MasTec, Inc. MTZ

MasTec, Inc. is an infrastructure construction company operating mainly throughout North America across a range of industries. The Company's segments include Communications, Clean Energy and Infrastructure, Power Delivery, Pipeline Infrastructure, and Other. Communications segment performs engineering, construction, maintenance and customer fulfillment activities related to communications infrastructure, primarily for wireless and wireline/fiber communications, wireless integration and optimization and install-to-the-home services, and others. Clean Energy and Infrastructure segment primarily serves energy, utility, government and other end-markets through the installation and construction of power generation facilities, primarily from clean energy and renewable sources, such as wind, solar, and hydrogen; various types of heavy civil and industrial infrastructure services, and others. Power Delivery segment primarily serves the energy, utility and data center infrastructure industries.

• Zacks Investment Research 5 oct

  Quanta Targets Up to $2.5B FCF: Can Cash Momentum Stay Strong?

  Quanta Services (PWR) raised its 2026 free cash flow guidance to $2-$2.5 billion following strong first-half results, driven by a record $53.4 billion backlog and favorable working-capital trends. The company generated $1.07 billion in first-half FCF, significantly higher than the prior year. However, cash flow could fluctuate due to project timing, working capital needs, and capital expenditures. PWR stock has gained 58.1% over the past year and currently trades at a premium valuation with a forward P/E of 36.07.

  

• Zacks Investment Research 1 oct

  Can Quanta's Electric Business Drive Further Margin Expansion?

  Quanta Services (PWR) reported a 43.6% increase in Electric revenues and 62.5% jump in operating income in Q2, with operating margins expanding 140 basis points to 11.5%. The company expects further margin improvement in the second half driven by increased transmission work and higher resource utilization. PWR stock has gained 52.5% year-to-date and currently holds a Zacks Rank #1 (Strong Buy) rating.

  

• Zacks Investment Research 30 sept

  Can MasTec Lead the Next Infrastructure Investment Cycle?

  MasTec (MTZ) reported record second-quarter revenues of $4.4 billion with a 18-month backlog of $21.4 billion, driven by strong demand in clean energy, power delivery, and pipeline infrastructure. The company raised its 2026 outlook and acquired The Superior Group to expand electrical capabilities. However, MTZ faces intense competition from Quanta Services and EMCOR Group, and the stock trades at a premium valuation with a Zacks Rank #4 (Sell) rating.

  

• Zacks Investment Research 30 sept

  MYRG's T&D Segment 1H26 Revenues Up 10%: More Upside Ahead?

  MYR Group's Transmission & Distribution segment reported 10% revenue growth to $1.06B in H1 2026 with operating income jumping 32.6%, driven by strong demand for grid upgrades, electrification, and data center infrastructure. The company maintains a $1.27B backlog and benefits from structural trends supporting long-term T&D spending. Industry peers Quanta Services and MasTec also reported strong growth in their respective power/electric segments.

  

• Zacks Investment Research 23 sept

  Is Sterling's $130M-$140M CapEx Plan Fuel for Its Next Growth Leg?

  Sterling Infrastructure (STRL) is significantly increasing capital expenditures to $130-140M in 2026 from $77.3M in 2025 to expand capacity and support its high-growth E-Infrastructure business. The company reported 192% year-over-year E-Infrastructure revenue growth in Q2 2026, with a backlog exceeding $6B and expects over 100% revenue growth in 2026 with mid-20% operating margins. STRL stock has surged 68.7% year-to-date and trades at a discount to peers with a forward P/E of 21.32.