MasTec (MTZ -7.58%), a major engineering and infrastructure construction company serving the energy, utility, and communications sectors, reported results for Q2 2025 on July 31, 2025. The standout headline: Revenue (GAAP) and non-GAAP earnings per share both beat analyst forecasts. Revenue (GAAP) reached $3.54 billion, handily exceeding the analyst revenue estimate of $3.40 billion (GAAP), while non-GAAP EPS came in at $1.49, ahead of the $1.40 non-GAAP forecast. These results were driven by broad-based gr ...

MasTec (MTZ) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Company ParticipantsChris Mecray - VP - IRJosé R. Mas - CEOPaul Dimarco - EVP & CFOAndrew Kaplowitz - Managing DirectorAtidrip Modak - Vice President - Energy Services & E&PsDrew Chamberlain - Equity Research AssociateJamie Cook - MD - Equity ResearchJustin Hauke - Senior Equity Research AssociateBrian Brophy - AVPLiam Burke - Managing DirectorConference Call ParticipantsSteven Fisher - MD & Equity Research AnalystPhilip Shen - MD & Senior Resea ...

MasTec (MTZ) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Speaker0Thank you for standing by, and welcome to MasTec's Second Quarter twenty twenty five Financial Results Conference Call. Today's call is being recorded. I'd like to turn the call over to Chris McCray, Vice President of Investor Relations.Speaker1Good morning, everybody, and thank you for joining us for MasTec's second quarter twenty twenty five financial results conference call. Joining me today are Jose Mas, Chief Executive Officer and P ...

业绩总结 - MasTec Inc. 第二季度收入为35亿美元，同比增长20%，较指导预期增长4%[5] - 调整后的 EBITDA 年同比增长1%，达到2.75亿美元[6] - 调整后的稀释每股收益为1.49美元，超出指导中值0.08美元，主要受益于更高的运营收益和较低的折旧[5] - 2024年净收入为1.994亿美元，净利率为1.6%[36] - 2024年EBITDA为9.508亿美元，EBITDA利润率为7.7%[36] - 2025年净收入预期为3.88亿至4.08亿美元，净利率预期为2.8%至2.9%[36] 用户数据与市场前景 - 总 backlog 达到165亿美元，较去年增长31亿美元，增幅为23%，较上季度增长6亿美元，增幅为4%[15] - 清洁能源和基础设施 backlog 较上季度增加5.06亿美元，较去年增加约13亿美元，达到49亿美元，创下新纪录[15] - 预计2025年全年的运营现金流将约为7亿至7.5亿美元[32] - 2025年第三季度收入指导为39亿美元，全年收入指导为139亿至140亿美元[24] 财务预测 - 2025年调整后的稀释每股收益指导为6.23至6.44美元[24] - 2025年调整后的 EBITDA 指导为11.3亿至11.6亿美元[24] - 2024年调整后净收入为3.483亿美元，2025年预期为5.15亿至5.35亿美元[39] - 2024年稀释每股收益为2.06美元，2025年预期为4.61至4.82美元[39] - 2024年第二季度EBITDA为2.494亿美元，EBITDA利润率为8.4%[42] - 2024年第二季度调整后EBITDA为2.714亿美元，调整后EBITDA利润率为9.2%[49] 其他信息 - 公司预计在未来18个月内从未完成的建筑合同中实现的收入为其积压订单的总额[55] - 应收账款天数（DSO）是通过将总应收账款（扣除准备金）减去合同负债后，除以最近完成季度的平均日收入计算得出[55] - EBITDA定义为息税折旧摊销前利润[55] - 杠杆率定义为总债务（扣除现金和递延融资成本）与过去12个月调整后EBITDA的比率[55] - 流动性定义为信用额度下的可用资金加上现金[55]

MasTec (MTZ) reported $3.54 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 19.7%. EPS of $1.49 for the same period compares to $0.96 a year ago.The reported revenue represents a surprise of +4.58% over the Zacks Consensus Estimate of $3.39 billion. With the consensus EPS estimate being $1.41, the EPS surprise was +5.67%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ne ...

