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Natural Disasters Long '24: C&E
4 tickers · $35.62B total market cap
Group: Natural Disasters Long
With the 2025 Atlantic hurricane season forecasted to be above average, following the destructive 2024 season, there is an anticipated surge in demand for infrastructure repair and rebuilding. This scenario positions construction and engineering firms such as Jacobs Solutions (J), Fluor Corporation (FLR), AECOM (ACM), and Procore Technologies (PCOR) to benefit from increased project volumes and revenue growth.
Natural Disasters Long '24: C&E tracks 4 publicly listed stocks in this theme: ACM, FLR, J, PCOR. See the constituent table for details.
Thesis update: 2025-04-19
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 |
|---|---|---|---|---|---|---|---|---|
Jacobs Solutions Inc.J | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 4.71% | -3.15% | -8.78% | -10.84% | $13.33B | 25.0000 |
AecomACM | 05/11/2026 (BMO) | 05/11/2026 (BMO) | 2.80% | -13.20% | -22.41% | 1.76% | $9.20B | 25.0000 |
Procore Technologies, Inc.PCOR | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 9.32% | -14.72% | 4.49% | -10.56% | $7.15B | 25.0000 |
Fluor CorporationFLR | 05/08/2026 (BMO) | 05/08/2026 (BMO) | 11.35% | -15.21% | 0.87% | -1.80% | $5.94B | 25.0000 |
| Average | 7.04% | -11.57% | -6.46% | -5.36% | $8.91B | 25.0000 | ||
| Median | 7.01% | -13.96% | -3.96% | -6.18% | $8.18B | 25.0000 | ||
| Std Dev | 3.43% | 4.92% | 10.41% | 5.49% | $2.81B | 0.0% | ||
| Min | 2.80% | -15.21% | -22.41% | -10.84% | $5.94B | 25.0000 | ||
| Max | 11.35% | -3.15% | 4.49% | 1.76% | $13.33B | 25.0000 | ||
| % Positive Tickers | 100.00% | 0.00% | 50.00% | 25.00% |
* 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%.