Quanta Services, Inc. (PWR)

In the past six months, Quanta Services reported strong second-quarter 2025 results, surpassing estimates with adjusted diluted earnings per share of $2.48 and a 21.1% increase in revenue. Following these results and the acquisition of Dynamic Systems, Quanta Services increased its full-year 2025 financial expectations. The company also announced quarterly cash dividends, with an ex-dividend date of October 1, 2025, and payment on October 10, 2025. The stock reached a new 52-week high of $431.24 during trading on October 2, 2025. Analyst ratings during this period included a mix of downgrades and upgrades, with a consensus rating of "Moderate Buy" and an average target price of $404.27.

Demand for Quanta Services' products and services exhibits seasonality, particularly in utility infrastructure. Utility contractors often experience high volumes of infrastructure maintenance and repair projects during peak seasons. Extreme weather events can increase pressure on critical systems and shift energy and water consumption patterns. Fall is considered a strategic season for underground utility work. The increasing shares of wind and solar PV, along with changes in electricity demand patterns, are contributing to increased seasonality in electricity demand and supply.

Quanta Services, Inc. operates in the Industrials sector, focusing on Engineering & Construction. The company designs, installs, upgrades, repairs, and maintains infrastructure. It operates through four segments: Electric Power Infrastructure Services, which focuses on electric power infrastructure; Underground Utility and Infrastructure Solutions, which caters to the energy and utility sectors; Renewable Energy Infrastructure Solutions, which is involved in renewable energy facilities; and Communications Infrastructure Services, which supports broadband and wireless connectivity.

Quanta Services, Inc. operates in the United States, Canada, Australia, and select other international markets.

Quanta Services has maintained a strong brand reputation, driven by its market leadership and robust financial performance. The company is recognized as one of the largest specialty contractors in North America. Its strong financial performance reflects its position as a leading provider of infrastructure solutions. Quanta Services' involvement in disaster recovery efforts has also showcased its capabilities and commitment to restoring essential services. There have been no widely publicized negative events significantly impacting Quanta Services' reputation in the past year.

Quanta Services, Inc. has a diverse ownership structure, with institutional investors holding a substantial portion of the company’s stock, approximately 53.42% according to some data, and around 24.96% by other reports. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Capital World Investors, JPMorgan Chase & Co, State Street Corp, Fmr Llc, Peconic Partners Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, and Cathay Securities Investment Trust Co., LTD. Individual insiders hold about 0.74% of the stock. First Reserve GP IX Inc. is noted as a significant individual shareholder, owning 11.62 million shares, representing 7.80% of the company.