Chris Mecray, Vice President - Investor Relations Coral Gables, Florida 33134 305-507-7304 Tel: 305-599-1800 chris.mecray@mastec.com www.mastec.com Exhibit 99.1 MasTec Reports Second Quarter 2025 Results and Updates 2025 Financial Guidance Second Quarter 2025 Highlights Coral Gables, FL, July 31, 2025 — MasTec, Inc. (NYSE: MTZ) today announced second quarter 2025 financial results and updated full year 2025 financial guidance. "We are pleased that second quarter financial performance exceeded guidance with ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ Form 10-Q _____________________________________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __ to __ Commission File Number 001-08106 _________________________ ...

Key Takeaways MasTec is projected to report year-over-year growth in both earnings and revenues for Q2 2025.Backlog gains and demand in clean energy, power delivery and data centers support overall growth.Greenlink project progress and strong non-pipeline trends are likely to have boosted performance.MasTec, Inc. (MTZ) is scheduled to report second-quarter 2025 results on July 31, after the closing bell.In the last reported quarter, its earnings and revenues surpassed the Zacks Consensus Estimate by 50% and ...

公司评级与投资价值 - MasTec(MTZ)近期被Zacks评级上调至第一级(强力买入) 主要反映盈利预期的上升趋势 这是影响股价的最强大因素之一 [1] - Zacks评级体系的核心是追踪卖方分析师对当前及未来年度每股收益(EPS)预期的共识值(Zacks Consensus Estimate) [1] - 盈利预期的变化与短期股价走势存在强相关性 机构投资者通过调整估值模型中的盈利预期来影响股票公允价值 [4] 盈利预期调整情况 - 市场预期MasTec在2025财年每股收益为6.07美元 与上年持平 [8] - 过去三个月间 Zacks对该公司的共识盈利预期已上调10.1% [8] - 进入Zacks前5%评级的股票平均年化回报率达25%(自1988年数据) [7] 评级体系特征 - Zacks体系对覆盖的4000多只股票保持"买入"与"卖出"评级的均衡比例 仅前5%股票获"强力买入"评级 [9] - 该评级系统基于四项盈利相关因素 将股票分为五个等级 具有外部审计验证的优异历史表现 [7] - 盈利预期持续上调的股票通常位于Zacks覆盖股票的前20% 意味着可能产生超额回报 [10] 市场影响机制 - 机构投资者根据盈利预期调整估值 大规模交易直接推动股价变动 [4] - 盈利预期上升反映公司基本面改善 通常引发投资者买入需求进而推高股价 [5] - Zacks评级升级预示着市场可能对MasTec形成买入压力 带动股价上行 [3][10]

公司表现 - Janus International Group Inc (JBI) 年初至今回报率为22.3%，显著跑赢建筑行业平均2.5%的涨幅 [4] - 公司当前Zacks评级为2(买入)，反映盈利前景改善 [3] - 过去季度内分析师对JBI全年盈利共识预期上调35.4% [4] - 在建筑产品-杂项行业29家公司中，JBI表现突出(行业平均下跌3.7%) [6] 行业比较 - 建筑行业包含87家公司，在Zacks行业排名中位列第11位 [2] - 建筑产品-重型建筑行业(9家公司)年初至今上涨17.2%，排名第2 [7] - MasTec(MTZ)年初至今上涨26.3%，当前Zacks评级同为2(买入) [5] - MasTec过去三个月全年EPS共识预期上调10.5% [5] 投资亮点 - JBI和MasTec均为建筑行业中表现优异的个股 [4][5] - 两家公司均获得Zacks买入评级，盈利预期持续上调 [3][5] - JBI在所属子行业中显著跑赢同行表现 [6] - 重型建筑子行业整体表现强劲，年初涨幅达17.2% [7]