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5 days ago
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Zacks.com featured highlights Novartis, ENGIE, MasTec, Dorman Products and Sterling Infrastructure
Chicago, IL – June 2, 2025 – The stocks in this week's article are Novartis NVS, ENGIE SA ENGIY, MasTec MTZ, Dorman Products DORM and Sterling Infrastructure, Inc. STRL. The U.S. stock market showed mixed signals on May 29, with investors reacting to a combination of events. While NVIDIA's strong quarterly results and a favorable ruling from the U.S. International Trade court against Trump-imposed tariffs supported gains on the Nasdaq and S&P 500, the Dow Jones slipped, weighed down by investor concerns over the broader economic outlook amid escalating geopolitical uncertainties. Given such volatile market sentiment, prudent investors are expected to choose safe bet stocks like Novartis, ENGIE SA, MasTec, Dorman Products and Sterling Infrastructure, Inc. to safeguard their portfolio from huge losses (in times of crisis). These stocks bear low leverage and, therefore, should be a safer option for investors if they don't want to lose big in times of market turmoil. Now, before selecting low-leverage stocks, let's explore what leverage is and how choosing a low-leverage stock helps investors. In finance, leverage is a term used to denote the practice of borrowing capital by companies to run their operations smoothly and expand the same. Such borrowings are done through debt financing. But there remains an option for equity finance. This is probably due to the cheap and easy availability of debt over equity financing. However, debt financing has its share of drawbacks. Particularly, it is desirable only as long as it successfully generates a higher rate of return compared to the interest rate. So, to avoid considerable losses in your portfolio, one should always avoid companies that resort to excessive debt financing. The crux of safe investment lies in choosing a company that is not burdened with debt, as a debt-free stock is almost impossible to find. The equity market can be volatile at times, and, as an investor, if you don't want to lose big time, we suggest you invest in stocks that bear low leverage and are, hence, less risky. To identify such stocks, historically, several leverage ratios have been developed to measure the amount of debt a company bears. The debt-to-equity ratio is one of the most common ratios. Debt-to-Equity Ratio = Total Liabilities/Shareholders' Equity This metric is a liquidity ratio that indicates the amount of financial risk a company bears. A lower debt-to-equity ratio reflects improved solvency for a company. With the first-quarter 2025 earnings season almost behind us, investors must be eyeing stocks that have exhibited solid earnings growth in the recent past. But if a stock bears a high debt-to-equity ratio in times of economic downturn, its so-called booming earnings picture might turn into a nightmare. Excluding stocks that have a negative or a zero debt-to-equity ratio, here we present our five picks out of the nine stocks that made it through the screen. Novartis: It has one of the strongest and broadest portfolios of varied drugs. On May 27, 2025, Novartis announced that it had launched a tender offer to acquire Regulus Therapeutics for $7.00 per share in cash plus a potential $7.00 contingent payment tied to a regulatory milestone, as part of a previously announced merger agreement. The move is likely to strengthen Novartis's pipeline in RNA-targeted therapies, enhancing its long-term innovation and growth strategy. The Zacks Consensus Estimate for NVS' 2025 sales suggests an improvement of 7.1% from the 2024 reported figure. The company boasts a long-term (three-to-five years) earnings growth rate of 7.9%. It currently has a Zacks Rank #2. ENGIE SA: It engages in the power, natural gas, and energy services businesses. On May 14, 2025, the company announced its first-quarter 2025 results. Its revenues grew 5.6% year over year in the first quarter. As of March 31, 2025, ENGIE has 8.5 GW of renewable and battery capacity under construction, representing more than 100 projects worldwide. The Zacks Consensus Estimate for its 2025 earnings suggests a year-over-year improvement of 22.9%. It currently sports a Zacks Rank #1. You can see the complete list of today's Zacks #1 Rank stocks here. MasTec: It is a leading infrastructure construction company operating mainly throughout North America. On May 1, 2025, the company announced its first-quarter 2025 results. Its revenues increased 6% year over year, while adjusted EBITDA margin improved 6 basis points. The Zacks Consensus Estimate for its 2025 sales indicates an improvement of 11% from the 2024 actual. The Zacks Consensus Estimate for its 2025 earnings suggests a year-over-year improvement of 54.9%. It currently carries a Zacks Rank #2. Dorman Products: It is a leading supplier of Dealer Exclusive replacement parts to the Automotive, Medium and Heavy Duty Aftermarkets. On May 29, Dorman Products