说完EME的大跌, 好消息是 PWR 季报靓丽,我的AI基建股中今天唯一的亮点。
大概看了一下 transcript,revenue up 18%, EPS up 22%. Raise full year outlook. Both power generation and data center construction contributed to revenue growth.
Up to date performance:
YTD: 43%
one year: 45%
three years: 219%
5 years: 620%
