Analysts Offer Insights on Industrial Goods Companies: Cardinal Infrastructure Group, Inc. (CDNL) and Quanta Services (PWR)
Analysts have provided insights into two industrial goods companies: Cardinal Infrastructure Group, Inc. (CDNL) and Quanta Services (PWR). D.A. Davidson analyst Brent Thielman maintained a Buy rating on Cardinal Infrastructure Group, Inc. with a $35.00 price target, while Northland Securities' Gus Richard maintained a Hold rating on Quanta Services with a $525.00 price target. The consensus for CDNL is a Strong Buy with a 22.4% upside, whereas PWR has a Moderate Buy consensus with a 2.1% upside.
Analysts Have Conflicting Sentiments on These Industrial Goods Companies: Quanta Services (PWR), UL Solutions Inc. Class A (ULS) and Cintas (CTAS)
This article summarizes recent analyst ratings for three industrial goods companies: Quanta Services (PWR), UL Solutions Inc. Class A (ULS), and Cintas (CTAS). Quanta Services received a Strong Buy consensus, with UBS maintaining a Buy rating and a new upgrade by TipRanks - DeepSeek. UL Solutions Inc. Class A has a Moderate Buy consensus, with UBS and Goldman Sachs both maintaining Hold ratings. Cintas also has a Moderate Buy consensus, with Truist Financial and Barclays both maintaining Buy ratings.
Citigroup Raises Quanta Services (PWR) Price Target to $640 | PW
Citigroup has raised its price target for Quanta Services (PWR) to $640 from $540, maintaining a "Buy" rating, reflecting continued optimism in the company's market performance. This increase follows several other positive analyst evaluations and price target adjustments for PWR in recent months. Despite the positive analyst sentiment, GuruFocus estimates a potential downside based on its GF Value fair value calculation.
Comfort Systems USA (FIX) Surges as Data Center ‘Industrial Supercycle’ Drives Record Q4 Profits
Comfort Systems USA (FIX) shares surged over 12% after reporting record Q4 earnings, driven by an "industrial supercycle" in data center construction, especially for AI infrastructure. The company's focus on specialized HVAC and electrical services for high-density AI facilities led to a massive backlog of $11.94 billion and 41.7% year-over-year revenue growth. FIX is benefiting from the industry's shift to liquid cooling and modular "AI Factories," positioning itself as a critical partner in the AI boom.
PWR: Baird Raises Price Target on Quanta Services to $606 | PWR Stock News
Baird has raised its price target on Quanta Services (PWR) to $606.00 from $490.00, while maintaining an "Outperform" rating. This decision reflects a positive sentiment, aligning with other analysts who have also recently increased their price targets for the company. Despite the positive analyst outlook, GuruFocus estimates suggest a potential downside for PWR based on its GF Value.
UBS Raises Price Target for Quanta Services (PWR) to $646 | PWR Stock News
UBS has increased its price target for Quanta Services (PWR) to $646, maintaining a 'Buy' rating. This new target is a 24.71% increase from the previous target of $518. Quanta Services, a leading provider of infrastructure solutions for various industries, has an average analyst target price of $504.74, suggesting a potential downside from its current price, while GuruFocus estimates a fair value of $363.57.
Quanta Services Inc (NYSE:PWR) Gave Upbeat Guidance
Quanta Services Inc (NYSE:PWR) reported strong fourth-quarter earnings, beating analyst expectations and providing an optimistic outlook for 2026, leading to a 0.15% stock increase. The company achieved a record backlog of $44.0 billion, driven by its Electric Infrastructure Solutions segment, and completed three strategic acquisitions. Quanta expects 2026 revenue between $33.25 billion and $33.75 billion and adjusted EPS of $12.65 to $13.35, both exceeding consensus estimates.
Quanta Services, Inc. (NYSE:PWR) Q4 2025 Earnings Call Transcript
Quanta Services, Inc. (NYSE:PWR) reported record financial results for Q4 and full-year 2025, with revenues reaching $28.5 billion and adjusted EPS growing 20% to $10.75. The company sees significant momentum in its end markets, driven by infrastructure investment, load growth, and data center demand, resulting in a record backlog of $44 billion. Quanta is strategically investing in vertical supply chain solutions, including power transformer manufacturing, and expects continued double-digit growth and over 20% adjusted EPS growth in 2026.
