Quanta Services, IncNYSE: PWR
Industrials · Construction & Engineering
$739.87
+1.66%
Vol: 2.1M
Research Digest
Friday, May 1, 2026
Q1 2026 adj EPS $2.68 beats by 32%, record $48.5B backlog drives 14.7% stock surge.
Quanta Services Q1 2026 adjusted EPS $2.68 vs $2.03 consensus, revenue $7.87B up 26.3% YoY vs $7.06B est. Record backlog $48.5B. Raised FY26 guidance to $13.55-$14.25 adj EPS and $34.7-$35.2B revenue. Shares surged 14.7% on April 30, 2026 driven by energy infrastructure and power generation momentum.
Previous Market Intelligence
13 daysApr 30Quanta Services raises FY2026 guidance after Q1 earnings beat with record $48.5B backlog and 50%+ EPS growth.Positive▶
Quanta Services reported strong Q1 2026 results with revenues of $7.87B (26.3% growth), adjusted EPS of $2.68 (50.6% growth vs. $1.78 prior year), and net income of $220.6M. Most significantly, the company achieved a record $48.5B backlog, providing strong revenue visibility. Based on this performance, Quanta raised full-year 2026 guidance to $9.17–$9.87 EPS (from $8.36–$9.06) and $13.55–$14.25 adjusted EPS, with revenues projected at $34.7–$35.2B. Management outlined ambitious long-term strategy targeting 7–10% organic revenue CAGR and 15–20% EPS growth through 2030. PWR gained 13% post-earnings.
Apr 16Quanta Services increases dividend by 10%, reflecting strong backlog of $44 billionPositive▶
Quanta Services announced a quarterly dividend increase to $0.11 per share (10% raise) from the prior quarter. The company reported record Q4 2025 and full-year 2025 results with consolidated revenue of $7.84B and full-year revenue of $28.48B. With a $44 billion backlog and positive 2026 earnings forecasts, strong demand across infrastructure, transmission and distribution sectors supports the increase. Stock has risen 35.29% over 90 days. Positioning benefits from AI/data center proliferation and grid modernization needs.
Apr 15Quanta Services hits all-time high of $592.58 on April 9; Q1 earnings scheduled for April 30 with strong $44B backlog.Positive▶
Quanta Services reached an all-time high of $592.58 on April 9, 2026, driven by strong Q1 2026 results with revenue of $5.8B and record guidance. The company is leveraging its $44B backlog to pursue data center and AI-infrastructure projects, with 2026 revenue guidance of $33.25-$33.75B. Analysts maintain a Buy consensus with a 12-month price target of $556.25.
Apr 14Quanta Services reaffirms strong analyst consensus with 2026 guidance of $33.25-33.75B revenue and adjusted EPS of $12.65-13.35.Positive▶
Quanta Services experiencing strong momentum with 90-day return of 35.29% and 5-year total return of 516.83%, driven by AI/data center demand and grid modernization. Declared $0.11 quarterly dividend with $44 billion backlog supporting robust 2026 guidance. Institutional investors accumulating. Q1 2026 earnings scheduled for April 30.
Apr 13Quanta Services reports analyst optimism ahead of Q1 earnings on April 30, with strong guidance and robust demand for grid and renewable projects.Positive▶
Analysts have strengthened confidence in Quanta Services ahead of earnings, with 21 analysts maintaining a Buy consensus. The company reported a record backlog of nearly $44 billion and $28.5 billion in revenue. 2026 guidance calls for $33.25-$33.75 billion in revenue and adjusted EPS of $12.65-$13.35. Stock trades at a premium valuation amid execution risks.
Apr 10Quanta Services trading near all-time highs with record backlog of $44B amid data center demand.Positive▶
Quanta Services achieved $28.5B revenue with record backlog of nearly $44B. Company targets 2026 revenue of $33.25-$33.75B with strong data center and electrification demand. Stock at $555.57, up 0.21% with 112% gain over past year. Forward P/E of 43.65. Q1 2026 earnings due April 30, 2026.
Apr 9Quanta Services reports record Q4 2025 results with $28.5B revenue and $44B backlog driven by data center and AI demand.Positive▶
Quanta Services reported record fourth-quarter and full-year 2025 results with $7.84B Q4 revenue (vs $6.55B year-ago) and $28.48B full-year revenue (vs $23.67B in 2024). Completed acquisitions of Tri-City Group and Wilson Construction during Q4, expanding electrical infrastructure platform with approximately 2,200 employees. Electric Infrastructure Solutions segment reached all-time highs with $43.98B total backlog and $23.76B remaining performance obligations. Company targets 2026 revenue of $33.25-33.75B driven by data center projects and electrification trends. Next earnings expected April 30, 2026.
