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Quanta Services第三季度营收120.1亿美元创纪录:在手订单637亿美元,公司上调全年指引

2026-10-29 · 金融 · GSM News

总部位于 Houston 的基础设施服务公司 Quanta Services(NYSE:PWR)10 月 29 日公布截至 2026 年 9 月 30 日的第三季度业绩:季度营收 120.1 亿美元,高于去年同期的 76.3 亿美元,创季度纪录。

公司第三季度归属普通股股东的净利润为 6.949 亿美元,摊薄每股收益 4.55 美元,去年同期为 3.394 亿美元、每股 2.24 美元;调整后摊薄每股收益 6.06 美元,去年同期为 3.33 美元。季度调整后 EBITDA 约 14 亿美元,经营活动现金流 15 亿美元,自由现金流 12 亿美元。

订单方面,公司剩余履约义务(RPO)达 418 亿美元,在手订单总额(backlog)达 637 亿美元,双双创纪录。Quanta 为公用事业、发电、通信、管道与能源行业提供设计、安装、维修与维护等基础设施解决方案。

总裁兼首席执行官 Duke Austin 表示,公司业绩再次超出预期,营收、调整后 EBITDA 与调整后每股收益均实现强劲两位数增长,现金流稳健,在手订单创下 637 亿美元纪录;基于这一表现和第四季度的预期增势,公司再次大幅上调 2026 全年各项财务预期。

公司现预计全年营收在 413 亿至 416 亿美元之间,归属普通股股东净利润 19.2 亿至 19.8 亿美元,调整后摊薄每股收益 17.90 至 18.30 美元。9 月至 10 月间,公司还完成两笔收购,合计对价约 2.45 亿美元,分别补强其前端制造与供应链能力。

Quanta Services Posts Record Q3 Revenue of $12.01 Billion, Backlog Hits $63.7 Billion as Guidance Rises

Quanta Services, Inc. (NYSE: PWR), the Houston-based infrastructure services company, on October 29 announced results for the three months ended September 30, 2026. Third-quarter revenues were $12.01 billion, a quarterly record, compared with $7.63 billion in the third quarter of 2025.

Net income attributable to common stock was $694.9 million, or $4.55 per diluted share, compared with $339.4 million, or $2.24 per diluted share, a year earlier. Adjusted diluted earnings per share was $6.06, compared with $3.33 in the prior-year quarter. Adjusted EBITDA was about $1.4 billion, cash flow from operations was $1.5 billion and free cash flow was $1.2 billion.

Remaining performance obligations reached $41.8 billion and total backlog reached a record $63.7 billion. Quanta provides design, installation, repair and maintenance services for utility, power generation, communications, pipeline and energy infrastructure.

President and Chief Executive Officer Duke Austin said the quarter again exceeded expectations, with strong double-digit growth in revenue, adjusted EBITDA and adjusted diluted earnings per share, robust cash flow and a record $63.7 billion backlog, and that the company was again significantly increasing its full-year 2026 financial expectations across all metrics.

Quanta now expects full-year revenues of $41.3 billion to $41.6 billion, net income attributable to common stock of $1.92 billion to $1.98 billion, and adjusted diluted earnings per share of $17.90 to $18.30. In September and October the company also completed two acquisitions for aggregate consideration of about $245 million, strengthening its fabrication and supply chain capabilities.

来源:GSM·美国(原文链接)

图片来源:图:高压输电塔与输电线路实景。照片:Wikimedia Commons,CC0。 / Photo: A high-voltage transmission tower and lines. Photo via Wikimedia Commons, CC0.

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