MasTec, Inc.

NYSE:MTZ 株式レポート

時価総額：US$30.5b

MasTec 過去の業績

過去 基準チェック /56

MasTecは、平均年間0.6%の収益成長を遂げていますが、 Construction業界の収益は、年間 成長しています。収益は、平均年間24.2% 14.7%収益成長率で 成長しています。 MasTecの自己資本利益率は14%であり、純利益率は2.9%です。

主要情報

0.60%

収益成長率

-2.30%

EPS成長率

Construction 業界の成長20.19%
収益成長率14.68%
株主資本利益率13.98%
ネット・マージン2.94%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • Jun 11

MTZ: Data Center And Infrastructure Backlog Will Support Future Margin Expansion

MasTec's analyst price targets have moved up by a few dollars to align more closely with a $480 to $500 range, as analysts factor in the company's detailed 2028 revenue, EBITDA and EPS goals, along with increased free cash flow and borrowing capacity highlighted at recent investor events. Analyst Commentary Recent Street research points to a cluster of higher price targets and supportive ratings for MasTec, centered in the upper end of the current US$480 to US$500 range.
ナラティブの更新 • May 28

MTZ: Backlog And Data Center Projects Will Support Future Margin Expansion

Analysts have lifted the fair value estimate for MasTec from $400 to $545, citing higher long term growth assumptions, supported by rising Street price targets, upbeat 2028 revenue and earnings goals shared at recent analyst and investor days, and increased backlog that they say provides visibility through at least 2027. Analyst Commentary Recent research updates show a cluster of bullish analysts lifting price targets on MasTec, often after meetings with management or detailed analyst and investor day presentations.
Seeking Alpha • May 20

MasTec: Growth Momentum Looks Set To Continue Through 2026

Summary MasTec delivered strong Q1 FY26 results, with revenue up 35.4% to $3.83B and adjusted EPS of $1.39, beating consensus. Sustained demand momentum across segments and a record backlog support continued double-digit topline growth in FY26. Continued focus on margin optimization along with a healthy topline growth outlook to drive earnings growth over the coming quarters. MTZ's valuation appears slightly stretched, but strong secular tailwinds and strategic diversification justify a continued buy rating. Read the full article on Seeking Alpha
ナラティブの更新 • May 13

MTZ: Elevated P/E Multiples And Backlog Dependence Will Pressure Future Returns

MasTec's analyst price target has been lifted to $325.05 from $265.67, as analysts broadly updated their models to reflect higher assumed P/E multiples, a revised fair value estimate, and recent research pointing to stronger backlog support, cross segment growth, and margin progress. Analyst Commentary The recent round of price target revisions on MasTec has come in clusters, with many firms updating their models around the same time.
ナラティブの更新 • Apr 28

MTZ: Elevated Multiples And Backlog Execution Will Drive Future Downside Risk

MasTec's analyst price target has been raised from about $178 to roughly $266. Analysts are factoring in higher modeled revenue growth, a lower discount rate, and a richer future P/E multiple supported by recent research highlighting cross segment growth, margin progress, and a growing backlog tied to data centers, renewables, power delivery, and pipeline projects.
ナラティブの更新 • Apr 13

MTZ: Backlog And Data Center Pipeline Will Shape Balanced Future Outlook

MasTec's updated analyst price target has increased from $336.32 to $348.72. Analysts attribute the change to higher Street targets supported by stronger cross segment execution, improved backlog visibility, and expectations for continued revenue and margin progress across pipeline, data center, and power delivery projects.
ナラティブの更新 • Mar 30

MTZ: Data Center And Pipeline Backlog Will Support Future Margin Expansion

Analysts have raised the MasTec fair value estimate to $400 from $300, citing stronger modeled revenue growth, slightly higher profit margins, and a higher future P/E multiple supported by rising price targets across the Street. Analyst Commentary Recent Street research around MasTec points to a cluster of higher price targets and upbeat commentary on execution across all business segments.
ナラティブの更新 • Mar 16

