<p>随着政府倡议继续向振兴美国基础设施注入大量资金，基础设施股票的吸引力似乎比以往任何时候都更加强劲。引发这种兴奋的一个显著推动因素是基础设施投资和就业法案（IIJA），也被称为《两党基础设施法案》（<strong>BIL</strong>），该法案于 2021 年 11 月签署，并至今仍在执行。这项具有里程碑意义的立法旨在现代化国家日益老化的基础设施，重点关注道路、桥梁、水系统和宽带网络等关键领域，通过大量联邦资本注入。</p>
<p>随着 IIJA 的推进，基础设施股票将保持强劲的势头。在这一领域有所涉足的公司将继续受益于持续的联邦投资，带来有望增长的收入和盈利。在本文中，我们将看看三家基础设施股票，它们处于良好位置，可以继续利用政府支出潮流。这些公司在基础设施领域的关键部分运营，使它们成为渴望抓住当前繁荣机遇的投资者的引人选择。</p>
<h2>雅各布工程（J）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：ekapol sirachainan / Shutterstock</p>
<p><strong>雅各布工程</strong>（NYSE:<strong>J</strong>）凭借其在工程、设计和施工管理中的关键角色脱颖而出，成为基础设施股票中的顶尖竞争者。作为提供复杂项目解决方案和咨询服务的领导者，雅各布工程在利用正在进行的基础设施繁荣方面处于极佳位置。</p>
<p>该公司最近取得了令人瞩目的增长，去年营收和每股收益（<strong>EPS</strong>）达到了新高——分别为 163.5 亿美元和 5.33 美元，同比增长分别为 9.6% 和 6.4%。这种增长突显了雅各布工程在管理大型基础设施项目方面的坚实立足点，以及在需求增长中蓬勃发展的能力。</p>
<p>此外，雅各布工程当前的股价暗示着强劲的上涨潜力。以今年预期每股收益的 17.7 倍交易，该股票似乎价格相当有吸引力，尤其考虑到华尔街对至少到 2028 年的两位数 EPS 增长的预测。此外，雅各布工程拥有强大的 294 亿美元订单积压，这将为公司提供重要的可见性，并提高其投资吸引力。因此，我认为该股是利用当前行业状况的绝佳选择。</p>
<h2><strong>卡特彼勒（CAT）</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2023/08/caterpillar_logo.svg-300x54.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="300" height="54" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2023/08/caterpillar_logo.svg-300x54.png"/></p>
<p>图片来源：madamF / Shutterstock.com</p>
<p>在不包括 <strong>卡特彼勒</strong>（NYSE:<strong>CAT</strong>）这家全球领先的建筑和采矿设备公司的基础设施股票清单中，我无法结束。卡特彼勒的机械设备对于从道路建设到大型采矿作业等各种项目至关重要。</p>
<p>与行业需求的直接契合已经转化为公司最近的惊人增长。去年，卡特彼勒实现了 671 亿美元的营收和 21.21 美元的调整后每股收益，同比增长分别为 13% 和 53%。尽管今年预计增长放缓，最近的 Q1 销售略显平淡，但营收和每股收益仍接近历史记录水平，明显高于历史水平。</p>
<p>值得注意的是，卡特彼勒有着稳固的股息增长历史，已连续 30 年每年提高股息。这一持续的记录很可能使其成为寻求在基础设施行业具有可靠资本回报概况的投资者的有吸引力选择。尽管当前的 1.8% 股息率可能不高，但 CAT 股票现在以今年 EPS 的 14.3 倍交易，我认为存在着相当大的价格上涨潜力。</p>
<p><em>在发布日期，Nikolaos Sismanis 未持有（直接或间接）本文提及的证券中的任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</em></p>
<p><em>在发布日期，负责编辑未持有（直接或间接）本文提及的证券中的任何头寸。</em></p>
<p>Nikolaos Sismanis 是一位专业的研究分析师，在股票研究和财务建模领域拥有五年的经验。Nikolaos 撰写了超过 1,000 篇与股票相关的文章，专注于发掘深度价值机会，识别合理估值的成长股，并关注被忽视的国际股票。</p>

卡特彼勒

雅各布工程

<p>三家基础设施股票有望受益于美国政府对基础设施复兴的支出。雅各布工程在工程和建筑管理领域是顶尖竞争者，而卡特彼勒为基础设施项目提供关键材料。作为全球领先的建筑设备供应商，卡特彼勒也将受益。这些股票提供了有前景的营收和盈利增长机会</p>

