of 1. Tutor Perini delivered a trailing four-quarter earnings surprise of 17.8%, on average. The stock has gained 20.3% in the past six months.The Zacks Consensus Estimate for Tutor Perini’s 2026 sales and EPS implies an increase of 14% and 27.7%, respectively, from a year ago. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Argan, Inc. (AGX) : Free Stock Analysis Report Quanta Services, Inc. (PWR) : Free Stock Analysis Report Comfort Systems USA, Inc. (FIX) : Free Stock Analysis Report Tutor Perini Corporation (TPC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Recently, Zacks highlighted Comfort Systems USA as a strong growth stock, citing its favorable rank, strong earnings per share growth expectations, and rising cash flow, supported by upward revisions to current-year earnings estimates. This upbeat analyst view underscores how improving earnings forecasts and cash generation can reshape investor perceptions of Comfort Systems USA’s growth profile. Building on this focus on upgraded earnings expectations, we’ll now examine how the latest analyst commentary could influence Comfort Systems USA’s investment narrative. Explore 25 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. To own Comfort Systems USA, you need to be comfortable with a story built around a large project backlog, strong cash generation, and meaningful exposure to technology and data center construction. The recent Zacks recognition as a growth name supports the near term earnings and cash flow catalyst, but does not materially change the key risk that a slowdown or shift in tech related buildouts, or sustained labor and cost pressures, could weigh on future project economics. The most connected recent development is the series of earnings reports through mid 2026, which show higher sales and net income alongside rising earnings per share. This financial progress aligns with Zacks’ focus on improving EPS expectations and cash flow trends, and also underpins investor attention on how efficiently Comfort Systems USA converts its record backlog into profitable work, especially as modular construction and complex tech projects play a bigger role in results. Yet beneath the strong earnings momentum, investors should be aware of how concentrated data center demand could quickly change the picture if... Read the full narrative on Comfort Systems USA (it's free!) Comfort Systems USA's narrative projects $19.6 billion revenue and $2.9 billion earnings by 2029. This requires 20.3% yearly revenue growth and an earnings increase of about $1.5 billion from $1.4 billion today. Uncover how Comfort Systems USA's forecasts yield a $2197 fair value, a 42% upside to its current price. Some of the lowest ranked analysts were already cautious, assuming revenue of about US$15.7 billion and earnings of roughly US$2.2 billion by 2029, so Zacks’ upbeat growth call may challenge those more pessimistic views and is a reminder that you should compare very different outlooks on data center exposure before deciding which narrative feels closer to your own expectations. Explore 6 other fair value estimates on Comfort Systems USA - why the stock might be worth as much as 70% more than the current price! Don't just follow the ticker - dig into the data and build a conviction that's truly your own. A great starting point for your Comfort Systems USA research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Our free Comfort Systems USA research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Comfort Systems USA's overall financial health at a glance. Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay: We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. Uncover the next big thing with 22 elite penny stocks that balance risk and reward. Capitalize on the AI infrastructure supercycle with our selection of the 55 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include FIX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

A month has gone by since the last earnings report for Carrier Global (CARR). Shares have lost about 2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Carrier Global due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Carrier Global Corporation before we dive into how investors and analysts have reacted as of late. Carrier reported better-than-expected second-quarter 2026 financial results with adjusted earnings and net sales surpassing the Zacks Consensus Estimate. On the other hand, the bottom line declined year over year while the top line grew.The company’s organic expansion marked an earlier-than-expected return to growth, aided by improving residential and light commercial conditions in the Americas and Europe. During the quarter, CARR’s orders jumped roughly 40%, while commercial HVAC orders increased about 65%, reflecting robust data-center demand. The quarter’s adjusted earnings per share were 86 cents, down 7% year over year but 3.6% above the Zacks Consensus Estimate of 83 cents.Net sales increased 4% to $6.35 billion year over year and beat the consensus mark by 5.5%. Product sales increased to $5.63 billion from $5.48 billion in the year-ago quarter. Service sales advanced to $717 million from $636 million, providing a stronger recurring-revenue contribution. Climate Solutions Americas generated sales of $3.37 billion, up 4% on both a reported and organic basis. Residential sales increased 9%, while light commercial sales rose 10% on solid retail and K-12 demand. Commercial sales declined 8% because of customer delivery timing. Segment operating profit decreased 6% to $823 million year over year, while margin fell 260 basis points (bps) to 24.4%, as price-led revenue growth was outweighed by input costs and an unfavorable mix. Climate Solutions Europe revenues increased 6% to $1.32 billion, including 3% organic growth. Residential and light commercial sales rose high-single digits, supported by an approximately 20% increase in heat-pump sales, while commercial revenues declined mid-single digits.Climate Solutions Asia Pacific, Middle East & Africa sales grew 4% to $917 million. Double-digit gains in India, the Middle East, Southeast Asia and Australia offset continued weakness in China. Transportation revenues rose 2% to $738 million, as roughly 40% container growth countered low-teens declines in global truck and trailer sales. Adjusted operating profit declined 6% year over year to $1.10 billion. Adjusted operating margin contracted 190 bps to 17.2%, as favorable volume and productivity were more than offset by higher input costs and an unfavorable business mix.Reported operating profit fell 9% to $825 million, with the corresponding margin narrowing 180 bps to 13%. A higher adjusted effective tax rate of 23.2%, compared with 22.1% a year earlier, also weighed on earnings, while a lower share count offered a partial offset. Operating cash flow totaled $927 million, up from $649 million in the prior-year quarter. After capital expenditures of $117 million, free cash flow reached $810 million compared with $568 million a year earlier.Carrier returned about $640 million to shareholders through dividends and share repurchases during the second quarter. The company maintained its full-year free cash flow target of approximately $2 billion and share-repurchase expectation of about $1.5 billion. Carrier raised its 2026 sales outlook to approximately $23 billion from about $22 billion. The company now expects organic sales growth in the mid-to-high-single-digit range, compared with its prior expectation of flat to low-single-digit growth. Adjusted operating profit is projected at roughly $3.5 billion, up from the previous forecast of $3.4 billion. Adjusted earnings guidance increased to approximately $2.90 per share from $2.80, including an estimated five-cent headwind from the NORESCO exit and start-up costs for a new U.S. manufacturing facility. It turns out, estimates review have trended downward during the past month. At this time, Carrier Global has a subpar Growth Score of D, however its Momentum Score is doing a bit better with a C. Following the exact same course, the stock was allocated a score of C on the value side, putting it in the middle 20% for value investors. Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions looks promising. Interestingly, Carrier Global has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months. Carrier Global belongs to the Zacks Building Products - Air Conditioner and Heating industry. Another stock from the same industry, Comfort Systems (FIX), has gained 6.3% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026. Comfort Systems reported revenues of $3.27 billion in the last reported quarter, representing a year-over-year change of +50.3%. EPS of $12.53 for the same period compares with $6.53 a year ago. Comfort Systems is expected to post earnings of $12.06 per share for the current quarter, representing a year-over-year change of +46.2%. Over the last 30 days, the Zacks Consensus Estimate has changed +1.5%. Comfort Systems has a Zacks Rank #1 (Strong Buy) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Carrier Global Corporation (CARR) : Free Stock Analysis Report Comfort Systems USA, Inc. (FIX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Interested in Comfort Systems USA, Inc.? Here are five stocks we like better. Comfort Systems USA, Piper Sandler, and FTAI Aviation each delivered strong Q2 2026 earnings despite operating outside the tech sector. Comfort Systems posted more than 50% revenue growth and a record $14.1 billion backlog, benefiting from AI infrastructure spending. Piper Sandler and FTAI Aviation both beat expectations, with analysts projecting substantial upside of 27% and 60%, respectively, for their shares. Q2 2026 was an impressive quarter for many companies, with wave after wave of earnings wins across the S&P 500 in recent weeks. Headlines have focused on AI stock wins, but these companies do not have a monopoly on noteworthy earnings. A number of firms outside the tech sector delivered the kinds of results investors seek out, including accelerating revenue growth, margin expansion, and guidance increases. Those looking to diversify outside of tech with companies that performed well last quarter might start with Comfort Systems USA Inc. (NYSE: FIX), Piper Sandler Companies (NYSE: PIPR), and FTAI Aviation Ltd. (NASDAQ: FTAI). These three firms operate in very different industries, making them dependent upon different market factors for success, and yet they have all demonstrated strong execution in recent months. → What Rising Delivery Forecasts Say About Rivian's Stock Prospects Industrial powerhouse Comfort Systems provides HVAC services to customers across commercial, industrial, and institutional settings. The company is not a tech firm, but it is a direct beneficiary of the recent spending on AI infrastructure. This means major wins for earnings season: Comfort Systems reported more than 50% year-over-year (YOY) revenue growth, comfortably beating analyst predictions. Earnings per share came close to doubling over the same period, topping expectations by an even wider margin. → NVIDIA Reveals $21 Billion SpaceX Stake: Signal of Confidence or Circular Financing? This all led to Comfort Systems' first-ever quarter with sales above $3 billion, helping to drive gross margin expansion to 25.9% and an 80% YOY increase in EBITDA. Best of all, there are signs that this momentum is likely to continue: Backlog of $14.1 billion was up 73% YOY, a record high for the company. Further, after generating almost $1 billion in free cash flow for the quarter, investors may look ahead to a dividend increase or strategic acquisitions. Even if data center demand slows, this cushion is a huge boon for Comfort Systems and could allow the company to comfortably pivot to other infrastructure projects as needed. → Walmart and Home Depot Earnings Show the K (Shaped Economy) Is Here to Stay Though overshadowed by the AI space, investment banking as an industry has experienced steady recovery this year, and Piper Sandler is among the firms making the most of this rebound. Last quarter alone, the investment bank and institutional securities company saw revenue surge by about 25% YOY and a 17-cent beat on earnings per share (EPS). Operating margin also improved for the quarter, reaching 21.8%. While there were strengths across Piper Sandler's business, health care and investment banking were standout segments. Strong advisory activity, coupled with a recovery in equity financing amid a return to capital markets, boosted the firm's business for the quarter. Perhaps most importantly for investors, Piper Sandler is a financial firm with multiple catalysts, meaning that it may not be as closely tied to interest rates as other companies in the sector. This may be why analysts see more than 27% in potential upside for shares of PIPR. FTAI Aviation occupies a unique niche in the aerospace as a commercial aircraft leasing firm. At a time when aircraft makers are working to boost production, FTAI benefits when there are shortages that prompt airlines to lease engines and seek maintenance or aftermarket services for their fleets. FTAI reported nearly 41% YOY revenue growth in the latest quarter, led by particular strength in the firm's aerospace products segment. Adjusted EBITDA also climbed, rising 51% YOY to nearly $250 million. The company's production capacity is growing, as its module production climbed by 61% since last year at this time, while management boosted its full-year production target. With a broadening market reach thanks to new partnerships providing inroads to the Middle East, Asia, and Europe, FTAI is growing its core business. Importantly, the firm can also benefit from sustained momentum in the AI space. Its joint venture, J&F Power Systems, which supplies aeroderivative gas turbines used for industrial power infrastructure, recently signed a multi-year agreement with a leading U.S. hyperscaler that will include about $1.5 billion in deliveries as part of its initial order. Analysts see lots of room for growth going forward as well. Earnings are projected to surge by almost 45% in the coming year, alongside 60% in anticipated upside for FTAI shares. This may be a reason why Wall Street is strongly supportive of FTAI, as nine analysts have rated the stock a Buy, while only two have called it a Hold. The article "Beyond Big Tech: 3 Non-Tech Earnings Winners to Watch" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Comfort Systems USA has already delivered a very large 5 year return, yet its current checks still suggest the stock trades below an estimate of intrinsic value. Both the Discounted Cash Flow (DCF) intrinsic value estimate and the market based multiples currently point to the stock as undervalued, even after this strong run. Over 5 years, Comfort Systems USA has returned about 21x, which puts recent share price volatility in the context of a long and very strong compounding period. Heavy exposure to data center and tech related infrastructure projects can support expectations for future cash flows, while revenue concentration in those same areas may be a key risk