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Engineering and construction has emerged as one of the ASX’s strongest sectors, backed by record infrastructure spending, data centre construction and defence projects. With reporting season underway, investors are looking beyond contract wins to determine which companies can sustain earnings growth.
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Shaw and Partners Senior Analyst Philip Pepe joins HotCopper to discuss the key themes driving the sector and a few select stocks to watch.
Engineering and construction companies have recently been supported by a pipeline of major infrastructure projects and increasing investment across defence, energy and digital infrastructure. Now, attention turns to reporting season, where investors will be looking for evidence that strong demand is translating into higher margins, improving cash flow and confident guidance.
In this Expert Exchange, Shaw and Partner senior analyst Philip Pepe shares his outlook for the sector, including the metrics that matter most this earnings.
The discussion also takes a closer look at Duratec, SRG Global, IPD Group, and Southern Cross Electrical, examining whether recent momentum can continue and which companies appear best positioned for the next phase of growth.
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