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Energy

Quanta Services, Inc.

PWRNYSEpicks-and-shovels
Market cap$95B
Conviction5/ 5
HQHouston, Texas, USA
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$634.90

+83.7%

Thesis

Quanta Services builds and maintains the electric power transmission and distribution infrastructure underpinning the electrification wave. As a picks-and-shovels provider, it benefits from grid investment regardless of which generation sources prevail.

Catalysts

  • Grid expansion driven by load growth
  • Transmission backlog from interconnection demand
  • Utility capital spending cycles

Recent events

Material filings, federal awards, and regulatory activity. Impact is scored against market cap.

  • Sep 15
    LeadershipSEC

    8-K filing covering items 5.02, 7.01, and 9.01 including officer or director matters.

  • Aug 6
    OtherSEC

    8-K filing (items 1.01, 2.03, 9.01) disclosing entry into material definitive agreement and creation of direct financial obligation.

  • Jul 30
    Financial resultsSEC

    Quanta Services files 8-K with items 2.02, 7.01 and 9.01 on financial condition and results.

Not financial advice — research and opinion only. Disclosures