if project demand slows or customer budgets change. On Simply Wall St's checks, Comfort Systems USA scores 5 out of 6 on valuation, which means the broader set of valuation metrics currently leans cheap rather than expensive. The issue now is whether Comfort Systems USA’s recent pullback has created enough of a margin between price and intrinsic value to compensate for the risks tied to its growth drivers. Comfort Systems USA delivered 133.4% returns over the last year. See how this stacks up to the rest of the Construction industry. The Discounted Cash Flow (DCF) model values Comfort Systems USA by projecting its future free cash flows and discounting them back to today. On this view, the company’s latest twelve month free cash flow is about $2.3b, and the model assumes these cash flows keep growing rather than shrinking. That stream of cash flow converts to an estimated intrinsic value of about $2,605 per share. Compared with the current share price, this implies the stock screens as roughly 38.2% undervalued. The recent story of Comfort Systems USA as a top performing S&P 500 stock, helped by strong demand for data center and AI related infrastructure, helps explain why the cash flow outlook currently supports such a large intrinsic value gap. On this DCF view, Comfort Systems USA stock appears undervalued relative to the cash flows analysts expect it to produce. Our Discounted Cash Flow (DCF) analysis suggests Comfort Systems USA is undervalued by 38.2%. Track this in your watchlist or portfolio, or discover 49 more high quality undervalued stocks. Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Comfort Systems USA. The P/E ratio is a useful way to see what you are paying for each dollar of Comfort Systems USA earnings. Comfort Systems USA currently trades on a P/E of about 39.4x. That sits above the wider construction industry average of roughly 33.6x, yet it is slightly below the peer group average of around 42.4x. Simply Wall St’s fair P/E estimate for Comfort Systems USA is about 46.2x. This reflects factors such as its recent margins, growth profile and risk. Against that yardstick, the current 39.4x multiple is lower, so the stock appears on the cheaper side of what this tailored model suggests investors might be willing to pay for its earnings today. On this earnings multiple view, Comfort Systems USA stock appears undervalued relative to the P/E level implied by its fundamentals and peer group. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives for Comfort Systems USA give you a clear link between the valuation gap above and the specific assumptions on growth, margins and earnings that would need to hold for the stock to be worth materially more or less than today’s price. They sit on the company’s Community page. Where a ratio or model gives a single number, these set out the future that number relies on so you can follow whether it is playing out. One of the top community narratives on Comfort Systems USA: 27% undervalued Read one of the top narratives on Comfort Systems USA Do you think there's more to the story for Comfort Systems USA? Head over to our Community to see what others are saying! The Discounted Cash Flow (DCF) view and the earnings multiple view both point to Comfort Systems USA as undervalued, even after a sharp recent move in the share price. The current discount to intrinsic value and to the tailored fair P/E suggests investors are not fully accounting for the cash flows that current projects are expected to support. The key question from here is whether demand for data center and tech related infrastructure holds up. If project volumes or customer budgets soften, then what appears to be a discount today could instead reflect justified caution on those concentrated growth drivers. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include FIX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Sterling Infrastructure, Inc. STRL delivered a strong second quarter of 2026, with adjusted earnings and revenues topping the Zacks Consensus Estimate and increasing sharply year over year. Results were driven by outsized growth in E-Infrastructure Solutions, supported by strong organic execution and contributions from the CEC and Stone Ridge acquisitions.Transportation Solutions revenues declined as Sterling accelerated the reallocation of resources toward higher-margin E-Infrastructure opportunities. Meanwhile, Building Solutions remained pressured by relatively flat homebuilder activity and continued housing affordability challenges. Adjusted earnings were $5.80 per share, beating the consensus mark of $5.20 by 11.5%. In the year-ago quarter, the company reported adjusted earnings per share (EPS) of $2.69.Revenues of $1.17 billion surpassed the consensus estimate of $1.07 billion by 9.3% and increased 90.1% from $614.5 million in the year-ago quarter. Acquisitions, including CEC and Stone Ridge, contributed $250.8 million to revenues during the quarter. Sterling Infrastructure, Inc. price-consensus-eps-surprise-chart | Sterling Infrastructure, Inc. Quote Signed backlog ended the quarter at $4.33 billion, up 116% year over year, while combined backlog increased 150% to $5.62 billion. Second-quarter book-to-burn ratios were 1.4x for signed backlog and 1.3x for combined backlog, excluding the impact of the Stone Ridge acquisition.Beyond signed work, the company’s pipeline of high-probability future-phase opportunities exceeded $1.4 billion. Sterling’s signed backlog, unsigned awards and future-phase opportunities represented a total addressable pool of more than $7 billion, up more than $2.5 billion from the end of 2025. Operating leverage remained a key highlight as profit growth outpaced the top line. Gross profit increased to $290 million from $143.1 million a year ago, while gross margin improved to 24.8% from 23.3%, an expansion of roughly 150 basis points.Operating income reached $219.3 million compared with $104.6 million in the prior-year quarter. Adjusted EBITDA rose 104% year over year to $256.7 million, while adjusted EBITDA margin improved to 22% from 20.4%. E-Infrastructure Solutions was the primary growth engine, with segment revenues, which accounted for 78% of total revenues, jumping to $905 million from $310.4 million in the year-ago quarter. Management attributed the performance to strong results across organic and acquired operations. The legacy site development business generated 111% revenue growth, reflecting expansion across all regions, while CEC’s electrical services revenues increased 140% from the pre-acquisition second quarter.Profitability in the segment also increased sharply. Adjusted operating income climbed to $217.8 million from $87.7 million. E-Infrastructure signed backlog rose 165% year over year, with mission-critical projects, including data centers, manufacturing and semiconductor facilities, representing 92% of segment backlog.Transportation Solutions revenues, which represented 13% of total revenues, declined to $156.7 million from $196.8 million. The decrease reflected Sterling’s ongoing shift of resources from transportation projects toward higher-margin E-Infrastructure opportunities. Despite lower revenues, adjusted operating income increased to $30.5 million from $28.3 million, and adjusted operating margin expanded to 19.5% from 14.4%.Building Solutions remained the softer spot. Revenues, which accounted for 9% of total revenues, slipped to $106.5 million from $107.3 million. Adjusted operating income declined to $10.5 million from $11.8 million as relatively flat homebuilder activity and