NYSE$MTZ

MasTec Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

MasTec's Q3 2022 performance reflected strong revenue growth in non-Oil & Gas segments and a record backlog.

MasTec announced third quarter 2022 financial results with revenue increasing to $2.5 billion. GAAP net income was $49.2 million, or $0.65 per diluted share, and adjusted diluted earnings per share was $1.34. The company reported a record 18-month backlog of $11.2 billion as of September 30, 2022.

  • Third Quarter 2022 Revenue Increased to $2.5 Billion with a 38% Year Over Year Increase in Non-Oil & Gas Segment Revenue
  • GAAP Net Income of $49.2 Million, Diluted Earnings Per Share of $0.65 and Adjusted Diluted Earnings Per Share of $1.34
  • Adjusted EBITDA of $246 Million or 9.8% of Revenue, a 200-Basis Point Sequential Improvement Over Second Quarter
  • Record 18-Month Backlog as of September 30, 2022 of $11.2 Billion, a Sequential Increase of $222 Million and a $2.7 Billion Increase Over the Same Quarter Last Year

Headline financials

Total Revenue

$2.51B

Previous: $2.4B+4.5%
EPS (adj)

$1.34

Previous: $1.81-26.0%
Adjusted EBITDA Margin

9.8%

Previous: 11.6%-15.5%
18-month Backlog

$11.2B

Previous: $8.5B+31.8%
Free Cash Flow

$48.9M

Previous: $111M-56.0%
Net Income

$48.9M

Previous: $111M-56.0%
Operating Income

-$23.4M

Previous: $72M-132.5%
Gross Profit

$206M

Previous: $228M-9.6%
Cash & Equivalents

$95.7M

Previous: $240M-60.1%
Total Assets

$7.48B

Previous: $6.01B+24.3%
Stock-Based Comp

$5.7M

Previous: $6.07M-6.2%

Revenue & EPS history

MasTec · Revenue · Quarterly

$2.51B

Q3 2022+4.5%vs Q3 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

MasTec · $2.52B total across 4 segments · Q3 2022

  • Communications
    $889M+32.6%
  • Power Delivery
    $688M+88.4%
  • Clean Energy & Infra
    $563M+8.6%
  • Pipeline Infrastructure
    $376M-56.2%

Forward guidance

The Company currently expects full year 2022 revenue to approximate $9.7 billion. For the fourth quarter of 2022, inclusive of the IEA acquisition, the Company expects revenue of approximately $2.9 billion.

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 Q3 2022

Historical avgQ3 2022

+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