Guidance
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FY2026 Q1
Повышен
Отчётный звонок Quanta Services, Inc.
Вывод Buzzberg
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.
Вывод Buzzberg 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. Читать полный анализСвернуть анализ
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.
Выручка$7.8748B+0% к/к
EPS$2.68-15% к/к
Валовая маржа14.06%Факт
Операционная маржа4.24%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Capex
Investing $500-700M to double transformer capacity.
Demand
Record backlog of $48.5 billion.
Показать ещё 3 тезиса
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.
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $7.8748B | +0% к/к |
| EPS | $2.68 | -15% к/к |
| Валовая маржа | 14.06% | Факт |
| Операционная маржа | 4.24% | Факт |
| Свободный денежный поток | $0.1717B | Факт |
| Капзатраты | $0.2201B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| EPS | FY2026 | $13.55–$14.25 | $13.90 | Повышен |
| Операционная маржаUNDERGROUND | FY2026 | 10% | 10% | Обозначен |
| Выручка | FY2026 | $34.7B–$35.2B | $34.95B | Повышен |
AI, капзатраты и спрос
Оценка менеджмента
Confident
Management expresses strong confidence in growth prospects, emphasizing record backlog, raised guidance, and a clear multi-year strategy to double earnings by 2030.
Оценка AI от менеджмента
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.
Инвестиции и мощности
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.
все упомянутые компании ниже: 2
Компаниис момента звонка
Клиенты
Клиенты
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.
Доказательства
“As they announced 765, we're right in the middle of it with them, both on equipment as well.”
Партнёры
Партнёры
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.
Доказательства
“There is bridge power solutions. They're out there. You know, there's Bloom and others that we're involved with on jobs.”
Внешние сигналы
Альфа цепочки поставок · 2с момента звонка
Transformer manufacturing capacity, a historic bottleneck, is being doubled with a $500-700 million investment, significantly de-risking grid interconnection timelines.
Доказательства
“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.
Доказательства
“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.”
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 2. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.