announced the release of hundreds of new light-duty automotive repair solutions, including several aftermarket-first innovations across key vehicle systems. This product expansion not only boosts Dorman's extensive 138,000-SKU catalog but also creates over 12 million new sales opportunities, reinforcing its market leadership and growth in the aftermarket parts industry. The Zacks Consensus Estimate for its 2025 sales indicates an improvement of 4.9% from the 2024 actual. The Zacks Consensus Estimate for its 2025 earnings suggests a year-over-year improvement of 9.7%. It currently has a Zacks Rank #2. Sterling Infrastructure: It operates through subsidiaries within segments specializing in E-Infrastructure, Building and Transportation Solutions, principally in the United States. On May 5, the company announced its first-quarter 2025 results. Its revenues increased 7% year over year, while adjusted earnings per share surged 29%. STRL boasts a long-term earnings growth rate of 15%. The stock boasts an average earnings surprise of 11.54%. It currently carries a Zacks Rank #2. You can get the rest of the stocks on this list by signing up now for your 2-week free trial to the Research Wizard and start using this screen in your trading. Further, you can also create your strategies and backtest them first before taking the investment plunge. The Research Wizard is a great place to begin. It's easy to use. Everything is in plain language. And it's very intuitive. Start your Research Wizard trial the next time you read an economic report, open up the Research Wizard, plug your finds in, and see what gems come out. Click here to sign up for a free trial to the Research Wizard today. For the rest of this Screen of the Week article please visit at: Follow us on Twitter: Join us on Facebook: Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates. Contact: Jim Giaquinto Company: Phone: 312-265-9268 Email: pr@ Visit: provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. 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 Novartis AG (NVS) : Free Stock Analysis Report Sterling Infrastructure, Inc. (STRL) : Free Stock Analysis Report MasTec, Inc. (MTZ) : Free Stock Analysis Report Dorman Products, Inc. (DORM) : Free Stock Analysis Report ENGIE - Sponsored ADR (ENGIY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
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5 days ago
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Q1 Earnings Highlights: EMCOR (NYSE:EME) Vs The Rest Of The Engineering and Design Services Stocks
As the craze of earnings season draws to a close, here's a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at engineering and design services stocks, starting with EMCOR (NYSE:EME). Companies providing engineering and design services boast ever-evolving technical expertise. Compared to their counterparts who manufacture and sell physical products, these companies can also pivot faster to more trending areas due to their smaller physical asset bases. Green energy and water conservation, for example, are current themes driving incremental demand in this space. On the other hand, those providing engineering and design services are at the whim of construction and infrastructure project volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. The 5 engineering and design services stocks we track reported a very strong Q1. As a group, revenues beat analysts' consensus estimates by 1.7% while next quarter's revenue guidance was in line. Luckily, engineering and design services stocks have performed well with share prices up 14.1% on average since the latest earnings results. Through its network of over 70 subsidiaries, EMCOR (NYSE:EME) provides electrical, mechanical, and building construction and services EMCOR reported revenues of $3.87 billion, up 12.7% year on year. This print exceeded analysts' expectations by 2.2%. Overall, it was a very strong quarter for the company with a solid beat of analysts' EBITDA estimates. Tony Guzzi, Chairman, President, and Chief Executive Officer of EMCOR, commented, 'Our first quarter results—which include 12.7% year-over-year revenue growth, a 22.6% increase in operating income, and $11.75 billion in remaining performance obligations—demonstrate the continued strength of our business. Once again, results were driven by our U.S. Electrical Construction and U.S. Mechanical Construction segments, which had year-over-year revenue growth of 42.3% and 10.2%, respectively, and operating margins of 12.5% and 11.9%, respectively. Our performance reflects our customers' confidence in our ability to execute complex projects across diverse end markets, as well as our proactive expansion into new geographies, and our productivity resulting from the use of virtual design and construction technologies and prefabrication capabilities. Coupled with sustained excellence in labor planning, large project coordination, and the sharing of best practices, we delivered exceptional results for our customers.' EMCOR scored the fastest revenue growth but had the weakest