MasTec, Inc. (MTZ)

Over the past six months, MasTec's stock price has been impacted by earnings reports and analyst activities. In Q2 2025, MasTec reported a 23% year-over-year surge in its backlog to $16.5 billion and raised its full-year 2025 revenue and EPS guidance. In Q3 2025, MasTec delivered record results, with revenue increasing 21% year-over-year to $4 billion, also lifting its full-year revenue and adjusted EPS guidance. Several research firms have adjusted their ratings and price targets for MasTec, with "buy" or "outperform" ratings. Over the last ninety days, company insiders have sold shares worth approximately $3.39 million.

MasTec's business operations are subject to seasonality due to exposure to harsh weather conditions, which can delay projects during the fall and winter. Despite this, the company is experiencing strong, multi-year demand drivers across all its main segments, fueled by macro trends and a consistently growing backlog.

MasTec, Inc. is an infrastructure engineering and construction company based in Coral Gables, Florida, operating in the Industrials sector. It focuses on water, sewer, pipeline, communications, and power line construction, providing engineering, building, installation, maintenance, and upgrade services. The company operates through segments like Communications, Clean Energy and Infrastructure, Power Delivery, and Pipeline Infrastructure, along with other smaller business units.

MasTec's operations are primarily concentrated throughout North America, with 99.2% of its revenue generated in the United States. The company also has a presence in Canada.

MasTec maintains a strong market position and a reputation for delivering complex infrastructure projects. Its brand is associated with quality and reliability, which helps it secure large-scale projects and retain a loyal customer base. There is no specific information indicating any significant negative events that have affected MasTec's brand reputation in the past year.

MasTec, Inc. has a diverse ownership structure, with a significant portion held by institutional investors. Institutional investors hold approximately 72.28% of MasTec's stock, with major holders including BlackRock, Inc. and Vanguard Group Inc. Jorge Mas is the largest individual shareholder, owning 35.38% of the company.