Oct 28, 2025 7:43 PM Eastern Daylight Time Tutor Perini Announces Conference Call to Discuss Third Quarter 2025 Results Share LOS ANGELES--(BUSINESS WIRE)--Tutor Perini Corporation (NYSE: TPC) (the "Company†), a leading civil, building and specialty construction company, announced today that it will host a conference call at 2:00 PM Pacific Time on Wednesday, November 5, 2025, to discuss the Company's third quarter 2025 results. Participants on the call from Tutor Perini will be Gary Smalley, CEO and Pres ...

LOS ANGELES--(BUSINESS WIRE)-- #newaward--Tutor Perini Corporation (NYSE: TPC) (the "Company†), a leading civil, building and specialty construction company, announced today that its Florida subsidiary, Nagelbush Mechanical ("Nagelbush†), has been awarded several new mechanical services projects in south Florida collectively valued at $154.6 million. The four most recent projects include the installation of new mechanical and/or plumbing systems at the Bentley Residences, a 62-story 213-unit luxury cond ...

股价表现 - 公司股价在最新收盘日上涨1.73%至68.84美元，表现优于标普500指数（涨0.79%）、道琼斯指数（涨1.01%）和纳斯达克指数（涨1.15%）[1] - 在过去一个月中，公司股价上涨5.19%，表现优于同期下跌0.94%的建筑业板块和上涨1.27%的标普500指数[1] 财务预期 - 市场对公司下一季度每股收益（EPS）的共识预期为0.96美元，预示较去年同期大幅增长150% [2] - 市场对公司下一季度营收的共识预期为13.4亿美元，反映较去年同期增长24.08% [2] - 对整个财年，市场共识预期每股收益为3.78美元，营收为52.4亿美元，分别较上年增长220.77%和21.18% [3] 估值与评级 - 公司当前远期市盈率为17.9倍，较其行业平均远期市盈率26.8倍存在折价 [6] - 公司目前的Zacks评级为3级（持有），且在过去一个月中每股收益共识预期保持稳定 [6] 行业概况 - 公司所属的重型建筑行业是建筑业的一部分，其Zacks行业排名为98，位于所有250多个行业的前40% [7] - 研究显示，排名前50%的行业表现优于后50%的行业，优势比例约为2比1 [7]

Key Takeaways Tutor Perini's backlog hit $21.1B, up 102% year over year, driven by major civil and building project wins.KBR's backlog and options stood at $21.57B, up 7.3% year over year, supported by strong contract activities.TPC trades at a premium, while KBR's discounted valuation offers steady, diversified exposure.The demand for government and commercial infrastructure contracts is reaching its peak amid a favorable public spending backdrop, benefiting firms such as Tutor Perini Corporation (TPC) and ...

投资建议 - 对Tutor Perini Corporation给予持有评级 直至下季度财报提供更清晰的前景 [1] 分析依据 - 该建议基于详细的收入分解以及对联邦和州基础设施资金不确定性的考量 [1] 分析方法论 - 分析侧重于通过自由现金流股权模型估算公司内在价值 [1] - 采用多阶段模型评估增长轨迹、利润率动态和资本配置政策 [1] - 通过将模型结果与当前市场价格比较以识别潜在低估机会 [1]

Key Takeaways Tutor Perini is leaning on billion-dollar civil and building projects to drive long-term growth.The backlog hit a record $21.1B, fueled by major New York and California transit awards.Margins are improving, but large-scale project execution remains the key risk for TPC.Tutor Perini Corporation (TPC) is leaning heavily into mega projects as a core growth driver, banking on multi-billion-dollar civil and building contracts to sustain momentum. The company recently secured landmark awards, includ ...