Comfort Systems Q4 Earnings & Revenues Beat, Backlog Up Y/Y, Stock Up
Comfort Systems USA, Inc. (FIX) reported stellar fourth-quarter 2025 results, with adjusted earnings and revenues significantly beating Zacks Consensus Estimates and growing year over year. The company's stock rose 4.8% after the announcement, driven by strong demand in the public infrastructure market, growth in the technology sector, particularly data centers, and contributions from recent acquisitions. FIX remains optimistic about continued growth in 2026, anticipating increased market demand for public infrastructure.
Microsoft, Quanta, Edison International: CNBC’s ‘Final Trades’ - Edison Intl (NYSE:EIX), Microsoft (NASDAQ:MSFT)
CNBC's "Final Trades" featured recommendations for Microsoft, Quanta Services, and Edison International. Malcolm Ethridge picked Microsoft despite a recent downgrade, while Stephanie Link chose Quanta Services due to strong Q4 earnings and positive guidance. Joe Terranova recommended Edison International, which also reported better-than-expected quarterly results.
Quanta Services forecasts 2026 profit above estimates on strong AI data center-led demand
Quanta Services has projected its 2026 profit to exceed Wall Street estimates, driven by strong demand from AI data center infrastructure investments. The company's CEO highlighted significant opportunities arising from the convergence of various industries and robust electricity and infrastructure needs. Quanta also reported better-than-expected adjusted profit and revenue for the quarter ending December 31.
Stocks Fall, Oil Jumps On Iran Fears; GE Aerospace, Planet Labs, Cameco In Focus
Stocks experienced a decline and oil prices surged due to escalating fears regarding Iran. The article highlights key stocks such as GE Aerospace, Planet Labs, and Cameco that are in focus amidst these market movements. Alexis Garcia and Ed Carson discuss the market's performance and these specific stocks in the "Stock Market Today" segment.
Quanta Services Inc. stock outperforms competitors on strong trading day
Quanta Services Inc. (PWR) shares rose 6.68% to $554.00 on Thursday, outperforming the broader market which saw the S&P 500 and Dow Jones Industrial Average decline. The company also reached a new 52-week high, surpassing its previous peak of $543.28.
Final Trades: Microsoft, Quanta Services, Edison and the XLI
The Investment Committee on CNBC's Halftime Report shares their top stock picks for the second half of the year. Their recommended "Final Trades" include Microsoft (MSFT), Quanta Services (PWR), Edison (EIX), and the XLI industrial sector ETF. This segment provides quick recommendations from financial experts for near-term investment strategies.
Quanta Services climbs after Q4 beat and strong 2026 outlook
Quanta Services (NYSE:PWR) saw its stock climb following a fourth-quarter earnings beat and an optimistic outlook for 2026. The company exceeded analyst expectations for both Q4 revenue and adjusted EPS, driven by strong performance across its operations, particularly in electric power. Quanta Services provided a positive long-term forecast, highlighting the significant opportunities in grid modernization, renewable energy, and infrastructure development.
Quanta Services forecasts 2026 profit above estimates on strong AI data center-led demand
Quanta Services expects its 2026 adjusted profit per share to be between $12.65 and $13.35, exceeding analysts' estimates of $12.44, driven by increasing AI data center-led demand. The company's core electric segment benefits from significant investments in AI infrastructure. This strong forecast is supported by a robust fourth-quarter performance, where adjusted profit rose to $3.16 per share and revenue increased to $7.84 billion, both surpassing analyst expectations.
Quanta Services's Options: A Look at What the Big Money is Thinking
Deep-pocketed investors have shown a mixed sentiment towards Quanta Services (NYSE: PWR), with a slight leaning towards bearishness, based on recent options activity. Benzinga's options scanner identified 16 unusual options activities for PWR, indicating significant market interest. Analysts have an average target price of $525.67 for Quanta Services, with recent ratings including an Overweight, a Buy, and a maintained Buy.
