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MTMTZ

MasTec, Inc.

$MTZ·$26B·Engineering & Construction·Industrials
$347.47+3.2%YTD+53.0%1Y+92.0%
Mentions · last 7 days
2026-07-14: 11 posts2026-07-15: 15 posts2026-07-16: 13 posts2026-07-17: 10 posts2026-07-18: 1 posts2026-07-19: 1 posts2026-07-20: 6 posts57+2%
Price updated 7m ago·X counts updated 21h ago
MTMTZ
$MTZMasTec, Inc.
$347.47+3.23%57 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $MTZ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-21

The move is getting stronger, with heavier trading behind it.

MasTec up 53% YTD — Superior Group $1.65B AI-infra acquisition just closed into Q2 July 30 print.

MasTec is the diversified infrastructure-construction leader (Communications, Clean Energy, Oil and Gas, Power Delivery segments) — a name that has more than doubled YTD on AI-datacenter infrastructure buildout and just completed a transformative acquisition.

  • The July 20 Superior Group acquisition closing is the catalyst-that-fired: $1.65B AI-infrastructure deal funded by the July 7 $700M senior unsecured delayed-draw term loan — the transformative acquisition supporting the current multiple.
  • Growth is real and accelerating: Q1 2026 revenue of $3.83B was up 34.5% YoY after Q4 was +15.8% — infrastructure demand from datacenter, clean-energy, and power-delivery segments is compounding at high double digits.
  • Beat cadence is remarkable: EPS surprises of +40.5%, +6.2%, +6.9%, +5.7% — reliable outperformance supporting the current 62x TTM P/E on the growth-plus-acquisition-execution thesis.
  • At 27.7x EV/EBITDA the valuation reflects premium multiples but is supported by AI-infrastructure buildout demand that drove the Superior Group deal.

Path forward is the July 30 Q2 print — need FY26 EPS $9.03 holding plus Superior Group integration timeline and AI-infrastructure revenue mix commentary. What extends the move: a beat-plus-raise plus AI-datacenter customer commitments or Superior Group revenue synergies; what invalidates: Communications/Clean Energy softness or a walked-back FY26 trajectory.

What to watch: July 30 Q2 print — FY26 EPS $9.03 holding and Superior Group integration timeline plus AI-infrastructure revenue mix commentary matter most. A beat-plus-raise plus explicit AI-datacenter customer commitments is the specific extension catalyst.

On the calendar: 2026-07-30 — Q2 earnings

sentiment missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-05-12

MasTec is part of the E&C construction basket up 76% YTD, fueled by $725B in combined hyperscaler AI infrastructure capex commitments; alongside STRL and AGX, it is framed as a core 'builder of the AI boom' printing money in the infrastructure supercycle.

Read the AI verdict + X sentiment for $MTZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builds electric transmission, telecom, renewable energy, and pipeline infrastructure for utilities and energy companies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $MTZ.

Engineering & Construction · Industrials

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $MTZ

Partial — Builds electric transmission, telecom, renewable energy, and pipeline infrastructure for utilities and energy companies; partial earnings exposure to engineering & construction demand dynamics through its product portfolio.

Industry benchmark

14-name peer basket
+48.3%YTD
+78.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
61.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$1.39$0.99+40.5%
Q4 2025Feb 26, 2026$2.07$1.95+6.2%
Q3 2025Oct 30, 2025$2.48$2.32+6.9%
Q2 2025Jul 31, 2025$1.49$1.41+5.7%
Next earningsThu, Jul 30·consensus EPS $2.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.8B+34.5%9.3%3.7%$0.78$2.1M
Q4 FY25$3.9B+15.8%10.1%5.3%$1.83$214.4M
Q3 FY25$4.0B+22.0%13.6%9.0%$2.07$20.3M
Q2 FY25$3.5B+19.7%12.3%4.4%$1.10$-58.2M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.5B$17.2B – $18.2B$9.03$8.90 – $9.2911
FY27$19.7B$18.2B – $22.0B$12.19$11.36 – $13.4211
FY28$22.3B$22.2B – $22.4B$15.90$14.07 – $18.4111
FY29$23.7B$22.6B – $24.9B$20.59$19.38 – $21.985
FY30$25.6B$24.4B – $26.9B$23.29$21.92 – $24.865

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+15.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 60.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.775-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 3Ernst N CsiszarDirector6.5K sh$2.4MSellMay 4Campbell C RobertDirector3.0K sh$1.3MSellMar 25Palomarez Javier AlbertoDirector950 sh$309KSellMar 3Ernst N CsiszarDirector6.5K sh$2.0M
+ 30 other (18 awards · 12 inkinds) in window

See when $MTZ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 103
AI summary

Manuel Benito Miranda filed an initial Form 3 on July 10, 2026, disclosing no beneficially owned securities of MasTec Inc. (MTZ). Miranda joined MasTec as a new officer or director. This filing initiates his reporting obligations under Section 16(a) of the Securities Exchange Act.

8-KMaterial agreementJul 78-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 5.02: Officer or director change
AI summary

MasTec, Inc. entered into a $700 million senior unsecured delayed draw term loan agreement on July 7, 2026, with Bank of America as administrative agent, structured in two tranches: $400 million at a 3-year maturity and $300 million at a 4-year maturity, both using SOFR-based interest. Borrowings are solely intended to finance a pending acquisition (the 'Acquisition') and will be automatically cancelled if that deal does not close. The 4-year tranche amortizes at 5% per annum starting one year after closing, rising to 10% in year three. This signals a sizeable M&A transaction in progress — the financing commitment is transformative in scale relative to MasTec's existing capital structure and the cancelled-if-no-close feature limits balance sheet risk if the deal falls through.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

MasTec, Inc. (MTZ) filed an 8-K on May 21, 2026 disclosing annual shareholder meeting vote results (Item 5.07). MasTec is a Coral Gables, Florida-based infrastructure construction company serving energy and communications sectors listed on the NYSE. Annual meeting results are routine administrative governance disclosures.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

MTZ reported period ending 2026-04-30 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDFeb 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 7 other (2 proxys · 1 11-K · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

MasTec Completes Previously Announced Acquisition of The Superior Groupbusinesswire.com·1d agoMasTec vs. Primoris: Which Infrastructure Stock Is the Better Buy?zacks.com·4d agoMasTec Schedules Second Quarter 2026 Earnings Conference Callbusinesswire.com·6d agoMasTec Bets Big on AI Infrastructure With $1.65B Superior Group Dealmarketbeat.com·9d agoHow Much Upside is Left in MasTec (MTZ)? Wall Street Analysts Think 26.92%zacks.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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