Added to YB: 2026-05-21
Pitch date: 2026-05-19
TPC [bullish]
Tutor Perini Corporation
+0.97%
current return
Author Info
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Company Info
Tutor Perini Corporation, a construction company, provides diversified general contracting, construction management, and design-build services to private customers and public agencies in the United States and internationally.
Market Cap
$4.1B
Pitch Price
$76.01
Price Target
151.00 (+90%)
Dividend
0.31%
EV/EBITDA
10.82
P/E
52.66
EV/Sales
0.66
Sector
Construction and Engineering
Category
turnaround
Cliff Note #143 - TPC: The 130-Year-Old Infrastructure Co With 2026-2027 Earnings Already in the Bag + Free Data Center Optionality - Tutor Perini Corporation
TPC: 130-yr civil contractor w/ $19.8B backlog (3.5x rev), up from $16B megaproject wins past 18mo at higher margins. Civil 13.7% margin (vs 1-10% historical), Specialty turning profitable after -17-21% losses. 2026 EPS guide $4.90-$5.30 (14.8x fwd P/E), 2027 'significantly higher than $5.30' w/ double-digit rev growth locked in. $404M net cash, 1st dividend initiated, 11.875% notes refi mid-2026 adds $0.26-$0.32 EPS. Data center expansion coming. Risks: $175M W/Element appeal, megaproject execution, Tutor family selling 12% float. Trading 50% discount to data center-exposed MEP peers (30-48x).
Read full article (8 min)