Quanta Q4 Earnings & Revenues Beat Estimates on Electric Strength
Quanta Services, Inc. (PWR) reported record fourth-quarter and full-year 2025 results, with earnings and revenues surpassing estimates. This strong performance was primarily driven by robust demand in its Electric Infrastructure Solutions segment and contributions from recent acquisitions. The company also provided an optimistic outlook for 2026, forecasting continued double-digit growth in earnings and revenues.
QUANTA SERVICES, INC. SEC 10-K Report
Quanta Services, Inc. released its 2025 Form 10-K report detailing significant financial growth with revenues of $28.48 billion and net income of $1.04 billion, driven by increased demand in Electric and Underground and Infrastructure segments. The company expanded through strategic acquisitions, including Dynamic Systems, and anticipates continued strong demand from electrification trends and infrastructure upgrades, while also acknowledging operational, financial, and macroeconomic risks inherent in its industry.
Quanta Services (PWR) Reports Q4 Earnings: What Key Metrics Have to Say
Quanta Services (PWR) reported strong Q4 2025 earnings, with revenue up 19.7% year-over-year to $7.84 billion, surpassing analyst estimates by 7.78%. EPS came in at $3.16, exceeding the consensus estimate by 5.4%. Key metrics like total backlog and segmental revenues also beat expectations, indicating solid financial health and growth, particularly in the Electric segment.
Quanta Services: Q4 Earnings Snapshot
Quanta Services Inc. reported strong fourth-quarter earnings, with profit reaching $315.5 million or $2.08 per share, significantly exceeding Wall Street's expectations. The company also surpassed revenue forecasts, posting $7.84 billion for the period. For the full year, Quanta Services reported total revenue of $28.48 billion and projects future earnings between $12.65 and $13.35 per share.
Quanta Services Posts Record 2025 Results, Backlog Surges
Quanta Services (PWR) reported record financial results for 2025, with revenue surging to $28.48 billion and net income exceeding $1.03 billion, while its backlog reached $43.98 billion. The company's strategic acquisitions, including Tri-City, Wilson Construction, and Billings Flying Service, are expected to further bolster its electric infrastructure and aviation capabilities, driving anticipated record backlog and double-digit earnings growth in 2026. Analysts maintain a "Buy" rating for PWR stock with a target price of $540.00, supported by strong financial performance and positive technical indicators despite concerns about its high P/E ratio.
Quanta Services: Q4 Earnings Snapshot
Quanta Services Inc. reported strong fourth-quarter earnings, with profit reaching $315.5 million and adjusted earnings per share of $3.16, surpassing Wall Street expectations. The company also exceeded revenue forecasts, posting $7.84 billion for the quarter and $28.48 billion for the full year. Looking ahead, Quanta Services anticipates full-year earnings between $12.65 and $13.35 per share, with revenue projected to be between $33.25 billion and $33.75 billion.
Quanta Services Inc. Reports Advance In Q4 Profit
Quanta Services Inc. (PWR) reported an increase in its Q4 profit, with earnings totaling $315.45 million, or $2.08 per share, up from $305.12 million, or $2.03 per share, last year. Excluding one-time items, the company's adjusted earnings were $479.80 million, or $3.16 per share. Revenue for the period also saw a significant rise of 19.7%, reaching $7.841 billion compared to $6.553 billion in the previous year.
Quanta Services: Q4 Earnings Snapshot
Quanta Services Inc. (PWR) reported strong fourth-quarter results, with profits of $315.5 million and earnings of $2.08 per share, or $3.16 adjusted, surpassing Wall Street expectations. The company also exceeded revenue forecasts, posting $7.84 billion for the quarter. For the full year, Quanta Services reported $1.03 billion in profit on $28.48 billion in revenue and provided optimistic guidance for upcoming fiscal year earnings and revenue.
MasTec to Release Q4 and Full Year Results on February 26, 2026
MasTec will release its fourth quarter and full-year financial results on February 26, 2026, after market close, followed by a webcast hosted by senior management on February 27, 2026, to discuss the results. The company is a prominent North American infrastructure engineering and construction firm, playing a significant role in communications, energy, and utilities. Analysts from Citi and Barclays have recently raised their price targets for MasTec, maintaining Buy and Overweight ratings respectively, ahead of Q4 reports for the engineering and construction sector.
