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Construction Partners, Inc. (ROAD) is expanding its Texas operations by acquiring J.H. Strain & Sons, Inc.'s asphalt manufacturing and construction assets. The deal adds two hot-mix asphalt plants, over 125 employees, and equipment to strengthen Lone Star Paving's presence in Abilene and West Texas. This acquisition is part of ROAD's broader growth strategy, with acquisitions expected to contribute 22% of fiscal 2026 growth.

Everus Construction Group (ECG) significantly outperforms the construction sector with a 47.5% year-to-date return compared to the sector average of -0.6%. The company holds a Zacks Rank #1 (Strong Buy) with improving analyst sentiment, as consensus earnings estimates have increased 19.8% over the past 90 days. Jacobs Solutions (J) is also highlighted as an outperformer with a 4.7% year-to-date return and Zacks Rank #2 (Buy).

Jacobs Solutions has secured a three-year agreement with NVIDIA to deploy its Data Center Digital Twin at a major U.S. AI R&D facility. The platform will support power balancing, energy forecasting, leak detection, predictive maintenance, and autonomous optimization of AI operations. Jacobs is expanding its digital twin technology across multiple advanced computing infrastructure projects globally.