full-year guidance update of the whole group. Unsurprisingly, the stock is up 13.8% since reporting and currently trades at $471.86. Read why we think that EMCOR is one of the best engineering and design services stocks, our full report is free. Involved in the construction of a major highway, the Grand Parkway in Houston, TX, Sterling Infrastructure (NASDAQ:STRL) provides civil infrastructure construction. Sterling reported revenues of $430.9 million, down 2.1% year on year, outperforming analysts' expectations by 5.4%. The business had a stunning quarter with full-year EBITDA guidance exceeding analysts' expectations. Sterling pulled off the highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 13.1% since reporting. It currently trades at $188.01. Is now the time to buy Sterling? Access our full analysis of the earnings results here, it's free. Founded in 1990 when a group of engineers from five companies decided to merge, AECOM (NYSE:ACM) provides various infrastructure consulting services. AECOM reported revenues of $3.77 billion, down 4.4% year on year, falling short of analysts' expectations by 9.5%. It was a mixed quarter as it posted a decent beat of analysts' adjusted operating income estimates. AECOM delivered the weakest performance against analyst estimates and slowest revenue growth in the group. Interestingly, the stock is up 7.8% since the results and currently trades at $110.15. Read our full analysis of AECOM's results here. Involved in the 1996 Olympic Games MasTec (NYSE:MTZ) is an infrastructure construction company that specializes in the telecommunications, energy, and utility industries. MasTec reported revenues of $2.85 billion, up 6% year on year. This result beat analysts' expectations by 4.9%. Overall, it was a very strong quarter as it also put up an impressive beat of analysts' backlog estimates and a solid beat of analysts' EPS estimates. The stock is up 16.9% since reporting and currently trades at $156.51. Read our full, actionable report on MasTec here, it's free. Working alongside some of the most popular mobile carriers in the world, Dycom (NYSE:DY) builds and maintains telecommunications infrastructure. Dycom reported revenues of $1.26 billion, up 10.2% year on year. This print surpassed analysts' expectations by 5.7%. It was an exceptional quarter as it also produced an impressive beat of analysts' EPS estimates and a solid beat of analysts' EBITDA estimates. Dycom scored the biggest analyst estimates beat among its peers. The stock is up 18.9% since reporting and currently trades at $229.92. Read our full, actionable report on Dycom here, it's free. The Fed's interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump's presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
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22-05-2025
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Sterling to Participate in Upcoming Investor Conferences
THE WOODLANDS, Texas, May 22, 2025 /PRNewswire/ -- Sterling Infrastructure, Inc. (NasdaqGS: STRL) ("Sterling" or "the Company") today announced that management is participating in the following investor conferences: William Blair 45th Annual Growth Stock ConferenceDate: June 3, 2025Venue: Loews Chicago HotelCompany presentation is scheduled for 8:40-9:10 am CTWebcast: Link Stifel 2025 Cross Sector Insight ConferenceDate: June 4, 2025Venue: InterContinental Boston by IHG Sterling's management will host one-on-one meetings with investors at these events. Those interested in attending the conference should reach out to their respective representatives or Noelle Dilts at About SterlingSterling Infrastructure, Inc., ("Sterling," "the Company," "we," "our" or "us") operates through a variety of subsidiaries within three segments specializing in E-Infrastructure, Transportation and Building Solutions in the United States, primarily across the Southern, Northeastern, Mid-Atlantic and Rocky Mountain regions and the Pacific Islands. E-Infrastructure Solutions provides advanced, large-scale site development services for manufacturing, data centers, distribution centers, warehousing, power generation and more. Transportation Solutions includes infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, rail and storm drainage systems. Building Solutions includes residential and commercial concrete foundations for single-family and multi-family homes, parking structures, elevated slabs, other concrete work, plumbing services, and surveys for new single-family residential builds. From strategy to operations, we are committed to sustainability by operating responsibly to safeguard and improve society's quality of life. Caring for our people and our communities, our customers and our investors – that is The Sterling Way. Joe Cutillo, CEO, "We build and service the infrastructure that enables our economy to run, our people to move and our country to grow." Sterling Infrastructure Contact:Noelle Dilts, VP of Investor Relations and Corporate View original content to download multimedia: SOURCE Sterling Infrastructure, Inc.
