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 9/24/2026, 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 |
MasTec, Inc. MTZ is positioned to benefit from rising investment in utility infrastructure as power demand increases across the United States. Grid modernization, transmission upgrades, system reliability and electrification are creating a need for additional infrastructure capacity.
MTZ and PRIM offer distinct infrastructure growth paths, with differing backlogs, execution challenges, valuations and earnings trends shaping the comparison.
MTZ's diversified infrastructure portfolio is offsetting Communications weakness, with strong segment growth and a raised 2026 outlook.
MasTec benefits from surging data center and infrastructure investments, with total backlogs up 30% YoY and Clean Energy & Infrastructure up 58.2%. MTZ's consolidated book-to-bill ratio of 1.24x signals robust demand, while recurring revenues and multi-year contracts smooth out otherwise lumpy revenue streams. Pipeline Infrastructure drives margin expansion, with a 1.72x book-to-bill and 25% ROA, positioning MTZ for continued profitability as capital allocation shifts toward higher-return segments.
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 |
|---|---|---|---|---|---|---|---|
| $217.52 | $17.19B | 42.90 | 16.22% | 2.79% | 12.62% | — | |
| $634.90 | $95.27B | 93.37 | 19.76% | 4.08% | 14.73% | — | |
| $81.36 | $1.23B | 23.31 | 20.46% | 8.8% | 20.92% | — | |
| $295.18 | $4.6B | 39.20 | 8.79% | 4.13% | 24.17% | — | |
| $74.12 | $4.02B | 14.76 | 18.97% | 1.92% | 8.46% | — | |
| $280.94 | $8.44B | 29.39 | 17.95% | 4.79% | 18.05% | — |
MasTec, Inc. (MTZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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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.
