MasTec (MTZ)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-05
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-11-05
QuarterlyIQ Insights · MTZ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks MTZ against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 4 guided quarters · 35.7% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
For the full year 2026, our updated guidance assumes strong 22% growth in revenue and 30% growth in Adjusted EBITDA versus the prior year," said Paul DiMarco, MasTec's Chief Financial Officer.
Stated in 2 of 4 supplied quarters. Management reported: “For the full year 2026, our updated guidance assumes strong 22% growth in revenue and 30% growth in Adjusted EBITDA versus the prior year," said Paul DiMarco, MasTec's Chief Financial Officer.” “Mr. DiMarco continued, "For the full year 2026, our guidance assumes strong 19% revenue growth and 26% Adjusted EBITDA growth versus the prior year, which highlights MasTec’s overall robust growth opportunity in the coming infrastructure cycle.” Revenue was $5.152 billion in 2026-Q3.
“For the full year 2026, our updated guidance assumes strong 22% growth in revenue and 30% growth in Adjusted EBITDA versus the prior year," said Paul DiMarco, MasTec's Chief Financial Officer.”
“Mr. DiMarco continued, "For the full year 2026, our guidance assumes strong 19% revenue growth and 26% Adjusted EBITDA growth versus the prior year, which highlights MasTec’s overall robust growth op…”
The addition of Superior further enhances our capabilities and our confidence in MasTec’s ability to significantly exceed our three-year financial objectives provided at our recent Investor Day.”
Stated in 1 of 4 supplied quarters. Management reported: “The addition of Superior further enhances our capabilities and our confidence in MasTec’s ability to significantly exceed our three-year financial objectives provided at our recent Investor Day.””
“The addition of Superior further enhances our capabilities and our confidence in MasTec’s ability to significantly exceed our three-year financial objectives provided at our recent Investor Day.””
We are taking actions to improve this segment's margin profile and operating leverage through market cycles by streamlining our operations, procurement strategies, and support models to reduce indire…
Stated in 1 of 4 supplied quarters. Management reported: “We are taking actions to improve this segment's margin profile and operating leverage through market cycles by streamlining our operations, procurement strategies, and support models to reduce indirect costs, including exiting underperforming markets.”
“We are taking actions to improve this segment's margin profile and operating leverage through market cycles by streamlining our operations, procurement strategies, and support models to reduce indire…”
"In addition to strong operating execution, our strong balance sheet offers ample flexibility to pursue our disciplined, returns focused capital allocation strategy to enhance shareholder value.”
Stated in 2 of 4 supplied quarters. Management reported: “"In addition to strong operating execution, our strong balance sheet offers ample flexibility to pursue our disciplined, returns focused capital allocation strategy to enhance shareholder value.””
“"In addition to strong operating execution, our strong balance sheet offers ample flexibility to pursue our disciplined, returns focused capital allocation strategy to enhance shareholder value.””
Given the substantial number of pipelines expected to enter service over the next few years, we believe retaining our experienced crews is critical to capitalize on the significant level of industry…
Stated in 1 of 4 supplied quarters. Management reported: “Given the substantial number of pipelines expected to enter service over the next few years, we believe retaining our experienced crews is critical to capitalize on the significant level of industry investment ahead.”
“Given the substantial number of pipelines expected to enter service over the next few years, we believe retaining our experienced crews is critical to capitalize on the significant level of industry…”
Over the trailing year it converted 25.58x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“In addition to impressive expected organic growth, our strong balance sheet offers ample flexibility to pursue a disciplined, returns focused capital allocation strategy to further enhance growth and…”