Thank you, Olivia, and good morning, everyone, and thank you for joining us to discuss MasTec acquisition of The Superior Group. Joining me today are Jose Mas, Chief Executive Officer with an overview, and Paul Dimarco, Chief Financial Officer, with a financial analysis. We prepared slides to supplement our remarks today, which are posted on MasTec's website under the Investors tab and through the webcast link. Please read the forward-looking statement disclaimer contained in the slides accompanying this ca ...

Key Takeaways MasTec to acquire Superior Group for about $1.65B to expand mission-critical infrastructure capabilities.MTZ expects the deal to be immediately accretive to revenues, adjusted EBITDA, adjusted EPS and cash flow.MasTec says Superior strengthens relationships with hyperscalers while expanding inside-the-fence services.MasTec, Inc. (MTZ) is doubling down on the fast-growing data center and mission-critical infrastructure market with the acquisition of Electrical Specialists, Inc., doing business ...

MasTec (NYSE:MTZ) M&A announcement July 08, 2026 09:00 AM ET Speaker0 Good day. Thank you for standing by, and welcome to MasTec Superior Group Acquisitions conference call. I want to remind all participants that today's call is being recorded. I'd like to turn the call over to Marc Lewis for some opening comments. Speaker1 Thank you, Olivia. Good morning, everyone, and thank you for joining us to discuss MasTec acquisition of The Superior Group. Joining me today are Jose Mas, Chief Executive Officer, with ...

MasTec ( MTZ ) is not a cheap stock, because at a price of approximately $360, you are still paying about 43 times the 2026 forward earnings. For an infrastructure company, I find that a lot. However, I consider a Buy I'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to me if the company has the following characteristics:1. Companies that are growing in ...

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Strategic Acquisition of The Superior Group ("Superior") July 7, 2026 NYSE: MTZ Safe Harbor Statement & Non-GAAP Financial Measures Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act. Forward-looking statements include, but are not limited to, statements relating to expectations regarding the future financial and operational performance of MasTec or Superior; the projected impact and benefits of Superior on MasTec's ...

交易概述 - 基础设施工程与建筑公司MasTec宣布将以16.5亿美元现金加股票的交易方式收购电气承包商Superior Group [1] - 该交易的目的是为了扩大公司在数据中心基础设施产品方面的业务 [1]

收购交易概述 - MasTec公司已达成最终协议，收购专注于关键基础设施的顶级全方位电气承包商The Superior Group [1] - 收购对价约为16.5亿美元，其中约4.75亿美元以MasTec普通股支付，约11.75亿美元以现金支付，交易预计于2026年7月中下旬完成 [9] 被收购方Superior Group概况 - Superior是一家全国性的电气设计与施工领导者，也是美国最大的电气承包商之一，拥有约3000名员工 [1][6] - 公司成立于1925年，自1980年代中期起由Stewart家族领导，在数据中心基础设施建造方面是公认的领导者，并服务于医疗保健、娱乐和工业等多元终端市场 [1] - 在截至2025年12月31日的四年里，受数据中心和关键基础设施需求推动，Superior实现了收入和净利润的两位数复合增长 [3] - Superior预计2026年全年收入和调整后税息折旧及摊销前利润分别为约16亿至17亿美元和约2.25亿至2.5亿美元 [4] 交易战略意义与协同效应 - 此次收购推进了MasTec构建规模化基础设施能力平台的战略，以服务于数据中心、电力和其他关键基础设施的加速需求 [2] - 收购将MasTec的基础设施能力扩展到更广泛的关键需求领域，使其专业领域从发电和电网互联延伸至电气系统、连接性和长期维护服务 [2] - Superior将作为MasTec新的运营集团，其财务业绩预计将计入电力输送部门 [4] - 交易将增强MasTec与领先的超大规模运营商、数据中心开发商、总承包商和技术客户的关系 [5][7] - Superior带来了美国最大规模的自主施工电气劳动力之一，其员工数量在过去3年从约800人增长至约3000人，年复合增长率超过50% [7] - Superior现有的管理团队，包括董事长兼首席执行官Bryan Stewart，将留任 [6] 财务影响与预期 - 基于当前预期，且不考虑潜在收入机会或协同效应，MasTec预计收购将立即对收入、调整后税息折旧及摊销前利润、调整后稀释每股收益和经营现金流产生增值作用 [5][7] - 对于2026年剩余时间，MasTec预计Superior将贡献8亿至9亿美元收入、1亿至1.15亿美元调整后税息折旧及摊销前利润以及0.50至0.65美元的调整后稀释每股收益 [8] - 对于2027年全年，MasTec预计Superior将产生22亿至25亿美元收入和2.5亿至2.75亿美元调整后税息折旧及摊销前利润 [8] 管理层评论摘要 - MasTec首席执行官Jose Mas表示，收购将增强公司为数据中心、电力和关键基础设施建设这一市场机遇服务的能力，并将为客户提供更广泛的自营能力 [7] - Superior董事长兼首席执行官Bryan Stewart表示，结合MasTec在电力、能源和通信领域的领导地位，公司将有能力引领美国各地的新项目建设 [7]