PWR Stock Up 0.9% After Hours Following $3.33 EPS Beat on Strong Revenue Performance
Quanta Services (PWR) reported Q2 FY2026 EPS of $3.33, beating estimates of $3.26, with revenue reaching $27.2 billion, marking 17.5% year-over-year growth. This performance extended the company's streak of earnings beats to five consecutive quarters, leading to a 0.9% increase in its stock price after hours. Despite trading at a premium valuation, analysts anticipate substantial earnings growth, emphasizing the need for continued strong execution and margin expansion.
Quanta Services earnings in focus as grid buildout accelerates
Quanta Services Inc. is set to announce its fourth-quarter and full-year 2025 earnings, with analysts expecting $3.02 per share on $7.37 billion in revenue, driven by accelerating grid modernization. Investors are closely watching for updates on backlog conversion and margin expansion, especially in its Electric Infrastructure Solutions segment, as the company capitalizes on significant utility spending on grid upgrades. Despite a strong long-term outlook, the stock's current price suggests it may be ahead of near-term fundamentals.
Earnings Preview: Quanta Services
Quanta Services (NYSE: PWR) is scheduled to release its quarterly earnings report on Thursday, February 19, 2026. Analysts project an EPS of $2.92, and investors are eager for the company to surpass these estimates and provide positive guidance. The company's shares are up 86.77% over the last 52 weeks, trading at $525.13 as of February 17.
Earnings To Watch: Quanta (PWR) Reports Q4 Results Tomorrow
Quanta Services (NYSE:PWR) is scheduled to report its Q4 results before market hours this Thursday. Analysts project a revenue increase of 12.4% year-on-year to $7.37 billion and adjusted earnings of $3.02 per share. The company has a mixed record on revenue estimates, missing twice in the last two years, though sentiment in the construction and engineering sector has been positive recently.
Quanta Services Faces Valuation Shift Amid Strong Growth Metrics and Market Position
Quanta Services, Inc. has seen its valuation grade shift to "very expensive" due to key financial metrics like a high P/E ratio of 64 and other strong valuation figures. Despite this, the company exhibits healthy long-term growth with net sales increasing annually by 17.29% and operating profit by 21.34%. Quanta Services has consistently outperformed the S&P 500 over the past three years.
Quanta is Set to Report Q4 Earnings: Here's What Investors Must Know
Quanta Services, Inc. (PWR) is preparing to release its fourth-quarter 2025 earnings on February 19, 2026, with analysts expecting 2% EPS growth and 11% revenue growth. The company's Electric Infrastructure Solutions segment is anticipated to be the primary driver of revenue, supported by strong demand and a record backlog. However, factors like inflation, supply chain constraints, and project timing variability may impact overall margins.
Quanta is Set to Report Q4 Earnings: Here's What Investors Must Know
Quanta Services, Inc. (PWR) is scheduled to release its fourth-quarter 2025 earnings on February 19, 2026, with analysts expecting a 2% EPS growth and 11% revenue growth driven by its Electric Infrastructure Solutions segment. Despite strong performance in this segment and a record backlog, the company's Q4 margins could be impacted by inflation, supply chain issues, and regulatory delays. Based on Zacks' model, Quanta is not conclusively predicted to beat earnings, while other companies like Sterling Infrastructure, Inc., AAON, Inc., and Orion Group Holdings, Inc. show more favorable combinations for an earnings beat.
Should You Hold or Fold Comfort Systems Stock Ahead of Q4 Earnings?
Comfort Systems USA (FIX) is set to announce its Q4 2025 results, with strong growth anticipated in both earnings and revenue driven by favorable market trends in data centers and AI facilities. Despite robust performance and strategic acquisitions, the company faces potential headwinds from elevated SG&A expenses and competitive pricing. Investors are advised to hold existing shares but new investors might await a better entry point due to the stock's premium valuation and balanced investment case.
Quanta Services (PWR) Positioned to Benefit From Rising Power Infrastructure Investment
Sands Capital Technology Innovators Fund's Q4 2025 investor letter highlighted significant challenges but also strategic opportunities. Despite mixed performance driven by a narrow group of large-cap growth stocks and pressure on high-valuation innovation names, the fund maintained a long-term investment horizon. Quanta Services, Inc. (NYSE: PWR) was specifically mentioned as a key holding poised to benefit from increasing power demand and expanding energy infrastructure investments.
