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Source document· February 19, 2026

Quanta Services targets over 20% adjusted EPS growth in 2026 amid record $44B backlog and vertical integration initiatives

View original at seekingalpha.com
Quanta Services targets over 20% adjusted EPS growth in 2026 amid record $44B backlog and vertical integration initiatives Earnings Call Insights: Quanta Services (PWR) Q4 2025 MANAGEMENT VIEW * Earl Austin, President and CEO, opened the call by highlighting Quanta's continued record-breaking performance, stating, "202…
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  • Vertical supply chain investments aim to derisk the supply chain, with shift to longer-term, negotiated programmatic spend rather than short-term bidding

    80% confidence

  • 2025 was another year of significant achievement and advancement for Quanta, delivering record results with double-digit growth in revenues, adjusted EBITDA and adjusted earnings per share, along with record free cash flow and backlog

    80% confidence

  • 2026 expectations include continued double-digit growth in revenues, net income and adjusted EBITDA, with opportunity to deliver over 20% growth in adjusted EPS, supported by record backlog

    80% confidence

  • Data centers represent roughly 10% of Quanta's business with growing backlog and significant multi-decade growth opportunity ahead

    80% confidence

  • Quanta is investing $500 million to $700 million over several years in power transformer manufacturing facilities and vertical supply chain strategy

    80% confidence

  • During Q4 2025, Quanta completed 3 acquisitions for approximately $1.7 billion and maintained leverage ratio below 2x

    80% confidence

  • There are no major large projects starting in 2026, with margin initiatives tied to vertical supply chain investments

    80% confidence

  • Gas power generation backlog growth is expected with risk-adjusted booking, pointing to build ramp in 2027-2029

    80% confidence

  • Quanta delivered record results across virtually every key financial metric in 2025

    80% confidence

  • Quanta is uniquely positioned at the center of a multi-decade infrastructure transformation and confident in ability to generate attractive compounding returns and deliver long-term stakeholder value

    80% confidence
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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Quanta Services targets over 20% adjusted EPS growth in 2026 amid record $44B backlog and vertical integration initiatives — Source | Via News | fr.VIA.NEWS