MasTec (MTZ)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
$237.19+2.11%
Close 2026-09-04 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
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 2026-09-04.
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 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
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 3 guided quarters · 34.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow revenue strongly across all segments, targeting 22% full-year growth in 2026.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $3.5B in 2025-Q2 to $4.4B in 2026-Q2, a 23% year-over-year increase. Full year 2026 revenue guidance was raised from $17.0B to $18.2B, a 22% increase over 2025. The trajectory is delivering strong growth consistent with management's stated priority.
“Strong year-over-year revenue growth of 23% was broad-based and updated full year 2026 revenue guidance to $18.2 billion, a 22% increase.”
“Our updated guidance assumes strong 22% growth in revenue for full year 2026.”
“For the full year 2026, our guidance assumes strong 19% revenue growth versus prior year.”
“We have increased revenue guidance for the full year 2025 to reflect positive volume development.”
Raise full year diluted EPS guidance reflecting improved profitability and operational execution.
Stated as a priority in 4 of last 4 quarters. Diluted EPS grew from $0.77 in 2026-Q1 to $1.65 in 2026-Q2. Full year 2026 diluted EPS guidance was raised to $6.20 from prior guidance, a 22% increase over 2025. Management is delivering on improved profitability consistent with this priority.
Grow backlog and revenue in key segments, with emphasis on Clean Energy and Infrastructure expansion.
Stated as a priority in 3 of last 3 quarters. Backlog increased from $16.5B in 2025-Q2 to $21.4B in 2026-Q2, a 30% increase, driven by 58% growth in Clean Energy and Infrastructure segment revenue. The backlog and segment growth trajectory is delivering consistent with management's stated focus.
Acquire companies to broaden service offerings and strengthen market position.
Stated as a priority in 2 of last 4 quarters. Management announced the acquisition of The Superior Group in 2026-Q2, expanding capabilities. While financial impact is not quantified yet, the acquisition aligns with stated strategic growth plans.
“Closed on the acquisition of The Superior Group, a premier electrical contractor with 3,000 team members.”
Manage debt and liquidity prudently while supporting growth and shareholder returns.
Stated as a priority in 2 disclosures including 2026-Q1 and August 2026. The company issued $650 million senior notes to repay a $600 million term loan, demonstrating active debt management. This supports management's stated goal of disciplined capital allocation and maintaining a strong balance sheet.
“Strong balance sheet offers ample flexibility to pursue disciplined capital allocation strategy.”
Over the trailing year it converted 25.58x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 58% of the time over the next year (vs 54% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (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 volatile grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.
“Updated full year diluted EPS guidance to $6.20, a 22% year-over-year increase; adjusted diluted EPS guidance to $9.30, a 42% increase.”
“Increased full year diluted EPS guidance to $6.77, a 33% year-over-year increase; adjusted diluted EPS guidance to $8.79, a 34% increase.”
“Diluted EPS guidance for FY 2025 of $4.80, a 133% year-over-year increase.”
“Guidance raised for FY 2025; diluted EPS guidance midpoint increased to $4.71, a 129% year-over-year increase.”
“Record 18-month backlog of $21.4 billion increased $4.9 billion year-over-year, led by 58% growth in Clean Energy and Infrastructure.”
“Record 18-month backlog of $20.3 billion increased $4.4 billion year-over-year, led by 65% growth in Clean Energy and Infrastructure.”
“18-month backlog of $19.0 billion increased $4.7 billion or 33% year-over-year, with Clean Energy and Infrastructure up 53%.”
“Our strong balance sheet offers ample flexibility to pursue disciplined, returns focused capital allocation strategy.”