Quanta Services (GB:0KSR)
LSE:0KSR
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.28Last Year’s EPS
2.48Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:Apr 30, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a broadly positive outlook: strong Q1 operating and financial performance, record backlog, raised 2026 guidance, and major strategic investments to derisk supply chains and expand capacity. Executives emphasized durable, programmatic demand across transmission, generation and data-center-related markets and reiterated aggressive long-term EPS growth targets. Manageable near-term concerns include unchanged free cash flow guidance, supply-chain and permitting/interconnection risks, a cautious stance on certain combined-cycle risks, and pockets of slower performance (notably Canada). Overall, the positive drivers — robust results, backlog, raised guidance and targeted capacity investments — materially outweigh the highlighted challenges.Company Guidance
Strong Quarterly Financial Results
Q1 2026 revenue of $7.9 billion; net income attributable to common stock of $221 million ($1.45 per diluted share); adjusted diluted EPS of $2.68; adjusted EBITDA of $686 million. Management characterized results as "robust double-digit growth" in revenues, adjusted EBITDA and adjusted EPS.
Record Backlog and Book-to-Bill
Record backlog of $48.5 billion at quarter end with a book-to-bill ratio of approximately 1.6x, reflecting broad-based contract wins across segments and markets.
Raised Full-Year 2026 Guidance
Management raised 2026 financial expectations: revenues now expected $34.7B–$35.2B; adjusted EBITDA $3.49B–$3.65B; adjusted EPS $13.55–$14.25, reflecting improved visibility and quarter momentum.
Long-Term Earnings Growth Target
Company reiterated five-year plan to more than double earnings power by 2030 and set a 15%–20% adjusted EPS growth target, indicating strong long-term financial ambition.
Major Capital Investments to Derisk Supply Chain
Announced $500M–$700M investment to double power transformer manufacturing capacity and plan to nearly double off-site manufacturing/fabrication/logistics to ~6.7 million square feet to accelerate delivery and reduce supply-chain timing risks.
Technology & Large-Load Market Momentum
Technology/load-center segment described as high-growth and directional outlook increased (management referenced 100%+ growth pacing in that segment driven by acquisitions and organic demand), supported by strong hyperscaler and large-load inquiries.
Programmatic Opportunity Expansion (Gas, Generation, Transmission)
Management highlighted meaningful multi-year and multi-decade opportunity sets across transmission, generation (including CCGT/single-cycle), data centers and large-load infrastructure, with increasing programmatic negotiations and customer co-planning.
Balance Sheet Discipline and Capital Allocation Policy
Reaffirmed commitment to maintaining an investment-grade balance sheet, target leverage profile of 1.5x–2.0x, and a disciplined M&A strategy (management expects acquisitions to be additive and anticipated further M&A activity over the coming months).
Operational Execution & Workforce Investment
Reported strong execution over constrained markets, continued organic workforce growth (added ~5,000–6,000 craft last year and plan similar growth), and expanded prefabrication/off-site approaches to improve productivity and reduce seasonality impacts.
GB:0KSR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0KSR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $628.95 | $719.84 | +14.45% |
Feb 19, 2026 | $524.40 | $551.76 | +5.22% |
Oct 30, 2025 | $452.33 | $451.27 | -0.23% |
Jul 31, 2025 | $412.31 | $400.12 | -2.96% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Quanta Services (GB:0KSR) report earnings?
Quanta Services (GB:0KSR) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Quanta Services (GB:0KSR) earnings time?
Quanta Services (GB:0KSR) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Quanta Services stock?
The P/E ratio of Quanta Services is N/A.
What is GB:0KSR EPS forecast?
GB:0KSR EPS forecast for the fiscal quarter 2026 (Q2) is 3.28.