Robots take on risky power line work in new PLP–FulcrumAir alliance
Preformed Line Products (PLP) and FulcrumAir have announced a multi-year strategic partnership to co-develop next-generation robotic installation systems for overhead power line construction. This collaboration aims to enhance efficiency, safety, and precision in power line installation while expanding workforce capabilities and modernizing the grid. The partnership builds on existing robotic technologies like LineSpider™ and LineFly™, and new systems are already in development.
Quanta Services (PWR) Positioned to Benefit From Rising Power Infrastructure Investment
Sands Capital Technology Innovators Fund highlighted Quanta Services, Inc. (NYSE:PWR) in its Q4 2025 investor letter, citing the company's role in expanding power infrastructure amid increasing demand. The fund sees significant opportunity in Quanta Services' engineering and construction services for transmission, distribution, and grid hardening. While acknowledging its potential, the fund also noted that it is exploring other AI stocks with greater upside.
Here's How Much You Would Have Made Owning Quanta Services Stock In The Last 10 Years
Quanta Services (NYSE: PWR) has significantly outperformed the market over the last decade, with an average annual return of 39.56%. An initial investment of $1,000 in PWR stock 10 years ago would now be worth $27,554.15, highlighting the power of compounded returns.
Investors in Quanta Services (NYSE:PWR) Have Seen Enviable Returns of 579% Over the Past Five Years
Quanta Services Inc. (NYSE: PWR) shareholders have enjoyed a 579% total shareholder return over the past five years, significantly outperforming its 573% share price increase, largely due to dividends. The company's earnings per share grew 20% annually, while its stock price surged 46% per year reflecting increased market optimism. The article highlights the importance of total shareholder return, which includes dividends, for capturing the full investor benefit.
PNC Financial Services Group Inc. Trims Stake in Quanta Services, Inc. $PWR
PNC Financial Services Group Inc. has reduced its holdings in Quanta Services, Inc. by 10.2% in the third quarter, selling 61,921 shares and retaining 544,493 shares valued at approximately $225.65 million. Despite this reduction, Quanta Services maintains a "Moderate Buy" consensus rating from analysts, with various firms recently raising their price targets, and the stock is trading near its 12-month high. The company plays a significant role in infrastructure solutions for electric power, pipeline, energy, and communications markets, with 90.49% institutional ownership.
Oppenheimer Asset Management Inc. Makes New Investment in Quanta Services, Inc. $PWR
Oppenheimer Asset Management Inc. has acquired a new stake of 3,164 shares in Quanta Services, Inc. (NYSE:PWR), valued at approximately $1.31 million during the third quarter. This investment is part of a broader trend of significant institutional interest, with overall institutional ownership reaching 90.49%. Analysts maintain a "Moderate Buy" consensus rating for Quanta Services, with recent price target increases from firms like JPMorgan and Citigroup, highlighting confidence in the construction company specializing in infrastructure solutions.
Assessing Quanta Services (PWR) Valuation After Optimistic Forecasts And Growing Grid Infrastructure Momentum
Quanta Services (PWR) is experiencing increased focus due to optimistic analyst forecasts, rising institutional interest, and strong performance in its electric power and energy infrastructure segments. Despite being considered overvalued at $524.08 compared to a fair value of $477.25, the company is poised to benefit from long-term investment in power grid expansion driven by AI/data center growth and energy transition. Investors, however, should consider the risks associated with complex projects and potential labor market pressures.
Are Robust Financials Driving The Recent Rally In Quanta Services, Inc.'s (NYSE:PWR) Stock?
Quanta Services' stock has seen a significant rally of 22% over the last three months, prompting an investigation into whether its robust financials are the driving force. The company's Return on Equity (ROE) stands at 12%, which is lower than the industry average of 18%, but it has achieved a moderate 18% net income growth over the past five years. Its low payout ratio of 6.5% indicates a high reinvestment rate, suggesting a commitment to growth and potential for future ROE improvement to 15%.
