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Jun 30, 2023

Quanta Services Q2 2023 Earnings Report

Quanta Services' second quarter performance in 2023 was marked by record revenues and a substantial backlog, driven by strong demand for its infrastructure solutions.

Key Takeaways

Quanta Services reported record revenues of $5.05 billion for the second quarter of 2023, driven by strong demand for its services. The company's total backlog reached a record $27.2 billion. As a result, Quanta is raising its full-year 2023 financial expectations for revenue, adjusted EBITDA and adjusted EPS.

Quanta generated record revenues in the second quarter, exceeding $5 billion for the first time.

The company ended the quarter with a record total backlog of $27.20 billion.

Quanta is increasing its full-year 2023 financial expectations for revenue, adjusted EBITDA and adjusted EPS.

Quanta was named the top solar infrastructure solutions provider in the United States by Solar Power World.

Total Revenue
$5.05B
Previous year: $4.23B
+19.3%
EPS
$1.65
Previous year: $1.54
+7.1%
Gross Profit
$724M
Previous year: $625M
+15.9%

Quanta Services

Quanta Services

Forward Guidance

For the full year ending December 31, 2023, Quanta now expects revenues to range between $19.6 billion and $20.0 billion and net income attributable to common stock to range between $705 million and $765 million. Quanta also now expects diluted earnings per share attributable to common stock to range between $4.75 and $5.15 and adjusted diluted earnings per share attributable to common stock to range between $6.90 and $7.30.

Positive Outlook

  • Revenues to range between $19.6 billion and $20.0 billion
  • Net income attributable to common stock to range between $705 million and $765 million
  • Diluted earnings per share attributable to common stock to range between $4.75 and $5.15
  • Adjusted diluted earnings per share attributable to common stock to range between $6.90 and $7.30
  • EBITDA to range between $1.73 billion and $1.82 billion

Challenges Ahead

  • Weather
  • Regulatory
  • Permitting
  • Supply chain challenges
  • Other factors affecting project timing and execution