affordability pressures weighed on performance. Cash generation remained a notable support for the balance sheet. Net cash provided by operating activities totaled $328 million during the first six months of 2026, up from $170.3 million in the year-ago period. Cash and cash equivalents ended June at $464.5 million, up from $390.7 million at the end of 2025.Sterling repurchased $35.3 million of common stock during the first half of the year. Long-term debt stood at $268.7 million at quarter-end compared with $275.9 million at the end of 2025, while capital expenditures totaled $69.6 million. Confidence in its operating momentum translated into higher full-year targets. Sterling raised its 2026 revenue guidance to $4-$4.15 billion from the prior range of $3.70-$3.80 billion, indicating strong execution, expanding backlog and contributions from the Stone Ridge acquisition.Earnings are now expected to be $17.25-$17.85 per share, up from the previous forecast of $16.50-$17.15. Adjusted earnings are projected at $19.70-$20.30 per share compared with the prior outlook of $18.40-$19.05.The company also lifted EBITDA guidance to $829-$854 million from $801-$831 million and adjusted EBITDA guidance to $891-$916 million from the earlier range of $843-$873 million. Sterling currently has a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.Comfort Systems USA, Inc. FIX delivered impressive second-quarter 2026 results, with earnings and revenues surpassing the Zacks Consensus Estimate. Both metrics increased sharply year over year.Comfort Systems’ quarterly performance reflected continued strength across the end markets, robust execution by the operating teams and sustained demand that drove record backlog growth, reinforcing its confidence in the business momentum. Backlog as of June 30, 2026, totaled $14.06 billion, increasing 12.9% from $12.45 billion on March 31, 2026, and jumping 73.2% from $8.12 billion reported a year ago.United Rentals, Inc. URI reported solid second-quarter 2026 results, with adjusted earnings per share and total revenues beating the Zacks Consensus Estimate and increasing year over year.Record rental revenues, higher fleet productivity and robust specialty demand supported United Rentals’ results. Fleet productivity improved 3.4% year over year. Rental revenues increased 12.7% year over year to a quarterly record of $3.85 billion. Management raised its 2026 revenue outlook to $17.5-$17.8 billion from $16.9-$17.4 billion. The adjusted EBITDA forecast increased to $7.98-$8.13 billion from $7.63-$7.88 billion.PulteGroup, Inc. PHM reported better-than-expected second-quarter 2026 results, with adjusted earnings and total revenues topping the Zacks Consensus Estimate, but declining year over year.The quarterly results reflect reduced home-closing volumes, softer average selling prices and margin compression. Ongoing softness in the housing market because of weaker consumer confidence and ongoing affordability challenges due to high mortgage rates hurt the top-line growth. The number of homes closed declined 8.4% year over year to 6,997 units. Net new orders increased 6.4% year over year to 7,536 homes. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Sterling Infrastructure, Inc. (STRL) : Free Stock Analysis Report PulteGroup, Inc. (PHM) : Free Stock Analysis Report United Rentals, Inc. (URI) : Free Stock Analysis Report Comfort Systems USA, Inc. (FIX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

CRH plc CRH reported exceptional second-quarter 2026 financial results with adjusted earnings and total revenues topping the Zacks Consensus Estimate and growing year over year. Positive pricing, favorable demand and acquisition contributions supported the quarterly growth.CRH stock inched up 0.8% during today’s pre-market trading session.The company completed 11 acquisitions during the quarter for $1.1 billion. The largest was Axius Water, acquired for $0.7 billion, strengthening CRH’s exposure to specialized water-quality solutions in North America. CRH also generated $1.7 billion from divestitures and long-lived asset disposals. The transactions included its construction accessories operations, lawn and garden business, and MoistureShield. CRH’s adjusted earnings of $2.21 per share topped the Zacks Consensus Estimate of $1.96 by 12.8%. The quarterly earnings increased 14% from $1.94 in the year-ago quarter.Revenues of $10.78 billion surpassed the consensus mark of $10.72 billion by 0.5% and rose 6% year over year.Product revenues increased to $8.49 billion from $7.92 billion a year earlier, while Service revenues were nearly flat at $2.29 billion. CRH PLC price-consensus-eps-surprise-chart | CRH PLC Quote Americas Materials Solutions revenues increased 10% to $4.96 billion. Adjusted EBITDA advanced 12% to $1.38 billion, while the margin expanded 40 basis points to 27.9%.Essential Materials revenues rose 20% on pricing and acquisitions, led by the 2025 purchase of Eco Material Technologies. Aggregates volumes grew 2% and prices increased 5%, while cement volumes declined 2% and prices slipped 1%. Road Solutions revenues rose 6%, supported by asphalt volume growth of 3% and pricing growth of 6%.Americas Building Solutions revenues declined 2% to $2.12 billion as divestitures and subdued residential demand offset strength in energy and data infrastructure markets. The segment’s adjusted EBITDA declined 8% to $462 million, and margin contracted 140 basis points to 21.8% amid cost inflation and the impact of divestitures.Building & Infrastructure Solutions revenues grew 10%, helped by data center and utility activity. Outdoor Living Solutions revenues fell 7%, reflecting portfolio actions and weaker new-build residential demand.International Solutions revenues increased 5% to $3.70 billion, as pricing, acquisitions and higher activity in select markets more than offset divestitures. Adjusted EBITDA rose 8% to $781 million, and margin increased 70 basis points to 21.1%.Essential Materials revenues advanced 15%. Aggregates and cement volumes rose 10% and 6%, respectively, while pricing improved 2% and 4%. Road Solutions revenues declined 3% due to divestitures, although ready-mixed concrete volumes increased 5% and pricing rose 3%. As of June 30, 2026, CRH had cash and cash equivalents of $3.03 billion and restricted cash of $58 million, compared with $4.10 billion and $51 million, respectively, at the end of 2025. CRH ended the quarter with total equity of $25.10 billion, broadly stable with $25.05 billion at 2025-end. Long-term debt declined to $15.41 billion from $16.48 billion. Total liabilities were $33.02 billion compared with $32.85 billion at the end of 2025.Operating cash flow totaled $513 million in the first six months of 2026. CRH spent $607 million on share repurchases and $521 million on dividends during the period. The company also declared a quarterly dividend of 39 cents per share, up 5% year over year. CRH reaffirmed 2026 net income guidance of $3.9-$4.1 billion, adjusted EBITDA guidance of $8.1-$8.5 billion and earnings guidance of $5.60-$6.05 per share. The company expects public infrastructure spending and reindustrialization activity to support demand, while new-build residential conditions remain subdued.Capital expenditure guidance was lowered to $2.7-$2.9 billion from $2.8-$3 billion due to project timing and lower maintenance spending. CRH currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Comfort Systems USA, Inc. FIX delivered impressive second-quarter 2026 results, with earnings and revenues surpassing the Zacks Consensus Estimate and