Quanta Services, Inc. (PWR)

In the past six months, Quanta Services' stock price has shown significant growth, increasing by 49.90% over the last year and 10.73% in the past month as of July 22, 2025. The stock reached an all-time high of $365.99 USD in June 2025 and continued to set new 52-week highs in July 2025, reaching $405.43. A surge in shares followed the release of its Q1 2025 results on May 1, 2025, due to robust demand from U.S. power grid upgrades, increased AI-driven data center construction, and the ongoing reshoring of manufacturing. The company also lifted its full-year profit guidance at that time. Analysts have also raised price targets for Quanta Services, reflecting optimism about increased utility sector spending and large project bookings.

Quanta Services' revenues are typically lowest in the first quarter due to seasonal factors and adverse weather conditions, although the company experienced increased demand and operational performance in the first quarter of 2025 compared to the previous year. The third quarter is generally anticipated to be the highest revenue quarter, with operating margins peaking during this period, followed by a typical seasonal decline in the fourth quarter. Demand can also be influenced by customer spending patterns, bidding seasons, and the timing of regulatory approvals and project schedules. Overall demand for electric power infrastructure is expected to remain strong.

Quanta Services, Inc. (PWR) is a leading specialized contracting services company providing comprehensive infrastructure solutions for the electric power, renewable energy, technology, communications, pipeline, and energy industries. They offer design, procurement, construction, upgrade, repair, and maintenance services for electric power transmission and distribution infrastructure, renewable energy infrastructure, natural gas systems, pipeline and storage systems, and communication networks. The company operates through two segments: Electric Infrastructure Solutions and Underground Utility and Infrastructure Solutions.

Quanta Services, Inc. operates in the United States, Canada, Australia, and select other international markets. The United States is its primary market, contributing 92.9% of total revenues, followed by Canada at 3.4% and Australia at 2.7% as of May 2025.

Quanta Services has maintained a strong brand reputation, particularly within the renewable energy sector. In July 2025, the company was named the top U.S. solar solutions provider by Solar Power World for the second time in three years and also secured the top position in their inaugural energy storage solutions ranking. Quanta Services released its 2023 Sustainability Report in September 2024, emphasizing its role in enabling the energy transition and its commitment to reducing the carbon intensity of its operations.

Quanta Services, Inc. (PWR) has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock, with 2196 institutional owners holding a total of 159,794,030 shares as of March 31, 2025. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Capital World Investors, JPMorgan Chase & Co, State Street Corp, Fmr Llc, Peconic Partners Llc, and Geode Capital Management, Llc. First Reserve GP IX Inc. is a large individual shareholder, owning 11.62 million shares. Insiders own approximately 0.77% of the stock.