<p>As government initiatives continue to channel significant funds into revitalizing America’s infrastructure, the appeal of infrastructure stocks seems more vibrant than ever. A notable driver behind this excitement is the Infrastructure Investment and Jobs Act (IIJA), also known as the Bipartisan Infrastructure Law ( <strong>BIL</strong>), signed into law in November 2021 and still running today. This landmark legislation sets out to modernize the nation’s crumbling infrastructure, focusing on key areas like roads, bridges, water systems and broadband networks with a robust infusion of federal capital.</p>
<div class="lb-trans"><p>随着政府倡议继续向振兴美国基础设施注入大量资金，基础设施股票的吸引力似乎比以往任何时候都更加强劲。引发这种兴奋的一个显著推动因素是基础设施投资和就业法案（IIJA），也被称为《两党基础设施法案》（<strong>BIL</strong>），该法案于 2021 年 11 月签署，并至今仍在执行。这项具有里程碑意义的立法旨在现代化国家日益老化的基础设施，重点关注道路、桥梁、水系统和宽带网络等关键领域，通过大量联邦资本注入。</p>
</div><p>As the IIJA moves forward, infrastructure stocks are set to retain quite strong momentum. Companies with exposure in this space are poised to keep reaping the benefits of sustained federal investment, leading to promising revenue and earnings growth. In this article, we’ll take a look at three infrastructure stocks well-positioned to keep capitalizing on the ongoing wave of government spending. These firms operate in critical segments of the infrastructure landscape, making them compelling choices for investors eager to tap into the current boom.</p>
<div class="lb-trans"><p>随着 IIJA 的推进，基础设施股票将保持强劲的势头。在这一领域有所涉足的公司将继续受益于持续的联邦投资，带来有望增长的收入和盈利。在本文中，我们将看看三家基础设施股票，它们处于良好位置，可以继续利用政府支出潮流。这些公司在基础设施领域的关键部分运营，使它们成为渴望抓住当前繁荣机遇的投资者的引人选择。</p>
</div><h2>Jacobs Solutions (J)</h2>
<div class="lb-trans"><h2>雅各布工程（J）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: ekapol sirachainan / Shutterstock</p>
<div class="lb-trans"><p>图片来源：ekapol sirachainan / Shutterstock</p>
</div><p><strong>Jacobs Solutions</strong> (NYSE:<strong>J</strong>) stands out as a top contender among infrastructure stocks thanks to its key role in engineering, design and construction management. As a leader in delivering complex project solutions and consulting services, Jacobs is exceptionally well-positioned to capitalize on the ongoing infrastructure boom.</p>
<div class="lb-trans"><p><strong>雅各布工程</strong>（NYSE:<strong>J</strong>）凭借其在工程、设计和施工管理中的关键角色脱颖而出，成为基础设施股票中的顶尖竞争者。作为提供复杂项目解决方案和咨询服务的领导者，雅各布工程在利用正在进行的基础设施繁荣方面处于极佳位置。</p>
</div><p>The company has achieved impressive growth lately, with revenues and earnings per share ( <strong>EPS</strong>) reaching new heights last year — $16.35 billion and $5.33, celebrating year-over-year increases of 9.6% and 6.4%, respectively. This growth highlights Jacobs’ strong foothold in managing large-scale infrastructure projects and its capacity to thrive amid rising demand.</p>
<div class="lb-trans"><p>该公司最近取得了令人瞩目的增长，去年营收和每股收益（<strong>EPS</strong>）达到了新高——分别为 163.5 亿美元和 5.33 美元，同比增长分别为 9.6% 和 6.4%。这种增长突显了雅各布工程在管理大型基础设施项目方面的坚实立足点，以及在需求增长中蓬勃发展的能力。</p>
</div><p>Further, Jacobs’ current share price implies strong upside potential. Trading at 17.7 times this year’s expected EPS, the stock seems rather attractively priced, especially given Wall Street’s projections for double-digit EPS growth through at least 2028. Moreover, Jacobs boasts a robust $29.4 billion backlog, which should provide the company with significant visibility and improve its investment appeal. Therefore, I see the stock as a great pick to capitalize on the current industry conditions.</p>
<div class="lb-trans"><p>此外，雅各布工程当前的股价暗示着强劲的上涨潜力。以今年预期每股收益的 17.7 倍交易，该股票似乎价格相当有吸引力，尤其考虑到华尔街对至少到 2028 年的两位数 EPS 增长的预测。此外，雅各布工程拥有强大的 294 亿美元订单积压，这将为公司提供重要的可见性，并提高其投资吸引力。因此，我认为该股是利用当前行业状况的绝佳选择。</p>
</div><h2><strong>Vulcan Materials (VMC)</strong></h2>
<div class="lb-trans"><h2><strong>卡特彼勒（CAT）</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: madamF / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：madamF / Shutterstock.com</p>
</div><p>Another company that tends to benefit from rising government spending on infrastructure projects is <strong>Vulcan Materials</strong> (NYSE:<strong>VMC</strong>). Being the largest producer of construction aggregates in the United States, Vulcan plays a vital role in supplying the critical materials — such as crushed stone, sand and gravel — that support infrastructure projects like roads, bridges and urban developments.</p>
