MTZ MasTec, Inc. Common Stock
NYSE · Construction · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 30, 2026MTZ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| June 20, 2000 | 3-for-2 | Forward |
| March 3, 1997 | 3-for-2 | Forward |
About MasTec, Inc. Common Stock Company overview from Wikipedia
Mastec, Inc. is an American infrastructure engineering and construction company based in Coral Gables, Florida. The company provides engineering, building, installation, maintenance and upgrade of energy, utility and communications infrastructure. Its customers are primarily in the utility, communications and government industries.
The company was founded in March 1994 by Jorge Mas Canosa, father of MasTec's current chief executive officer Jose Mas. The company was listed on the New York Stock Exchange in 1998. MasTec, Inc. is the second largest Hispanic-owned company in the United States with over 20,000 employees in North America.
History
Early 1900s: Beginning as Burnup & Sims
The company was formed by the merger of two separate companies: Burnup & Sims and Church & Tower. Burnup & Sims was the oldest of the two founding companies and was founded in 1929 by two unemployed carpenters, Russell Burnup and Riley V. Sims, to provide design, construction, and maintenance services to the telephone and utilities industries. During the years of the Great Depression, the two established an office in West Palm Beach, Florida, and by 1936, had a small fleet of trucks and staff. The company's first telecommunications projects were undertaken the following year at Cape Canaveral, where it was responsible for burying 85 miles of cable.
B&S contributed to national defense during World War II by building airfields and telephone systems. After the war, the company became involved in the laying of underwater cable from Florida to Puerto Rico, and from there to Barbados, for such companies as AT&T and General Telephone. Projects then took on a greater geographical scope, as B&S established underground telecommunications systems and built radio towers in Costa Rica, Barbados, Trinidad-Tobago, and Venezuela.
1960s: Church & Tower is formed
Founded in Cuba, Church & Tower incorporated in Miami, Florida, in 1968 to construct and service telephone networks in Puerto Rico and Miami. When it overextended itself in Puerto Rico and could not build the telephone-infrastructure networks needed in Miami, the company's owner asked his friend, Cuban immigrant Jorge Mas Canosa, to help save the business. In exchange for half ownership of CTF, Mas Canosa began to manage the company in 1969.
Eager to improve the business, Mas Canosa climbed down into ditches, manholes, and trenches to observe workers’ construction methods. He listened to advice from telephone-companies and government inspectors; he studied books about the most efficient and newest construction methods. BellSouth Telecommunications, Inc. awarded Church & Tower a long-term contract for projects in the greater Miami and Fort Lauderdale areas. By 1971, Mas Canosa had turned the failing company around; he then borrowed $50,000 and bought the remaining shares of the firm.
1990s: Founding of MasTec
On March 11, 1994, Church & Tower Group acquired 65 percent of the outstanding common stock of publicly traded Burnup & Sims, Inc. The name of Burnup & Sims was changed to MasTec, Inc., Jorge Mas Canosa became MasTec's chairman and his son, Jorge Mas, was named president and chief executive officer. Mastec was now regarded as a “minority business enterprise,” publicly traded on NASDAQ under the symbol MTZ.
21st century
In April 2007, Jose Mas became CEO of MasTec. MasTec, Inc. earned total revenues of $3B in 2011 and, in addition to the MasTec brand, works under the following brand names: Wanzek, Power Partners, Precision Pipeline, Pumpco, nsoro, Advanced Technologies, ADVent, EC Source, Fabcor, Cam Communications, 3 PhaseLine, Optima Network Services, White Construction, and Globetec.
Executives
Jorge Mas is the current chairman of the board for MasTec, and former CEO. He served as CEO from 1992 to 1997, and is the brother of current CEO, Jose Mas.
Jose Mas is the CEO of MasTec. He was appointed in 2007.
Robert Apple has been COO since 2006. Formerly, he was group president for MasTec's energy service operations.
C. Robert Campbell has been executive vice president and CFO since October 2004.
Alberto de Cardenas is executive vice president and general counsel; he has been responsible for all of MasTec's corporate and operational legal matters and corporate secretary matters since 2005.
Industries
Renewable energy
In the renewable energy sector, MasTec is a contractor that constructs wind farms, solar energy facilities and power plants. Through their wholly owned subsidiary, Wanzek Construction, MasTec has built several wind farms, including Clipper Wind Farm in Jefferson, Minnesota; Taloga Wind Farm, in Putnam, Oklahoma; Crow Lake Wind Farm, in White Lake, South Dakota; Goat Mountain Wind Farm, in Robert Lee, Texas; and Laredo Ridge, in Boone County, Nebraska. Solar Energy projects include Douglas County Schools, in Denver, Colorado, where photo voltaic panels were installed onto 31 rooftops, and the Willows, California, Solar Project. MasTec also designed and built the Cornhusker Energy Power Plant, in Lexington, Nebraska. MasTec Power Corp. is another wholly owned subsidiary providing renewable energy Engineering, procurement, and construction management (EPC) services for a variety of fuel types.
Electric power
In the Electric Power Industry, MasTec is a contractor that builds and maintains high voltage electric power transmission systems, sub stations and switch yards, and distribution systems. Through their subsidiaries Wanzek Construction and MasTec Power Corp., MasTec is capable of providing design-build, EPC, and construction services for a variety of clients in the utility and private power producing markets.
Oil and natural gas
MasTec builds pipelines for the transportation of crude oil and natural gas. They also build pumping stations, compressor stations, and treatment facilities where oil and natural gas are conditioned before transporting to market.
Water and sewer
In the water distribution and waste industry, MasTec builds water and waste water pipelines for municipalities throughout Florida and the Caribbean Islands.
Communications
MasTec's original line of business was in the communications industry, constructing transmission lines and digging trenches for companies like Bell South in Florida. Now, MasTec is a major contractor for wireless networks and broadband, as well. They construct and maintain radio towers for mobile phone carriers, and do the trenching required to install fiber optic cable. Under its subsidiary MasTec Advanced Technologies, the company is also one of the largest providers of in-home installation of DirecTV in the United States and installing residential security systems for AT&T Digital Life.
Projects
Craw-Kan Telephone Line
The Craw-Kan Telephone Line is in southeast Kansas. MasTec installed 962 miles of transmission line.