MTZ: Backlog And Long Haul Infrastructure Pipeline Will Drive Future Momentum

Analysts lifted the fair value estimate for MasTec to $336.32 from $246.67, citing higher modeled revenue growth, a slightly lower discount rate, and a higher future P/E assumption, which they note is supported by recent price target increases across Wall Street tied to growth across segments, margin progress, and a larger backlog. Analyst Commentary Recent Street research on MasTec reflects a generally constructive view, with multiple firms lifting price targets and updating models following Q4 results, higher guidance, and management meetings.
ナラティブの更新 • Mar 02

MTZ: Backlog Execution And Margin Assumptions Will Drive Future Downside Risk

Our new MasTec price target moves down from $205.49 to $178.22 per share, even as analysts point to higher 2026 revenue and EBITDA guidance and a larger backlog that they say improves visibility through 2027. Analyst Commentary Recent Street research has generally framed MasTec as a company with higher 2026 revenue and EBITDA guidance and a growing backlog, but opinions differ on how much of that is already reflected in the share price and how dependable the multiyear outlook is.
ナラティブの更新 • Feb 16

MTZ: Future Margin Expansion In Communications And Pipeline Will Drive Downside Risk

Narrative Update on MasTec The analyst price target for MasTec has moved higher by about $5 to $205, with analysts pointing to revised assumptions around revenue growth, profitability, and future P/E multiples informed by recent research updates from several major brokerages. Analyst Commentary Recent Street research around MasTec points to an overall constructive stance, but with pockets of caution that matter if you are thinking about risk and reward from here.
ナラティブの更新 • Feb 02

MTZ: Clean Energy And Grid Projects Will Support Higher Margin Potential

Analysts have raised their MasTec fair value estimate to $300.00, reflecting updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple after a series of recent price target increases and constructive research views on the company. Analyst Commentary Recent research has featured a series of higher price targets and fresh positive views on MasTec, with bullish analysts pointing to a combination of stronger order pipelines, margin potential, and exposure to long-term infrastructure themes.
ナラティブの更新 • Jan 18

MTZ: Backlog And Margin Hopes Will Increase Risk Of Future Disappointment

Narrative Update The analyst price target for MasTec in our framework has moved from about US$139 to about US$200, reflecting analysts' higher assumed margins, slightly stronger revenue growth expectations, and an outlook that is supported by recent Street research citing potential margin expansion across communications, pipeline, and clean energy work as well as a healthier multi year project backlog. Analyst Commentary Recent Street research has pushed MasTec price targets into a higher range, with firms citing a mix of margin potential, communications and pipeline work, and a solid multi year project backlog as key supports for their updated views.
ナラティブの更新 • Jan 04

MTZ: Clean Energy And Grid Projects Will Drive Stronger Backlog Visibility

Analysts have modestly raised their MasTec price target to approximately $245 per share. This reflects expectations for sustained double digit revenue growth, improving clean energy margins, and strong multi year backlog visibility across transmission, distribution, pipeline, and data center related projects.
分析記事 • Jan 01

Does MasTec (NYSE:MTZ) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
ナラティブの更新 • Dec 16

MTZ: Clean Energy And Grid Projects Will Drive Stronger Backlog And Earnings Visibility

MasTec's fair value estimate has been raised from $214.00 to approximately $294.11 as analysts factor in a wave of higher price targets, driven by accelerating transmission and distribution activity, a strengthening clean energy and data center pipeline, and increased backlog visibility across diversified end markets. Analyst Commentary Recent research updates highlight a clear shift in sentiment toward a more constructive outlook on MasTec, with bullish analysts steadily lifting price targets and emphasizing improving fundamentals across the business.
ナラティブの更新 • Dec 01

MTZ: Electric Transmission Wins And Backlog Expansion Will Drive Future Momentum

MasTec's analyst price target has been raised by analysts, increasing from $227 to a range as high as $290. Stronger order pipelines, margin opportunities in clean energy, and a growing backlog across multiple segments support a more constructive outlook.
ナラティブの更新 • Nov 17

