MasTec (MTZ) reported $3.94 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 15.8%. EPS of $2.07 for the same period compares to $1.44 a year ago.
The reported revenue represents a surprise of +6.05% over the Zacks Consensus Estimate of $3.72 billion. With the consensus EPS estimate being $1.94, the EPS surprise was +6.7%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how MasTec performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Backlog: $18.96 billion versus the two-analyst average estimate of $16.86 billion.
- Revenue- Communications: $906.7 million versus $763.16 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -7% change.
- Revenue- Clean Energy and Infrastructure: $1.29 billion versus the three-analyst average estimate of $1.23 billion. The reported number represents a year-over-year change of +2.4%.
- Revenue- Power Delivery: $1.12 billion versus the three-analyst average estimate of $1.01 billion. The reported number represents a year-over-year change of +47%.
- Revenue- Pipeline Infrastructure: $643.8 million compared to the $705.89 million average estimate based on three analysts.
- Revenue- Eliminations: $-19.1 million versus the two-analyst average estimate of $-11.5 million. The reported number represents a year-over-year change of -11.6%.
- Adjusted EBITDA- Communications: $77.1 million compared to the $78.69 million average estimate based on three analysts.
- Adjusted EBITDA- Power Delivery: $91.9 million versus $87.13 million estimated by three analysts on average.
- Adjusted EBITDA- Pipeline Infrastructure: $119.2 million versus $105.11 million estimated by three analysts on average.
- Adjusted EBITDA- Other: $8.5 million compared to the $5.9 million average estimate based on three analysts.
- Adjusted EBITDA- Clean Energy and Infrastructure: $92.8 million versus the three-analyst average estimate of $98.03 million.
View all Key Company Metrics for MasTec here>>>
Shares of MasTec have returned +16.6% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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MasTec, Inc. (MTZ): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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