<p>隨着政府倡議繼續向振興美國基礎設施注入大量資金，基礎設施股票的吸引力似乎比以往任何時候都更加強勁。引發這種興奮的一個顯著推動因素是基礎設施投資和就業法案（IIJA），也被稱為《兩黨基礎設施法案》（<strong>BIL</strong>），該法案於 2021 年 11 月簽署，並至今仍在執行。這項具有里程碑意義的立法旨在現代化國家日益老化的基礎設施，重點關注道路、橋樑、水系統和寬帶網絡等關鍵領域，通過大量聯邦資本注入。</p>
<p>隨着 IIJA 的推進，基礎設施股票將保持強勁的勢頭。在這一領域有所涉足的公司將繼續受益於持續的聯邦投資，帶來有望增長的收入和盈利。在本文中，我們將看看三家基礎設施股票，它們處於良好位置，可以繼續利用政府支出潮流。這些公司在基礎設施領域的關鍵部分運營，使它們成為渴望抓住當前繁榮機遇的投資者的引人選擇。</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>圖片來源：ekapol sirachainan / Shutterstock</p>
<p><strong>雅各布工程</strong>（NYSE:<strong>J</strong>）憑藉其在工程、設計和施工管理中的關鍵角色脱穎而出，成為基礎設施股票中的頂尖競爭者。作為提供複雜項目解決方案和諮詢服務的領導者，雅各布工程在利用正在進行的基礎設施繁榮方面處於極佳位置。</p>
<p>該公司最近取得了令人矚目的增長，去年營收和每股收益（<strong>EPS</strong>）達到了新高——分別為 163.5 億美元和 5.33 美元，同比增長分別為 9.6% 和 6.4%。這種增長突顯了雅各布工程在管理大型基礎設施項目方面的堅實立足點，以及在需求增長中蓬勃發展的能力。</p>
<p>此外，雅各布工程當前的股價暗示着強勁的上漲潛力。以今年預期每股收益的 17.7 倍交易，該股票似乎價格相當有吸引力，尤其考慮到華爾街對至少到 2028 年的兩位數 EPS 增長的預測。此外，雅各布工程擁有強大的 294 億美元訂單積壓，這將為公司提供重要的可見性，並提高其投資吸引力。因此，我認為該股是利用當前行業狀況的絕佳選擇。</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>圖片來源：madamF / Shutterstock.com</p>
<p>在不包括 <strong>卡特彼勒</strong>（NYSE:<strong>CAT</strong>）這家全球領先的建築和採礦設備公司的基礎設施股票清單中，我無法結束。卡特彼勒的機械設備對於從道路建設到大型採礦作業等各種項目至關重要。</p>
<p>與行業需求的直接契合已經轉化為公司最近的驚人增長。去年，卡特彼勒實現了 671 億美元的營收和 21.21 美元的調整後每股收益，同比增長分別為 13% 和 53%。儘管今年預計增長放緩，最近的 Q1 銷售略顯平淡，但營收和每股收益仍接近歷史記錄水平，明顯高於歷史水平。</p>
<p>值得注意的是，卡特彼勒有着穩固的股息增長曆史，已連續 30 年每年提高股息。這一持續的記錄很可能使其成為尋求在基礎設施行業具有可靠資本回報概況的投資者的有吸引力選擇。儘管當前的 1.8% 股息率可能不高，但 CAT 股票現在以今年 EPS 的 14.3 倍交易，我認為存在着相當大的價格上漲潛力。</p>
<p><em>在發佈日期，Nikolaos Sismanis 未持有（直接或間接）本文提及的證券中的任何頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</em></p>
<p><em>在發佈日期，負責編輯未持有（直接或間接）本文提及的證券中的任何頭寸。</em></p>
<p>Nikolaos Sismanis 是一位專業的研究分析師，在股票研究和財務建模領域擁有五年的經驗。Nikolaos 撰寫了超過 1,000 篇與股票相關的文章，專注於發掘深度價值機會，識別合理估值的成長股，並關注被忽視的國際股票。</p>