<div class="lb-trans"><p>在不包括 <strong>卡特彼勒</strong>（NYSE:<strong>CAT</strong>）这家全球领先的建筑和采矿设备公司的基础设施股票清单中，我无法结束。卡特彼勒的机械设备对于从道路建设到大型采矿作业等各种项目至关重要。</p>
</div><p>Therefore, with the ongoing wave of government investment in infrastructure, Vulcan’s products are in high demand, directly boosting the company’s revenue and earnings. For example, their materials are pivotal for major highway construction and city expansions, making Vulcan a central beneficiary of these initiatives. Evidently, Vulcan’s revenues grew to $7.78 billion, and its earnings per share ( <strong>EPS</strong>) rose to $7.06 last year, marking increases of 6.4% and 58.7%, respectively. Both figures represent new records for the company.</p>
<div class="lb-trans"><p>与行业需求的直接契合已经转化为公司最近的惊人增长。去年，卡特彼勒实现了 671 亿美元的营收和 21.21 美元的调整后每股收益，同比增长分别为 13% 和 53%。尽管今年预计增长放缓，最近的 Q1 销售略显平淡，但营收和每股收益仍接近历史记录水平，明显高于历史水平。</p>
</div><p>Vulcan is set to sustain its ongoing momentum, with Wall Street expecting that its EPS will grow by a further 19.8% this year to $8.39. Also, double-digit growth is expected to last in FY2025 and FY2026 as well. For this reason, I believe the stock is quite attractively priced today at a P/E of 31.8 times based on this year’s EPS forecast. The multiple may seem rich, but it becomes very easy to justify when you factor in the underlying tailwinds.</p>
<div class="lb-trans"><p>值得注意的是，卡特彼勒有着稳固的股息增长历史，已连续 30 年每年提高股息。这一持续的记录很可能使其成为寻求在基础设施行业具有可靠资本回报概况的投资者的有吸引力选择。尽管当前的 1.8% 股息率可能不高，但 CAT 股票现在以今年 EPS 的 14.3 倍交易，我认为存在着相当大的价格上涨潜力。</p>
</div><h2><strong>Caterpillar (CAT)</strong></h2>
<div class="lb-trans"><p><em>在发布日期，Nikolaos Sismanis 未持有（直接或间接）本文提及的证券中的任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</em></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/uploads/2023/08/caterpillar_logo.svg-300x54.png" alt="" original-src="https://investorplace.com/wp-content/uploads/2023/08/caterpillar_logo.svg-300x54.png"/></p>
<div class="lb-trans"><p><em>在发布日期，负责编辑未持有（直接或间接）本文提及的证券中的任何头寸。</em></p>
</div><p>I couldn’t possibly finish this list of infrastructure stocks without including <strong>Caterpillar</strong> (NYSE:<strong>CAT</strong>). As the global leader in construction and mining equipment, Caterpillar is perfectly positioned to benefit from the ongoing infrastructure boom. The company’s machinery is essential for a wide range of projects, from road construction to large-scale mining operations.</p>
<p>This direct alignment with industry demand has translated into impressive growth for the company lately. Last year, Caterpillar posted record revenues of $67.1 billion and adjusted EPS of $21.21, reflecting year-over-year increases of 13% and 53%, respectively. Although some growth slowdown is anticipated this year, with recent Q1 sales coming in somewhat flat, revenue and EPS remain near record levels and notably higher than their historical levels.</p>
<p>It’s also worth noting that Caterpillar has a solid history of dividend increases, having raised its dividend annually for 30 years. This consistent track record likely makes it an attractive option for investors seeking a name with a reliable capital return profile in the infrastructure sector. While the current yield of 1.8% may not be high, CAT stock is now trading at 14.3 times this year’s EPS, which I believe presents substantial potential for price appreciation.</p>
<p><em>On the date of publication, Nikolaos Sismanis did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<p>Nikolaos Sismanis is a professional research analyst with five years of experience in the field of equity research and financial modeling. Nikolaos has authored over 1,000 stock-related articles that focus on uncovering deep value opportunities, identifying growth stocks at reasonable valuations, and shining a spotlight on overlooked international equities.</p>
<div class="lb-trans"><p>Nikolaos Sismanis 是一位专业的研究分析师，在股票研究和财务建模领域拥有五年的经验。Nikolaos 撰写了超过 1,000 篇与股票相关的文章，专注于发掘深度价值机会，识别合理估值的成长股，并关注被忽视的国际股票。</p>
</div>

3 只可能受益于政府支出的基础设施股票