Quanta Services
PWRMarket price data through July 31, 2026.
Performance
Aug 2021 – Jul 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +69%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$395
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- August 2025
- The month this stock first became a Benson pick.
- Tracking duration
- 12 months
- How long Benson has been tracking this pick.
About Quanta Services
Quanta Services is the company that physically builds and maintains America's electric grid. When a utility needs new transmission lines, when a data center needs to plug into power, or when a factory needs its own power plant, Quanta sends the crews. Think of them as the contractor behind the electricity everyone takes for granted, and business has never been busier.
The case for and against
Both sides of the story, in plain English.
- Blowout Quarter
Revenue jumped 41% last quarter to 9.56 billion dollars, and profit more than doubled to 451 million dollars. Total backlog, meaning work already booked, hit a record 53.4 billion dollars. Management raised its full year outlook across every single metric and now expects roughly 39.5 billion dollars in revenue for 2026.
- Buying The Builders
Quanta just bought four companies, Phalcon, Enerfab, Percheron and PSD, for about 1.24 billion dollars, adding more than 7,400 skilled workers. Those deals should add up to 1.4 billion dollars in revenue this year alone. Skilled electrical crews are the real bottleneck in building the grid, so buying them is buying the scarcest thing in the industry.
- Priced High
Quanta expects adjusted earnings of 16.45 to 16.95 dollars per share this year, and the stock trades at a rich multiple of that. The company is worth roughly 99 billion dollars. When a stock is priced for everything going right, even one soft quarter can knock it down hard while the business itself stays healthy.
- Thin Margins
Underneath the growth story this is still a construction business with a net margin of just 3.67%. Weather delays, permitting holdups, or one fixed price job that runs over budget can wipe out a quarter's profit. Add in the 1.07 billion dollars of cash spent on acquisitions using borrowed money, and there is real pressure to make those deals work.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-07-31. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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