-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：Quanta Services第一季度业绩表现卓越，营收创历史新高，达78.7亿美元（同比增长26.3%，高于市场预期12.7%），调整后每股收益为2.68美元（同比增长50.6%，高于市场预期31.8%），这主要得益于电网现代化和技术基础设施领域的强劲需求。其中，电力基础设施解决方案业务营收达64.7亿美元（同比增长30.8%），创历史新高，积压订单总额达到485亿美元（同比增长37.5%）。我们认为，鉴于工业终端市场电力需求不断增长，电网基础设施项目应会持续推进，因此PWR的多元化业务布局能够有效抵御潜在的数据中心项目延误的影响。管理层大幅上调了2026年业绩预期，将营收上调至347亿美元至352亿美元（较此前预期中值增长4.3%），调整后每股收益上调至13.55美元至14.25美元（增长6.9%），这意味着营收增长25%至27%，每股收益增长26%至33%。强劲的盈利能力包括调整后EBITDA达6.864亿美元（同比增长36.2%）和自由现金流达1.844亿美元（同比增长56.6%），反映出在持续的基础设施现代化周期中，公司实现了强劲的盈利转化。
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