NYSE$PWR

Quanta Services Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Quanta Services reported record third quarter consolidated revenues and strong Electric Power Infrastructure Solutions segment results.

Quanta Services announced strong Q3 2021 results, achieving record third quarter consolidated revenues of $3.35 billion. The company's GAAP EPS was $1.21 and adjusted diluted EPS was $1.48. Quanta also completed the acquisition of Blattner, a renewable energy infrastructure solutions provider.

  • Record third quarter consolidated revenues of $3.35 billion.
  • Strong Electric Power Infrastructure Solutions segment results, including operating income margin of 12.4%.
  • Record third quarter GAAP and Adjusted Diluted EPS of $1.21 and $1.48, respectively.
  • Remaining Performance Obligations of $4.4 Billion and Record Total Backlog of $17.0 Billion.

Headline financials

Total Revenue

$3.35B

Previous: $3.02B+11.0%
EPS (adj)

$1.48

Previous: $1.40+5.7%
Total Backlog

$17B

Previous: $15.1B+12.8%
Capital Expenditures

-$74.6M

Previous: -$50.8M-46.9%
Free Cash Flow

$99.8M

Previous: $112M-11.0%
Net Income

$174M

Previous: $163M+7.0%
Operating Income

$248M

Previous: $242M+2.4%
Gross Profit

$535M

Previous: $508M+5.4%
Cash & Equivalents

$1.7B

Previous: $217M+681.9%
Total Assets

$10.7B

Previous: $8.33B+28.2%
R&D Expense

$0.00

Previous: $0.00

Revenue & EPS history

Quanta Services · Revenue · Quarterly

$3.35B

Q3 2021+11%vs Q3 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Quanta Services · $1.02B total across 1 segment · Q3 2021

  • Underground Utility and Infrastructure
    $1.02B

Forward guidance

Quanta Services expects revenues to be between $12.55 billion and $12.85 billion, net income attributable to common stock to be between $464 million and $493 million, diluted earnings per share attributable to common stock to be between $3.20 and $3.40 and adjusted diluted earnings per share attributable to common stock to be between $4.62 and $4.87 for the full year of 2021.

Tailwinds

  • Revenues to be between $12.55 billion and $12.85 billion
  • Net income attributable to common stock to be between $464 million and $493 million
  • Diluted earnings per share attributable to common stock to be between $3.20 and $3.40
  • Adjusted diluted earnings per share attributable to common stock to be between $4.62 and $4.87
  • EBITDA to be between $1.09 billion and $1.14 billion

Headwinds

  • Weather
  • Regulatory
  • Permitting
  • Project timing
  • Execution challenges

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 2021

Historical avgQ3 2021

+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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