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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Philip Shen | ROTH Capital Partners | 7 | 14% |
| Jamie Cook | Truist Securities | 7 | 0% |
| Chad Dillard | Bernstein | 7 | 0% |
| Steve Fisher | UBS | 6 | 0% |
| Brian Brophy | Stifel | 6 | 0% |
| Steve Fleishman | Wolfe Research | 6 | 33% |
| Ati Modak | Goldman Sachs | 6 | 0% |
| Adam Thalhimer | Thompson Davis | 6 | 0% |
| Justin Hauke | Robert W. Baird | 6 | 0% |
| Mike Dudas | Vertical Research Partners | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Truist Securities | 1 | 7 | 0% |
| ROTH Capital Partners | 1 | 7 | 14% |
| Wolfe Research | 2 | 7 | 29% |
| Jefferies |
| 3 |
| 7 |
| 0% |
| Bernstein | 1 | 7 | 0% |
| Robert W. Baird | 1 | 6 | 0% |
| Goldman Sachs | 1 | 6 | 0% |
| Stifel | 1 | 6 | 0% |
Quanta delivered Q1 revenues of $7.9 billion with adjusted diluted EPS of $1.45, growing sharply year-over-year, as record backlog reached $48.5 billion. Management raised FY2026 guidance significantly, lifting revenue to $34.7-$35.2 billion (+4.3% at midpoint) and adjusted EPS to $13.55-$14.25 (+6.9% at midpoint). Technology and large load center demand accelerated while vertical supply chain investments expanded capacity to capture the multi-decade generation build-out.
Demand | Capex Investment | Competitive Dynamics | M&A | Cloud & AI | Regulation Policy | Revenue Growth | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 4 | 3 | 3 | 3 | 4 | 3 | 2 |
| 2025Q1 | 8 | 6 | 5 | 2 | 3 | 3 | 2 | 1 |
| 2025Q2 | 9 | 2 | 3 | 7 | 2 | 4 | 1 | |
| 2025Q3 | 7 | 8 | 7 | 4 | 3 | 2 | 2 | 2 |
| 2025Q4 | 5 | 3 | 2 | 2 | 4 | 1 | 2 | |
| 2026Q1 | 11 | 4 | 5 | 3 | 3 | 2 | 6 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 7 | 8 | 9 | 7 | 5 | 11 |
| Capex Investment | 4 | 6 | 2 | 8 | 3 | 4 |
| Competitive Dynamics | 3 | 5 | 3 | 7 | 2 | 5 |
| M&A | 3 | 2 | 7 | 4 | 2 | 3 |
| Cloud & AI | 3 | 3 | 2 | 3 | 4 | 3 |
| Regulation Policy | 4 | 3 | 4 | 2 | 1 | 2 |
| Revenue Growth | 3 | 2 | 2 | 6 | ||
| Margin | 2 | 1 | 1 | 2 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PWR Quanta Services | 10 | +26.3% | |
| EME EMCOR Group, Inc. | 10 | +19.7% | |
| FER Ferrovial SE | 7 | +10.2% | |
| FIX Comfort Systems USA, Inc. | 10 | +56.5% | |
| J Jacobs Solutions | 8 | +26.9% |