NYSEIndustrialsEngineering & ConstructionSnapshot 2026-08-31
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Create your account →Warn: Primary pillar under pressure — Achieve EPS of $9.17-$9.87: FY26 EPS guidance $11.66 vs target $9.17-$9.87.
Quanta Services aims to grow revenue to about $35 billion in 2026. EPS is guided to rise to about $9.5 per share. The company has strong backlog and raised its full-year outlook. It also started a $1 billion stock buyback program.
The stock is selling off sharply and trades at a high PE of 63. Revenue growth may slow from the current strong pace. The market expects 20% revenue growth, which is demanding. Any miss on guidance could hurt the shares.
The price is about 42% above our fair value near $467 and 40% below the Street median target. Analysts expect about 20% revenue growth. Our view is more cautious on valuation and growth sustainability.
Breaks if: Buyback program is canceled or materially reduced
Breaks if: EPS falls below $8.36 in FY26
Breaks if: Free cash flow falls below $1.3 billion in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
PWR represents a durable compounder with a focus on revenue and earnings growth. The current thesis state is intact, supported by strong recent financial performance, but it faces elevated risks that could impact future results.
The market currently prices PWR at a premium compared to peers, reflecting justified expectations for continued strong performance. However, there is a slight expectations gap, indicating that some positive outcomes may already be factored into the valuation.
Management has shown robust earnings quality and a commitment to growth, with recent revenue increases supporting their goals. However, the risk of missing guidance remains a concern, especially given the company's recent history of a significant miss.
The thesis hinges on the performance of sector bellwethers like FIX, EME, and MTZ. If these companies continue to perform well, it could provide a favorable backdrop for PWR. Conversely, any negative shifts in their performance could pose risks to PWR's growth trajectory.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports a higher revenue outlook of $34.7-$35.2 billion. This positive performance reinforces the growth narrative for the company. No significant threats have emerged to weaken this outlook.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: Revenue falls below $27.8 billion in FY26
Quanta aims to increase its revenue to a range of $34.7 billion to $35.2 billion for the fiscal year 2026.
Overall, PWR's prospects appear solid for the next 1 to 3 years, but it must navigate sector dynamics and maintain execution on its growth strategies. Not investment advice.
