Guidance
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PWR
FY2026 Q2
상향
Quanta Services, Inc. 실적 발표
Buzzberg 분석
Quanta raises full-year guidance significantly across all metrics
Quanta reported a strong Q2 beat with record backlog and raised full-year guidance. Management emphasized sustained high demand across utility, generation, and technology markets, noting large-scale projects are still in early phases. They highlighted the contribution of recent acquisitions and improving contract terms. Q2 revenues of $9.6B and record backlog of $53.3B.
Buzzberg 분석 Quanta raises full-year guidance significantly across all metrics Quanta reported a strong Q2 beat with record backlog and raised full-year guidance. Management emphasized sustained high demand across utility, generation, and technology markets, noting large-scale projects are still in early phases. They highlighted the contribution of recent acquisitions and improving contract terms. Q2 revenues of $9.6B and record backlog of $53.3B. 전체 분석 보기분석 접기
Quanta reported a strong Q2 beat with record backlog and raised full-year guidance. Management emphasized sustained high demand across utility, generation, and technology markets, noting large-scale projects are still in early phases. They highlighted the contribution of recent acquisitions and improving contract terms. Q2 revenues of $9.6B and record backlog of $53.3B.
- Raised FY2026 revenue guidance to $39.3-39.7B.
- New acquisitions (Alphone, Interfab, Percheron, PSDSD) are expected to contribute meaningfully to H2.
- Large transmission and generation projects are just beginning to hit the backlog, indicating future growth potential.
매출$9.557B+21% 전분기 대비
주당순이익(EPS)$4.24+58% 전분기 대비
매출총이익률16.17%보고값
영업이익률7.27%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Demand
Record backlog of $53.3 billion reflects strong demand
Demand
Larger programs ahead, early stages of growth
핵심 내용 3개 더 보기
Operations
Self-perform 80-85% of work drives execution certainty
M&A
Acquisitions strengthen technology and load center positioning
Cash flow
Cash conversion expected around 55%, potentially higher
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $9.557B | +21% 전분기 대비 |
| 주당순이익(EPS) | $4.24 | +58% 전분기 대비 |
| 매출총이익률 | 16.17% | 보고값 |
| 영업이익률 | 7.27% | 보고값 |
| 잉여현금흐름 | $0.8645B | 보고값 |
| 자본지출 | $0.231B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 잉여현금흐름 | FY2026 | $2.5B | $2.5B | 상향 |
| 매출 | FY2026 | $39.3B–$39.7B | $39.5B | 상향 |
AI, 자본지출 및 수요 분석
경영진 분석
Bullish
Management expressed strong confidence in growth, citing record backlog, broad-based demand, and raising guidance significantly.
투자 및 생산능력
Management discussed investing in manufacturing capabilities and vertical supply chain, particularly critical components, and noted a virtual budget for such investments. They are selective but continue to see opportunities to invest in critical path areas.
아래에 언급된 기업 2개 모두 표시
기업발표 이후 수익률
공급망
공급망
Duke Austin
Large-scale transmission and generation projects are 'just starting' and the compounding effect on backlog is yet to be seen. — This signals that the current robust backlog is only the tip of the iceberg; the next phase of large project awards will drive even stronger growth and revenue visibility for Quanta.
근거
“Even the iteration work, most of it is, say, 9.5% or 9.5%. Those big projects, $765,000, $335,000, all that big work is just starting.”
외부 신호
공급망 알파 · 3발표 이후 수익률
Quanta's acquisitions (Alphone, Interfab, Percheron, PSDSD) are expected to contribute $1.2-$1.4 billion in revenue and $120-$140 million in adjusted EBITDA, but contributed minimally to the reported quarter.
근거
“Included in our increased full-year financial expectations are our $1.2-$1.4-million dollar revenues and $120-$140-million dollars of adjusted debt from these acquisitions.”
Large-scale transmission and generation projects are 'just starting' and the compounding effect on backlog is yet to be seen.
Data center customers are increasingly signing Master Service Agreements (MSAs) rather than project-specific contracts, which reduces visibility in the stated backlog but indicates sticky, recurring demand.
근거
“we may book a bill on a site, and we're going to never see it show up on the backlog. You know, that has to be quite a bit.”
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.