Actualités

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

Sterling's Q2 earnings may reflect data center momentum, improved project mix and pressure in Building Solutions.

Quanta Services Inc. (NYSE:PWR) delivered better-than-expected second-quarter results, comfortably beating Wall Street forecasts for both revenue and earnings as demand remained robust across its electric infrastructure and underground utility businesses.

The headline numbers for Quanta Services (PWR) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Infrastructure solutions provider Quanta (NYSE:PWR) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 41.1% year on year to $9.56 billion. The company’s full-year revenue guidance of $39.5 billion at the midpoint came in 12.8% above analysts’ estimates. Its non-GAAP profit of $4.24 per share was 28.1% above analysts’ consensus estimates.

Quanta Services (PWR) delivered earnings and revenue surprises of +28.88% and +12.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Quanta Services, the nation's largest electrical infrastructure construction company, blew away second-quarter earnings forecasts and massively raised its full-year outlook amid the artificial intelligence buildout boom. Quanta said its improved visibility, record backlog and four recently completed acquisitions played into the big increase in its 2026 outlook. "We believe these results and our long-term track record are a clear differentiator of Quanta's ability to compound profitable growth as our customers accelerate investment in the electric grid, power generation and mission-critical infrastructure that underpin the economy," CEO Duke Austin said in the earnings statement.

Infrastructure solutions provider Quanta (NYSE:PWR) will be reporting earnings this Thursday before market open. Here’s what you need to know.

Comfort Systems' earnings surge and record backlog support its growth story, but a premium valuation and rising execution risks leave less room for disappointment.

FIX's record backlog, rising technology exposure and modular expansion are driving rapid growth, but capacity and valuation risks remain.

Can PWR's utility spending and data center growth offset its premium valuation and execution risks ahead of Q2 earnings?

Quanta Services (PWR) is in focus as the market looks ahead to its June 2026 quarter, with expectations for earnings of $3.29 per share and projected revenue of about $8.53 billion. See our latest analysis for Quanta Services. Quanta Services' share price has eased over the past month, with a 30 day share price return down about 9.8%. Year to date the share price return is up 41.1% and the 1 year total shareholder return is 50.7%. This signals that longer term momentum has been strong even as...

Evaluate the expected performance of Quanta Services (PWR) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

AGX is tapping rising power and data center demand, with gas-fired projects and scarce EPC capacity supporting growth prospects.

Argan's 92% 2026 rally rests on strong earnings, backlog and power demand, but a richer valuation and execution risks may limit upside.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 6.3% return lagged the S&P 500 by 2.3 percentage points.

DY's record backlog and expanding data center capabilities put it at the intersection of AI, fiber and digital infrastructure growth.

GE Vernova's business is booming, but its stock may be too expensive. Here's why Quanta Services looks like the better buy today.

In the latest trading session, Quanta Services (PWR) closed at $639.2, marking a +1.05% move from the previous day.

FIX Q2 earnings are likely to benefit from a record backlog, strong data-center demand and healthy margins, despite its premium valuation.

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross […]

Can PWR's execution certainty and integrated delivery turn record backlog into a lasting competitive edge as infrastructure projects grow larger?

Quanta Services stock has delivered a very large 5 year return of 623.0%, yet the current checks suggest the shares now trade at a premium, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples pointing to an overvalued picture. Over the last 5 years, Quanta Services has returned 623.0%, which puts a lot of past gains into the current share price and raises the bar for future returns to justify it. Expectations for continued project demand and cash flow...

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

A smart grid ETF with a 0.56% fee sounds like a niche trade, but GRID's unusual mix of electrical contractors, European transmission operators, and chip companies has quietly outpaced both utility and industrial benchmarks by a wide margin. The question is whether the portfolio construction justifies the cost or whether cheaper funds already cover the same ground.

Jim Cramer is flashing warning signs on semiconductor stocks and one high-flying AI name he says still has further to fall, but he sees two dividend stocks built to weather exactly this kind of chaos.

Could EMCOR's lower valuation, superior ROIC and rising earnings estimates make it the better infrastructure stock to buy now?

Quanta Services (PWR) concluded the recent trading session at $631.02, signifying a -2.75% move from its prior day's close.

Vertiv and Quanta will both profit from the AI market's explosive growth.