MTZ: Order Pipeline Strength And Margin Expansion Will Drive Outperformance

MasTec’s analyst consensus price target increased from $238 to $246.67 per share, as analysts cite stronger order pipelines, margin improvement prospects, and growing opportunities across energy and utility segments in support of the raised valuations. Analyst Commentary Recent analyst activity reflects a notable increase in optimism around MasTec, as reflected in multiple upward price target revisions and positive outlooks for the company's growth prospects, operational execution, and end market momentum.
ナラティブの更新 • Nov 01

MTZ: Record Backlog And Utility Projects Will Drive Robust Revenue Visibility

MasTec's analyst fair value estimate has been raised from $227.50 to $238.00 per share, as analysts cite improving inventories, notable growth opportunities in utility and energy infrastructure, and a favorable near-term setup across several business segments. Analyst Commentary Recent Street research on MasTec has been overwhelmingly positive, with a series of price target increases and new Buy ratings reflecting rising confidence in the company's near- and long-term growth prospects.
ナラティブの更新 • Oct 18

Grid Modernization And Fiber Build-Out Will Empower Infrastructure Evolution

The analyst price target for MasTec has increased from $221.58 to $227.50. Analysts cited stronger momentum in utility and clean energy sectors, improving margins, and favorable outlooks across key end markets as drivers for the upward revision.
ナラティブの更新 • Oct 04

Grid Modernization And Fiber Build-Out Will Empower Infrastructure Evolution

The analyst price target for MasTec has been raised by approximately $10 to reflect growing confidence in the company's improving business momentum and margin upside potential, according to analysts. Analyst Commentary Recent analyst activity around MasTec highlights a growing sense of optimism regarding the company’s business outlook, execution, and valuation potential.
ナラティブの更新 • Sep 19

Grid Modernization And Fiber Build-Out Will Empower Infrastructure Evolution

Analysts have raised MasTec’s price target to $211.79, citing accelerating growth in core end markets, robust backlog momentum, and improved operational execution, while shares continue to trade at a relative discount. Analyst Commentary Bullish analysts cite accelerating activity and favorable trends in key end markets, such as gas infrastructure, electric utilities, data centers, renewables, and fiber, supporting long-term growth.
分析記事 • Aug 26

Market Participants Recognise MasTec, Inc.'s (NYSE:MTZ) Revenues

There wouldn't be many who think MasTec, Inc.'s ( NYSE:MTZ ) price-to-sales (or "P/S") ratio of 1.1x is worth a mention...
分析記事 • Aug 03

MasTec, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

MasTec, Inc. ( NYSE:MTZ ) defied analyst predictions to release its second-quarter results, which were ahead of market...
分析記事 • Jul 26

A Look At The Intrinsic Value Of MasTec, Inc. (NYSE:MTZ)

Key Insights The projected fair value for MasTec is US$186 based on 2 Stage Free Cash Flow to Equity With US$186 share...
分析記事 • Jul 08

Does MasTec (NYSE:MTZ) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Jan 20

MasTec: Solid Growth And Cash Flows With Upside Potential

Summary The MTZ stock is trading at its all-time historical highs within a strong upward trend. Over the past 12 months, it has gained 124%, while the past decade has delivered +700%. The minimal and brief pullbacks confirm the strong shareholder base and positive expectations. Fourth-quarter EPS are expected to be nearly triple those of 2023. The valuation is attractive both compared to the average of the sector and to its peers. Read the full article on Seeking Alpha
Seeking Alpha • Jan 09

MasTec: Scale And Growth At A Discounted Valuation

Summary MasTec stands out for its lower valuation and higher growth estimates compared to peers in the energy and telecom construction sectors. With over 80 years of experience, MTZ has evolved into a top-three engineering and construction company with a $14 billion backlog. The business model is asset-light, working capital-positive, and offers high returns on capital, though it faces challenges like macro slowdowns and low barriers to entry. The shares appear undervalued at a 13x P/CE and a 0.8x PEG. My US$185 price target has a 27% upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Nov 09

