Thursday, October 30, 2025

Heavy Construction: Electrical Contractor Quanta Services Q3 2025 Revenue Surpasses Estimates at $7.63 Billion, GAAP EPS Falls Short at $2.24, Stock Fades (PWR)

Aargh, I hate it when stock rise into earnings: 

 

TradingView

After trading up $9.12 (+2.07%) yesterday (and up 10.55% over the last month) the stock is down $2.68 (-0.60%) in early pre-market trade. $446.01 last. 

A fill of that $427.35 to $439.00 Oct. 23 - 24 gap before we get moving again would be nice.

From GuruFocus, October 30:

Strong Revenue Growth Amidst EPS Challenges  

Summary

  • Revenue: Achieved $7.63 billion in Q3 2025, surpassing the estimated $7.39 billion.
  • GAAP Diluted EPS: Reported at $2.24, slightly below the estimated $2.37.
  • Adjusted Diluted EPS: Reached $3.33, showing significant growth from $2.72 in Q3 2024.
  • Net Income: Increased to $339.4 million, up from $293.2 million in the same quarter last year.
  • Free Cash Flow: Generated $726.3 million year-to-date, reflecting strong cash management.
  • Backlog: Reached a record $39.2 billion, indicating robust future demand and project pipeline.
  • Segment Growth: Revenue expectations for 2025 are rising, driven by acceleration in the Electric segment. 

On October 30, 2025, Quanta Services Inc (PWR, Financial) released its 8-K filing for the third quarter of 2025. Quanta Services, a leading provider of specialty contracting services, reported consolidated revenues of $7.63 billion, exceeding the analyst estimate of $7.39 billion. However, the company's GAAP diluted earnings per share (EPS) of $2.24 fell short of the estimated EPS of $2.37. The adjusted diluted EPS was $3.33....

....MUCH MORE 

Here's the release from the company: 

QUANTA SERVICES REPORTS THIRD QUARTER 2025 RESULTS

And the conference call/exhibits info:

Third Quarter 2025 Earnings Conference Call