Quanta Services

Quanta Services (PWR) Q1 2025 Earnings

Reported May 1, 2025 at 6:58 AM ET · SEC Source

Q1 25 EPS

$1.78

BEAT +6.93%

Est. $1.66

Q1 25 Revenue

$6.23B

BEAT +6.27%

Est. $5.87B

vs S&P Since Q1 25

+79.4%

BEATING MARKET

PWR +112.9% vs S&P +33.5%

Market Reaction

Did PWR Beat Earnings? Q1 2025 Results

Quanta Services opened 2025 with a standout first quarter, posting adjusted diluted EPS of $1.78 against a consensus estimate of $1.66, a beat of 6.93%, while revenue of $6.23 billion topped the $5.87 billion estimate by 6.27% and climbed 23.9% year … Read more Quanta Services opened 2025 with a standout first quarter, posting adjusted diluted EPS of $1.78 against a consensus estimate of $1.66, a beat of 6.93%, while revenue of $6.23 billion topped the $5.87 billion estimate by 6.27% and climbed 23.9% year over year. The primary engine behind those results was the company's Electric Infrastructure Solutions segment, which generated $4.94 billion in revenue and expanded its operating margin to 8.3% from 7.7% a year ago, reflecting surging demand for grid modernization and power infrastructure tied to electrification trends. Record total backlog of $35.25 billion, up from $29.90 billion in Q1 2024, underscores the durability of that demand pipeline, and a notable win, the LADWP McCullough-Victorville 500-kilovolt transmission line project, illustrates the scale of work flowing into the business. Buoyed by the quarter's strength, management raised the midpoint of its full-year 2025 guidance, now targeting revenue of $26.70 billion to $27.20 billion and adjusted diluted EPS of $10.05 to $10.65, signaling continued confidence despite acknowledged risks around tariffs and supply chain dynamics.

Key Takeaways

  • Double-digit revenue growth driven by both Electric and Underground segments
  • Improved operating margins in both segments (Electric 8.3% vs 7.7%; Underground 6.0% vs 4.2%)
  • Record total backlog of $35.3 billion providing strong revenue visibility
  • Acquisition activity contributing to revenue growth (two acquisitions in Q1 2025)
  • Expanding total addressable market through expanded service lines
24/7 Wall St

PWR YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

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PWR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“Quanta is pleased to report strong first quarter results, including robust double-digit growth in revenue, adjusted EBITDA and adjusted earnings per share, along with record backlog of $35.3 billion. Both our Electric Infrastructure Solutions and Underground and Infrastructure Solutions segments delivered improved profitability, reflecting continued sound performance and safe execution. As a result, we have increased the midpoint of our revenue, adjusted EBITDA and adjusted EPS expectations for the full year of 2025.”

— Duke Austin, Q1 2025 Earnings Press Release