increasing sharply year over year.Comfort Systems’ quarterly performance reflected continued strength across its end markets, robust execution by the operating teams and sustained demand that drove record backlog growth, reinforcing its confidence in the business momentum. Backlog as of June 30, 2026, totaled $14.06 billion, increasing 12.9% from $12.45 billion at March 31, 2026, and jumping 73.2% from $8.12 billion reported a year ago.United Rentals, Inc. URI reported solid second-quarter 2026 results, with adjusted earnings per share and total revenues beating the Zacks Consensus Estimate and increasing year over year.Record rental revenues, higher fleet productivity and robust specialty demand supported United Rentals’ results. Fleet productivity improved 3.4% year over year. Rental revenues increased 12.7% year over year to a quarterly record of $3.85 billion. Management raised its 2026 revenue outlook to $17.5-$17.8 billion from $16.9-$17.4 billion. The adjusted EBITDA forecast increased to $7.98-$8.13 billion from $7.63-$7.88 billion.PulteGroup, Inc. PHM reported better-than-expected second-quarter 2026 results, with adjusted earnings and total revenues topping the Zacks Consensus Estimate, but declining year over year.The quarterly results reflect reduced home-closing volumes, softer average selling prices (ASP) and margin compression. Ongoing softness in the housing market because of weaker consumer confidence and ongoing affordability challenges due to high mortgage rates hurt the top-line growth. The number of homes closed declined 8.4% year over year to 6,997 units. Net new orders increased 6.4% year over year to 7,536 homes. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CRH PLC (CRH) : Free Stock Analysis Report PulteGroup, Inc. (PHM) : Free Stock Analysis Report United Rentals, Inc. (URI) : Free Stock Analysis Report Comfort Systems USA, Inc. (FIX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Quanta Services, Inc. PWR reported better-than-expected second-quarter 2026 results, with adjusted earnings and revenues beating the Zacks Consensus Estimate. Quanta’s performance benefited from strong demand for grid, generation and data-center infrastructure, broader self-perform capabilities, efficient resource utilization and solid execution across both segments.Shares of this leading provider of specialty contracting and infrastructure solutions gained more than 14% following its earnings release. The company reported adjusted earnings of $4.24 per share for the second quarter of 2026, up 71% year over year. The figure beat the Zacks Consensus Estimate of $3.29 by 28.9%.Revenues increased 41.1% year over year to $9.56 billion and surpassed the consensus mark of $8.53 billion by 12.1%. Strong Electric segment execution supported the results, while total backlog reached a record $53.4 billion. Organic revenues grew 27.4% year over year as demand remained strong across Quanta’s infrastructure markets. Adjusted EBITDA advanced 59.5% year over year to $1.07 billion from $668.8 million in the prior-year quarter.GAAP earnings were $2.96 per share, up 94.7% from $1.52. Net income attributable to common stock increased 96.9% year over year to $451.4 million, reflecting higher activity and stronger operating performance across the portfolio. Quanta Services, Inc. price-consensus-eps-surprise-chart | Quanta Services, Inc. Quote Electric Infrastructure Solutions (which accounted for 82% of second-quarter revenues) revenues climbed 43.6% year over year to $7.84 billion. Organic revenues increased approximately 33%, while acquired businesses contributed about $575 million. Growth reflected continued demand for grid, generation, technology and load center solutions.Electric operating income increased 62.5% year over year to $898.2 million. The segment’s margin expanded to 11.5% from 10.1%, supported by increased project scope, self-performed solutions, efficient resource utilization and solid execution.Underground Utility and Infrastructure Solutions (18% of quarterly revenues) revenues rose 30.7% year over year to $1.72 billion. Organic revenues grew 4% year over year, and businesses acquired during the past 12 months contributed roughly $355 million.The segment’s operating income advanced 71.7% year over year to $155.8 million. Operating margin improved to 9.1% from 6.9%, primarily reflecting strong performance from Quanta’s civil and mechanical operations. Consolidated operating income increased 87.6% to $694.8 million from $370.3 million in the year-ago quarter. Operating margin widened to 7.3% from 5.5%, as the improvement in both operating segments more than offset higher corporate expenses.Corporate and non-allocated costs increased to $359.2 million from $273.0 million. These costs included amortization expense of $157.0 million compared with $113.2 million a year earlier and non-cash stock-based compensation of $63.4 million compared with $44.1 million in the prior year. Electric backlog reached a record $43.8 billion at quarter-end, driven primarily by additional awards and higher volumes with existing customers. The total included approximately $2.4 billion related to acquisitions completed during the second quarter.Underground and Infrastructure backlog rose to a record $9.7 billion, aided by strong bookings in mechanical and Canadian pipeline operations. Consolidated 12-month backlog was also a record at $32.3 billion. Remaining performance obligations totaled $33.6 billion. Cash provided by operating activities totaled $1.10 billion compared with $295.7 million a year earlier. Free cash flow improved to $886.0 million from $170.4 million, supported by favorable working-capital performance across Quanta’s portfolio.The debt-to-EBITDA ratio under the company’s senior credit agreement improved to 1.72X from 1.95X at 2025-end. Quanta ended the June quarter with approximately $2.8 billion of liquidity, even after deploying capital toward acquisitions offering high-return growth opportunities. Quanta increased its 2026 revenue forecast to $39.3-$39.7 billion, representing a $4.55 billion increase at the midpoint from its prior outlook. Adjusted earnings are now projected to be in the range of $16.45-$16.95 per share, while adjusted EBITDA is expected to be between $4.09 billion and $4.21 billion.Electric segment revenues are projected to be in the range of $31.7-$31.9 billion, with an operating margin of 10.5%-10.75%. Underground and Infrastructure revenues are expected to be between $7.60 billion and $7.80 billion, with an operating margin of 8.75%-9.0%. Free cash flow is forecasted to be in the $2.00-$2.50 billion range. Quanta currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Orion Group Holdings, Inc. ORN reported weaker-than-expected second-quarter 2026 results, with adjusted EPS and revenues missing the Zacks Consensus Estimate. Revenues increased 8% year over year, driven by strong growth in the Concrete segment, supported by higher project volumes, new contract awards, expansion of site civil services and solid project execution. However, these gains were more than offset by weakness in the Marine business, where lower project volumes, along with higher selling, general and administrative expenses to support growth initiatives, pressured margins and reduced adjusted EBITDA, weighing on overall earnings.Despite the softer quarter, Orion reaffirmed its full-year revenue guidance of $900-$950 million, implying approximately 9% growth at the midpoint. However, the company lowered its adjusted EBITDA outlook to $50-$54 million from the prior $54-$58 