North Valley Transmission Line
The North Valley Transmission Line is a 500/250 high voltage transmission line in Pinnacle Peak, Arizona. The services they provided included setting foundations, erecting steel poles, and installing conductor wire.
Puerto Rico power grid rebuild
In June 2018, MasTec was awarded a $500M one-year contract for the restoration, reconstruction and modernization of Puerto Rico's still-vulnerable power grid, damaged in September 2017 by the powerful Hurricane Maria.
Ruby Pipeline
The Ruby Pipeline is a 42-inch (1,100 mm) natural gas pipeline running from Opal, Wyoming, to Malin, Oregon. The route crosses Northern Utah, and Northern Nevada. Ruby Pipeline, L.L.C. filed an application with the Federal Energy Regulatory Commission (FERC) on January 27, 2009, authorizing the construction and operation of the Ruby Pipeline Project. On April 5, 2010, the FERC approved the application. Construction began on July 31, 2010, and the pipeline was placed in service on July 28, 2011. The pipe is 680 miles (1,090 km) long and is expected to output 1.5 billion cubic feet per day (42×106 m3/d). MasTec, and its subsidiary Precision Pipeline, was awarded spreads 4 and 5 of the Ruby Pipeline Project, including the fabrication of mainline valves, launchers and receivers and associated foundations in the spring of 2010. An automatic welding process was used to install the 256 miles of 42" pipeline.
Taloga Wind Farm
The Taloga Wind Farm was constructed in 2011 and is located near Putnam, Oklahoma. The project produces an estimated 324GW.h of power annually and consists of 54 Mitsubishi MWT95 2.4MW turbines and over 20 miles of transmission line. During construction, MasTec employees volunteered their time and efforts to clean up a nearby lake. Thirty-seven MasTec employees walked the 63 mile shoreline surrounding Foss Lake and removed eight large dumpsters of trash.
Willows Solar Power Facility
MasTec completed the Willows, California, solar power facility in May 2011. The 380kv system consists of 58 Dual Axis trackers with 24 PV Modules mounted to each tracker. The system will provide power to the city's waste water treatment plant.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | MTZ | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 34.45Y avg ≈42.9 | ≈42.9 | 36.6 | Overvalued | |
| PEG Ratio | ≈11.6 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | MTZ | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 3.0%5Y avg ≈4.5% | ≈4.5% | 9.3% | In line | |
| Pretax Margin (TTM) | 4.2%5Y avg ≈2.2% | ≈2.2% | 7.7% | Weak | |
| Net Profit Margin (TTM) | 3.1%5Y avg ≈1.6% | ≈1.6% | 6.8% | Weak | |
| ROA (TTM) | 4.9%5Y avg ≈2.2% | ≈2.2% | 8.4% | Weak | |
| ROE (TTM) | 15.4%5Y avg ≈6.5% | ≈6.5% | 23.1% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | MTZ | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.45Y avg ≈1.4 | ≈1.4 | 1.3 | In line | |
| Quick Ratio | 0.65Y avg ≈0.7 | ≈0.7 | 0.9 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | MTZ | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 16.2%5Y avg ≈18.0% | ≈18.0% | · | · | |
| Revenue CAGR 3Y | 13.5%5Y avg ≈17.7% | ≈17.7% | · | · | |
| Revenue CAGR 5Y | 17.7% | · | · | · | |
| EPS YoY | 146.1%5Y avg ≈19.1% | ≈19.1% | · | · | |
| Net Income YoY | 145.1%5Y avg ≈19.0% | ≈19.0% | · | · | |
| EPS CAGR 3Y | 129.4% | · | · | · | |
| EPS CAGR 5Y | 3.0% | · | · | · | |
| Net Income CAGR 3Y | 128.7% | · | · | · | |
| Net Income CAGR 5Y | 4.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | MTZ | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.55Y avg ≈1.3 | ≈1.3 | 1.3 | In line | |
| Receivables Turnover | 9.85Y avg ≈8.9 | ≈8.9 | 5.7 | Top tier | |
| Revenue / Employee | ≈$386.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $2.22 | $2.24 | -1.0% |
| March 31, 2026 | $1.39 | $1.00 | 38.9% | |
| Dec. 31, 2025 | $2.07 | $1.97 | 5.3% | |
| Sept. 30, 2025 | $2.48 | $2.33 | 6.6% | |
| June 30, 2025 | $1.49 | $1.41 | 5.5% | |
| March 31, 2025 | $0.51 | $0.34 | 49.5% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $14.30B | $12.30B | $12.00B | $9.78B | $7.95B | $6.32B | $7.18B | $6.91B | $6.61B | $5.13B | $4.21B | $4.61B | |
| SG&A Expense | $713M | $685M | $699M | $559M | $307M | $303M | $286M | $287M | $275M | $261M | $266M | $238M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | $600.0K | $100.0K | |
| Other Non-op | $4M | $-11M | $41M | $1M | $33M | $11M | $-27M | $2M | $13M | $7M | $15M | $8M | |
| Pretax Income | $515M | $251M | $-83M | $43M | $430M | $425M | $511M | $365M | $372M | $226M | $-68M | $198M | |
| Income Tax | $93M | $52M | $-35M | $9M | $99M | $102M | $117M | $106M | $23M | $92M | $12M | $76M | |
| Net Income | $399M | $163M | $-50M | $33M | $329M | $323M | $392M | $260M | $347M | $131M | $-79M | $116M | |
| EPS (Basic) | $5.12 | $2.09 | $-0.64 | $0.45 | $4.54 | $4.43 | $5.22 | $3.30 | $4.29 | $1.63 | $-0.98 | $1.45 | |
| EPS (Diluted) | $5.07 | $2.06 | $-0.64 | $0.42 | $4.45 | $4.38 | $5.17 | $3.26 | $4.22 | $1.61 | $-0.98 | $1.35 | |
