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When it comes to Canadian Infrastructure projects including hospitals, schools, water/wastewater, and transit, companies that could benefit include Dirtt Environmental Solutions (DRT:TSX), an interior construction company in Canada serving the healthcare, education, government, technology, retail and hospitality industries.
Dirtt is a name we have monitored for years, appearing to trend in the right direction under control of new CEO, Benjamin Urban. Over recent quarters margins have increased, and the business is looking at diversifying its revenue distribution channels to include more construction contractors as opposed to its primary distribution channel through furniture dealers. The company has approximately $400M in revenue capacity with its current facilities and its proprietary ICE software platform allows a 10-day manufacturing lead time which is quite impressive. Dirtt’s Q1 2025 results reported on May 7, 2025, did experience some headwinds due to tariff’s, leading to a net loss in the quarter and the stock to decline 16% in the following trading session – but it is a name worth keeping on your monitor list for an intriguing turnaround story.
