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北京时间·🕒 发布 07-30 19:00:31时区推断·⟳ 抓取 07-30 19:00:40·⚡ 决策 08-01 00:16:50 +1d05h·87.8 天前
Quanta Services二季度业绩大超预期并大幅上调全年指引
本条确属Quanta Services（PWR.US）二季度收入、EPS、EBITDA及全年指引全面上修的正面财报事件。
📄 原文Wall St Engine@wallstengine↗ 原文
QUANTA SERVICES $PWR Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $9.56B (Est. $8.61B) 🟢; +41% YoY 🔹 Adj. EPS: $4.24 (Est. $3.3…
不做 Quanta Services（PWR.US）
同一二季度业绩大超预期并上调全年指引催化已在已处理消息库命中，07-31 02:25 CST IR页记录和07-31 02:00 CST新闻中心记录均为同一事件；按去重规则不再重复出卡。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 high · price-in 风险 high ↗
消息传播链
- 社媒转述Quanta Services二季度业绩和上调全年指引，detect层零延迟抓取。
- 2026-07-31 02:00 CST其它已处理消息库非一手内部已处理库命中同一财报催化：Quanta Services二季度大超预期并上调2026年收入指引至393亿至397亿美元。市场反应:后续已处理记录称股价盘中已完成大幅重定价。
- 2026-07-31 02:25 CST官方确认/否认已处理消息库/IR页记录声称一手 · 未核验内部已处理库命中IR页同一催化：广达服务二季度业绩大超预期并大幅上调全年指引。
关键理由
- 本条确属Quanta Services（PWR.US）二季度收入、EPS、EBITDA及全年指引全面上修的正面财报事件。
- 但已处理消息库在同一催化上命中多条记录，包括07-31 02:25 CST的IR页处理和07-31 02:00 CST的新闻中心处理，属于重复转述，不应再次出卡。
- 已处理记录还显示此前结论已考虑盘中完成大幅重定价，当前不再延长同一财报催化的交易窗口。
主要风险
- 行情服务本轮返回504，未能重新校准最新价位，但重复去重已足以决定不做。
- 若后续出现管理层新增订单、数据中心暴露或利润率指引的独立增量，应作为新催化重新研判。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB检索本轮返回504，未形成可用反证；但去重规则已独立决定不做。
检索:Quanta Services PWR recent risks margin acquisition integration leverage customer delays 2026
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 1,224 字
QUANTA SERVICES $PWR Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $9.56B (Est. $8.61B) 🟢; +41% YoY
🔹 Adj. EPS: $4.24 (Est. $3.30) 🟢; +71% YoY
🔹 Net Income: $451.4M; +97% YoY
🔹 Adjusted EBITDA: $1.1B
Raises FY26 Guide:
🔹 Revenue: $39.3B-$39.7B (Est. $35.01B) 🟢
🔹 Adj. EPS: $16.45-$16.95 (Est. $14.01) 🟢
🔹 Adjusted EBITDA: $4.1B-$4.2B
🔹 Free Cash Flow: $2.0B-$2.5B
Segment Net Revenue:
🔹 Electric: $7.84B
🔹 Underground and Infrastructure: $1.72B
Other Q2 Metrics:
🔹 Remaining Performance Obligations: $33.6B
🔹 Total Backlog: $53.4B
🔹 Free Cash Flow: $0.9B
🔹 Cash Flow From Operations: $1.1B
Comments:
🔸 “Given this outperformance, our improved visibility into the back half of the year, and the expected contribution from recently completed acquisitions that strengthen our platform, we are significantly increasing our full-year 2026 financial expectations across all metrics.”
🔸 “These businesses deepen our self-perform, craft-skilled capabilities across electrical, mechanical, fabrication and front-end disciplines, bolster our geographic density in key markets, and further diversify our end-market exposure across the utility, technology and load center, industrial and energy sectors in the United States and Australia.”
🔹 Revenue: $9.56B (Est. $8.61B) 🟢; +41% YoY
🔹 Adj. EPS: $4.24 (Est. $3.30) 🟢; +71% YoY
🔹 Net Income: $451.4M; +97% YoY
🔹 Adjusted EBITDA: $1.1B
Raises FY26 Guide:
🔹 Revenue: $39.3B-$39.7B (Est. $35.01B) 🟢
🔹 Adj. EPS: $16.45-$16.95 (Est. $14.01) 🟢
🔹 Adjusted EBITDA: $4.1B-$4.2B
🔹 Free Cash Flow: $2.0B-$2.5B
Segment Net Revenue:
🔹 Electric: $7.84B
🔹 Underground and Infrastructure: $1.72B
Other Q2 Metrics:
🔹 Remaining Performance Obligations: $33.6B
🔹 Total Backlog: $53.4B
🔹 Free Cash Flow: $0.9B
🔹 Cash Flow From Operations: $1.1B
Comments:
🔸 “Given this outperformance, our improved visibility into the back half of the year, and the expected contribution from recently completed acquisitions that strengthen our platform, we are significantly increasing our full-year 2026 financial expectations across all metrics.”
🔸 “These businesses deepen our self-perform, craft-skilled capabilities across electrical, mechanical, fabrication and front-end disciplines, bolster our geographic density in key markets, and further diversify our end-market exposure across the utility, technology and load center, industrial and energy sectors in the United States and Australia.”
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