Quanta Services, Inc. (PWR)

Over the past six months (approximately December 2024 to June 2025), Quanta Services (PWR) stock has seen an increase. As of June 27, 2025, the share price was $381.10, representing a 49.99% increase from June 28, 2024, when it was $254.09. The stock has risen by 12.44% in the past month and 41.66% over the last year as of June 24, 2025. Key events and factors impacting the stock price include strong demand for services, strategic acquisitions, solid backlog, positive earnings outlook, and infrastructure investments.

Quanta Services' business has historically been subject to seasonal fluctuations, with revenues typically lowest in the first quarter. However, the company experienced increased demand and operational performance in the first quarter of 2025 compared to the previous year. The company's management has made efforts to reduce revenue cyclicality by emphasizing the stable demand from regulated and deregulated utilities. Demand for services in the Electric Power segment and Renewable Energy Infrastructure Solutions segment is expected to grow sequentially in various quarters. The Underground Utility and Infrastructure Solutions segment also benefits from higher demand for gas utility and pipeline integrity services.

Quanta Services, Inc. is a U.S. corporation and a leading specialized contractor that provides comprehensive infrastructure solutions for the electric power, pipeline, industrial, and communications industries. The company's capabilities encompass planning, design, installation, program management, maintenance, and repair of various network infrastructures. Quanta Services operates within the Industrials sector, specifically in the Construction & Engineering industry. Quanta Services' major products and services are categorized into two main segments: Electric Infrastructure Solutions and Underground Utility and Infrastructure Solutions. The Electric Infrastructure Solutions segment focuses on the electric power, renewable energy, technology, and communications markets. The Underground Utility and Infrastructure Solutions segment provides infrastructure solutions for the transportation, distribution, storage, development, and processing of natural gas, oil, and other products. Quanta is heavily involved in the renewable energy sector, offering engineering, procurement, construction (EPC), repair, and maintenance of wind, solar, and hydropower generation facilities, as well as battery storage systems. Quanta provides a full range of broadband communication capabilities, including 5G deployment, fiber optic network construction, and cell tower services.

Quanta Services has a significant geographic footprint, primarily operating across North America (United States and Canada) and Australia. The company maintains operations in all 50 U.S. states and Canada. In Australia, Quanta Services Australia manages entities like Consolidated Power Projects, Nacap, and Enscope, delivering infrastructure solutions in Australia and Papua New Guinea.

Quanta Services generally maintains a strong brand reputation as a leading specialty contractor and infrastructure solutions provider. The company is recognized for its expertise, large skilled workforce, and integrated capabilities in complex infrastructure projects. Forbes listed Quanta Services among the "Most Trusted Companies in America" in 2025 within the Construction industry. General challenges faced by the construction and engineering industry, which could indirectly affect reputation, include business cyclicality, oil & gas volatility, regulatory issues, labor shortages and subcontractor performance, and environmental and social performance.

Quanta Services, Inc. (PWR) has a diverse ownership structure, primarily held by institutional investors. As of June 27, 2025, Quanta Services has 2,178 institutional owners and shareholders holding a total of 158,385,829 shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Capital World Investors, JPMorgan Chase & Co, State Street Corp, and Fmr Llc. Institutional investors hold approximately 51.36% to 88.39% of the company's stock. While institutional ownership is dominant, individual investors also hold a portion of the stock. First Reserve GP IX Inc. is noted as a significant individual shareholder, owning 11.62 million shares, representing 7.84% of the company. Insiders hold approximately 0.77% to 11.54% of the company's stock, and recent insider activity has shown more selling than buying.