MasTec: Margin Growth And Promising Long Term Suggest A Good Buy (Rating Upgrade)

Summary MasTec's topline growth is under pressure in 2024 due to weak Oil and Gas segment performance, but strong backlog and project pipeline promise long-term growth. Despite moderate topline growth, margin improvements and strategic investments are expected to benefit the company's bottom line. Promising long-term growth prospects driven by industrial tailwinds and a robust project pipeline make the stock a compelling investment for the long term. Read the full article on Seeking Alpha
Seeking Alpha • Sep 28

MasTec: Getting Expensive In Spite Of Long-Term Tailwinds

Summary MasTec has shown strong share price performance, with shares up 62% year to date. Q2'24 results were mixed, with revenue growth below expectations but strong margins, particularly in Oil and Gas, and a growing backlog in clean energy. Despite optimism for future growth in communications and clean energy, current valuation at 7.3x EV/EBITDA suggests limited upside, especially when adjusting the multiple for capex and interest expense. Given economic risks and high valuation, I recommend waiting for a better entry point around $80 for a more attractive margin of safety. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 27

Renewable Energy And Infrastructure Investments Poised To Power Robust Revenue Growth

Projected U.S. energy load growth and federal funding indicate a significant increase in demand for MasTec's services, potentially boosting revenue and net margins.
Seeking Alpha • Aug 12

MasTec Is A Late Bloomer That's Finally Coming Into Its Own

Summary Early excellence often captures our collective attention and imagination. But let’s not forget that late bloomers, too, often achieve excellence… in personal life, in business and in the stock market. MasTec is a business late bloomer. The company finally put itself together and is starting to benefit from its collection of strong secular industrial growth businesses. The stock isn’t cheap, but Wall Street is seeing the shares are worth the price. Read the full article on Seeking Alpha

収支内訳

MasTec の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:MTZ 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2615,2804507570
31 Dec 2514,2993997090
30 Sep 2513,7623317040
30 Jun 2513,0482666920
31 Mar 2512,4642146820
31 Dec 2412,3031636820
30 Sep 2412,180896690
30 Jun 2412,18586620
31 Mar 2412,098-116510
31 Dec 2311,996-506350
30 Sep 2311,724-476060
30 Jun 2310,981-135590
31 Mar 2310,408-125250
31 Dec 229,778335070
30 Sep 228,5791074300
30 Jun 228,4701694010
31 Mar 228,1312283610
31 Dec 217,9523293000
30 Sep 217,7793652970
30 Jun 217,0733712830
31 Mar 216,6803522860
31 Dec 206,3213233010
30 Sep 206,3933113220
30 Jun 206,7123233270
31 Mar 207,0813853120
31 Dec 197,1833922850
30 Sep 197,3923232960
30 Jun 197,3523152990
31 Mar 197,0312762960
31 Dec 186,9092602870
30 Sep 186,5953892840
30 Jun 186,5733322700
31 Mar 186,8463332730
31 Dec 176,6073472750
30 Sep 176,3462402670
30 Jun 175,9762332630
31 Mar 175,3191752580
31 Dec 165,1351312490
30 Sep 164,82012430
30 Jun 164,345-482430
31 Mar 164,179-762390
31 Dec 154,208-792480
30 Sep 154,412252550
30 Jun 154,617662520

質の高い収益: MTZは 高品質の収益 を持っています。

利益率の向上: MTZの現在の純利益率 (2.9%)は、昨年(1.7%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: MTZの収益は過去 5 年間で年間0.6%増加しました。

成長の加速: MTZの過去 1 年間の収益成長率 ( 110.4% ) は、5 年間の平均 ( 年間0.6%を上回っています。

収益対業界: MTZの過去 1 年間の収益成長率 ( 110.4% ) はConstruction業界33.2%を上回りました。

株主資本利益率

高いROE: MTZの 自己資本利益率 ( 14% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/24 07:57
終値2026/06/24 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

MasTec, Inc. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33

アナリスト機関
Justin HaukeBaird
Adam SeidenBarclays
Andrew KaplowitzBarclays