NYSE$PWR

Quanta Services Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Quanta Services reported solid results in Q3 2022, with record financial metrics and strategic initiatives driving growth and value.

Quanta Services reported record third-quarter revenues of $4.46 billion, a GAAP diluted EPS of $1.06, and an adjusted diluted EPS of $1.77. The company's net income attributable to common stock was $156.0 million, and adjusted EBITDA was $467.4 million. Strong free cash flow and a total backlog of $20.9 billion were also reported, reaffirming the company's confidence in its full-year 2022 financial expectations.

  • Quanta delivered solid results in the third quarter, with multiple record financial metrics.
  • The company continues to profitably grow and perform at a high-level, demonstrating its repeatable and sustainable model.
  • Quanta is capitalizing on the energy transition, which has been enhanced by the passage of the Inflation Reduction Act of 2022.
  • The company expects significant backlog growth as it enters 2023, which supports its expectations for profitable growth next year.

Headline financials

Total Revenue

$4.46B

Previous: $3.35B+33.0%
EPS (adj)

$1.77

Previous: $1.48+19.6%
Total Backlog

$20.9B

Previous: $17B+22.9%
Capital Expenditures

-$106M

Previous: -$74.6M-42.0%
Free Cash Flow

$50M

Previous: $99.8M-49.9%
Net Income

$156M

Previous: $174M-10.6%
Operating Income

$287M

Previous: $248M+15.6%
Gross Profit

$689M

Previous: $535M+28.8%
Cash & Equivalents

$215M

Previous: $1.7B-87.3%
Total Assets

$13.3B

Previous: $10.7B+24.6%
R&D Expense

$0.00

Previous: $0.00

Revenue & EPS history

Quanta Services · Revenue · Quarterly

$4.46B

Q3 2022+33%vs Q3 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Quanta Services · $1.2B total across 1 segment · Q3 2022

  • Underground Utility and Infrastructure
    $1.2B+17.0%

Forward guidance

Quanta Services expects revenues to range between $16.80 billion and $17.00 billion, net income attributable to common stock to range between $473 million and $507 million, diluted earnings per share attributable to common stock to range between $3.19 and $3.43 and adjusted diluted earnings per share attributable to common stock to range between $6.15 and $6.39 for the full year ending December 31, 2022.

Tailwinds

  • The long-term outlook for Quanta’s business is positive.
  • The company expects revenues to range between $16.80 billion and $17.00 billion.
  • Net income attributable to common stock to range between $473 million and $507 million.
  • Diluted earnings per share attributable to common stock to range between $3.19 and $3.43.
  • Adjusted diluted earnings per share attributable to common stock to range between $6.15 and $6.39.

Headwinds

  • Weather, regulatory, permitting, supply chain challenges and other factors impacting project timing and execution have impacted the company’s historical results and may impact Quanta’s future financial results.
  • The company continue to consider future uncertainty associated with overall challenges impacting the domestic and global economy, including inflation, increased interest rates and recessionary economic conditions.
  • Quanta’s financial outlook for revenues, margins and earnings reflects management’s effort to align these uncertainties with the backlog the company is executing on and the opportunities expected to materialize during the remainder of 2022.
  • Actual results may differ materially.
  • Factors impacting project timing and execution.

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

+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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