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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Industrials sector.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q2) is Pro.
Industry Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Engineering & Construction industry is 9.5/10 across 4 companies.
2024 Q4–2026 Q1. Each earlier point averages the available scores of this quarter’s 4-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q1
What management and analysts said on calls mapped to this calendar quarter.
Average sentiment rose from 8.5 to 9.5, a 1 point gain, and both movers went up: EMCOR (EME) rose from 8 to 10 and Quanta Services (PWR) rose from 8 to 10. Pricing-pressure flags stayed at 0 in both quarters and cost-pressure flags stayed at 1 of the 4 companies. Data center and AI infrastructure work drove the quarter at every name in the group, and each of the four reported a record backlog or record remaining performance obligations.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| AI & Tech | 4 | 4 |
| CAPEX | 4 | 4 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.