Can Quanta Turn Data Center Demand Trends Into Margin Upside?

Key Takeaways PWR now gets approximately 10% of revenues from data centers as its fastest-growing backlog segment expands.Quanta's $500-$700M supply-chain push may protect margins and improve ROIC in the upcoming period.Quanta's rising EPS estimates and programmatic contracts support durable growth in the near term.Quanta Services, Inc. (PWR) highlighted that data centers now account for nearly 10% of the business as of 2025, making it its fastest-growing backlog segment. But the bigger question for investo ...