5 Construction Stocks Poised for Strong Performance This Earnings Season
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 29 2025
0mins
Should l Buy MTZ?
Source: NASDAQ.COM
Current State of the U.S. Construction Sector: The construction sector is experiencing slow expansion driven by infrastructure and technology projects, while traditional commercial and residential markets face challenges due to financing constraints and reduced demand.
Earnings Trends and Projections: The construction sector is expected to see a 13.8% decline in earnings for Q3 2025 compared to the previous year, despite a projected 1.1% growth in revenues, indicating ongoing struggles in the residential market and high operational costs.
Key Companies to Watch: Companies like MasTec, AAON, Vulcan Materials, Johnson Controls, and EMCOR are highlighted as likely to exceed earnings expectations in the upcoming reporting cycle, with specific earnings estimates provided for each.
Impact of AI and Public Investment: The growth in AI-related data center development and federal infrastructure investments are significant drivers of construction activity, while labor shortages and material cost increases continue to pose challenges for the sector.
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Analyst Views on MTZ
Wall Street analysts forecast MTZ stock price to fall
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 265.290
Low
225.00
Averages
252.20
High
270.00
Current: 265.290
Low
225.00
Averages
252.20
High
270.00
About MTZ
MasTec, Inc. is an infrastructure construction company operating mainly throughout North America across a range of industries. The Company's segments include Communications, Clean Energy and Infrastructure, Power Delivery, Pipeline Infrastructure, and Other. Communications segment performs engineering, construction, maintenance and customer fulfillment activities related to communications infrastructure, primarily for wireless and wireline/fiber communications, wireless integration and optimization and install-to-the-home services, and others. Clean Energy and Infrastructure segment primarily serves energy, utility, government and other end-markets through the installation and construction of power generation facilities, primarily from clean energy and renewable sources, such as wind, solar, and hydrogen; various types of heavy civil and industrial infrastructure services, and others. Power Delivery segment primarily serves the energy, utility and data center infrastructure industries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stake Proportion: Following the sale, Applied Digital now represents 5.7% of Hood River's assets under management, reflecting the fund's strategic adjustments while potentially locking in some profits from its substantial gains.
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