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NYSE · US · Engineering & Construction

PWR Quanta Services

Grid construction and craft labour at scale

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$566.8
+3.73% today
1W
−8.3%
1M
−12.7%
3M
−3.6%
YTD
+34.4%
1Y
+28.6%
Off 52w high
−27.8%
Next earnings (est.): 2026-10-29
Market cap$82.15B
P/E (trailing)62.6Forward 27.5
EV / sales2.7×EV/EBITDA 29.3×
Revenue (TTM)$32.91BGrowth 41.1% y/y
Margins15.5%gross · op 7.2%
Free cash flow$1.96BCash $506M · debt $6.60B
Analyst target$760.4+34.2% upside · 29 analysts · strong buy
Riskβ 1.27Short 2.4% of float · yield 0.08%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

PWR · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-30EarningsBeat / raise

    Reported EPS 4.24 vs 3.31 expected (+28.1% surprise).

  2. 7
    2026-04-30EarningsBeat / raise

    Reported EPS 2.68 vs 2.03 expected (+31.8% surprise).

  3. 6
    2026-02-19EarningsBeat / raise

    Reported EPS 3.16 vs 3.02 expected (+4.7% surprise).

  4. 5
    2025-10-30EarningsBeat / raise

    Reported EPS 3.33 vs 3.26 expected (+2.2% surprise).

  5. 4
    2025-07-31EarningsBeat / raise

    Reported EPS 2.48 vs 2.44 expected (+1.4% surprise).

  6. 3
    2025-05-01EarningsBeat / raise

    Reported EPS 1.78 vs 1.66 expected (+6.9% surprise).

  7. 2
    2025-02-20EarningsBeat / raise

    Reported EPS 2.94 vs 2.62 expected (+12.1% surprise).

  8. 1
    2024-10-31EarningsBeat / raise

    Reported EPS 2.72 vs 2.69 expected (+1.0% surprise).

Predictions involving PWR

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-303.314.24+28.1%
2026-04-302.032.68+31.8%
2026-02-193.023.16+4.7%
2025-10-303.263.33+2.2%
2025-07-312.442.48+1.4%
2025-05-011.661.78+6.9%
2025-02-202.622.94+12.1%
2024-10-312.692.72+1.0%
2024-08-011.91.9+0.1%
2024-05-021.291.41+9.6%
2024-02-221.982.04+2.8%
2023-11-022.112.24+6.2%
2023-08-031.641.65+0.6%
2023-05-041.121.24+10.6%
2023-02-231.611.68+4.6%
2022-11-031.771.77−0.1%
2022-08-041.531.54+0.8%
2022-05-051.211.37+12.8%
2022-02-241.411.54+9.3%
2021-11-041.461.48+1.5%
2021-08-051.041.06+2.3%
2021-05-060.730.83+13.9%
2021-02-250.991.22+22.9%
2020-10-291.091.4+28.2%

About Quanta Services

Website ↗

Quanta Services, Inc. offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries. The company's Electric Infrastructure Solutions segment engages in the design, procurement, construction, upgrade, repair, and maintenance of electric power transmission and distribution infrastructure and substation facilities; installation, maintenance, and upgrade of electric power infrastructure projects; installation of smart grid technologies on electric power networks; and design, installation, maintenance, and repair of commercial and industrial wirings. This segment offers aviation; emergency aerial firefighting services; emergency restoration; and other engineering and technical services; design and construction solutions to wireline and wireless communications, cable multi-system operators, techno…

69,500 employees · Houston, United States

Interconnection queues measure in years. Energised megawatts — not empty shells — pace AI buildout, and new lines take the better part of a decade.

Generation→Queue study→Line + substation→Campus

What would prove us wrong. Weakens if queue reforms cut time-to-power below two years at scale.

Electricians, pipefitters and commissioning crews are finite. Contractor backlogs are the human bottleneck behind every campus.

Design→Electrical→Mechanical→Commission

What would prove us wrong. Weakens if contractor backlogs flatten while data-centre announcements continue.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
MYRG
MYR Group
Transmission and electrical construction $262.7+3.24%−10.2%+20.2%
MTZ
MasTec
Power delivery and pipeline construction $175.3+2.49%−17.6%−19.4%
AEP
American Electric Power
765kV transmission and large-load interconnects $129.5−0.17%+9.4%+14.9%
NEE
NextEra Energy
Largest generation and transmission developer $82.22+0.14%+8.1%+4.6%
EME
EMCOR Group
Electrical and mechanical contractor $664.8+2.65%−12.7%+8.9%
FIX
Comfort Systems USA
Mechanical/electrical for data centres $1,252.7+7.91%−24.5%+34.4%
STRL
Sterling Infrastructure
Site development for data centres $366.9+3.26%−28.4%+19.8%
PRIM
Primoris Services
Power and utility construction $67.32+3.52%−7.2%−45.6%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.