| Shares (Basic) | 77,866,000 | 78,049,000 | 77,535,000 | 74,917,000 | 72,499,000 | 72,799,000 | 75,185,000 | 78,695,000 | 80,903,000 | 80,372,000 | 80,489,000 | 79,953,000 | |
| Shares (Diluted) | 78,694,000 | 78,880,000 | 77,535,000 | 76,185,000 | 73,941,000 | 73,715,000 | 75,846,000 | 79,772,000 | 82,325,000 | 81,394,000 | 80,489,000 | 86,196,000 | |
| EBITDA | $427M | $507M | $603M | $507M | $423M | $298M | $235M | $213M | $188M | $165M | $170M | $154M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $396M | $400M | $530M | $371M | $361M | $423M | $71M | $27M | $40M | $39M | $5M | $24M | |
| Receivables | $1.54B | $1.38B | $1.37B | $1.40B | $1.02B | $784M | $850M | $671M | $1.60B | $1.16B | $911M | $1.30B | |
| Inventory | $112M | $107M | $108M | $118M | $93M | $90M | $100M | $114M | $77M | $111M | $91M | $113M | |
| Prepaid Expense | $184M | $119M | $106M | $122M | $91M | $61M | $52M | $57M | $101M | $42M | $55M | $47M | |
| Other Current Assets | $95M | $89M | $104M | $119M | $82M | $31M | $75M | $47M | $36M | $55M | $68M | $44M | |
| Current Assets | $4.33B | $3.65B | $3.97B | $3.86B | $2.87B | $2.36B | $2.17B | $2.17B | $1.85B | $1.40B | $1.13B | $1.53B | |
| PP&E (Net) | · | · | · | · | · | $982M | $906M | $748M | $707M | $549M | $559M | $623M | |
| PP&E (Gross) | · | · | · | · | · | $2.17B | $1.92B | $1.61B | $1.46B | $1.18B | $1.09B | $1.09B | |
| Accum. Depreciation | · | · | · | · | · | $1.19B | $1.02B | $866M | $749M | $633M | $528M | $466M | |
| Goodwill | $2.25B | $2.20B | $2.13B | $2.04B | $1.52B | $1.24B | $1.22B | $1.10B | $1.14B | $996M | $988M | $1.08B | |
| Intangibles | $656M | $727M | $784M | $946M | $670M | $184M | $212M | $169M | $191M | $180M | $199M | $250M | |
| Other Non-current Assets | $503M | $447M | $418M | $409M | $360M | $283M | $255M | $253M | $179M | $56M | $51M | $76M | |
| Total Assets | $9.92B | $8.98B | $9.37B | $9.29B | $7.12B | $5.23B | $5.00B | $4.44B | $4.07B | $3.18B | $2.93B | $3.55B | |
| Accounts Payable | $1.28B | $1.11B | $1.24B | $1.11B | $663M | $571M | $535M | $670M | $378M | $364M | $349M | $485M | |
| Accrued Liabilities | $541M | $455M | $415M | $366M | $230M | $188M | $116M | $133M | $149M | $112M | $69M | $89M | |
| Current Liabilities | $3.27B | $3.00B | $2.84B | $2.50B | $1.78B | $1.42B | $1.22B | $1.28B | $964M | $840M | $753M | $981M | |
| Capital Leases | $293M | $261M | $293M | $194M | $176M | $117M | $155M | $0 | $118M | $50M | $76M | $115M | |
| Deferred Tax | $478M | $363M | $390M | $571M | $450M | $303M | $296M | $264M | $205M | $167M | $170M | $203M | |
| Other Non-current Liabilities | $371M | $326M | $244M | $238M | $290M | $230M | $221M | $176M | $184M | $100M | $110M | $67M | |
| Total Liabilities | $6.59B | $5.99B | $6.65B | $6.55B | $4.58B | $3.22B | $3.21B | $3.05B | $2.63B | $2.08B | $1.98B | $2.42B | |
| Common Stock | $10M | $10M | $10M | $10M | $10M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Retained Earnings | $2.71B | $2.31B | $2.15B | $2.20B | $2.16B | $1.83B | $1.51B | $1.12B | $857M | $510M | $379M | $458M | |
| Treasury Stock | $734M | $657M | $660M | $664M | $587M | $587M | $467M | $466M | $147M | $146M | $146M | $46M | |
| AOCI | $-44M | $-41M | $-53M | $-51M | $-79M | $-91M | $-76M | $-60M | $-64M | $-66M | $-72M | $-34M | |
| Stockholders' Equity | $3.26B | $2.91B | $2.71B | $2.74B | $2.54B | $2.00B | $1.79B | $1.39B | $1.43B | $1.10B | $940M | $1.14B | |
| Liabilities + Equity | $9.92B | $8.98B | $9.37B | $9.29B | $7.12B | $5.23B | $5.00B | $4.44B | $4.07B | $3.18B | $2.93B | $3.56B | |
| Shares Outstanding | · | · | · | · | · | · | · | · | · | · | · | 84,739,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $427M | $507M | $603M | $507M | $423M | $298M | $236M | $213M | $188M | $165M | $170M | $154M | |
| Stock-based Comp | $34M | $33M | $33M | $27M | $25M | $22M | $16M | $14M | $16M | $15M | · | · | |
| Deferred Tax | $115M | $-34M | $-141M | $10M | $52M | $7M | $18M | $56M | $18M | $-4M | $4M | $14M | |
| Amort. of Intangibles | $131M | $140M | $169M | $136M | $77M | $39M | $23M | $21M | $21M | $21M | $28M | $25M | |
| Other Non-cash | $-430M | $454M | $242M | $-225M | $-35M | $288M | $-116M | $-12M | $-397M | $-87M | $273M | $39M | |
| Operating Cash Flow | $546M | $1.12B | $687M | $352M | $793M | $937M | $550M | $530M | $144M | $206M | $367M | $323M | |
| CapEx | $260M | $149M | $193M | $263M | $170M | $214M | $126M | $180M | $123M | $117M | $84M | $109M | |
| Investing Cash Flow | $-267M | $-157M | $-178M | $-821M | $-1.36B | $-217M | $-262M | $-182M | $-273M | $-141M | $-129M | $-439M | |
| Stock Repurchased | $77M | $0 | $0 | $81M | $0 | $120M | $6M | $314M | $2M | $0 | $100M | $0 | |
| Net Stock Activity | $-77M | $0 | $0 | $-81M | $0 | $-120M | $-6M | $-314M | $-2M | $0 | $-100M | $0 | |
| Financing Cash Flow | $-283M | $-1.09B | $-351M | $481M | $502M | $-370M | $-245M | $-361M | $130M | $-29M | $-259M | $119M | |
| Net Change in Cash | $-4M | $-130M | $159M | $10M | $-62M | $352M | $44M | $-13M | $2M | $34M | $-19M | $1M | |
| Taxes Paid | $44M | $44M | $10M | $9M | $69M | $65M | $106M | $-21M | $79M | $59M | $3M | $77M | |
| Free Cash Flow | $286M | $973M | $494M | $89M | $623M | $724M | $424M | $350M | $33M | $88M | $283M | $214M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 2.8% | 1.3% | -0.42% | 0.34% | 4.1% | 5.1% | 5.5% | 3.8% | 5.3% | 2.6% | -1.9% | 2.5% | |
| Pretax Margin | 3.6% | 2.0% | -0.69% | 0.44% | 5.4% | 6.7% | 7.1% | 5.3% | 5.6% | 4.4% | -1.6% | 4.3% | |
| EBITDA Margin | 3.0% | 4.1% | 5.0% | 5.2% | 5.3% | 4.7% | 3.3% | 3.1% | 2.9% | 3.2% | 4.0% | 3.4% | |
| ROA | 4.2% | 1.8% | -0.54% | 0.41% | 5.3% | 6.3% | 8.3% | 6.1% | 9.6% | 4.3% | -2.4% | 3.3% | |
| ROE | 12.9% | 5.8% | -1.8% | 1.3% | 14.5% | 17.0% | 24.7% | 18.4% | 27.5% | 12.9% | -7.6% | 10.2% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.2 | 1.4 | 1.5 | 1.6 | 1.7 | 1.8 | 1.7 | 1.9 | 1.7 | 1.5 | 1.6 | |
| Quick Ratio | 0.6 | 0.6 | 0.7 | 0.7 | 0.8 | 0.9 | 0.8 | 1.5 | 1.7 | 1.4 | 1.2 | 1.4 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.3 | 1.3 | 1.2 | 1.3 | 1.2 | 1.5 | 1.6 | 1.8 | 1.7 | 1.3 | 1.3 | |
| Receivables Turnover | 9.8 | 8.9 | 8.7 | 8.1 | 8.8 | 7.7 | 9.4 | 3.9 | 4.8 | 5.0 | 3.8 | 3.4 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $181.72 | $155.93 | $154.72 | $128.35 | $107.54 | $85.75 | $94.71 | $86.61 | $80.25 | $63.08 | $52.28 | $53.50 | |
| Cash Flow / Share | $6.93 | $14.22 | $8.86 | $4.62 | $10.73 | $12.71 | $7.26 | $6.64 | $1.90 | $2.53 | $4.56 | $3.75 | |
| EPS (TTM) | $5.07 | $2.06 | $-0.64 | $0.42 | $4.45 | $4.38 | $5.17 | $3.26 | $4.22 | $1.61 | $-0.98 | $1.35 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.2% | 2.6% | 22.7% | 23.0% | 25.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 13.5% | 15.7% | 23.8% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 17.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 146.1% | · | · | -90.6% | 1.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 129.4% | -22.6% | · | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 3.0% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 145.1% | · | · | -89.9% | 1.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 128.7% | -20.9% | · | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 4.3% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $14.30B | $12.30B | $12.00B | $9.78B | $7.95B | $6.32B | $7.18B | $6.91B | $6.61B | $5.13B | $4.21B | $4.61B | |
| Net Income TTM | $399M | $163M | $-50M | $33M | $329M | $323M | $392M | $260M | $347M | $131M | $-79M | $116M | |
| P/E | 42.9 | 66.1 | -118.3 | 203.2 | 20.7 | 15.6 | 12.4 | 12.4 | 11.6 | 23.8 | -17.7 | 16.7 | |
| Earnings Yield | 2.3% | 1.5% | -0.85% | 0.49% | 4.8% | 6.4% | 8.1% | 8.0% | 8.6% | 4.2% | -5.6% | 6.0% |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.37B | $3.83B | $3.94B | $3.97B | $3.54B | $2.85B | $3.40B | $3.25B | $2.96B | $2.69B | $3.28B | $3.26B | $2.87B | $2.58B | $3.01B | $2.51B | |
| SG&A Expense | $206M | $214M | $189M | $181M | $175M | $166M | $183M | $169M | $167M | $166M | $178M | $181M | $176M | $164M | $155M | $125M | |
| Operating Income | $226M | $142M | · | · | $158M | $36M | · | · | · | · | · | · | · | · | · | · | |
| Other Non-op | $4M | $-3M | $2M | $-2M | $-500.0K | $1M | $-6M | $-3M | $1M | $-3M | $15M | $17M | $4M | $6M | $-539.0K | $-174.0K | |
| Pretax Income | $194M | $91M | $174M | $212M | $121M | $9M | $96M | $137M | $63M | $-46M | $14.0K | $23M | $20M | $-125M | $13M | $60M | |
| Income Tax | $48M | $22M | $21M | $45M | $31M | $-3M | $12M | $32M | $19M | $-11M | $-1M | $8M | $3M | $-45M | $9M | $11M | |
| Net Income | $130M | $61M | $143M | $161M | $86M | $10M | $75M | $95M | $34M | $-41M | $753.0K | $14M | $16M | $-81M | $3M | $49M | |
| EPS (Basic) | $1.67 | $0.78 | $1.82 | $2.07 | $1.10 | $0.13 | $0.96 | $1.22 | $0.44 | $-0.53 | $0.03 | $0.18 | $0.20 | $-1.05 | $0.04 | $0.66 | |
| EPS (Diluted) | $1.65 | $0.77 | $1.81 | $2.04 | $1.09 | $0.13 | $0.95 | $1.21 | $0.43 | $-0.53 | $0.03 | $0.18 | $0.20 | $-1.05 | $0.04 | $0.65 | |
| Shares (Basic) | 78,078,000 | 77,950,000 | · | 77,702,000 | 77,684,000 | 78,192,000 | · | 78,044,000 | 78,038,000 | 77,942,000 | · | 77,640,000 | 77,635,000 | 76,984,000 | · | 73,936,000 | |
| Shares (Diluted) | 78,870,000 | 78,784,000 | · | 78,648,000 | 78,521,000 | 79,052,000 | · | 78,913,000 | 78,860,000 | 77,942,000 | · | 78,455,000 | 78,372,000 | 76,984,000 | · | 75,073,000 | |
| EBITDA | $350M | $264M | · | $105M | $103M | $109M | · | $115M | $136M | $141M | · | $157M | $145M | $149M | · | $119M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $316M | $274M | $396M | $231M | $191M | $346M | $400M | $181M | $298M | $249M | · | $214M | $120M | $142M | · | $96M | |
| Receivables | $1.74B | $1.59B | $1.54B | $1.69B | $1.42B | $1.35B | $1.38B | $1.45B | $1.34B | $1.31B | · | $1.54B | $1.49B | $1.37B | · | $1.06B | |
| Inventory | $114M | $117M | $112M | $112M | $109M | $115M | $107M | $101M | $108M | $112M | · | $129M | $153M | $165M | · | $128M | |
| Prepaid Expense | $151M | $160M | $184M | $160M | $132M | $121M | $119M | $90M | $101M | $102M | · | $82M | $101M | $123M | · | $87M | |
| Other Current Assets | $130M | $95M | $95M | $103M | $94M | $103M | $89M | $101M | $95M | $86M | · | $103M | $119M | $85M | · | $129M | |
