Tutor Perini remains resilient against tariff threats due to strong pipeline and funding support

Tutor Perini Corporation (TPC) is well-insulated from tariff-related material cost spikes due to its procurement tactics and fixed-price contracts. The company’s $19.4B backlog is supported by state, local, and federal infrastructure project funding. TPC stock has surged 99.1% YTD, with 2025 EPS estimates rising 14.4% to $1.75 in the past 60 days. Despite tariff concerns in the construction sector, TPC’s bidding and procurement strategies are designed to handle volatility, making it resilient in the face of near-term shocks. With a strong pipeline and funding base, TPC is positioned to weather tariff-related turbulence and continue growing through 2026 and beyond.

In comparison to competitors like Granite Construction (GVA) and Fluor Corporation (FLR), Tutor Perini stands out as the most tariff-resilient due to its selective backlog strategy and funding stability. While all three companies face similar tariff-related challenges, Tutor Perini’s U.S.-focused, federally backed pipeline offers greater protection. TPC’s stock has outperformed the industry, sector, and S&P 500 index, with a forward P/E ratio of 19.88. Earnings estimates for 2025 and 2026 show significant year-over-year growth, positioning TPC as a Zacks Rank #1 (Strong Buy) stock.

Read more at Zacks Investment Research: Why Tutor Perini’s Pipeline Remains Resilient Despite Tariff Threats – July 4, 2025