Guidance
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FY2026 Q2
Повышен
Отчётный звонок Quanta Services, Inc.
Вывод Buzzberg
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.
Вывод Buzzberg 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. Читать полный анализСвернуть анализ
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.
Выручка$9.557B+21% к/к
EPS$4.24+58% к/к
Валовая маржа16.17%Факт
Операционная маржа7.27%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Demand
Record backlog of $53.3 billion reflects strong demand
Demand
Larger programs ahead, early stages of growth
Показать ещё 3 тезиса
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
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $9.557B | +21% к/к |
| EPS | $4.24 | +58% к/к |
| Валовая маржа | 16.17% | Факт |
| Операционная маржа | 7.27% | Факт |
| Свободный денежный поток | $0.8645B | Факт |
| Капзатраты | $0.231B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| Свободный денежный поток | FY2026 | $2.5B | $2.5B | Повышен |
| Выручка | FY2026 | $39.3B–$39.7B | $39.5B | Повышен |
AI, капзатраты и спрос
Оценка менеджмента
Bullish
Management expressed strong confidence in growth, citing record backlog, broad-based demand, and raising guidance significantly.
Инвестиции и мощности
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.
все упомянутые компании ниже: 2
Компаниис момента звонка
Цепочка поставок
Цепочка поставок
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.
Доказательства
“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.”
Внешние сигналы
Альфа цепочки поставок · 3с момента звонка
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.
Доказательства
“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.
Доказательства
“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.”
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.