MasTec (MTZ) Earnings Call Presentation

Company Overview - MasTec is positioned for structural growth, aligned with positive macro growth drivers[6] - The company has diversified service offerings and end-market exposures to enhance stability[6] - MasTec boasts a predictable business model with significant recurring revenue and strong customer relationships[6] - As of 2024, MasTec's revenue was $12.3 billion, supported by over 32,000 employees and a gross equipment fleet of $3.6 billion[12, 14] Financial Performance and Growth - MasTec anticipates approximately 9% revenue growth in 2025, driven by most segments except Pipeline Infrastructure[211] - The company projects 2025 revenue to be approximately $13.65 billion[210] - Adjusted EBITDA for 2024 was $1.006 billion, with a margin of 8.2%[207] - MasTec aims to structurally increase margins to maximize potential return on capital[6] Segment Performance and Outlook - Communications segment revenue in 2024 was $2.5 billion[20] - Clean Energy & Infrastructure segment revenue in 2024 was $4.1 billion[20] - Power Delivery segment revenue in 2024 was $3.6 billion[20] - Pipeline Infrastructure segment revenue in 2024 was $2.1 billion[20]