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Emir Ibrahimovic Chelsea Behrens Caleb Pols Mark Blazo

Emir Ibrahimovic Chelsea Behrens Caleb Pols Mark Blazo. Company Background. Leading provider of diversified general contracting, design and build, and self-perform construction services

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Emir Ibrahimovic Chelsea Behrens Caleb Pols Mark Blazo

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  1. Emir Ibrahimovic Chelsea Behrens Caleb Pols Mark Blazo

  2. Company Background • Leading provider of diversified general contracting, design and build, and self-perform construction services • Comprised of for different parts: Building Group, Civil Group, Specialty Contractors Group, and Management Services • Casinos, Hotels, Resorts, Hospitals, Educational Facilities, Highways, Bridges, etc. • Operating history of 115 years • Approximately 8,000 employees around the world

  3. Growth • The businesses are integrated with resources shared across business units • They have structured a balanced business between Civil and Building operating capabilities • Geographic footprint expanded through acquisitions • Significant new contract opportunities exist in their core markets • US infrastructure rehabilitation need • Military buildup and relocation to Guam • Reconstruction activities in Afghanistan & Haiti

  4. SWOT Analysis • Strengths – • Civil Segment Backlog • Acquisitions • Competitive Advantage • Weaknesses – • Unrealized Revenue • International • Building Segment is still majority of revenue • 83% in 2009, 70% in 2010, and 49% in 2011

  5. SWOT Analysis • Opportunities – • American Jobs Act • U.S. Military • Threats – • Current Economic Conditions • Budget Shortfalls

  6. Current Activities • Recession • Two years of projects in pipeline. • Any additional projects will help increase profit margins. • Recently added a $94 million project to repair part of the Washington Monument. • In the processes of building new corporate facilities for Amazon.com, Facebook, and Apple • Apple intends to build a corporate campus in Cupertino, California, which will be approximately 2.8 million square feet.

  7. Quarter 3 Results • Revenue of $1.10 billion compared to $1.17 billion in Q3 2011 • Net income of $42.6 million (adjusted net income of $25.8 million) compared to $35.5 million in Q3 2011 • Diluted EPS of $0.88 (adjusted diluted EPS of $0.54) compared to $0.74 in Q3 2011 • Affirming FY2012 guidance: Revenue of $4.0 billion to $4.5 billion; Diluted EPS of $1.50 to $1.70, excluding discrete items

  8. Balance Sheet

  9. IncomeStatement

  10. Ratio Analysis

  11. Price/EPS Ratio S&P 500 P/E Ratios As of October 30, 2012 the average S&P 500 P/E ratio is 15.95. As of March 31, 2012 the TPC P/E ratio is 9.558

  12. Technical Analysis

  13. Analyst Predictions • Yahoo Analysts - $18.00 • MarketWatch Analyst - $18.67

  14. Risks • Diversification • Where are their revenues coming from? • 39% Private • 7% Federal Government • 54% State & Local Government • 1 year price per share history • 2011 $14.53 • 2012 $10.28 • Debt • $690.34 Million • Profit Margin • -6.04%

  15. Proposal • 150 shares @ $10.21 = $1,531.50 • Long term holding for IPO: 3-5 years

  16. Questions?

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