NYSE$PWR

Quanta Services Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Quanta Services reported record revenues for Q3 2023, driven by strong performance in the Electric Power and Renewable Energy segments, and acquired Pennsylvania Transformer Technology, LLC.

Quanta Services reported record third-quarter revenues of $5.62 billion, a significant increase from $4.46 billion in the same period last year. GAAP diluted EPS was $1.83, and adjusted diluted EPS was $2.24. The company's total backlog reached an all-time high of $30.1 billion. Quanta also announced the acquisition of Pennsylvania Transformer Technology, LLC.

  • Record third quarter consolidated revenues of $5.62 billion.
  • GAAP diluted EPS of $1.83 and adjusted diluted EPS of $2.24.
  • Net income attributable to common stock of $272.8 million.
  • Total backlog reached $30.1 billion, an all-time high.

Headline financials

Total Revenue

$5.62B

Previous: $4.46B+26.0%
EPS (adj)

$2.24

Previous: $1.77+26.6%
Total Backlog

$30.1B

Previous: $20.9B+44.0%
Capital Expenditures

-$325M

Previous: -$106M-207.1%
Free Cash Flow

-$52.6M

Previous: $50M-205.1%
Net Income

$273M

Previous: $156M+74.9%
Operating Income

$400M

Previous: $287M+39.6%
Gross Profit

$847M

Previous: $689M+23.0%
Cash & Equivalents

$305M

Previous: $215M+41.8%
Total Assets

$15.2B

Previous: $13.3B+14.2%
R&D Expense

$0.00

Previous: $0.00

Revenue & EPS history

Quanta Services · Revenue · Quarterly

$5.62B

Q3 2023+26%vs Q3 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Quanta Services · $1.38B total across 1 segment · Q3 2023

  • Underground Utility and Infrastructure
    $1.38B+15.5%

Forward guidance

Quanta Services provided full-year 2023 revenue guidance of $20.1 billion to $20.4 billion and net income between $729 million and $759 million.

Tailwinds

  • Revenues expected to range between $20.1 billion and $20.4 billion.
  • Net income attributable to common stock to range between $729 million and $759 million.
  • Diluted earnings per share attributable to common stock to range between $4.90 and $5.10.
  • Adjusted diluted earnings per share attributable to common stock to range between $7.00 and $7.20.
  • Net cash attributable to operating activities to range between $1.20 billion and $1.40 billion.

Headwinds

  • Weather, regulatory, and permitting issues may affect project timing.
  • Supply chain challenges could impact financial results.
  • Uncertainty associated with overall challenges to the domestic and global economy.
  • Inflation and increased interest rates could impact financial results.
  • Potential 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 Q3 2023

Historical avgQ3 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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