MasTec is experiencing a sharp acceleration in revenue growth, reaching 23.4% year-over-year in 2026Q2, driven by robust demand in its end markets and strategic acquisitions. Gross margin expansion to 12.7% and operating leverage have improved profitability, w...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 23.4% year-over-year in 2026Q2, with gross margin expanding to 12.7% from 9.3% sequentially, driving EPS up 51.4% year-over-year.
MasTec reported higher Q1 2026 revenue, net income, and EPS compared to the previous year, alongside raised full-year guidance.
The company highlighted an increasing backlog and improved operating margins, signaling strong future revenue potential.
MasTec is a top player in power plant and renewable energy construction, benefiting from the growing demand for clean energy infrastructure.
Trailing total returns as of 10/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $2.22-0.4% vs $2.23 | $4.4B+1.6% vs $4.3B |
Q2 2026 Apr 30, 2026 | $1.39+40.5% vs $0.99 | $3.8B+10.2% vs $3.5B |
Q1 2026 Feb 26, 2026 | $2.07+6.2% vs $1.95 | $3.9B+6.0% vs $3.7B |
Q4 2025 Oct 30, 2025 | $2.48+6.9% vs $2.32 | $4.0B+1.4% vs $3.9B |
EME and MTZ both benefit from AI infrastructure demand, but the former's stronger execution and 35.49% ROE contrast with the latter's discounted valuation and faster projected EPS growth.
MTZ's fiber expansion and hyperscaler opportunities could fuel a 2027 Communications rebound, but project delays and weaker wireless demand remain hurdles.
CORAL GABLES, Fla.--(BUSINESS WIRE)--MasTec, Inc. (NYSE: MTZ) will release its third quarter financial results on Thursday, October 29, 2026, after the market close. In addition, MasTec's senior management will host a webcast to review these results on Friday, October 30, 2026, at 9:00 a.m. ET. The event will be broadcast live and can be accessed through the MasTec Investor Relations website at https://investors.mastec.com/events-presentations/events. A replay link, along with the earnings rele.
MasTec is rated Buy as robust infrastructure demand and the Superior acquisition drive record revenues, profitability, and backlog. I see the Superior acquisition as a catalyst for cross-selling and margin expansion, especially in power delivery and critical facility construction. Despite sector-leading growth, MTZ trades at a significant valuation discount, with FWD PEG at 0.58 and FWD EV/Sales at 1.09x.
Benchmark MTZ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for MasTec, Inc. (MTZ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $171.05 | $13.52B | 33.74 | 16.22% | 2.79% | 12.62% | — | |
| $546.43 | $82B | 80.36 | 19.76% | 4.08% | 14.73% | — | |
| $72.48 | $1.1B | 20.77 | 20.46% | 8.8% | 20.92% | — | |
| $254.49 | $3.96B | 33.80 | 8.79% | 4.13% | 24.17% | — | |
| $65.03 | $3.53B | 12.95 | 18.97% | 1.92% | 8.46% | — | |
| $224.56 | $6.74B | 23.49 | 17.95% | 4.79% | 18.05% | — |
MasTec, Inc. (MTZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
MasTec, Inc. (MTZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 31, 2026·SEC
Jul 30, 2026·SEC
Jul 20, 2026·SEC
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MasTec, Inc. (MTZ) stock FAQ — growth, dividends, profitability & financials explained
MasTec, Inc. (MTZ) reported $16.11B in revenue for fiscal year 2025. This represents a 3307% increase from $472.8M in 1996.
MasTec, Inc. (MTZ) grew revenue by 16.2% over the past year. This is strong growth.
Yes, MasTec, Inc. (MTZ) is profitable, generating $503.2M in net income for fiscal year 2025 (2.8% net margin).
MasTec, Inc. (MTZ) has a return on equity (ROE) of 12.6%. This is reasonable for most industries.
MasTec, Inc. (MTZ) generated $246.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
