NYSE$PWR

Quanta Services Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Quanta Services' Q4 2019 performance showed revenue matching the previous year, but net income and EPS increased, while adjusted EPS slightly decreased.

Quanta Services reported revenues of $3.11 billion for Q4 2019, the same as Q4 2018. Net income attributable to common stock was $118.1 million, or $0.80 per diluted share, compared to $56.8 million, or $0.38 per diluted share, in Q4 2018. Adjusted diluted EPS was $0.93, compared to $0.96 in Q4 2018. The company's full-year 2020 guidance reflects growth in revenues, net income, adjusted EBITDA, EPS, and operating cash flow.

  • Quanta's Q4 revenues remained flat year-over-year at $3.11 billion.
  • Net income attributable to common stock increased to $118.1 million, or $0.80 per diluted share, up from $56.8 million, or $0.38 per diluted share, in the prior year.
  • Adjusted diluted EPS decreased slightly to $0.93 compared to $0.96 in the same quarter last year.
  • The company completed the sale of APL and added the Wataynikaneyap Transmission Project to backlog.

Headline financials

Total Revenue

$3.11B

Previous: $3.11B+0.0%
EPS (adj)

$0.93

Previous: $0.96-3.1%
Free Cash Flow

$581M

No prior period
Net Income

$120M

Previous: $56.8M+111.7%
Operating Income

$147M

Previous: $149M-1.4%
Gross Profit

$443M

Previous: $420M+5.6%
R&D Expense

$0.00

Previous: $0.00

Revenue & EPS history

Quanta Services · Revenue · Quarterly

$3.11B

Q4 2019+0%vs Q4 2018
Beat estimate in 10 of 16 quarters(63%)
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 expects 2020 revenues to range between $12.2 billion and $12.6 billion, net income attributable to common stock to range between $439 million and $499 million and diluted earnings per share attributable to common stock to range between $2.93 and $3.33. Quanta expects adjusted diluted earnings per share attributable to common stock (a non-GAAP measure) to range between $3.62 and $4.02.

Tailwinds

  • 2020 revenues are expected to range between $12.2 billion and $12.6 billion.
  • Net income attributable to common stock is projected to be between $439 million and $499 million.
  • Diluted earnings per share attributable to common stock are expected to range between $2.93 and $3.33.
  • Adjusted diluted earnings per share attributable to common stock is projected to range between $3.62 and $4.02.
  • EBITDA is expected to range between $961 million and $1.05 billion.

Headwinds

  • LATAM operations are expected to generate revenues of $20 million to $40 million.
  • LATAM operations are expected to generate an operating loss of $15 million to $20 million.
  • LATAM operations are expected to generate diluted loss per share of $0.10 to $0.13.
  • Weather, regulatory, permitting, project timing, execution challenges and other factors have impacted the company’s historical results, and may impact Quanta’s future financial results.
  • Quanta will pursue the orderly exit of LATAM operations.

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 Q4 2019

Historical avgQ4 2019

+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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