估值与市场表现 - 公司当前远期12个月市盈率为14倍 低于行业平均的22.95倍和板块平均的19.71倍 显示其交易价格相对于同业和整个建筑板块存在折价 [1] - 公司股价在过去三个月内上涨了27.5% 表现优于其所在行业 更广泛的建筑板块以及标普500指数 [4] 业务驱动力与增长前景 - 公司受益于美国强劲的联邦和州资金倡议所推动的基础设施项目需求 特别是在民用和建筑板块获得了显著的新项目 [3][9] - 公司采用选择性投标策略 专注于竞争有限 合同条款有利且利润率较高的项目 截至2025年6月30日 其总积压订单同比增长102%至创纪录的211亿美元 [10] - 2025年第二季度获得的重要新合同包括价值18.7亿美元的纽约中城巴士总站替换一期项目 价值5.38亿美元的加州医疗项目以及总计1.27亿美元的两个中西部民用项目 [9] - 公司已上调2025年每股收益指引 目前预计GAAP每股收益在1.70-2.00美元之间 调整后每股收益在3.65-3.95美元之间 并对2026年和2027年的每股收益超过2025年指引上限表示乐观 [14] - 2025年每股收益估计为3.78美元 预计同比增长220.8% 2026年每股收益估计已上调至4.63美元 预计同比增长22.5% [15] 市场环境与政策支持 - 美联储于2025年9月17日降息25个基点 将基准利率下调至4.0%-4.25%区间 市场预期2025年剩余时间可能还有两次降息 低利率环境预计将刺激投资活动 [11][12] - 改善可持续性和公共福利的趋势推动了对新建或升级公共基础设施的需求 这有利于公司业务 [12] 运营挑战与风险因素 - 公司的积压订单中包含长期民用和基础设施项目 这些项目易受资金不确定性 法规变更和客户驱动的范围调整影响 [19] - 更广泛的宏观和地缘政治因素 如关税 劳动力短缺和材料成本通胀 影响了项目经济性 2025年上半年其一般行政费用从去年同期的1.43亿美元增加至1.886亿美元 [20]

Key Takeaways TPC's Civil segment revenues jumped 34% to $734M, with operating income nearly doubling to $140M.Margins reached 19.1%, with management guiding for a 12-15% range, above historical levels.A $21.1B backlog led by transit and infrastructure projects supports sustained Civil growth.Tutor Perini Corporation (TPC) delivered one of its strongest quarters in recent history, with the Civil segment taking center stage. In second-quarter 2025, Civil revenues surged 34% year over year to $734 million, wh ...

公司表现 - Construction Partners（ROAD）今年迄今股价上涨约43.2% [4] - 公司过去三个月Zacks共识全年盈利预期上调10.7% [4] - 公司目前Zacks评级为2（买入） [3] - Tutor Perini（TPC）今年迄今股价上涨156.4% [5] - Tutor Perini过去三个月共识每股收益（EPS）预期上调116.6% [5] - Tutor Perini目前Zacks评级为1（强力买入） [5] 行业比较 - 建筑行业今年迄今平均回报率为8.1% [4] - Construction Partners所属的建筑产品-杂项行业包含33只个股 [6] - 建筑产品-杂项行业今年迄今平均上涨2.5% [6] - 该行业在Zacks行业排名中位列第153位 [6] - Tutor Perini所属的建筑产品-重型建筑行业包含9只个股 [7] - 建筑产品-重型建筑行业今年迄今上涨45.3% [7] - 该行业在Zacks行业排名中位列第4位 [7] 市场背景 - 建筑行业包含92只个股 [2] - 该行业Zacks行业排名为第15位 [2] - Zacks行业排名通过衡量组内个股Zacks排名的平均值来评估行业强度 [2]

NEW YORK--(BUSINESS WIRE)-- #newaward--Tutor Perini Corporation (NYSE: TPC) (the "Company†), a leading civil, building and specialty construction company, announced today that its subsidiary, Five Star Electric, has been awarded an electrical subcontract by Skanska/Railroad SPGF JV for the Passaic Valley Sewerage Commission ("PVSC†) Standby Power Generator Facility. This project is a resiliency initiative by PVSC to construct an on-site emergency backup power system at its wastewater treatment plant in ...