Objectivity Squared LLC Raises Holdings in Quanta Services, Inc. $PWR
Objectivity Squared LLC significantly increased its stake in Quanta Services, Inc. (NYSE:PWR) by 132.7% during the third quarter, acquiring an additional 2,031 shares to bring their total to 3,562 shares valued at $1,476,000. This makes Quanta Services its 20th largest position, representing 0.9% of its investment portfolio. The article also notes that Quanta Services currently holds a "Moderate Buy" consensus rating from analysts, with shares trading around $523.75, a high P/E ratio of 77.59, and a market capitalization of $78.1 billion.
Atria Investments Inc Acquires 2,340 Shares of Quanta Services, Inc. $PWR
Atria Investments Inc increased its stake in Quanta Services, Inc. by 20.4% in the third quarter, acquiring an additional 2,340 shares to own a total of 13,818 shares valued at $5.727 million. Institutional ownership of Quanta Services remains high at 90.49%, while analysts have a "Moderate Buy" consensus rating with an average target price of $462. The company's stock currently trades around $523.75, with a market capitalization of $78.1 billion.
Why Comfort Systems USA (FIX) Is Up 8.8% After AI Data Center Backlog Hits $9.38 Billion
Comfort Systems USA (FIX) saw its stock rise 8.8% after reporting strong demand for AI data center buildouts, resulting in a project backlog of US$9.38 billion and beating third-quarter estimates. Despite insider selling, investors are focusing on the expanding backlog and improving returns on capital, viewing these as indicators of the company's ability to capitalize on market opportunities. The upcoming Q4 and full-year 2025 results will be crucial in demonstrating whether the record backlog translates into higher earnings and sustainable demand, although growing dependence on large tech and AI data center projects presents a key risk.
Frank Sands Reduces Stake in Taiwan Semiconductor Manufacturing Co Ltd by 26.22%
Frank Sands (Trades, Portfolio) of Sands Capital Management recently filed his firm's 13F for Q4 2025, revealing significant portfolio adjustments. Notable changes include a 26.22% reduction in his stake in Taiwan Semiconductor Manufacturing Co Ltd (TSM) and complete exits from DexCom Inc (DXCM) and Oracle Corp (ORCL). Sands also made new additions to his portfolio, including Quanta Services Inc (PWR), Carpenter Technology Corp (CRS), and Boston Scientific Corp (BSX).
Unlocking Q4 Potential of Quanta Services (PWR): Exploring Wall Street Estimates for Key Metrics
Wall Street analysts predict Quanta Services (PWR) will report Q4 earnings of $3.00 per share, up 2% year-over-year, and revenues of $7.28 billion, an 11% increase. The consensus EPS estimate has seen a 1.5% downward revision in the last 30 days. Key metrics like Underground Utility and Infrastructure Solutions revenues are projected to grow by 16.7%, and Electric Power Infrastructure Solutions revenues by 76.1%, with total backlog estimated at $39.52 billion.
American Electric Power Company, Inc. (NASDAQ:AEP) Q4 2025 Earnings Call Transcript
American Electric Power (NASDAQ:AEP) reported strong Q4 2025 earnings of $1.19 per share, exceeding expectations and contributing to a full-year operating earnings of $5.97 per share, above their guidance. The company reaffirmed its 2026 full-year operating earnings guidance and a long-term earnings growth rate of 7-9% through 2030, driven by significant load growth and a robust $72 billion five-year capital plan. AEP has doubled its incremental contracted load outlook to 56 gigawatts, primarily due to increased data center and industrial demand in key service territories, and is actively working on regulatory reforms and infrastructure investments to manage this growth.
Varma Mutual Pension Insurance Co Acquires 8,500 Shares of Quanta Services, Inc. $PWR
Varma Mutual Pension Insurance Co increased its stake in Quanta Services, Inc. (NYSE:PWR) by 30.2% in Q3, acquiring an additional 8,500 shares, bringing its total to 36,640 shares valued at $15.184 million. Institutional investors collectively own 90.49% of Quanta Services. The company has a "Moderate Buy" consensus rating from analysts with a target price of $462.00, though the stock recently traded around $516.16 with a high P/E ratio of 76.47.
