NYSE$MTZ

MasTec Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

MasTec's Q2 2023 results were announced, featuring record revenue and updated full-year guidance.

MasTec reported a 25% increase in revenue to $2.87 billion for Q2 2023, with GAAP net income of $16.8 million, or $0.20 per diluted share. Adjusted EBITDA increased by 43% to $255.4 million, and adjusted diluted earnings per share reached $0.89, surpassing guidance expectations by $0.03. The company updated its full-year 2023 guidance, expecting revenue between $12.7 billion and $13.0 billion.

  • Record second quarter revenue increased 25% year-over-year to $2.9 billion.
  • GAAP net income was $16.8 million, with adjusted net income of $70.7 million.
  • Adjusted EBITDA increased 43% to $255.4 million, and adjusted diluted earnings per share was $0.89.
  • Full-year 2023 revenue guidance updated to $12.7 billion to $13.0 billion.

Headline financials

Total Revenue

$2.87B

Previous: $2.3B+24.9%
EPS (adj)

$0.89

Previous: $0.73+21.9%
Adjusted EBITDA Margin

8.9%

Previous: 7.8%+14.1%
18-month Backlog

$13.4B

Previous: $11B+21.8%
Free Cash Flow

$15.5M

Previous: $16.2M-4.1%
Net Income

$15.5M

Previous: $16.2M-4.1%
Operating Income

-$39.7M

Previous: -$61.1M+35.0%
Gross Profit

$244M

Previous: $159M+53.6%
Cash & Equivalents

$120M

Previous: $139M-13.7%
Total Assets

$9.29B

Previous: $7.4B+25.4%
Stock-Based Comp

$8.58M

Previous: $6.84M+25.4%

Revenue & EPS history

MasTec · Revenue · Quarterly

$2.87B

Q2 2023+24.9%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

MasTec · $2.88B total across 4 segments · Q2 2023

  • Clean Energy & Infra
    $970M+96.1%
  • Communications
    $869M+5.7%
  • Power Delivery
    $703M+8.7%
  • Pipeline Infrastructure
    $342M+0.2%

Forward guidance

The Company is providing third quarter and updating full year 2023 guidance. For the third quarter of 2023, the Company expects revenue to range from $3.8 billion to $3.9 billion. Third quarter 2023 GAAP net income is expected to range between $101 million and $122 million, with GAAP diluted earnings per share expected to range between $1.27 and $1.55.

Tailwinds

  • Full year 2023 revenue to range from $12.7 billion to $13.0 billion.
  • Full year 2023 GAAP net income expected to range between $111 million and $141 million.
  • Full year 2023 diluted earnings per share expected to range between $1.38 and $1.77.
  • Full year 2023 adjusted EBITDA is expected to range between $1.05 billion and $1.10 billion.
  • Full year 2023 adjusted diluted earnings per share is expected to range between $3.75 and $4.19.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+2.0%

Avg return

Earnings day

+3.4%

Avg return

5 days after

+5.0%

Avg return

30 days after

66%

43 / 65 earnings

Positive

+17.8%

Q2 2012

Best reaction

-18.4%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.3%+18.1%+2.2%
Q4 2025+2.8%+4.8%+9.0%
Q3 2025-5.8%-7.0%-0.0%
Q1 2025+4.9%+8.4%+16.4%
Q4 2024+3.0%+0.9%-9.1%
Q3 2024+8.3%+13.8%+20.0%
Q2 2024-7.1%-4.3%+2.8%
Q1 2024+15.1%+19.5%+27.0%
Q4 2023+13.5%+15.5%+24.7%
Q3 2023-16.3%-11.8%+3.7%
Q2 2023-18.4%-24.1%-18.5%
Q1 2023+1.9%+2.6%+20.4%
Q4 2022+4.2%+4.8%-1.9%
Q3 2022+13.7%+18.0%+14.6%
Q2 2022+2.0%-0.1%-1.0%
Q1 2022+0.2%-1.5%+5.5%
Q4 2021-9.1%-12.0%+0.8%
Q3 2021+4.5%+7.4%-0.9%
Q2 2021-4.1%-5.0%-6.5%
Q1 2021+3.3%+9.9%+10.8%
Q4 2020-2.7%+0.2%+1.1%
Q3 2020+5.4%+6.6%+22.8%
Q2 2020-0.3%+4.8%+17.0%
Q1 2020-2.1%-6.5%+3.2%
Q4 2019-7.9%-7.5%-44.7%
Q3 2019+6.1%+12.9%+2.9%
Q2 2019+13.1%+17.1%+22.5%
Q1 2019-1.9%+0.7%-8.6%
Q4 2018+9.4%+11.1%+12.2%
Q3 2018+9.7%+10.8%+3.6%
Q2 2018-1.5%-1.9%-7.6%
Q1 2018+4.0%+1.2%+6.4%
Q4 2017-3.4%-6.6%-10.8%
Q3 2017+0.1%+2.0%+4.8%
Q2 2017-6.0%-5.4%-8.0%
Q1 2017+7.2%+3.9%+0.0%
Q4 2016+6.9%+4.7%+1.5%
Q3 2016+7.1%+5.6%+36.2%
Q2 2016+14.0%+21.1%+19.5%
Q1 2016+0.7%
Q4 2015+14.1%
Q3 2015+4.2%
Q2 2015-6.7%
Q1 2015-12.6%
Q4 2014+6.5%
Q3 2014+7.3%
Q2 2014+7.3%
Q1 2014+0.3%
Q4 2013+7.1%
Q3 2013-0.8%
Q2 2013+5.5%
Q1 2013+14.8%
Q4 2012+1.9%
Q3 2012+2.7%
Q2 2012+17.8%
Q1 2011+3.7%
Q1 2012+3.7%
Q4 2011+10.6%
Q4 2009+10.6%
Q1 2010+10.6%
Q3 2011-18.0%
Q3 2010-18.0%
Q4 2010-8.8%
Q2 2010-8.8%
Q2 2011-8.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro