Core Insights - Quanta Services reported strong financial results for Q4 2025 and full-year 2025, with significant year-over-year growth in revenue and adjusted EBITDA, achieving record results across multiple key financial metrics [1][2] - The company anticipates double-digit growth in revenues, net income, and adjusted EBITDA for full-year 2026, with a projected EPS growth of over 20% [1][2] - Quanta's backlog reached an all-time high of $44.0 billion, driven by strong demand in the Electric segment and sustained activity across end markets [1][2] Financial Performance - Q4 2025 revenues were $7.84 billion, up from $6.55 billion in Q4 2024, with net income attributable to common stock at $315.5 million, or $2.08 per diluted share, compared to $305.1 million, or $2.03 per diluted share, in Q4 2024 [1][2] - Full-year 2025 revenues totaled $28.48 billion, an increase from $23.67 billion in 2024, with net income attributable to common stock of $1.03 billion, or $6.80 per diluted share, compared to $904.8 million, or $6.03 per diluted share, in 2024 [1][2] Segment Performance - Quanta operates under two reportable segments: Electric Infrastructure Solutions and Underground Utility and Infrastructure Solutions, with the Electric segment contributing significantly to overall revenues [6][7] - For Q4 2025, the Electric segment generated revenues of $6.43 billion, accounting for 82% of total revenues, while the Underground segment contributed $1.41 billion, representing 18% [6][7] Acquisitions - In Q4 2025, Quanta completed the acquisition of Tri-City Group, Wilson Construction Company, and Billings Flying Service for approximately $1.73 billion, enhancing its capabilities in electrical infrastructure services [2][3] - These acquisitions are expected to contribute approximately $0.40-$0.50 to adjusted EPS in 2026, primarily within the Electric segment [2][3] 2026 Guidance - For full-year 2026, Quanta expects revenues between $33.25 billion and $33.75 billion, with net income attributable to common stock ranging from $1.27 billion to $1.38 billion [2][3] - The company projects diluted EPS to be between $8.36 and $9.06, and adjusted diluted EPS to range from $12.65 to $13.35 [2][3]

Core Viewpoint - Quanta Services, Inc. is set to release its fourth quarter and full-year 2025 financial results on February 19, 2026, before market opening, accompanied by a webcast and conference call [1] Group 1: Earnings Release Details - The earnings release will be followed by a webcast and conference call scheduled for 9:00 a.m. Eastern time on February 19, 2026 [3] - Supplemental earnings materials will be posted on the Investor Relations section of Quanta's website, which will include operational and financial commentary [2] Group 2: Company Overview - Quanta Services is a leader in providing specialized infrastructure solutions across various industries, including utility, renewable energy, technology, communications, pipeline, and energy [4] - The company offers comprehensive services such as designing, installing, repairing, and maintaining energy and communications infrastructure [4] - Quanta operates in the United States, Canada, Australia, and select international markets, equipped with the necessary manpower, resources, and expertise for projects of varying scopes [4]

Core Points - Quanta Services, Inc. will release its third quarter 2025 financial results on October 30, 2025, before market opens [1] - A webcast and conference call is scheduled for 9:00 a.m. Eastern time on the same day [1] - Supplemental earnings materials will be posted on the Investor Relations section of Quanta's website shortly after the earnings release [2] - The Operational and Financial Commentary will provide detailed operational and financial information, along with industry and end-market commentary [2] - An archive of the webcast will be available on Quanta's website for those unable to participate live [3] Company Overview - Quanta Services is a leader in providing specialized infrastructure solutions across various industries, including utility, renewable energy, technology, communications, pipeline, and energy [4] - The company offers comprehensive services that include designing, installing, repairing, and maintaining energy and communications infrastructure [4] - Quanta operates in the United States, Canada, Australia, and select international markets, equipped with the manpower, resources, and expertise for projects of varying scopes [4]

Group 1: AI Market Demand - The artificial intelligence revolution is driving demand for not only major players like Nvidia, Palantir, and Alphabet but also for AI infrastructure stocks such as Quanta Services and Emcor [1][2] - Quanta Services and Emcor have been highlighted in the latest monthly report on new buys by top mutual funds, indicating strong investor interest [2] Group 2: Quanta Services Overview - Quanta Services, based in Houston, provides specialized infrastructure solutions across various industries including utility, renewable energy, and communications [3] - The company has operations in the U.S., Canada, Australia, and other international markets, focusing on energy and communications infrastructure [3] Group 3: Financial Performance - In the second quarter, Quanta Services reported over $6.73 billion in revenue, reflecting a 21% year-over-year increase, with earnings growth of 31% to $2.48 per share [4] - Analysts forecast a 14% sales growth for the third quarter, estimating revenue around $7.38 billion and a 20% increase in earnings to $3.26 per share [5] Group 4: Stock Performance and Technical Indicators - Quanta Services shares are near a record high, having cleared a buy point of 424.94, although the stock retreated below this entry recently [7] - The 21-day exponential moving average has risen above the 50-day line, indicating improving technical strength [8] - Quanta Services holds a 97 Composite Rating, ranking highly within the Building-Heavy Construction group, which is positioned at No. 14 among 197 industries tracked [9]

Core Viewpoint - Quanta Services, Inc. is set to release its second quarter 2025 financial results on July 31, 2025, before market opening, followed by a webcast and conference call at 9:00 a.m. Eastern time [1] Group 1: Earnings Release and Webcast Details - The second quarter 2025 earnings release will be accompanied by supplemental earnings materials available on the Investor Relations section of Quanta's website, which will include operational and financial commentary [2] - The earnings webcast will be conducted via web-based audio using a Zoom Webinar, with registration available on Quanta's Investor Relations website [3] - An archive of the webcast will be accessible shortly after the call for those unable to participate live [3] Group 2: Company Overview - Quanta Services is a leader in providing specialized infrastructure solutions across various industries, including utility, renewable energy, technology, communications, pipeline, and energy [4] - The company offers a comprehensive range of services, including the design, installation, repair, and maintenance of energy and communications infrastructure [4] - Quanta operates in the United States, Canada, Australia, and select international markets, equipped with the manpower, resources, and expertise to handle projects of varying scopes [4]