8-K filing — AECOM (ACM)
Filed: 2026-09-16 AccNo: 0001104659-26-108255 Size: 190 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
Stocks · News reference
Data centers are being built at less than a third of the pace the AI race demands, says macro investor Raoul Pal.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Filed: 2026-09-16 AccNo: 0001104659-26-108255 Size: 190 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
An AECOM (NYSE: ACM) and Jacobs joint venture has been appointed by Transport Infrastructure Ireland (TII) as Program Delivery Partner for MetroLink, a transformative transportation program that will provide a
Quanta Services (PWR) reported strong Q2 2026 performance with a record $53B backlog, up from $48.5B in Q1. The company raised full-year 2026 revenue guidance to $39.3-$39.7B and adjusted EPS to $16.45-$16.95. Recent acquisitions are expected to add $1.2-$1.4B in revenues and $120-$140M in EBITDA. PWR stock has gained 51.4% year-to-date and currently holds a Zacks Rank #1 (Strong Buy) rating.
EMCOR Group (EME) has gained 21.2% year-to-date, outperforming its industry peers. The company benefits from strong demand across data centers, industrial, and construction markets, with Electrical Construction revenues up 24% and Mechanical Construction up 31% in Q2 2026. Record RPOs of $17.14 billion (up 44% YoY) and raised 2026 guidance to $20-$20.5 billion in revenue provide strong growth visibility. However, EME trades at a premium valuation with a forward P/E of 20.7 compared to industry peers.
MasTec (MTZ) reported strong Q2 2026 results with 23% revenue growth to $4.4B and 49% EPS surge to $2.22. The company raised full-year guidance and achieved a record $21.4B backlog, driven by AI data center infrastructure, renewable energy, and power generation demand. The company is compared favorably to peers EMCOR and Dycom in capturing AI infrastructure opportunities, though MTZ stock trades at a premium valuation with a Zacks Rank #3 (Hold) rating.
Comfort Systems USA (FIX) demonstrates exceptional financial flexibility with $1.85B in cash, minimal $54.1M debt, and strong free cash flow of $999M in Q2 2026. The company is aggressively expanding modular capacity to 5M square feet by late summer 2027, backed by customer commitments. FIX stock has surged 65.6% year-to-date and carries a Zacks Rank #1 (Strong Buy) rating, though it trades at a premium valuation with a forward P/E of 28.52.