NYSE$PWR

Quanta Services Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Quanta Services' first quarter results for 2023 were announced, featuring revenue growth and a record total backlog.

Quanta Services reported a strong start to 2023, with a record total backlog of $25.3 billion. First quarter revenues reached $4.43 billion, and adjusted EPS was $1.24. The company is raising full-year 2023 revenue expectations and reiterating full-year 2023 EPS expectations.

  • Quanta Services reported first quarter consolidated revenues of $4.43 billion.
  • GAAP diluted EPS was $0.64, and adjusted diluted EPS was $1.24.
  • Net income attributable to common stock was $95.0 million, and adjusted EBITDA was $332.4 million.
  • The company's remaining performance obligations reached $10.3 billion, and total backlog was $25.3 billion.

Headline financials

Total Revenue

$4.43B

Previous: $3.97B+11.7%
EPS (adj)

$1.24

Previous: $1.37-9.5%
Total Backlog

$25.3B

Previous: $20.5B+23.7%
Capital Expenditures

-$80.3M

Previous: -$110M+26.9%
Free Cash Flow

$14.7M

Previous: -$25.3M+158.2%
Net Income

$95M

Previous: $84.6M+12.3%
Operating Income

$126M

Previous: $118M+7.1%
Gross Profit

$573M

Previous: $548M+4.6%
Cash & Equivalents

$217M

Previous: $238M-8.9%
Total Assets

$14B

Previous: $13B+7.9%
R&D Expense

$0.00

Previous: $0.00

Revenue & EPS history

Quanta Services · Revenue · Quarterly

$4.43B

Q1 2023+11.7%vs Q1 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Quanta Services · $1.08B total across 1 segment · Q1 2023

  • Underground Utility and Infrastructure
    $1.08B+14.0%

Forward guidance

Quanta Services expects revenues to range between $18.60 billion and $19.10 billion and now expects net income attributable to common stock to range between $688 million and $762 million for full year 2023.

Tailwinds

  • Revenues are expected to range between $18.60 billion and $19.10 billion.
  • Net income attributable to common stock is expected to range between $688 million and $762 million.
  • Diluted earnings per share attributable to common stock is expected to range between $4.62 and $5.11.
  • Adjusted diluted earnings per share attributable to common stock is expected to range between $6.75 and $7.25.
  • Net cash attributable to operating activities is expected to range between $1.15 billion and $1.40 billion.

Headwinds

  • Weather can affect project timing and execution.
  • Regulatory factors can affect project timing and execution.
  • Permitting issues can affect project timing and execution.
  • Supply chain challenges can affect project timing and execution.
  • Overall challenges to the domestic and global economy, including inflation, increased interest rates and recessionary economic conditions.

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 Q1 2023

Historical avgQ1 2023

+1.2%

Avg return

Earnings day

+1.7%

Avg return

5 days after

+5.0%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+12.9%

Q1 2026

Best reaction

-11.0%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+12.9%+22.8%+13.1%
Q4 2025+5.8%+9.4%+6.9%
Q3 2025+1.2%-2.2%+3.6%
Q2 2025-1.2%-5.3%-8.1%
Q1 2025+10.0%+8.5%+17.0%
Q4 2024-3.7%-9.5%-8.2%
Q3 2024-0.2%+3.0%+5.0%
Q2 2024-2.6%-0.6%-1.0%
Q1 2024-0.2%+1.3%-0.5%
Q4 2023-3.0%-7.7%-8.6%
Q3 2023+6.0%+3.4%+19.4%
Q2 2023-1.0%+0.2%+5.0%
Q1 2023+1.7%+1.7%+7.1%
Q4 2022+8.2%+8.8%+8.3%
Q3 2022+7.3%+8.0%+11.9%
Q2 2022-0.1%-0.9%+2.6%
Q1 2022-3.0%-7.8%+6.5%
Q4 2021+10.1%+10.2%+36.6%
Q3 2021+0.5%+1.2%-3.6%
Q2 2021+3.7%+5.8%+30.3%
Q1 2021+2.9%+1.2%-4.3%
Q4 2020+3.4%+3.8%+7.4%
Q3 2020+2.5%+10.6%+14.9%
Q2 2020+8.4%+16.5%+21.5%
Q1 2020+1.3%-5.9%+25.0%
Q4 2019+2.8%+4.0%-19.5%
Q3 2019+4.0%+3.0%-1.0%
Q2 2019-8.0%-7.4%-4.5%
Q1 2019-2.1%-3.4%-3.7%
Q4 2018-0.1%-0.7%+4.9%
Q3 2018+1.5%-3.4%-10.0%
Q2 2018-0.7%-1.8%-2.3%
Q1 2018+2.1%+2.7%+4.4%
Q4 2017-3.4%-2.3%-2.0%
Q3 2017-1.4%-1.6%+8.4%
Q2 2017+1.1%-1.9%-2.2%
Q1 2017-2.2%-5.7%-7.6%
Q4 2016+0.5%+0.9%-0.6%
Q3 2016+7.2%+9.7%+22.6%
Q2 2016-0.2%+0.2%+4.7%
Q1 2016+1.8%
Q4 2015+3.4%
Q3 2015+2.5%
Q2 2015+3.4%
Q1 2015+4.1%
Q4 2014-0.3%
Q3 2014+2.1%
Q2 2014+3.8%
Q1 2014-1.9%
Q4 2013+1.8%
Q3 2013-0.1%
Q2 2013+1.0%
Q1 2013-1.0%
Q4 2012-0.0%
Q3 2012-1.4%
Q2 2012+0.1%
Q1 2012-1.4%
Q4 2011-0.6%
Q3 2011-6.6%
Q2 2011-11.0%
Q1 2011+2.0%
Q4 2010-0.6%
Q3 2010-1.0%
Q2 2010+0.2%
Q1 2010+4.7%

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