Quanta Services, Inc. Q1 FY2026 earnings call

• Execution in DSI segment and broad-based was noted as where earnings improvement is coming from. • Discussed about grid power solution being a good bridge power in many ways, and being involved in all aspects of power including grid power and others.

This morning we recorded $7.9 billion in net income trading. $1.21 million was a revenue adjustment. Adjusted to the share of $2.5 billion. Execution in DSI segment and broad-based was mentioned as where earnings improvement is coming from, but specific product segment financial performance in absolute terms and revenue contribution % not clearly detailed.

• Mentioned we now expect something as Duke mentioned. • Over five years, there are considerations of income, acquisition, investment rate balance, with mentions of $100,000 and $1.5 million return, one quarter in and out.

Q: Nick from M4ISN asked about improvement on underground construction structure and bridge power approach.

A: Discussed execution in DSI segment as where earnings improvement is coming from, and grid power solution as a good bridge power and being involved in all aspects of power.

Q: Next question from James (Brian) had unclear details but general discussion continued.