MASTEC INC
No SEC Form 4 filings for $MTZ in the last 30 days.
MasTec (MTZ) Q2 2026 earnings call transcript says revenue, EBITDA, and EPS were above guidance, with EBITDA margins up 100 bps YoY and total book-to-bill above 1.2x. Company reports record backlog and expects 2026 to be a record year. It cited pressure in Communications due to lower wireless revenues and wireline deferrals, while Power Delivery and Clean Energy grew strongly.
MasTec (MTZ) reported Q2 revenue up 23% to $4.37B, adjusted EBITDA up 40% to $384M, and adjusted EPS up 49% to $2.22, with 18-month backlog up 30% to a record $21.4B. Management raised 2026 guidance to $18.2B revenue, $1.6B EBITDA, and $9.30 EPS, citing strength in power, clean energy, and pipeline plus the Superior Group acquisition.
Zacks Market Edge Podcast discusses “HALO” stocks tied to AI data center buildout. It highlights Caterpillar (CAT) with Q2 2026 sales up 24%, backlog $72B (+92% YoY), and earnings growth forecasts of 30.5% (2026) and 25.2% (2027), plus forward P/E 35. It also covers MasTec (MTZ) backlog $21.4B (+30%), earnings +41.2% (2026) and +35.3% (2027), forward P/E 28.8, and United Rentals (URI) record Q2 results and raised guidance, earnings +15.4% (2026) and +14.2% (2027), forward P/E 23.9.
Over the past 7 days, alphai's AI scored 7 news stories mentioning MTZ (MASTEC INC). Coverage has skewed bullish: 3 bullish, 3 neutral, and 1 bearish.
Recent MTZ coverage spans earnings, sector analysis and market movers.
Bullish earnings call tone with strong backlog and margin expansion, partially offset by short-term communications segment pressure.
Raised 2026 outlook plus record 18-month backlog increases confidence in second-half execution, supporting bullish positioning but leaving near-term Communications softness a key risk.
The piece suggests MTZ is a beneficiary of AI infrastructure spending, but the main actionable element is the stated drawdown and valuation.
Acquisition close and record backlog are positives, while segment guidance softness adds execution risk for MTZ.
The print is a mixed fundamental update: communications softness persists, but power delivery and clean energy strength plus a raised EPS guide and backlog growth support the outlook.
alphai scores every news story that mentions MTZ with an AI model for sentiment and relevance, and aggregates insider trades from MASTEC INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
MasTec (MTZ) Q2 2026 earnings call transcript says revenue, EBITDA, and EPS were above guidance, with EBITDA margins up 100 bps YoY and total book-to-bill above 1.2x. Company reports record backlog and expects 2026 to be a record year. It cited pressure in Communications due to lower wireless revenues and wireline deferrals, while Power Delivery and Clean Energy grew strongly.
7 min readMasTec (MTZ) reported Q2 revenue up 23% to $4.37B, adjusted EBITDA up 40% to $384M, and adjusted EPS up 49% to $2.22, with 18-month backlog up 30% to a record $21.4B. Management raised 2026 guidance to $18.2B revenue, $1.6B EBITDA, and $9.30 EPS, citing strength in power, clean energy, and pipeline plus the Superior Group acquisition.
6 min readZacks Market Edge Podcast discusses “HALO” stocks tied to AI data center buildout. It highlights Caterpillar (CAT) with Q2 2026 sales up 24%, backlog $72B (+92% YoY), and earnings growth forecasts of 30.5% (2026) and 25.2% (2027), plus forward P/E 35. It also covers MasTec (MTZ) backlog $21.4B (+30%), earnings +41.2% (2026) and +35.3% (2027), forward P/E 28.8, and United Rentals (URI) record Q2 results and raised guidance, earnings +15.4% (2026) and +14.2% (2027), forward P/E 23.9.
6 min readMizuho named top U.S. energy picks after an August update, citing catalysts and valuation gaps versus Bloomberg consensus. Devon Energy is favored after its May 7 merger with Coterra, with Q2 2026 adjusted EPS of $1.57 and revenue of $7.42B, plus a 33% dividend hike. Energy Transfer and MasTec are also highlighted, along with Ameren’s data-center power demand.
7 min readMasTec reported Q2 revenue of $4.37B, slightly above estimates, with adjusted EPS of $2.22 versus expectations. Management raised full-year adjusted EPS guidance to $9.30 and said backlog rose to $21.39B. Communications faced wireless and wireline timing delays, while power delivery and clean energy grew. MasTec also completed its largest acquisition, Superior Group.
7 min readKeyBanc cut its MasTec (NYSE:MTZ) price target to $371 from $500 while keeping an Overweight rating. The change followed weaker communications segment guidance and uncertainty about recovery timing into 2027. KeyBanc said Q2 results were acceptable, but forward guidance drove a sharp selloff; MTZ fell 21.88% to $257.54.
3 min readMasTec (NYSE: MTZ) updated its outlook after its Q2 earnings call. Full-year revenue is now expected at $18.2B, adjusted EBITDA at $1.6B, and adjusted EPS at $9.30. Q3 revenue is forecast near $4.9B. Communications guidance was reduced to about $3.25B revenue, citing deferred projects and weaker wireless activity, while Power, Pipeline and Clean Energy targets were reiterated.
3 min readMasTec, Inc. (NYSE: MTZ) filed an SEC Form 8-K saying it issued 1,219,498 shares of common stock at $0.10 par value to sellers of Electrical Specialists, Inc., doing business as The Superior Group, under a share purchase agreement. Shares were registered for resale; a Holland & Knight legal opinion said they are validly issued.
4 min readMasTec (MTZ) shares fell about 19% after its Q2 release. The company reported Q2 revenue of about $4.37B and adjusted EPS of $2.22, with net income up to about $130.1M. MasTec cited a record $21.4B backlog and raised full-year guidance, but cut Communications revenue by about $400M and guided to lower H2 margins.
6 min readMasTec (NYSE: MTZ) filed a prospectus supplement to register 1,219,498 shares for resale by selling shareholders. The shares were received as partial consideration for MasTec’s July 20, 2026 acquisition of Electrical Specialists, Inc., doing business as Superior Group. MasTec will not receive proceeds. Shares are subject to lock-up limits and resale at market or negotiated prices.
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