Is Quanta Services (PWR) Outperforming Other Construction Stocks This Year?

Here is how Quanta Services (PWR) and Sterling Infrastructure (STRL) have performed compared to their sector so far this year.

Zacks Investment Research • 10 hours ago

Quanta Services Q4: Continues To Benefit From AI Data Center Demand For Power

Quanta Services, Inc. delivered strong Q4 results, driven by surging AI data center power demand and a 27.5% increase in backlog to $44B. PWR's bullish 2026 guidance—revenue, EPS, and EBITDA all above consensus—reflects ongoing hyperscaler capex and a generational shift in utility infrastructure. Margin dynamics reflect early-stage megaproject mix and M&A integration, but improved project selectivity and tech premium support profitability.

Seeking Alpha • Feb 20, 2026

Quanta Services forecasts 2026 profit above estimates on strong AI data center-led demand

Quanta Services on Thursday forecast 2026 profit above Wall Street estimates, as robust investments in AI-infrastructure boosts demand for the energy contractor's core electric segment.

Reuters • Feb 19, 2026

This S&P 500 AI Data Center Play Eyes New Highs On Earnings; 20% Profit Growth Expected

Quanta Services rose early Thursday, on pace to hit new highs, after reporting Q4 earnings and guidance for 2026.

Investors Business Daily • Feb 19, 2026

Quanta Services, Inc. (PWR) Q4 2025 Earnings Call Transcript

Quanta Services, Inc. (PWR) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 19, 2026

QUANTA SERVICES REPORTS FOURTH QUARTER AND FULL-YEAR 2025 RESULTS

Full-Year 2026 Guidance Reflects Double-Digit Growth in Revenues, Net Income and Adjusted EBITDA Full-Year 2026 Guidance Range Reflects Opportunity to Deliver Over 20% EPS Growth Expect to Achieve Record Backlog in 2026 Fourth Quarter 2025 Results Include: Consolidated Revenues of $7.84 Billion* GAAP Diluted EPS of $2.08* and Adjusted Diluted EPS of $3.16* Net Income Attributable to Common Stock of $315.5 Million* Adjusted EBITDA of $845.3 Million* Cash Flow From Operations of $1.13 Billion* and Free Cash Flow of $946.4 Million* Year-End Remaining Performance Obligations (RPO) of $23.76 Billion* and Total Backlog of $43.98 Billion* Year-End Electric Infrastructure Solutions Segment RPO and Total Backlog Reach All-Time Highs* Full-Year 2025 Results Include: Consolidated Revenues of $28.48 Billion* GAAP Diluted EPS of $6.80* and Adjusted Diluted EPS of $10.75* Net Income Attributable to Common Stock of $1.03 Billion* Adjusted EBITDA of $2.88 Billion* Cash Flow From Operations of $2.23 Billion* and Free Cash Flow of $1.67 Billion* * = Record quarterly or record fourth quarter or full-year result HOUSTON, Feb. 19, 2026 /PRNewswire/ -- Quanta Services, Inc. (NYSE: PWR) today announced results for the three and twelve months ended December 31, 2025. Revenues in the fourth quarter of 2025 were $7.84 billion compared to revenues of $6.55 billion in the fourth quarter of 2024, and net income attributable to common stock was $315.5 million, or $2.08 per diluted share, in the fourth quarter of 2025 compared to net income attributable to common stock of $305.1 million, or $2.03 per diluted share, in the fourth quarter of 2024.

PRNewsWire • Feb 19, 2026

Quanta Services (PWR) Beats Q4 Earnings and Revenue Estimates

Quanta Services (PWR) came out with quarterly earnings of $3.16 per share, beating the Zacks Consensus Estimate of $3 per share. This compares to earnings of $2.94 per share a year ago.

Zacks Investment Research • Feb 19, 2026

Quanta Services (PWR) Reports Q4 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Quanta Services (PWR) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Feb 19, 2026

Quanta Q4 Earnings & Revenues Beat Estimates on Electric Strength

PWR posts record Q4 results as electric demand and acquisitions lift revenue by 20% and backlog to $43.98B, along with strong 2026 growth outlook.

Zacks Investment Research • Feb 19, 2026

Some US investors pivot to infrastructure amid broader AI selloff

As Wall Street's love affair with artificial intelligence heavyweights cools, some investors are pivoting to infrastructure companies they expect to benefit from AI capital spending, a shift that is spawning a slew of new products.

Reuters • Feb 19, 2026