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Mar 31, 2021

Quanta Services Q1 2021 Earnings Report

Quanta Services reported a solid start to the year, with strong performance in the Electric Power Infrastructure Solutions segment and better-than-expected profitability in the Underground Utility and Infrastructure Solutions segment. The company increased its full-year financial expectations due to continued confidence in its ability to safely execute.

Key Takeaways

Quanta Services reported first quarter 2021 results with revenues of $2.70 billion and GAAP diluted EPS of $0.62. Adjusted diluted EPS was $0.83. The company's total backlog reached a record $15.8 billion.

First Quarter Consolidated Revenues of $2.7 Billion and Record First Quarter Electric Power Revenues

Record First Quarter Electric Power Operating Income

First Quarter GAAP Diluted EPS of $0.62 and Adjusted Diluted EPS of $0.83

Remaining Performance Obligations of $4.1 Billion and Record Total Backlog of $15.8 Billion

Total Revenue
$2.7B
Previous year: $2.76B
-2.2%
EPS
$0.83
Previous year: $0.47
+76.6%
Gross Profit
$373M
Previous year: $332M
+12.2%
Cash and Equivalents
$200M
Previous year: $377M
-46.9%
Total Assets
$8.56B
Previous year: $8.23B
+4.0%

Quanta Services

Quanta Services

Forward Guidance

Quanta now expects revenues to be between $12.05 billion and $12.35 billion, net income attributable to common stock to be between $469 million and $533 million, diluted earnings per share attributable to common stock to be between $3.25 and $3.69 and adjusted diluted earnings per share attributable to common stock (a non-GAAP measure) to be between $4.12 and $4.57 for 2021.

Positive Outlook

  • Revenues to be between $12.05 billion and $12.35 billion
  • Net income attributable to common stock to be between $469 million and $533 million
  • Diluted earnings per share attributable to common stock to be between $3.25 and $3.69
  • Adjusted diluted earnings per share attributable to common stock to be between $4.12 and $4.57 for 2021.
  • EBITDA (a non-GAAP measure) is now expected to be between $1.02 billion and $1.11 billion for 2021

Challenges Ahead

  • Weather
  • Regulatory
  • Permitting
  • Project timing
  • Execution challenges