million range and reduced its adjusted earnings guidance to 23-30 cents per share from the earlier forecast of 36-42 cents.United Rentals, Inc. URI reported solid second-quarter 2026 results, with adjusted earnings per share and total revenues beating the Zacks Consensus Estimate and increasing year over year. Record rental revenues, higher fleet productivity and robust specialty demand supported the results. Fleet productivity improved 3.4% year over year.United Rentals’ management raised its 2026 revenue outlook to $17.5-$17.8 billion from $16.9-$17.4 billion. The adjusted EBITDA forecast increased to $7.98-$8.13 billion from $7.63-$7.88 billion.Comfort Systems USA, Inc. FIX delivered impressive second-quarter 2026 results, with earnings and revenues surpassing the Zacks Consensus Estimate and increasing sharply year over year. The quarterly performance reflected continued strength across its end markets, robust execution by the operating teams and sustained demand that drove record backlog growth, reinforcing the company’s confidence in the business momentum.Comfort Systems’ backlog as of June 30, 2026, totaled $14.06 billion, increasing 12.9% from $12.45 billion at March 31, 2026, and jumping 73.2% from $8.12 billion reported a year ago. On a same-store basis, backlog climbed to $13.70 billion from $8.12 billion in the year-ago period. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Quanta Services, Inc. (PWR) : Free Stock Analysis Report United Rentals, Inc. (URI) : Free Stock Analysis Report Comfort Systems USA, Inc. (FIX) : Free Stock Analysis Report Orion Group Holdings, Inc. (ORN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

EMCOR Group, Inc. EME reported solid second-quarter 2026 results, with earnings and revenues surpassing the Zacks Consensus Estimate. The company’s quarterly performance was driven by broad-based organic growth across its reportable segments, disciplined project execution, favorable project mix and solid demand in key end markets. Improved operating leverage and cost control supported margin expansion, while record remaining performance obligations strengthened revenue visibility. Continued demand for mission-critical construction, network and communications, healthcare, institutional, water and wastewater, and high-tech manufacturing projects also supported management’s improved outlook.Following the results, EMCOR stock gained more than 11% during today’s pre-market trading session. EMCOR reported second-quarter 2026 earnings of $9.06 per share, up 34.8% year over year. The figure beat the Zacks Consensus Estimate of $7.23 by 25.3%.Revenues rose 19.8% to a record $5.15 billion and surpassed the consensus mark by 9%. Strong organic growth across every reportable segment drove the results, while Remaining Performance Obligations or RPOs reached a record $17.14 billion.Organic revenues increased 19.6% year over year after adjusting for incremental acquisition contributions and the sale of the company’s U.K. operations. The performance reflected sustained activity across EMCOR’s construction and services platforms.Net income climbed to $403.7 million from $302.2 million in the prior-year quarter. Management attributed the performance to disciplined execution, favorable demand across key markets and the company’s ability to deliver complex, mission-critical projects. EMCOR Group, Inc. price-consensus-eps-surprise-chart | EMCOR Group, Inc. Quote Gross profit increased 22.6% year over year to $1.02 billion. The gross margin expanded 40 basis points (bps) to 19.8%, as profit growth exceeded the pace of revenue growth.Selling, general and administrative expenses rose 13.5% year over year to $475 million but declined to 9.2% of revenues from 9.7% a year earlier. Operating income advanced 31.8% year over year to $547.3 million, while the operating margin improved 100 bps to 10.6%. U.S. Electrical Construction and Facilities Services revenues (which accounted for 32% of second-quarter total revenues) increased 24% year over year to $1.66 billion. Operating income surged 46.8% year over year to $231.4 million, while the segment margin expanded 210 bps to 13.9%.U.S. Mechanical Construction and Facilities Services (45%) revenues grew 31.1% year over year to $2.30 billion. Operating income rose 20.1% to $286.6 million, though the operating margin contracted 110 bps to 12.5%.U.S. Building Services revenues (16%) advanced 5.6% year over year to $837.7 million. Operating income increased 26.6% year over year to $63.4 million, and the margin expanded 130 basis points to 7.6%.U.S. Industrial Services revenues (7%) climbed 25.9% year over year to $353.8 million. The segment generated operating income of $9.6 million against a loss of $0.4 million in the year-ago quarter, lifting its margin to 2.7% from negative 0.1%. RPOs, or contracted work yet to be recognized as revenue, increased 43.9% year over year to $17.14 billion. The metric also rose $3.89 billion from the end of 2025.The largest increases came from Network and Communications, Water and Wastewater and Institutional and Healthcare. EMCOR also cited strong demand in Manufacturing and Industrial, High-Tech Manufacturing, fire life safety services and HVAC-related aftermarket projects. Cash and cash equivalents totaled $924.4 million as of June 30, 2026, compared with $1.11 billion at 2025-end. Working capital increased to $1.45 billion from $1.07 billion, while total debt remained low at $6.1 million.Net cash provided by operating activities was $289.9 million during the first six months of 2026. The company used $268.5 million for share repurchases, $35.6 million for dividends and $95 million for business acquisitions during the period. EMCOR increased its 2026 revenue guidance to $20-$20.50 billion from $18.50-$19.25 billion. The company also raised its operating margin forecast to 9.5-9.8% from 9-9.4%.Earnings are now expected to be between $32 and $33.25 per share, up from the previous range of $28.25-$29.75. The revised outlook reflects continued demand, success in winning and executing large-scale projects and management’s confidence in the company’s operating capabilities. EMCOR currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Orion Group Holdings, Inc. ORN reported weaker-than-expected second-quarter 2026 results, with adjusted EPS and revenues missing the Zacks Consensus Estimate. Revenues increased 8% year over year, driven by strong growth in the Concrete segment, supported by higher project volumes, new contract awards, expansion of site civil services and solid project execution. However, these gains were more than offset by weakness in the Marine business, where lower project volumes, along with higher selling, general and administrative expenses to support growth initiatives, pressured margins and reduced adjusted EBITDA, weighing on overall earnings.Despite the softer quarter, Orion reaffirmed its full-year revenue guidance of $900-$950 million, implying approximately 9% growth at the midpoint. However, the company lowered its adjusted EBITDA outlook to $50-$54 million from the prior $54-$58 million range and reduced its adjusted earnings guidance to 23-30 cents per share from the earlier forecast of 36-42 cents.United Rentals, Inc. URI reported solid second-quarter 2026 results, with adjusted earnings per share and total revenues beating the Zacks Consensus Estimate and increasing year over year. Record rental revenues, higher fleet productivity and robust specialty demand supported the results. Fleet productivity improved 3.4% year over year.United Rentals’ management raised its 2026 revenue outlook to $17.5-$17.8 billion from $16.9-$17.4 billion. The adjusted EBITDA forecast increased to $7.98-$8.13 billion from $7.63-$7.88 billion.Comfort Systems USA, Inc. FIX delivered impressive second-quarter 2026 results, with earnings and revenues surpassing the Zacks Consensus Estimate and increasing sharply year over year. The quarterly performance reflected continued strength across its end markets, robust execution by the operating teams and sustained demand that drove record backlog growth, reinforcing the company’s confidence in the business momentum.Comfort Systems’ backlog as of June 30, 2026, totaled $14.06 billion, increasing 12.9% from $12.45 billion at March 31, 2026, and jumping 73.2% from $8.12 billion reported a year ago. On a same-store basis, backlog climbed to $13.70 billion from $8.12 billion in the year-ago period. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report EMCOR Group, Inc. (EME) : Free Stock Analysis Report United Rentals, Inc. (URI) : Free Stock Analysis Report Comfort Systems USA, Inc. (FIX) : Free Stock Analysis Report Orion Group Holdings, Inc. (ORN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). 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Martin Marietta Materials, Inc. MLM reported outstanding second-quarter 2026 results, wherein adjusted earnings (from continuing operations) and revenues topped the Zacks Consensus Estimate and increased year over year.The results benefited from strong organic performance and acquisition contributions. Aggregates shipments increased 17% to a record 61.6 million tons, supported by infrastructure and heavy nonresidential demand.Infrastructure activity remains supported by significant funding available under the Infrastructure Investment and Jobs Act and historically elevated state transportation budgets in Martin Marietta's markets. Heavy nonresidential demand also benefits from data center, power-generation and warehouse construction. Residential activity remains constrained by affordability pressures. However, the company's footprint provides exposure to favorable long-term population and migration trends, creating potential upside when housing construction recovers.MLM stock inched up 0.02% during today’s pre-market trading hours, post the announcement of its financial results. The quarter’s adjusted earnings (from continuing operations) of $5.00 per share were up 3.3% year over year and surpassed the Zacks Consensus Estimate of $4.62 by 8.2%.Revenues rose 21% to $1.95 billion year over year and beat the consensus mark of $1.87 billion by 4.3%. Martin Marietta Materials, Inc. price-consensus-eps-surprise-chart | Martin Marietta Materials, Inc. Quote Aggregates revenues increased 16% year over year to $1.53 billion. Growth reflected a full-quarter contribution from assets acquired from QUIKRETE, a partial-quarter contribution from New Frontier Materials and 2.3% organic shipment growth.Average selling price per ton declined 2% to $22.74 because of acquisition-related mix pressure. However, organic pricing rose 2.1%, while organic mix-adjusted pricing advanced 3.7%, highlighting continued pricing strength in the legacy portfolio. Other Building Materials revenues increased 12% to $303 million. Gross profit, however, declined 14% to $34 million because of higher ready-mix concrete raw material costs, lower organic paving revenues and weaker job margins.Specialties revenues surged 68% to a quarterly record of $152 million, while gross profit climbed 39% to $50 million. The gains reflected contributions from the July 2025 Premier Magnesia acquisition and organic pricing improvement across all products. Consolidated gross profit was nearly flat at $495 million despite the sharp revenue increase. The quarter included a $52 million non-cash charge tied to the sale of acquired inventory after its fair-value markup under purchase accounting.Adjusted EBITDA from continuing operations increased 13% to a record $638 million. The adjusted EBITDA margin contracted to 33% from 35% a year earlier, reflecting acquisition-related mix and accounting adjustments. Cash from operating activities totaled $339 million for the first six months of 2026, down from $605 million a year earlier. The decline mainly reflected higher income tax payments related to the taxable gain on the February 2026 divestiture of the Midlothian cement business and remaining Texas ready-mix operations.Capital expenditures were $314 million during the period. MLM returned $302 million to shareholders through dividends and share repurchases and ended June with $112 million in unrestricted cash and $742 million of unused borrowing capacity. Martin Marietta raised its 2026 revenue guidance to a range of $7.2-$7.4 billion, with a midpoint of $7.3 billion. The updated view reflects strong first-half results and continued operating momentum.The company reaffirmed adjusted EBITDA from continuing operations guidance of $2.36-$2.50 billion, or $2.43 billion at the midpoint. The outlook excludes any contribution from the proposed Lhoist North America transaction. Martin Marietta currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Comfort Systems USA, Inc. FIX delivered impressive second-quarter 2026 results, with earnings and revenues surpassing the Zacks Consensus Estimate and increasing sharply year over year.Comfort Systems’ quarterly performance reflected continued strength across its end markets, robust execution by the operating teams and sustained demand that drove record backlog growth, reinforcing its confidence in the business momentum. Backlog as of June 30, 2026, totaled $14.06 billion, increasing 12.9% from $12.45 billion at March 31, 2026, and jumping 73.2% from $8.12 billion reported a year ago.United Rentals, Inc. URI reported solid second-quarter 2026 results, with adjusted earnings per share and total revenues beating the Zacks Consensus Estimate and increasing year over year.Record rental revenues, higher fleet productivity and robust specialty demand supported United Rentals’ results. Fleet productivity improved 3.4% year over year. Rental revenues increased 12.7% year over year to a quarterly record of $3.85 billion. Management raised its 2026 revenue outlook to $17.5-$17.8 billion from $16.9-$17.4 billion. The adjusted EBITDA forecast increased to $7.98-$8.13 billion from $7.63-$7.88 billion.PulteGroup, Inc. PHM reported better-than-expected second-quarter 2026 results, with adjusted earnings and total revenues topping the Zacks Consensus Estimate, but declining year over year.The quarterly results reflect reduced home-closing volumes, softer average selling prices (ASP) and margin compression. Ongoing softness in the housing market because of weaker consumer confidence and ongoing affordability challenges due to high mortgage rates hurt the top-line growth. The number of homes closed declined 8.4% year over year to 6,997 units. Net new orders increased 6.4% year over year to 7,536 homes. