Guidance
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FY2026 Q1
상향
Quanta Services, Inc. 실적 발표
Buzzberg 분석
Raised full-year 2026 guidance on strong results.
Quanta reported a strong Q1 with double-digit growth and raised FY2026 guidance, citing broad-based demand across power infrastructure, data centers, and transmission. Management noted the accelerating shift to negotiated contracts and provided updates on capacity investments in transformers and prefabrication. Q1 revenue of $7.9B and adjusted EPS of $2.68 beat expectations, driven by strong execution and a record $48.5B backlog.
Buzzberg 분석 Raised full-year 2026 guidance on strong results. Quanta reported a strong Q1 with double-digit growth and raised FY2026 guidance, citing broad-based demand across power infrastructure, data centers, and transmission. Management noted the accelerating shift to negotiated contracts and provided updates on capacity investments in transformers and prefabrication. Q1 revenue of $7.9B and adjusted EPS of $2.68 beat expectations, driven by strong execution and a record $48.5B backlog. 전체 분석 보기분석 접기
Quanta reported a strong Q1 with double-digit growth and raised FY2026 guidance, citing broad-based demand across power infrastructure, data centers, and transmission. Management noted the accelerating shift to negotiated contracts and provided updates on capacity investments in transformers and prefabrication. Q1 revenue of $7.9B and adjusted EPS of $2.68 beat expectations, driven by strong execution and a record $48.5B backlog.
- Full-year 2026 revenue guidance raised to $34.7-35.2B, with adjusted EPS raised to $13.55-14.25.
- Backlog growth was broad-based, including a large 765kV MSA award with AEP (less than 25% of the quarterly increase).
- Management is seeing a shift to more negotiated, sole-source contracts as utilities plan multi-year capital programs.
매출$7.8748B+0% 전분기 대비
주당순이익(EPS)$2.68-15% 전분기 대비
매출총이익률14.06%보고값
영업이익률4.24%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Capex
Investing $500-700M to double transformer capacity.
Demand
Record backlog of $48.5 billion.
핵심 내용 3개 더 보기
Long-term outlook
Opportunity to more than double earnings by 2030.
Backlog
Backlog growth broad-based, not just large load.
Demand
Gas generation opportunity significant but risk-managed.
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $7.8748B | +0% 전분기 대비 |
| 주당순이익(EPS) | $2.68 | -15% 전분기 대비 |
| 매출총이익률 | 14.06% | 보고값 |
| 영업이익률 | 4.24% | 보고값 |
| 잉여현금흐름 | $0.1717B | 보고값 |
| 자본지출 | $0.2201B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 주당순이익(EPS) | FY2026 | $13.55–$14.25 | $13.90 | 상향 |
| 영업이익률UNDERGROUND | FY2026 | 10% | 10% | 제시 |
| 매출 | FY2026 | $34.7B–$35.2B | $34.95B | 상향 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management expresses strong confidence in growth prospects, emphasizing record backlog, raised guidance, and a clear multi-year strategy to double earnings by 2030.
경영진의 AI 분석
Management discusses AI-driven data center demand as a major growth driver, with significant opportunities in power infrastructure, gas generation, and off-site manufacturing to support data centers. They see this demand as durable and expect it to continue growing.
투자 및 생산능력
Quanta is investing $500-700 million to double power transformer manufacturing capacity and nearly doubling off-site manufacturing/fabrication/logistics facilities to about 7.6 million square feet, to support data center and grid infrastructure demand.
아래에 언급된 기업 2개 모두 표시
기업발표 이후 수익률
고객
고객
Duke Austin
Management indicates a strategic shift towards more negotiated sole-source contracts as utilities plan multi-year capital programs, moving away from competitive bidding. — A shift to negotiated work signals a more durable and profitable revenue stream for Quanta, even if it doesn't directly impact other companies.
근거
“As they announced 765, we're right in the middle of it with them, both on equipment as well.”
파트너
파트너
Duke Austin
Bloom Energy's fuel cells are being used in bridge power projects that Quanta is involved in as part of the grid buildout process.
근거
“There is bridge power solutions. They're out there. You know, there's Bloom and others that we're involved with on jobs.”
외부 신호
공급망 알파 · 2발표 이후 수익률
Transformer manufacturing capacity, a historic bottleneck, is being doubled with a $500-700 million investment, significantly de-risking grid interconnection timelines.
근거
“the transformer manufacturing investment matters a ton when you start talking about 36 months on transformers... We've really de-risked the transformer piece of that.”
Management indicates a strategic shift towards more negotiated sole-source contracts as utilities plan multi-year capital programs, moving away from competitive bidding.
근거
“We are negotiating much of the work directly. Our success is aligned with their success and with positive outcomes for the ratepayer. That was not the case five years ago.”
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 2개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.