Apr 8Quanta Services sustains positive momentum with record backlog supporting 2026 revenue guidancePositive▶
Quanta Services reported strong operational metrics with $28.5 billion in revenue and record backlog near $44 billion, positioning the company for 2026 revenue guidance of $33.25-33.75 billion. The company is leveraging data center project growth, a key driver of expansion. Stock rose 0.21% to $555.57, maintaining positive momentum. Analyst sentiment remains bullish with average rating of Buy across 22 analysts, though 12-month price target of $528 represents 3.23% downside from current levels. Earnings report scheduled for April 30, 2026.
Apr 7Quanta Services raised to Buy at Seaport; record $44B backlog drives 2026 EPS guidance to $12.65-13.35Positive▶
Quanta Services raised to Buy at Seaport Global, designated as top large-cap power stock pick for 2026. Company reported record year-end backlog approaching $44B ($28.5B revenue) underpinned by utility, renewable energy, data center infrastructure projects. Q4 2025 results exceeded expectations; raised 2026 adjusted EPS outlook to $12.65-13.35. 2026 Investor Day March 31 presented strategic initiatives/long-term targets. Announced new incentive plans linking compensation to EBITDA, safety, ROIC, EPS. March 20 dividend announcement. Stock at $560.63 (+0.09% 24h) trading at premium 43.65 forward P/E vs 25.65 industry average.
Apr 6Quanta Services hosts Investor Day with 5-year targets; guides strong 2026 revenue growthPositive▶
Quanta Services hosted 2026 Investor Day on March 31, 2026, presenting strategic initiatives and new long-term targets. Company reported Q1 2026 EPS of $3.16 (beat $3.02 est.) with revenue of $7.84B (vs $7.38B est.). FY2026 guidance: EPS $12.65-13.35. Five-year (2030) targets: organic revenue CAGR 7-10% (implying $44-49B revenue by 2030), adjusted EBITDA margin 10-11%, adjusted EPS $21.60-26.75. Quanta shares rose 112% over past year benefiting from strong data center project momentum and record ~$44B backlog. FY2026 revenue guidance $33.25-33.75B. Analyst consensus is Buy with 22 analysts rating it Outperform. PWR stock remains elevated at multi-year highs supported by electric infrastructure demand and data center secular tailwinds. Strong execution visibility supports continued outperformance.
Apr 3Quanta Services reports record $44B backlog and strong Q4 results driven by AI data center demand; analyst upgrades on data center momentum.Positive▶
Quanta Services delivered strong Q4 2025 results with $28.5B in revenue (up 20.31% YoY) and record backlog of $44B, driven by surging demand for AI data center power infrastructure. Company announced 2026 revenue guidance of $33.25-33.75B. Mizuho raised price target to $580 from $537, while Evercore ISI initiated Buy on April 1.
Apr 2Quanta Services raised 2026 guidance to $33.5B revenue with 20%+ EPS growth and hiked dividend 10% following strong Q4 results.Positive▶
Quanta Services reported record Q4 2025 revenue of $7.84B (up 20% YoY) and full-year revenue of $28.48B. The company guided 2026 revenue to $33.5 billion at midpoint with adjusted EPS of $13, representing over 20% earnings growth. The board approved a quarterly cash dividend increase of approximately 10% to $0.11 per share. Management hosted a 2026 Investor Day on March 31, 2026, focusing on strategic initiatives. The company maintains a strong backlog of $11.95 billion amid robust demand for electric infrastructure and data center projects.
Apr 1Quanta Services raised 2026 guidance to $33.5B revenue and $13 EPS, representing over 20% earnings growth driven by AI infrastructure.Positive▶
Quanta Services reported record 2025 results with consolidated revenue of $28.48 billion. The company guided 2026 revenue to $33.5 billion with adjusted EPS of $13. PWR announced a 10% dividend increase. BMO Capital upgraded to Outperform on March 27.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| PWRQUANTA | $739.87 | +1.66% | +31.3% | 47.3x | 1.11 | $109.2B |
| FIXCOMFORT | $1,868.94 | +1.56% | +28.3% | 36.1x | 1.60 | $64.8B |
| EMEEMCOR | $902.10 | +1.17% | +17.7% | 27.4x | — | $39.7B |
| JJACOBS | $128.68 | -0.56% | +1.1% | 16.1x | 0.75 | $15.2B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
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Price above both MAs — bullish structure.