| Current Assets | $4.94B | $4.52B | $4.33B | $4.31B | $3.75B | $3.55B | $3.65B | $3.57B | $3.48B | $3.45B | · | $4.04B | $3.83B | $3.66B | · | $3.11B | |
| Goodwill | $2.36B | $2.35B | $2.25B | $2.21B | $2.21B | $2.20B | $2.20B | $2.14B | $2.13B | $2.13B | $2.13B | $2.12B | $2.08B | $2.07B | $2.04B | $1.49B | |
| Intangibles | $730M | $761M | $656M | $632M | $664M | $695M | $727M | $718M | $717M | $751M | $784M | $821M | $863M | $904M | $946M | $638M | |
| Other Non-current Assets | $498M | $473M | $503M | $451M | $449M | $447M | $447M | $418M | $425M | $425M | · | $418M | $416M | $422M | · | $397M | |
| Total Assets | $10.93B | $10.44B | $9.92B | $9.69B | $9.13B | $8.86B | $8.98B | $8.76B | $8.68B | $8.75B | $9.37B | $9.53B | $9.29B | $9.06B | $9.29B | $7.48B | |
| Accounts Payable | $1.47B | $1.32B | $1.28B | $1.29B | $1.22B | $986M | $1.11B | $1.04B | $994M | $965M | · | $1.21B | $930M | $926M | · | $935M | |
| Accrued Liabilities | $528M | $507M | $541M | $499M | $464M | $425M | $455M | $427M | $403M | $398M | · | $331M | $351M | $331M | · | $227M | |
| Current Liabilities | $3.53B | $3.43B | $3.27B | $3.24B | $3.07B | $2.91B | $3.00B | $2.89B | $2.75B | $2.63B | · | $2.81B | $2.44B | $2.38B | · | $1.99B | |
| Capital Leases | $314M | $310M | $293M | $255M | $256M | $249M | $261M | $265M | $283M | $292M | · | $279M | $236M | $190M | · | $169M | |
| Deferred Tax | $515M | $520M | $478M | $449M | $339M | $349M | $363M | $381M | $326M | $347M | · | $455M | $521M | $536M | · | $471M | |
| Other Non-current Liabilities | $394M | $378M | $371M | $374M | $359M | $357M | $326M | $262M | $228M | $246M | · | $240M | $247M | $258M | · | $236M | |
| Total Liabilities | $7.33B | $7.01B | $6.59B | $6.51B | $6.12B | $5.91B | $5.99B | $5.93B | $5.94B | $6.06B | · | $6.82B | $6.60B | $6.41B | · | $4.93B | |
| Common Stock | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | · | $10M | $10M | $10M | · | $10M | |
| Retained Earnings | $2.90B | $2.77B | $2.71B | $2.56B | $2.40B | $2.32B | $2.31B | $2.23B | $2.14B | $2.10B | · | $2.15B | $2.13B | $2.12B | · | $2.19B | |
| Treasury Stock | $732M | $734M | $734M | $734M | $734M | $694M | $657M | $660M | $660M | $660M | · | $660M | $660M | $660M | · | $664M | |
| AOCI | $-45M | $-45M | $-44M | $-41M | $-36M | $-44M | $-41M | $-59M | $-52M | $-51M | · | $-46M | $-49M | $-54M | · | $-51M | |
| Stockholders' Equity | $3.48B | $3.31B | $3.26B | $3.11B | $2.95B | $2.88B | $2.91B | $2.81B | $2.71B | $2.67B | · | $2.70B | $2.68B | $2.65B | · | $2.54B | |
| Liabilities + Equity | $10.93B | $10.44B | $9.92B | $9.69B | $9.13B | $8.86B | $8.98B | $8.76B | $8.68B | $8.75B | · | $9.53B | $9.29B | $9.06B | · | $7.48B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $124M | $122M | $111M | $105M | $103M | $109M | $115M | $115M | $136M | $141M | $152M | $157M | $145M | $149M | $162M | $119M | |
| Stock-based Comp | $11M | $8M | $8M | $9M | $9M | $7M | $9M | $7M | $7M | $10M | $9M | $7M | $9M | $9M | $9M | $6M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $19M | $-15M | |
| Amort. of Intangibles | $38M | $39M | $33M | $33M | $33M | $33M | $38M | $34M | $34M | $34M | · | $42M | $42M | $42M | · | $28M | |
| Other Non-cash | · | $-92M | · | · | · | $-47M | · | · | · | $-2M | · | · | · | $-164M | · | · | |
| Operating Cash Flow | $21M | $99M | $373M | $89M | $6M | $78M | $472M | $278M | $264M | $108M | $491M | $294M | $-12M | $-86M | $234M | $117M | |
| CapEx | $92M | $97M | $80M | $69M | $64M | $47M | $48M | $44M | $32M | $25M | $36M | $38M | $56M | $63M | $50M | $23M | |
| Investing Cash Flow | $-90M | $-336M | $-112M | $-69M | $-52M | $-35M | $-77M | $-56M | $-11M | $-13M | $-6M | $-30M | $-52M | $-89M | $-579M | $-22M | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $50M | $27M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $0 | · | · | · | $-27M | · | · | · | · | · | · | · | $0 | · | · | |
| Financing Cash Flow | $110M | $115M | $-96M | $20M | $-110M | $-98M | $-174M | $-337M | $-204M | $-375M | $-169M | $-169M | $41M | $-53M | $620M | $-136M | |
| Net Change in Cash | $42M | $-122M | $165M | $40M | $-155M | $-54M | $219M | $-116M | $48M | $-280M | $315M | $94M | $-22M | $-229M | $275M | $-43M | |
| Taxes Paid | $4M | $-16M | $8M | $3M | $36M | $-2M | $-1M | $437.0K | $49M | $-4M | $-5M | $1M | $15M | $-939.0K | $7M | $523.0K | |
| Free Cash Flow | · | $2M | · | · | · | $31M | · | · | · | $82M | · | · | · | $-150M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 5.2% | 3.7% | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | 3.0% | 1.6% | · | 4.0% | 2.4% | 0.35% | · | 2.9% | 1.1% | -1.5% | · | 0.44% | 0.54% | -3.1% | · | 1.9% | |
| Pretax Margin | 4.4% | 2.4% | · | 5.3% | 3.4% | 0.31% | · | 4.2% | 2.1% | -1.7% | · | 0.70% | 0.69% | -4.9% | · | 2.4% | |
| EBITDA Margin | 8.0% | 6.9% | · | 2.6% | 2.9% | 3.8% | · | 3.5% | 4.6% | 5.2% | · | 4.8% | 5.1% | 5.8% | · | 4.8% | |
| ROA | 1.3% | 0.63% | · | 1.7% | 0.96% | 0.11% | · | 1.0% | 0.38% | -0.46% | · | 0.17% | 0.19% | -1.0% | · | 0.72% | |
