종목/MTZ
MasTec, Inc.
2Q'26E Revenue $4,300; Full Year 2026E Revenue $17,500; 2Q'26E GAAP net income $150; Full Year 2026E GAAP net income $575; 2Q'26E Adjusted net income $187; Full Year 2026E Adjusted net income $734; 2Q'26E Adjusted EBITDA $380; Full Year 2026E Adjusted EBITDA $1,500; 2Q'26E GAAP diluted EPS $1.72; Full Year 2026E GAAP diluted EPS $6.77; 2Q'26E Adjusted diluted EPS $2.20; Full Year 2026E Adjusted diluted EPS $8.79; Full Year 2026E Adjusted EBITDA margin 8.6% (2Q 8.8%).
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
MasTec, Inc., an infrastructure engineering and construction company, provides engineering, building, installation, maintenance, and upgrade services for communications, energy, utility, and other infrastructure primarily in the United States and Canada. It operates through five segments: Communications, Clean Energy and Infrastructure, Power Delivery, Pipeline Infrastructure, and Other. The company builds infrastructure for wireless and wireline/fiber communications; clean energy infrastructure comprising renewable energy power generation; pipeline infrastructure, including natural gas, water, carbon capture sequestration, and other product transport; power delivery services, such as electrical and gas transmission, and distribution systems; industrial and heavy civil infrastructure, including roads, bridges, and rail; and water infrastructure. It also installs electrical and other gas distribution and transmission systems, power generation, civil and industrial facilities, pipelines, and fiber optic and other cables, as well as install-to-the-home services. In addition, the company offers maintenance and upgrade support services comprising maintenance of customers' distribution facilities, networks, and infrastructure, including communications, power generation, pipeline, electrical distribution and transmission, and civil and industrial infrastructure; emergency restoration services for natural disasters and accidents; and routine replacements and upgrades to overhauls. Its customers include wireless and wireline/fiber service providers, broadband operators, install-to-the-home service providers, public and private energy providers, including renewable and other energy providers, pipeline operators, civil, transportation, and water and wastewater pipeline installation services, industrial infrastructure providers, as well as government entities. MasTec, Inc. was founded in 1929 and is headquartered in Coral Gables, Florida.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 30일 (목) | 2026 Q1 | $1.00 | $1.39 | +38.9% | $3.83B | — |
| RTX |
| RTX |
| 240B |
| +16.1% |
| 100% (4/4) |
| ABBNY | ABB Ltd | 193B | −6.6% | 50% (2/4) |
결과는 전반적으로 'beat' 성격으로 받아들여질 가능성이 큼: 매출·영업·주당순이익 모두 가이던스 및 전년대비 큰 개선을 보였고 백로그 확대로 향후 가시성도 양호. 리스크로는 인수관련 대체 항목, 일부 현금흐름(Free cash flow 감소)과 특정 커뮤니케이션 설치 사업 철수 비용이 투자자 우려 요인이 될 수 있음.