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22-05-2025
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Jim Cramer Notes Sterling Infrastructure (STRL) is a 'Very, Very Good Company'
We recently published a list of . In this article, we are going to take a look at where Sterling Infrastructure, Inc. (NASDAQ:STRL) stands against other stocks that Jim Cramer discussed recently. On Monday, Mad Money host Jim Cramer addressed the market's reaction to the recent U.S. debt downgrade by Moody's. 'Stories like the US debt downgrade story from Friday, they are classic… Stories that scare people out of very fine stocks that could otherwise make them rich. And sure enough, when Moody's downgraded the debt of the United States on Friday, the last of the three big rating agencies to do so, the market opened hideously as the get out now crowd took action. They fled. Then the market rebounded.' READ ALSO: Jim Cramer Put These 12 Stocks Under the Spotlight and 15 Stocks on Jim Cramer's Radar. Cramer warned that such panic is not a one-off. He mentioned that there will be many other 'get out now' calls issued ahead. He said that the warnings often come from sources who either do not fully grasp the situation or are motivated by less transparent reasons. In his view, some are simply uninformed, while others may be experienced short sellers using fear as a tactic to move markets in their favor. Even if the issues these fear-driven stories point to do materialize, Cramer believes they are manageable. He called out the overuse of the term 'stagflation,' often wielded by bearish commentators to provoke anxiety. He acknowledged how difficult it can be to resist the persuasive nature of such arguments. Still, he encouraged investors to stay the course as he added, 'You'll have to stick with me and we'll sit through this.' 'Let me give you the bottom line: The crucial thing that we in the media can do, and I say this as someone who talks to more individual veterans than almost anyone in the universe, and certainly more than anyone in the media, is simply cool it with the fear mongering and cut off guests who advocate it. A little history and some constructive thought would go a lot further if your goal is not to inflame, but to inform.' For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on May 19. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A busy airport terminal, highlighting the company's strong transportation arm. Number of Hedge Fund Holders: 28 When a caller asked about Sterling Infrastructure, Inc. (NASDAQ:STRL) during the lightning round, Cramer replied: 'Yeah, I was late to this one. This is a very, very good company. I was focused too much on AECOM and Fluor, and Caterpillar. You have a good one there. These are good. We often talk about them. We really like them because that money's finally coming through.' Sterling Infrastructure (NASDAQ:STRL) delivers site development, transportation infrastructure, and building foundation services, supporting sectors like e-commerce, transit, and residential construction. The company's work includes projects ranging from data centers and highways to concrete foundations and plumbing for residential and commercial developments. In December 2024, Cramer made the following comment on the company: 'This stock's up 120%. Now I will tell you, Sterling infrastructure… It is living off, I think, a lot of the federal money that's been spent. So, I don't want to get greedy… Take some off the table and let the rest run.' Overall, STRL ranks 10th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of STRL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than STRL and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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09-05-2025
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Results: Sterling Infrastructure, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Sterling Infrastructure, Inc. (NASDAQ:STRL) investors will be delighted, with the company turning in some strong numbers with its latest results. The company beat expectations with revenues of US$431m arriving 5.4% ahead of forecasts. Statutory earnings per share (EPS) were US$1.28, 8.0% ahead of estimates. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Sterling Infrastructure after the latest results. We've discovered 2 warning signs about Sterling Infrastructure. View them for free. Following last week's earnings report, Sterling Infrastructure's four analysts are forecasting 2025 revenues to be US$2.09b, approximately in line with the last 12 months. Statutory earnings per share are forecast to drop 17% to US$7.25 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$2.02b and earnings per share (EPS) of US$7.02 in 2025. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings. Check out our latest analysis for Sterling Infrastructure With these upgrades, we're not surprised to see that the analysts have lifted their price target 7.6% to US$213per share. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Sterling Infrastructure analyst has a price target of US$225 per share, while the most pessimistic values it at US$205. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting Sterling Infrastructure is an easy business to forecast or the the analysts are all using similar assumptions. Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 1.1% by the end of 2025. This indicates a significant reduction from annual growth of 12% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 7.7% per year. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Sterling Infrastructure is expected to lag the wider industry. The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Sterling Infrastructure following these results. They also upgraded their revenue estimates for next year, even though it is expected to grow slower than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving. Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Sterling Infrastructure going out to 2026, and you can see them free on our platform here. We don't want to rain on the parade too much, but we did also find 2 warning signs for Sterling Infrastructure (1 is significant!) that you need to be mindful of. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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.