卡特彼勒

雅各布工程

<p>三家基礎設施股票有望受益於美國政府對基礎設施復興的支出。雅各布工程在工程和建築管理領域是頂尖競爭者，而卡特彼勒為基礎設施項目提供關鍵材料。作為全球領先的建築設備供應商，卡特彼勒也將受益。這些股票提供了有前景的營收和盈利增長機會</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>隨着政府倡議繼續向振興美國基礎設施注入大量資金，基礎設施股票的吸引力似乎比以往任何時候都更加強勁。引發這種興奮的一個顯著推動因素是基礎設施投資和就業法案（IIJA），也被稱為《兩黨基礎設施法案》（<strong>BIL</strong>），該法案於 2021 年 11 月簽署，並至今仍在執行。這項具有里程碑意義的立法旨在現代化國家日益老化的基礎設施，重點關注道路、橋樑、水系統和寬帶網絡等關鍵領域，通過大量聯邦資本注入。</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>隨着 IIJA 的推進，基礎設施股票將保持強勁的勢頭。在這一領域有所涉足的公司將繼續受益於持續的聯邦投資，帶來有望增長的收入和盈利。在本文中，我們將看看三家基礎設施股票，它們處於良好位置，可以繼續利用政府支出潮流。這些公司在基礎設施領域的關鍵部分運營，使它們成為渴望抓住當前繁榮機遇的投資者的引人選擇。</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>圖片來源：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>）憑藉其在工程、設計和施工管理中的關鍵角色脱穎而出，成為基礎設施股票中的頂尖競爭者。作為提供複雜項目解決方案和諮詢服務的領導者，雅各布工程在利用正在進行的基礎設施繁榮方面處於極佳位置。</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>該公司最近取得了令人矚目的增長，去年營收和每股收益（<strong>EPS</strong>）達到了新高——分別為 163.5 億美元和 5.33 美元，同比增長分別為 9.6% 和 6.4%。這種增長突顯了雅各布工程在管理大型基礎設施項目方面的堅實立足點，以及在需求增長中蓬勃發展的能力。</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，雅各布工程當前的股價暗示着強勁的上漲潛力。以今年預期每股收益的 17.7 倍交易，該股票似乎價格相當有吸引力，尤其考慮到華爾街對至少到 2028 年的兩位數 EPS 增長的預測。此外，雅各布工程擁有強大的 294 億美元訂單積壓，這將為公司提供重要的可見性，並提高其投資吸引力。因此，我認為該股是利用當前行業狀況的絕佳選擇。</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>圖片來源：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>）這家全球領先的建築和採礦設備公司的基礎設施股票清單中，我無法結束。卡特彼勒的機械設備對於從道路建設到大型採礦作業等各種項目至關重要。</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>與行業需求的直接契合已經轉化為公司最近的驚人增長。去年，卡特彼勒實現了 671 億美元的營收和 21.21 美元的調整後每股收益，同比增長分別為 13% 和 53%。儘管今年預計增長放緩，最近的 Q1 銷售略顯平淡，但營收和每股收益仍接近歷史記錄水平，明顯高於歷史水平。</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，卡特彼勒有着穩固的股息增長曆史，已連續 30 年每年提高股息。這一持續的記錄很可能使其成為尋求在基礎設施行業具有可靠資本回報概況的投資者的有吸引力選擇。儘管當前的 1.8% 股息率可能不高，但 CAT 股票現在以今年 EPS 的 14.3 倍交易，我認為存在着相當大的價格上漲潛力。</p>
</div><h2><strong>Caterpillar (CAT)</strong></h2>
<div class="lb-trans"><p><em>在發佈日期，Nikolaos Sismanis 未持有（直接或間接）本文提及的證券中的任何頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</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>在發佈日期，負責編輯未持有（直接或間接）本文提及的證券中的任何頭寸。</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 是一位專業的研究分析師，在股票研究和財務建模領域擁有五年的經驗。Nikolaos 撰寫了超過 1,000 篇與股票相關的文章，專注於發掘深度價值機會，識別合理估值的成長股，並關注被忽視的國際股票。</p>
</div>

3 只可能受益於政府支出的基礎設施股票