FER Earnings
Tuesday, May 12 2026
Revenue Estimate
$2.0B
Current Price
$69.93
Our Position
bullishFerrovial lands £80M UK sewage upgrade contract
This signals Ferrovial's ability to win utility infrastructure contracts in tight regulatory environments — a recurring revenue stream from publicly mandated environmental upgrades. UK water companies face mounting pressure to hit Environment Agency standards, creating a multiyear tailwind for compliance-driven projects.
Watch: Watch for project mobilization and schedule updates as 2027 approaches, plus any Thames Water announcements on similar treatment works upgrades — the regulatory driver suggests a pipeline of comparable contracts ahead.
Key Context
Price Trend
mixed
1-Month Return
+10.9%
From 52w High
-3.2%
P/E Ratio
49.2
Analyst Target (mean)
$72 $71–$74 +3%
Fund Convergence
moderate Citadel, D.E. Shaw
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