Quarterly earnings reports provide a check-in, simultaneously looking at how firms have performed in the past as they eye the work they’ll pursue in the future.

Following a tumultuous news cycle for the first three months of 2026, construction firms shared their balance sheets with somewhat mixed results. Nonetheless, there were consistent themes.

Major publicly traded builders remain bullish on data center construction amid the artificial intelligence boom and continue to deliver civil and infrastructure work funded by the federal government.

Read below for takeaways from the biggest contractors’ most recent earnings reports.