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Martin Marietta Materials, Inc. (MLM) : Free Stock Analysis Report PulteGroup, Inc. (PHM) : Free Stock Analysis Report United Rentals, Inc. (URI) : Free Stock Analysis Report Comfort Systems USA, Inc. (FIX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Vulcan Materials Company VMC posted solid second-quarter 2026 results, with adjusted earnings and total revenues beating the Zacks Consensus Estimate and increasing year over year.The quarter’s results reflect aggregates volume and pricing growth, commercial discipline and operating efficiencies. However, significant energy-related inflation and disruptive weather partly offset these benefits. Aggregates cash gross profit per ton increased to $12.02 from $11.88 in the year-ago quarter.VMC stock gained 2.2% during today’s pre-market trading hours following its earnings release. VMC reported adjusted earnings of $2.59 per share in the second quarter, beating the Zacks Consensus Estimate of $2.50 by 3.6%. The figure increased 5.7% from the year-ago quarter’s adjusted earnings of $2.45 per share. Vulcan Materials Company price-consensus-eps-surprise-chart | Vulcan Materials Company Quote Quarterly revenues were $2.16 billion, up 2.5% year over year and slightly ahead of the consensus mark. Aggregates shipments increased 1% to 59.9 million tons, supported by healthy public construction activity and large projects despite weather-related disruptions in certain markets. Profitability remained resilient despite elevated energy costs. Gross profit was $625.5 million compared with $625.2 million a year ago. Operating earnings declined 3.3% year over year to $455.5 million. Net earnings attributable to Vulcan increased to $323.4 million from $320.9 million in the prior-year quarter.Adjusted EBITDA decreased 0.9% to $654 million, and the adjusted EBITDA margin narrowed to 30.3% from 31.4%. Approximately $40 million of energy-related inflation tied to higher oil prices weighed on earnings, partly offsetting benefits from pricing and operating execution. Below-the-line discipline continued to support results. Selling, administrative and general (SA&G) expenses were $141.3 million, down from $144.5 million in the prior-year quarter. SA&G, as a percentage of revenues, improved year over year to 6.6% from 6.9%, reflecting continued leverage of the company's overhead cost structure.The company recorded an $11.3 million loss on the sale of property, plant and equipment and businesses versus a $1.2 million gain a year ago. Other operating expense, net, increased to $17.4 million from $10.9 million, partly offsetting the benefits of stronger commercial execution. The Aggregates segment again did the heavy lifting. Segment sales increased 6.9% year over year to $1.76 billion, while segment gross profit climbed to $567.3 million from $559.5 million. Cash gross profit increased to $720.1 million from $703.8 million.Freight-adjusted sales price improved to $22.97 per ton from $22.11 year over year. On a mix-adjusted basis, pricing increased 5%, reflecting widespread pricing gains across the company's footprint. Cash gross profit per ton rose to $12.02 from $11.88.Freight-adjusted revenues advanced to approximately $1.38 billion from $1.31 billion, highlighting continued pricing strength. At the same time, freight-adjusted cash cost of sales per ton increased 7% to $10.95 from $10.23, primarily due to higher diesel fuel costs. Excluding diesel inflation, unit cash costs increased 3%, supported by disciplined cost management and improved plant efficiencies. Aggregates shipments increased 1% to 59.9 million tons despite significant rainfall in Texas and certain Southeastern markets. Performance in the downstream businesses reflected weather-related disruptions and recent portfolio actions. Asphalt segment revenues declined to $330 million from $368.7 million, while gross profit decreased to $49.8 million from $57.2 million. Nevertheless, the asphalt gross profit margin remained strong at 15%.Operationally, asphalt mix shipments declined to 3.4 million tons from 3.9 million tons, while the average selling price improved to $85.74 per ton from $81.26. The prior-year quarter included the Houston asphalt and construction business, which was divested during the fourth quarter of 2025.Concrete segment revenues declined to $186.8 million from $220.5 million, while gross profit was essentially flat at $8.4 million compared with $8.5 million a year ago. Ready-mixed concrete shipments decreased to 1 million cubic yards from 1.2 million cubic yards, while the average selling price increased to $189.94 from $186.52. Results reflected only two months of contributions from the California ready-mixed concrete business before its divestiture in early June. Liquidity remained healthy at quarter-end, with cash and cash equivalents of $194.2 million. The company carried $400 million of current maturities of long-term debt and $3.96 billion of long-term debt. Total debt to trailing-12-month adjusted EBITDA stood at 1.9x, below management's targeted range of 2x to 2.5x.VMC invested $176 million in maintenance and growth projects during the quarter. The company also returned $318 million to its shareholders through $250 million of share repurchases and $68 million of dividends.During the quarter, Vulcan completed the divestiture of its California ready-mixed concrete operations. The company also acquired a quarry in southern Colorado and a rail yard in Dallas-Fort Worth, further strengthening its aggregates-led growth strategy. Management reiterated its full-year adjusted EBITDA outlook of $2.4-$2.6 billion. The company expects continued aggregates price growth, supported by healthy public construction activity, large infrastructure projects and disciplined commercial execution.Vulcan also expects its ongoing focus on cost management, operating efficiencies and aggregates unit profitability to support earnings growth and cash generation throughout the remainder of 2026. Vulcan currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Comfort Systems USA, Inc. FIX delivered impressive second-quarter 2026 results, with earnings and revenues surpassing the Zacks Consensus Estimate. Both metrics increased sharply year over year.Comfort Systems’ quarterly performance reflected continued strength across the end markets, robust execution by the operating teams and sustained demand that drove record backlog growth, reinforcing its confidence in the business momentum. Backlog as of June 30, 2026, totaled $14.06 billion, increasing 12.9% from $12.45 billion on March 31, 2026, and jumping 73.2% from $8.12 billion reported a year ago.United Rentals, Inc. URI reported solid second-quarter 2026 results, with adjusted earnings per share and total revenues beating the Zacks Consensus Estimate and increasing year over year.Record rental revenues, higher fleet productivity and robust specialty demand supported United Rentals’ results. Fleet productivity improved 3.4% year over year. Rental revenues increased 12.7% year over year to a quarterly record of $3.85 billion. Management raised its 2026 revenue outlook to $17.5-$17.8 billion from $16.9-$17.4 billion. The adjusted EBITDA forecast increased to $7.98-$8.13 billion from $7.63-$7.88 billion.PulteGroup, Inc. PHM reported better-than-expected second-quarter 2026 results, with adjusted earnings and total revenues topping the Zacks Consensus Estimate, but declining year over year.The quarterly results reflect reduced home-closing volumes, softer average selling prices and margin compression. Ongoing softness in the housing market because of weaker consumer confidence and ongoing affordability challenges due to high mortgage rates hurt the top-line growth. The number of homes closed declined 8.4% year over year to 6,997 units. Net new orders increased 6.4% year over year to 7,536 homes. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vulcan Materials Company (VMC) : Free Stock Analysis Report PulteGroup, Inc. (PHM) : Free Stock Analysis Report United Rentals, Inc. (URI) : Free Stock Analysis Report Comfort Systems USA, Inc. (FIX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research