| ROE | 4.0% | 2.0% | · | 5.4% | 3.0% | 0.36% | · | 3.5% | 1.3% | -1.6% | · | 0.55% | 0.60% | -3.1% | · | 2.0% | |
| ROIC | 4.9% | 3.3% | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.3 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.3 | 1.3 | · | 1.4 | 1.6 | 1.5 | · | 1.6 | |
| Quick Ratio | 0.6 | 0.5 | · | 0.6 | 0.5 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.7 | 0.6 | · | 0.6 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | |
| Receivables Turnover | 2.8 | 2.6 | · | 2.5 | 2.6 | 2.1 | · | 2.2 | 2.1 | 2.0 | · | 2.5 | 2.3 | 2.3 | · | 2.5 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $55.45 | $48.60 | · | $50.44 | $45.14 | $36.02 | · | $41.22 | $37.55 | $34.47 | · | $41.52 | $36.67 | $33.57 | · | $33.48 | |
| Cash Flow / Share | · | $1.25 | · | · | · | $0.99 | · | · | · | $1.38 | · | · | · | $-1.12 | · | · | |
| EPS (TTM) | $6.27 | $5.71 | · | $4.21 | $3.38 | $2.72 | · | $1.14 | $0.11 | $-0.12 | · | $-0.63 | $-0.16 | $-0.16 | · | $1.42 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $16.11B | $15.28B | · | $13.76B | $13.05B | $12.46B | · | $12.18B | $12.19B | $12.10B | · | $11.72B | $10.98B | $10.41B | · | $8.58B | |
| Net Income TTM | $494M | $450M | · | $331M | $266M | $214M | · | $89M | $8M | $-11M | · | $-47M | $-13M | $-12M | · | $107M | |
| P/E | 66.4 | 56.3 | · | 50.5 | 50.4 | 42.9 | · | 108.0 | 972.6 | -777.1 | · | -114.2 | -737.3 | -590.2 | · | 44.7 | |
| Earnings Yield | 1.5% | 1.8% | · | 2.0% | 2.0% | 2.3% | · | 0.93% | 0.10% | -0.13% | · | -0.88% | -0.14% | -0.17% | · | 2.2% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $14.30B | $12.30B | $12.00B | $9.78B | $7.95B |
| Net Income | $399M | $163M | $-50M | $33M | $329M |
| Diluted EPS | $5.07 | $2.06 | $-0.64 | $0.42 | $4.45 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.2 | 1.4 | 1.5 | 1.6 |
| Quick Ratio | 0.6 | 0.6 | 0.7 | 0.7 | 0.8 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $286M | $973M | $494M | $89M | $623M |
Institutional owners (13F) 968 filers · $25.9B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 185 (-16 vs prior Q) | 71 (+12 vs prior Q) | 330 (+76 vs prior Q) | 297 (+30 vs prior Q) | +3.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $3,178,068,993 | 7,638,487 | 12.28% | Shares |
| PECONIC PARTNERS LLC | $1,530,448,002 | 3,678,431 | 5.91% | Shares |
| VANGUARD GROUP INC | $1,289,602,736 | 5,932,754 | 4.98% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,178,219,095 | 2,831,849 | 4.55% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,170,015,224 | 2,812,131 | 4.52% | Shares |
| STATE STREET CORP | $933,959,422 | 2,244,771 | 3.61% | Shares |
| Hill City Capital, LP | $896,609,300 | 2,155,000 | 3.46% | Shares |
| JPMORGAN CHASE & CO | $566,833,829 | 1,318,161 | 2.19% | Shares |
| LONE PINE CAPITAL LLC | $559,666,021 | 1,345,157 | 2.16% | Shares |
| BANK OF AMERICA CORP /DE/ | $555,824,540 | 1,335,924 | 2.15% | Shares |
| FIRST TRUST ADVISORS LP | $552,693,126 | 1,328,399 | 2.14% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $530,431,251 | 1,278,139 | 2.05% | Shares |
| Invesco Ltd. | $516,490,060 | 1,241,384 | 2.00% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $503,470,608 | 1,210,079 | 1.95% | Shares |
| Hood River Capital Management LLC | $488,420,323 | 1,173,918 | 1.89% | Shares |
| FMR LLC | $370,336,427 | 890,103 | 1.43% | Shares |
| AMERIPRISE FINANCIAL INC | $305,770,792 | 734,976 | 1.18% | Shares |
| Bank of New York Mellon Corp | $280,544,321 | 674,288 | 1.08% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $274,794,355 | 660,440 | 1.06% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $273,602,096 | 657,603 | 1.06% | Shares |
| MORGAN STANLEY | $271,897,802 | 653,503 | 1.05% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $264,811,755 | 636,286 | 1.02% | Shares |
| Electron Capital Partners, LLC | $258,036,252 | 620,190 | 1.00% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $257,919,755 | 619,910 | 1.00% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $229,381,784 | 551,319 | 0.89% | Shares |
| GOLDMAN SACHS GROUP INC | $225,769,151 | 542,636 | 0.87% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $225,455,934 | 529,463 | 0.87% | Shares |
| NORTHERN TRUST CORP | $215,370,546 | 517,643 | 0.83% | Shares |
| COATUE MANAGEMENT LLC | $215,207,036 | 517,250 | 0.83% | Shares |
| UBS Group AG | $212,125,278 | 509,843 | 0.82% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $181,652,628 | 436,602 | 0.70% | Shares |
| Qube Research & Technologies Ltd | $170,252,584 | 409,202 | 0.66% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $166,088,656 | 399,194 | 0.64% | Shares |
| Amundi | $166,050,377 | 399,102 | 0.64% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $155,796,579 | 374,457 | 0.60% | Shares |
| CITADEL ADVISORS LLC | $129,810,720 | 312,000 | 0.50% | Call option |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $128,853,782 | 309,700 | 0.50% | Call option |
| Anomaly Capital Management, LP | $127,697,551 | 306,921 | 0.49% | Shares |
| Third Point LLC | $120,657,400 | 290,000 | 0.47% | Shares |
| 140 Summer Partners LP | $111,573,978 | 268,168 | 0.43% | Shares |
