Can MasTec's Diversified Model Cushion a Communications Dip in 2026?

MTZ's diversified infrastructure portfolio is offsetting Communications weakness, with strong segment growth and a raised 2026 outlook.

Zacks Investment Research • Sep 15, 2026

MasTec Announces the Appointment of Ati Modak as Vice President of Investor Relations

CORAL GABLES, Fla.--(BUSINESS WIRE)--MasTec, Inc. (NYSE: MTZ) today announced the appointment of Ati Modak as Vice President of Investor Relations, effective September 2026. Mr. Modak joins MasTec from Goldman Sachs, where he served as Vice President, Equity Research, Energy Services, covering companies across the traditional and new energy sectors. Prior to joining Goldman Sachs in 2019, he worked at Citi. Mr. Modak received his Bachelor of Engineering degree from PDEU in India and his M.B.A.

Business Wire • Sep 10, 2026

MasTec: To Get Something Great You Have To Pay A Little Extra

MasTec benefits from surging data center and infrastructure investments, with total backlogs up 30% YoY and Clean Energy & Infrastructure up 58.2%. MTZ's consolidated book-to-bill ratio of 1.24x signals robust demand, while recurring revenues and multi-year contracts smooth out otherwise lumpy revenue streams. Pipeline Infrastructure drives margin expansion, with a 1.72x book-to-bill and 25% ROA, positioning MTZ for continued profitability as capital allocation shifts toward higher-return segments.

Seeking Alpha • Sep 10, 2026

MasTec Trades at a Premium: Should Investors Buy the Stock or Fold?

MTZ's $21.4B backlog and AI infrastructure exposure support growth, but weak cash flow, Communications segment softness and premium valuation pose risks.

Zacks Investment Research • Sep 8, 2026

Is AI-Powered Infrastructure Turning MasTec Into a Bigger Winner?

MTZ's record backlog and AI-linked demand are powering growth, with a raised 2026 outlook and expanding data-center capabilities.

Zacks Investment Research • Sep 2, 2026

MasTec: Superior Adds Another Growth Engine As Earnings Accelerate

MasTec: Superior Adds Another Growth Engine As Earnings Accelerate

Seeking Alpha • Aug 28, 2026

Dycom vs. MasTec: Which Fiber Infrastructure Stock Is Better?

The accelerating buildout of fiber networks, data-center connectivity and other digital infrastructure is creating a multiyear opportunity for contractors with the scale and expertise to execute complex projects. Dycom Industries DY is heavily exposed to communications infrastructure, particularly fiber-to-the-home, long-haul and middle-mile fiber, while MasTec MTZ operates a broader infrastructure platform spanning communications, power delivery, clean energy, pipelines and mission-critical construction.

Zacks Investment Research • Aug 28, 2026

How MasTec Is Building an End-to-End Infrastructure Platform

MTZ is building an end-to-end infrastructure platform, expanding electrical capabilities to capture more mission-critical and data center spending.

Zacks Investment Research • Aug 26, 2026

MasTec vs. Quanta: Which Infrastructure Stock Is a Better Buy?

MasTec, Inc. MTZ and Quanta Services, Inc. PWR are two major beneficiaries of North America's infrastructure investment cycle. MasTec provides engineering and construction services across communications, power delivery, pipelines, clean energy and industrial infrastructure, while Quanta specializes in electric power, utility, renewable energy, communications and other critical infrastructure solutions.

Zacks Investment Research • Aug 21, 2026

How Superior Strengthens MasTec's Data Center Opportunity

MTZ's Superior acquisition adds electrical expertise, cross-selling potential and broader exposure to AI-driven data center infrastructure.

Zacks Investment Research • Aug 20, 2026