Quanta Services

PWR

Market cap $84B

Jefferies Power, Energy, Clean Energy, and Utilities Conference 2026 Daiwa Investment Conference Tokyo 2026 HOUSTON, Feb. 27, 2026 /PRNewswire/ -- Quanta Services, Inc. (NYSE: PWR) announced today that company management will participate in two institutional investor conferences in March, including the Jefferies Power, Energy, Clean Energy, and Utilities Conference 2026 in New York City and the Daiwa Investment Conference Tokyo 2026.  Jefferies Power, Energy, Clean Energy, and Utilities Conference 2026 Duke Austin, Chief Executive Officer, and Jayshree Desai, Chief Financial Officer, will meet with institutional investors during the conference on March 3, 2026 in New York City.

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During the fourth quarter, we initiated a new position in the leading energy-focused specialty contracting company, Quanta Services. Within the existing portfolio, our biggest addition during the quarter was to MSCI, a leading provider of indexes and investment decision support tools. We also added to our position in Danaher Corporation.

Here is how Quanta Services (PWR) and Sterling Infrastructure (STRL) have performed compared to their sector so far this year.

Quanta Services, Inc. delivered strong Q4 results, driven by surging AI data center power demand and a 27.5% increase in backlog to $44B. PWR's bullish 2026 guidance—revenue, EPS, and EBITDA all above consensus—reflects ongoing hyperscaler capex and a generational shift in utility infrastructure. Margin dynamics reflect early-stage megaproject mix and M&A integration, but improved project selectivity and tech premium support profitability.

Quanta Services, Inc. (PWR) Q4 2025 Earnings Call Transcript

PWR posts record Q4 results as electric demand and acquisitions lift revenue by 20% and backlog to $43.98B, along with strong 2026 growth outlook.

As Wall Street's love affair with artificial intelligence heavyweights cools, some investors are pivoting to infrastructure companies they expect to benefit from AI capital spending, a shift that is spawning a slew of new products.

Although the revenue and EPS for Quanta Services (PWR) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Quanta Services rose early Thursday, on pace to hit new highs, after reporting Q4 earnings and guidance for 2026.