| Forest Avenue Capital Management LP | $103,443,750 | 248,627 | 0.40% | Shares |
| JANE STREET GROUP, LLC | $102,850,032 | 247,200 | 0.40% | Call option |
| Freestone Grove Partners LP | $102,597,484 | 246,593 | 0.40% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $101,717,779 | 316,149 | 0.39% | Shares |
| Clearbridge Investments, LLC | $90,946,909 | 218,591 | 0.35% | Shares |
| FEDERATED HERMES, INC. | $90,143,561 | 216,660 | 0.35% | Shares |
| HENNESSY ADVISORS INC | $85,333,906 | 205,100 | 0.33% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $80,549,216 | 193,600 | 0.31% | Put option |
| Merewether Investment Management, LP | $79,149,590 | 190,236 | 0.31% | Shares |
| Nuveen, LLC | $78,658,224 | 189,055 | 0.30% | Shares |
Activists & 5%+ owners 4 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Jose Ramon Mas, Jose Ramon Mas Holdings I, LLC, Jose Ramon Mas Holdings, LLC, Jorge Mas Irrevocable Family Trust, Jose Ramon Mas Irrevocable Family Trust, Mas Equity Partners III, LLC, Mas Family Foundation Inc. ×2 filings | Aug. 13, 2026 | 7.70% | Amendment | Passive investment | SEC |
| Jorge Mas, Jorge Mas Holdings I, LLC, Jorge Mas Holdings, LLC, Jorge Mas Irrevocable Family Trust, Jose Ramon Mas Irrevocable Family Trust, Mas Equity Partners III, LLC, Mas Equity Partners, LLC, Mas Family Foundation Inc. ×7 filings | Aug. 13, 2026 | 14.80% | Amendment | Passive investment | SEC |
| Jose Mas, Jose Ramon Mas Holdings I, LLC, Jose Ramon Mas Holdings, LLC, Jorge Mas Irrevocable Family Trust, Jose Ramon Mas Irrevocable Family Trust, Mas Equity Partners III, LLC, Mas Family Foundation Inc. ×4 filings | Sept. 10, 2024 | · | Initial filing | Passive investment | SEC |
| MasTec, Inc. | April 17, 2020 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 27 insiders · 7 officers · 17 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Paul Dimarco | CFO | March 18, 2026 A | 66,627 | 0 | 0 | $0 |
| George Pita | CFO | March 19, 2023 F | 156,475 | 0 | 0 | $0 |
| Donald P Weinstein | EVP and CFO | Aug. 14, 2003 A | · | 0 | 0 | $0 |
| Ray Harris | President | Dec. 31, 2012 F | 54,025 | 0 | 0 | $0 |
| Robert E Apple | COO | March 18, 2026 A | 183,591 | 0 | 0 | $0 |
| Alberto I De Cardenas | EVP, General Counsel | March 18, 2026 A | 102,780 | 0 | 0 | $0 |
| Timothy Michael Love | CAO | March 17, 2026 A | 10,292 | 0 | 1 | $-397,663 |
| Manuel Benito Miranda | Director | Aug. 14, 2026 A | 152 | 0 | 0 | $0 |
| Javier Alberto Palomarez | Director | Aug. 14, 2026 F | 10,774 | 0 | 1 | $-309,158 |
| Alex Spiro | Director | Aug. 14, 2026 A | 139 | 0 | 0 | $0 |
| Ava L Parker | Director | Aug. 14, 2026 F | 5,549 | 0 | 0 | $0 |
| Ernst N Csiszar | Director | Aug. 14, 2026 F | 10,934 | 0 | 2 | $-4,365,205 |
| Robert C Campbell | Director | Aug. 14, 2026 A | 30,880 | 0 | 1 | $-1,251,000 |
| Robert J Dwyer | Director | Aug. 14, 2026 F | 20,960 | 0 | 0 | $0 |
| Julia L Johnson | Director | Aug. 14, 2026 A | 73,474 | 0 | 0 | $0 |
| Jose S Sorzano | Director | Nov. 13, 2020 A | 43,861 | 0 | 0 | $0 |
| John Van Heuvelen | Director | May 15, 2017 A | 70,946 | 0 | 0 | $0 |
| Frank E Jaumot | Director | May 13, 2016 F | 20,944 | 0 | 0 | $0 |
| Daniel A Restrepo | Director | Aug. 14, 2015 F | 5,963 | 0 | 0 | $0 |
| Austin J Shanfelter | Director | Aug. 8, 2008 M | 326,678 | 0 | 0 | $0 |
| Carlos M De Cespedes | Director | June 1, 2006 A | 13,901 | 0 | 0 | $0 |
| Joseph P Kennedy II | Director | Dec. 16, 2003 A | · | 0 | 0 | $0 |
| William N Shiebler | Director | Dec. 16, 2003 A | · | 0 | 0 | $0 |
| Arthur B Laffer | Director | Dec. 16, 2003 A | 190,153 | 0 | 0 | $0 |
| Jose Ramon Mas | · | Aug. 11, 2026 J | 3,254,461 | 0 | 0 | $0 |
| Jorge Mas | · | Aug. 11, 2026 J | 4,556,686 | 0 | 0 | $0 |
| Sherrill W Hudson | · | Dec. 1, 2003 A | · | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 77 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| NRSH · Tidal Trust I | 2.63% | 2,999 NS | July 31, 2026 | N-PORT |
| CCSO · Tidal Trust II | 2.08% | 3,613 NS | July 31, 2026 | N-PORT |
| SPIT · RBB Fund, Inc. | 1.98% | 2,507 NS | July 31, 2026 | N-PORT |
| ZAP · Global X Funds | 1.62% | 28,387 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 1.34% | 60,797 SH | Aug. 19, 2026 | Daily |
| RFG · Invesco Exchange-Traded Fund Trust | 1.15% | 18,089 SH | Oct. 2, 2026 | Daily |
| VCLN · Virtus ETF Trust II | 1.04% | 217 NS | July 31, 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0.82% | 1,682 NS | July 31, 2026 | N-PORT |
| GURU · Global X Funds | 0.74% | 1,731 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.72% | 837,161 SH | Aug. 19, 2026 | Daily |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.71% | 19,974 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.70% | 99,495 SH | Aug. 19, 2026 | Daily |
| SMDX · Tidal Trust III | 0.67% | 3,326 NS | July 31, 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0.62% | 30,888 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.59% | 35,026 SH | Oct. 2, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.46% | 6,795 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.42% | 8,174 SH | Oct. 2, 2026 | Daily |
