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Quanta Services Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $97.1B | |
|---|---|---|
| Revenue (ttm) | 32.9B | |
| Net income (ttm) | 1.3B | |
| EPS (ttm) | $8.74 | |
| Shares out | 150.3M | |
| P/E (trailing) | 69.3x | |
| P/E (forward) | 33.0x | |
| Dividend | $0.44 (0.07%) | |
| Volume | 1,751,613 | |
| Beta | 1.27 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $12.98B | $17.07B | $20.88B | $23.67B | $28.48B | +21.7% |
| Gross profit | $1.95B | $2.53B | $2.94B | $3.51B | $4.28B | +21.6% |
| Operating income | $663.5M | $872.1M | $1.13B | $1.35B | $1.61B | +24.8% |
| Net income | $486.0M | $491.2M | $744.7M | $904.8M | $1.03B | +20.6% |
| EPS (diluted) | $3.34 | $3.32 | $5.00 | $6.03 | $6.80 | +19.5% |
| EBITDA | $1.11B | $1.47B | $1.77B | $2.16B | $2.52B | +22.6% |
| R&D | — | — | — | — | — | — |
| SG&A | $1.16B | $1.34B | $1.56B | $1.82B | $2.19B | +17.3% |
Recent company headlines from major financial publishers.
In the base case modal path, Quanta delivers on its raised full-year 2026 revenue guidance ($39.3B-$39.7B), achieving consensus revenue of $39,569.69M in FY2026 and $45,687.17M in FY2027. Diluted EPS compounds from $6.80 in FY2025 to $16.73 in FY2026 and $19.77 in FY2027. Operating margins expand from 5.66% in FY2025 to 7.80% in FY2026 before gradually normalizing toward 6.50% by FY2030. Over the multi-year projection horizon, valuation multiples compress from an elevated 33.0x forward P/E toward the peer capital goods median of 22.02x (EMR at 21.52x, WM at 22.53x). Incorporating balance-sheet debt of $6,418.95M and a strict cost of equity of 10.254%, the base case supports the house fair value midpoint of $299.93.
In the upside scenario, utility capital spending accelerates significantly beyond baseline assumptions, driven by hyperscale artificial intelligence data center load interconnections and accelerated transmission grid reliability mandates. Quanta leverages its vertical supply chain solutions and proprietary ~$250M annual craft training capacity to capture higher project velocity and favorable cost-plus contracting terms. Consolidated revenue approaches the top end of analyst forecasts at $50,492.00M in FY2027, while diluted EPS reaches $22.02. Operating margins expand to 7.8% and remain resilient above 7.2%, supporting fair value expansion toward the high-end estimate of $383.94.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 9.3% | $328 | $336 | $344 | $353 | $363 |
| 9.8% | $308 | $315 | $322 | $329 | $338 |
| 10.3% | $291 | $297 | $300 | $309 | $316 |
| 10.8% | $276 | $281 | $286 | $292 | $297 |
| 11.3% | $263 | $267 | $271 | $276 | $281 |
Upcoming earnings date and setup when available.
De rating die de gepubliceerde researcheditie van elke maand droeg. Een rating vergelijkt de koers op de analysedatum met de fair value; het is geen overzicht van of de inschatting juist bleek.
| Jaar | jan | feb | mrt | apr | mei | jun | jul | aug | sep | okt | nov | dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
