QUANTA SERVICES, INC. (PWR) Earnings History

QUANTA SERVICES, INC. - Q1 2026 EarningsBeat

Filed at: Apr 30, 2026, 6:58 AM EDT|Read from source

EXECUTIVE SUMMARY

Quanta Services reported an exceptional first quarter with strong double-digit growth in revenue, adjusted EBITDA, and adjusted EPS, exceeding expectations and leading to increased full-year financial guidance. The company highlighted its differentiated operating model, execution certainty, and strong backlog as key drivers for its positive outlook.

POSITIVE HIGHLIGHTS

  • •

    Record first quarter revenues of $7.87 billion, a significant increase from $6.23 billion in Q1 2025.

    positive
  • •

    GAAP Diluted EPS of $1.45, up from $0.96 in Q1 2025, and Adjusted Diluted EPS of $2.68, up from $1.78 in Q1 2025.

    positive
  • •

    Record backlog of $48.5 billion and Remaining Performance Obligations (RPO) of $26.2 billion, indicating strong future revenue visibility.

    positive
  • •

    Increased full-year 2026 financial expectations for revenue, net income, EPS, EBITDA, and free cash flow.

    positive
  • •

    Operating income for the Electric segment was $561.1 million (8.7% margin), and for Underground and Infrastructure was $105.6 million (7.5% margin), both showing strong performance.

    positive

CONCERNS & RISKS

  • •

    Operating income for the Corporate and Non-Allocated Costs was a loss of $327.9 million, a deterioration from a loss of $245.9 million in Q1 2025.

    attention
  • •

    Amortization of intangible assets was $152.4 million, a significant increase from $109.6 million in Q1 2025.

    attention
  • •

    Non-cash stock-based compensation increased to $62.6 million from $38.2 million in Q1 2025.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$7.87B
+26.3%
Prior year: $6.23B
Net Income
Quarterly
$220.63M
+53.0%
Prior year: $144.26M
EPS (Diluted)
Quarterly
$1.45
+51.0%
Prior year: $0.96
Operating Income
Quarterly
$338.78M
+41.7%
Prior year: $239.08M
EPS (Basic)
Quarterly
$1.47
+51.5%
Prior year: $0.97

MARGIN ANALYSIS

Gross Margin
Current Quarter
14.1%
Prior Year
13.4%
YoY Change
+68 bps
Operating Margin
Current Quarter
4.3%
Prior Year
3.8%
YoY Change
+50 bps
Net Margin
Current Quarter
2.8%
Prior Year
2.3%
YoY Change
+49 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q1 2026 2026

VISUAL OVERVIEW

|
Electric
0.0%
N/A
Underground and Infrastructure
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Electric
N/A———
Underground and Infrastructure
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

revenue
$34700000.0B—$35200000.0B
Mid-point: $34950000.0B
"Increased"
net_income
1,395,000,000—1,501,500,000
Mid-point: 1,448,250,000
"Increased"
eps_diluted
$9.17—$9.87
Mid-point: $9.52
"Increased"
adjusted_eps_diluted
$13.55—$14.25
Mid-point: $13.90
"Increased"
ebitda
3,200,000,000—3,360,000,000
Mid-point: 3,280,000,000
"Increased"
adjusted_ebitda
3,490,000,000—3,650,000,000
Mid-point: 3,570,000,000
"Increased"
operating_cash_flow
2,350,000,000—2,850,000,000
Mid-point: 2,600,000,000
"Maintained"
free_cash_flow
1,550,000,000—2,050,000,000
Mid-point: 1,800,000,000
"Maintained"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

EARNINGS CALL —

Call date
2026-04-30
Tone
N/A
Hedge density
N/A
Deflection rate
N/A

MANAGEMENT COMMENTARY

Quanta delivered an exceptional first quarter, reflected by strong double-digit growth in revenue, adjusted EBITDA and adjusted earnings per share, along with record backlog of $48.5 billion.

— QUANTA SERVICES, INC., Q1 2026 2026 Earnings Call

Revenue growth and margin performance exceeded our expectations across both segments, demonstrating the power of our differentiated, solutions-based operating model and the execution certainty our craft-skilled workforce delivers for our customers every day.

— QUANTA SERVICES, INC., Q1 2026 2026 Earnings Call

Based on this strong start to the year and improved visibility, we are increasing our full-year 2026 financial expectations and remain on track to deliver another year of double-digit earnings per share growth.

— QUANTA SERVICES, INC., Q1 2026 2026 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Remaining Performance Obligations
26242.5M
+10.4% YoY
Prior year: 23763.0M
dollars
Total Backlog
48471.4M
+10.2% YoY
Prior year: 43976.4M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

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