NYSE$PWR

Quanta Services Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Quanta Services reported record revenues and profits for Q4 2021, driven by strong demand for its infrastructure solutions and strategic initiatives.

Quanta Services reported strong fourth-quarter results, with record revenues, profits, and backlog. The company's success is attributed to its strategic initiatives, collaborative customer relationships, and strong end-market drivers. Quanta is positioning itself as a leader in facilitating North America's energy transition, particularly in renewable energy infrastructure solutions.

  • Consolidated revenues reached $3.92 billion.
  • GAAP diluted EPS was $0.71, while adjusted diluted EPS was $1.54.
  • Net income attributable to common stock amounted to $104.8 million.
  • Year-end total backlog reached $19.27 billion.

Headline financials

Total Revenue

$3.92B

Previous: $2.91B+34.7%
EPS (adj)

$1.54

Previous: $1.22+26.2%
Total Backlog

$19.3B

No prior period
Net Income

$105M

Previous: $170M-38.4%
Operating Income

$140M

Previous: $176M-20.2%
Gross Profit

$598M

Previous: $466M+28.4%
R&D Expense

$0.00

Previous: $0.00

Revenue & EPS history

Quanta Services · Revenue · Quarterly

$3.92B

Q4 2021+34.7%vs Q4 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Quanta Services · $1.01B total across 1 segment · Q4 2021

  • Underground Utility and Infrastructure
    $1.01B+25.3%

Forward guidance

Quanta Services anticipates growth in revenues, net income, adjusted EBITDA, and adjusted earnings per share for the full year 2022. Demand remains strong for their infrastructure solutions, supporting energy-transition initiatives and modernization efforts.

Tailwinds

  • Revenues are expected to range between $16.00 billion and $16.50 billion.
  • Net income attributable to common stock is projected to be between $530 million and $604 million.
  • Diluted earnings per share attributable to common stock is expected to range between $3.56 and $4.06.
  • Adjusted diluted earnings per share is projected to be between $6.00 and $6.50.
  • Free cash flow is expected to be between $650 million and $850 million.

Headwinds

  • Weather conditions may impact future financial results.
  • Regulatory and permitting issues could affect project timing.
  • Execution challenges may arise.
  • The effects of the COVID-19 pandemic continue to create uncertainty.
  • Inflation may have an impact.

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 2021

Historical avgQ4 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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