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Fiscal Spend '25: Big Beautiful Bill Winners
17 tickers · $331.72B total market cap
Group: Fiscal Spend
Fiscal primacy is shifting from appropriations to execution across roads, grid-electrification, and aero/defense/data-center site work; Q2 transcripts plus hiring data show rising backlogs, guidance raises, and targeted senior hiring; expect 6–12 month conversion to revenue/margins for GVA, ROAD, STRL, PLPC, ETN with WWD/TTMI leveraged to aero/defense/AI; ACA/GTX participate via structures/powertrain but are more cyclical.
Fiscal Spend '25: Big Beautiful Bill Winners tracks 17 publicly listed stocks in this theme. Sample tickers: ACA, AEXA, AGRO, CEPU, CRK, EDN, EQT, ETN, GTX, GVA, HOT.XETRA, PLPC, and 5 more. Use the table below for the full list.
Thesis update: 2025-09-05
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Eaton Corporation plcETN | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 1.55% | -0.25% | 15.42% | -11.51% | $144.40B | 5.8824 |
Hochtief AGHOT.XETRA | 05/11/2026 (AMC) | 05/11/2026 (AMC) | 3.08% | -8.69% | 33.82% | -8.78% | $40.31B | 5.8824 |
EQT CorporationEQT | 04/21/2026 (BMO) | 04/21/2026 (BMO) | 0.16% | 3.02% | -2.78% | 1.79% | $37.38B | 5.8824 |
Sterling Infrastructure, Inc.STRL | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -5.96% | 51.31% | 23.68% | -9.64% | $22.35B | 5.8824 |
Woodward, Inc.WWD | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 14.07% | -0.27% | -3.30% | -5.00% | $20.55B | 5.8824 |
TTM Technologies, Inc.TTMI | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 2.45% | 14.99% | 39.48% | 2.02% | $16.76B | 5.8824 |
Powell Industries, Inc.POWL | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 18.88% | 7.03% | 50.38% | -11.24% | $9.53B | 5.8824 |
Adecoagro S.A.AGRO | 05/11/2026 | 05/11/2026 | -6.37% | -0.46% | 42.67% | 6.99% | $7.51B | 5.8824 |
Construction Partners, Inc.ROAD | 05/08/2026 (BMO) | 05/08/2026 (BMO) | 10.70% | 6.94% | 3.39% | -21.48% | $6.23B | 5.8824 |
Granite Construction IncorporatedGVA | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -1.68% | 13.77% | -6.40% | -4.99% | $5.78B | 5.8824 |
Arcosa, Inc.ACA | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -15.70% | 7.14% | 17.67% | -6.03% | $5.76B | 5.8824 |
Garrett Motion Inc.GTX | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -8.21% | 26.26% | 8.41% | 15.42% | $5.59B | 5.8824 |
Comstock Resources, Inc.CRK | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -6.86% | -15.64% | -8.89% | 1.07% | $4.45B | 5.8824 |
Central Puerto S.A.CEPU | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -2.38% | -2.48% | -0.90% | -1.97% | $2.09B | 5.8824 |
Preformed Line Products CompanyPLPC | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -7.77% | -6.80% | 43.09% | -0.88% | $1.61B | 5.8824 |
Empresa Distribuidora y Comercializadora Norte Sociedad AnónimaEDN | 03/09/2026 (AMC) | — | 8.85% | — | -13.91% | — | $1.02B | 5.8824 |
American Exceptionalism Acquisition Corp. AAEXA | 05/13/2026 | 05/13/2026 | — | 1.75% | — | — | $401.2M | 5.8824 |
| Average | 0.30% | 6.10% | 15.11% | -3.62% | $19.51B | 5.8824 | ||
| Median | -0.76% | 2.39% | 11.92% | -4.99% | $6.23B | 5.8824 | ||
| Std Dev | 8.91% | 15.16% | 20.60% | 8.49% | $33.36B | 0.0% | ||
| Min | -15.70% | -15.64% | -13.91% | -21.48% | $401.2M | 5.8824 | ||
| Max | 18.88% | 51.31% | 50.38% | 15.42% | $144.40B | 5.8824 | ||
| % Positive Tickers | 50.00% | 56.25% | 62.50% | 33.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.