PWRQuanta Services, Inc.
Quanta Services, Inc. (PWR) is a global construction and engineering firm that delivers infrastructure, energy, and industrial projects across 25 countries. The company specializes in turnkey execution, from design to delivery, and operates in sectors ranging from power generation to transportation. The next catalyst is Nov 5, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to sustain its recent revenue growth and margin expansion amid macroeconomic headwinds.
- Revenue grew 20.3% YoY to $31.84B, driven by energy and infrastructure demand.
- Free cash flow reached $2.16B in the trailing twelve months, reflecting strong operational discipline.
- Net margin of 3.9% remains tight but consistent with the industry, though leverage at 0.67x suggests room for capital deployment.
The schedule
- Thu5Nov
The Q3 2026 earnings release will provide insight into the company's performance during the third quarter, with a particular emphasis on its backlog and project execution. This event is critical for assessing the company's operational efficiency and financial health. Investors will be closely watching the guidance provided alongside the earnings report, as it can signal future growth potential or challenges. The outcome of this report is likely to have a significant impact on the stock price, given the high level of market interest in the sector.
- Tue9Feb
- Thu6May
- Thu5Aug
Past
- Sun1Mar
Actual outcome: Bull · $591.82 at outcome
Quanta Services successfully bypassed valuation concerns as the AI-driven data center boom provided a massive fundamental tailwind, with management confirming that 20% EPS growth is sustainable through broad-based programmatic spending rather than risky mega-projects. Strong institutional accumulation from firms like Barclays and the company's strategic positioning in the $1.4 trillion electrification market offset technical overbought signals, driving the price significantly above the bull target.
Quanta Services successfully bypassed valuation concerns as the AI-driven data center boom provided a massive fundamental tailwind, with management confirming that 20% EPS growth is sustainable through broad-based programmatic spending rather than risky mega-projects. Strong institutional accumulation from firms like Barclays and the company's strategic positioning in the $1.4 trillion electrification market offset technical overbought signals, driving the price significantly above the bull target.
- Fri20Feb
Actual outcome: Bull · $565.05 at outcome
Quanta Services delivered a comprehensive beat on Q4 earnings and revenue, but the primary driver was 2026 guidance that exceeded consensus and projected over 20% EPS growth. This outlook, supported by a record $44 billion backlog and surging demand from AI data center infrastructure, successfully justified the stock's high valuation and triggered a rally past the bull target.
Quanta Services delivered a comprehensive beat on Q4 earnings and revenue, but the primary driver was 2026 guidance that exceeded consensus and projected over 20% EPS growth. This outlook, supported by a record $44 billion backlog and surging demand from AI data center infrastructure, successfully justified the stock's high valuation and triggered a rally past the bull target.