| IWP · iShares Trust | 0.42% | 349,488 SH | Sept. 11, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.35% | 26,859 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.35% | 905 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.34% | 74,179 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.31% | 1,449,801 SH | Aug. 19, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.31% | 6,715 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.29% | 706,971 SH | Aug. 19, 2026 | Daily |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.28% | 16,932 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.27% | 25,334 NS | July 31, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.23% | 10,849 SH | Aug. 19, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.23% | 20,001 NS | July 31, 2026 | N-PORT |
| IMCG · iShares Trust | 0.20% | 33,894 SH | Sept. 11, 2026 | Daily |
| IYJ · iShares Trust | 0.18% | 14,770 SH | Sept. 11, 2026 | Daily |
| EUSA · iShares, Inc. | 0.17% | 14,344 SH | Sept. 11, 2026 | Daily |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0.13% | 3,773,000 | Oct. 2, 2026 | Daily |
| SIZE · iShares Trust | 0.11% | 2,113 SH | Sept. 11, 2026 | Daily |
| RILA · Spinnaker ETF Series | 0.11% | 177 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.11% | 254,726 SH | Sept. 11, 2026 | Daily |
| IMCB · iShares Trust | 0.10% | 7,152 SH | Sept. 11, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.10% | 125,000 | Oct. 1, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.08% | 98,079 SH | Aug. 19, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.06% | 106,029 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.05% | 4,230 NS | July 31, 2026 | N-PORT |
| DYNF · BlackRock ETF Trust | 0.05% | 81,405 SH | Sept. 11, 2026 | Daily |
| ILCG · iShares Trust | 0.04% | 5,909 SH | Sept. 11, 2026 | Daily |
| IWF · iShares Trust | 0.04% | 233,148 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.04% | 5,327 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 1,513 SH | Oct. 2, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.04% | 2,006,334 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.04% | 10,221 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.04% | 5,217 SH | Aug. 19, 2026 | Daily |
| IUSG · iShares Trust | 0.04% | 53,990 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.03% | 15,470 NS | July 31, 2026 | N-PORT |
| GARP · iShares Trust | 0.03% | 3,715 SH | Sept. 11, 2026 | Daily |
| BKLC · BNY Mellon ETF Trust | 0.03% | 5,438 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.02% | 1,035 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 18,677 NS | July 31, 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0.02% | 6,058 NS | July 31, 2026 | N-PORT |
| ILCB · iShares Trust | 0.02% | 1,183 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.02% | 43,012 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.02% | 2,624 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.02% | 52,810 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.02% | 246 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.02% | 17,225 SH | Sept. 11, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.02% | 10,591 SH | Oct. 2, 2026 | Daily |
| DFVX · Dimensional ETF Trust | 0.02% | 394 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.02% | 80,450 SH | Sept. 11, 2026 | Daily |
| TOK · iShares Trust | 0.02% | 171 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.02% | 5,281 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 6,583 SH | Oct. 2, 2026 | Daily |
| ACWI · iShares Trust | 0.01% | 20,292 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 1,135 NS | July 31, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 2,574 SH | Oct. 2, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.00% | 83 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 1,689 NS | July 31, 2026 | N-PORT |
| IJH · iShares Trust | · | 2,162,010 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 356,890 SH | Sept. 11, 2026 | Daily |
| IFRA · iShares Trust | · | 97,827 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 8,417 SH | Sept. 8, 2026 | Daily |
| SMLF · iShares Trust | · | 1,197 SH | Sept. 11, 2026 | Daily |
MTZ Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
20 analysts · 2026-10-03Mean target $413.40 +91.5%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| MTZ | · | 42.9 | 16.2% | 2.8% | 12.9% | · |
| PWR | $63.13B | 62.1 | 20.3% | 3.6% | 12.7% | 15.0% |
| FIX | $32.83B | 32.3 | 29.5% | 11.2% | 46.3% | 24.1% |
| EME | $27.24B | 21.7 | 16.6% | 7.5% | 38.5% | 19.3% |
| APG | $15.91B | -55.4 | 12.7% | 3.8% | 9.2% | 31.4% |
| STRL | $9.40B | 32.6 | 17.7% | 11.7% | 30.3% | 23.0% |
| IESC | $7.90B | 26.5 | 16.9% | 9.1% | 38.5% | 25.5% |
| VMI | · | 24.6 | 0.71% | 8.5% | 22.2% | 30.2% |
| DY | $10.92B | 38.1 | 17.9% | 5.1% | 17.4% | · |
| ACM | $17.19B | 31.0 | 0.21% | 3.5% | 24.0% | 7.5% |
| ACA | $5.21B | 25.1 | 12.2% | 7.2% | 8.1% | 22.4% |
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