Will Q2 Earnings and Estimate Revisions Shift Tutor Perini's (TPC) Narrative?

• Tutor Perini Corporation announced it will release its second quarter 2025 earnings results and hold a conference call with company leadership on August 6, 2025, after the market closes.
• While analysts anticipate year-over-year earnings growth, recent downward revisions to earnings estimates and a Zacks Rank #4 (Sell) reflect mixed sentiment among investors ahead of the announcement.
• Now, we'll explore how these estimate revisions and upcoming results may influence Tutor Perini's outlook and the existing investment narrative.

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Tutor Perini Investment Narrative Recap

Tutor Perini shareholders are typically betting on the company's ability to convert its record US$19.4 billion backlog and upcoming high-margin projects into sustained revenue and profit growth, despite historical volatility and execution risks. The recent announcement of estimate revisions and a Zacks Rank #4 (Sell) may not fundamentally alter the main short-term catalyst, ramp-ups on large new projects, but adds uncertainty to the most important risk: future margin pressure and possible project delays. Of the recent news, securing the US$1.871 billion contract from the Port Authority of New York and New Jersey stands out. This substantial project award directly supports the bullish narrative on backlog-driven growth, offering near-term visibility on revenue streams and enhancing the relevance of the upcoming earnings call for investors watching project ramp-up progress. However, it’s equally important to keep in mind the potential impact if project delays or lower-than-expected win rates materialize, as investors should be aware that...

Read the full narrative on Tutor Perini (it's free!)

Tutor Perini's narrative projects $6.9 billion revenue and $393.4 million earnings by 2028. This requires 15.2% yearly revenue growth and a $544.9 million increase in earnings from the current -$151.5 million.

Uncover how Tutor Perini's forecasts yield a $53.50 fair value, a 11% upside to its current price.

Exploring Other Perspectives

Two separate fair value estimates from the Simply Wall St Community range widely between US$53.50 and US$233.34 per share. Despite these differences, concerns about project execution and possible delays remain closely tied to the company’s near-term performance, further underlining why you may want to compare multiple viewpoints.

Explore 2 other fair value estimates on Tutor Perini - why the stock might be worth just $53.50!

Build Your Own Tutor Perini Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Tutor Perini research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Tutor Perini research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Tutor Perini's overall financial health at a glance.

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This 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.

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