[{"data":1,"prerenderedAt":175},["ShallowReactive",2],{"triple-beat-PWR":3,"og-beat-monitoring-PWR":174},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":132,"highlightQuarter":91,"highlightDescription":139,"sources":140,"latestStock":171},"PWR","Quanta Services","Quanta Services（PWR）は米国最大級の電力網・再生可能エネルギー・通信インフラの専門建設会社で、送配電網の増強とデータセンター向け電気インフラ建設がAI時代の需要を直撃している。直近の四半期はすべて調整後EPS・売上ともコンセンサスをビートし、通年ガイダンスを毎期上方修正する『最も明確なビート&レイズ』。総バックログは$35.8B→$48.5Bへ急拡大し、Q1 2026は調整後EPS$2.68（予想$2.04を+31%上回る）という飛び抜けたサプライズで株価+15.8%。Quantaは買収無形資産の償却等でGAAP希薄化EPSが調整後を大きく下回るため、ビート判定は調整後（非GAAP）で行う。時価総額は約$107B。","EPS ($, 調整後 希薄化後)","通年売上ガイド (midpoint, $B)","株価反応 ($)",[11,39,63,90,116],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":35},"Q2 2025","2025/7/31","二桁増収（+21%）・record総バックログ$35.8B。adj EPS$2.48（+2.1%ビート）でFY25を上方修正も好決算出尽くしで翌日−1.2%",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$6.77 B","$6.55 B",3.4,21.1,{"actual":21,"consensus":22,"beatPct":23},"$2.48","$2.43",2.1,{"revenue":25,"eps":25,"fullYearLabel":26,"fullYearRevenue":27,"fullYearEps":31},null,"FY25",{"company":28,"consensus":29,"beatPct":30},"$27.65 B","$27.01 B",2.4,{"company":32,"consensus":33,"beatPct":34},"$10.58","$10.34",2.3,{"reportClose":36,"nextClose":37,"changePct":38},"$411.11","$406.13",-1.2,{"quarter":40,"reportDate":41,"event":42,"revenue":43,"eps":48,"guidance":52,"stock":59},"Q3 2025","2025/10/30","総バックログ$39.2Bへ増、FY25を再上方修正。adj EPS$3.33（+2.5%ビート）・売上+17.6%で翌日+1.1%",{"actual":44,"consensus":45,"beatPct":46,"yoyPct":47},"$7.63 B","$7.39 B",3.2,17.6,{"actual":49,"consensus":50,"beatPct":51},"$3.33","$3.25",2.5,{"revenue":25,"eps":25,"fullYearLabel":26,"fullYearRevenue":53,"fullYearEps":57},{"company":54,"consensus":55,"beatPct":56},"$28.0 B","$27.66 B",1.2,{"company":32,"consensus":32,"beatPct":58},0,{"reportClose":60,"nextClose":61,"changePct":62},"$448.69","$453.83",1.1,{"quarter":64,"reportDate":65,"event":66,"revenue":67,"eps":72,"guidance":76,"stock":86},"Q4 2025","2026/2/19","通期売上$28.5B（+20%）・record総バックログ$44.0B。初回FY26ガイダンスをコンセンサス超（売上+7.0%・adj EPS+5.8%）で提示し翌日+6.7%",{"actual":68,"consensus":69,"beatPct":70,"yoyPct":71},"$7.84 B","$7.38 B",6.2,19.7,{"actual":73,"consensus":74,"beatPct":75},"$3.16","$3.02",4.6,{"revenue":25,"eps":25,"fullYearLabel":77,"fullYearRevenue":78,"fullYearEps":82},"FY26",{"company":79,"consensus":80,"beatPct":81},"$33.50 B","$31.32 B",7,{"company":83,"consensus":84,"beatPct":85},"$13.00","$12.29",5.8,{"reportClose":87,"nextClose":88,"changePct":89},"$519.31","$554.00",6.7,{"quarter":91,"reportDate":92,"event":93,"revenue":94,"eps":99,"guidance":103,"stock":112},"Q1 2026","2026/4/30","record総バックログ$48.5B、両セグメントでマージン想定超。adj EPS$2.68（予想$2.04を+31%）の歴史的サプライズでFY26を再上方修正し翌日+15.8%",{"actual":95,"consensus":96,"beatPct":97,"yoyPct":98},"$7.87 B","$7.00 B",12.4,26.3,{"actual":100,"consensus":101,"beatPct":102},"$2.68","$2.04",31.4,{"revenue":25,"eps":25,"fullYearLabel":77,"fullYearRevenue":104,"fullYearEps":108},{"company":105,"consensus":106,"beatPct":107},"$34.95 B","$33.31 B",4.9,{"company":109,"consensus":110,"beatPct":111},"$13.90","$13.11",6,{"reportClose":113,"nextClose":114,"changePct":115},"$628.60","$727.77",15.8,{"quarter":117,"reportDate":118,"isForecast":119,"event":120,"revenue":121,"eps":124,"guidance":126,"stock":131},"Q2 2026","2026/7/30",true,"2026/7/30 BMO 発表予定。2026/6/22時点のアナリスト予想は当期売上 $8.62 B / 非GAAP EPS $3.31、次Q (3Q 2026) 売上 $9.48 B / EPS $4.24（Koyfin 集約コンセンサス）。",{"actual":122,"consensus":123,"beatPct":25,"yoyPct":25},"n/a","$8.62 B",{"actual":122,"consensus":125,"beatPct":25},"$3.31",{"revenue":127,"eps":129},{"company":122,"consensus":128,"beatPct":25},"$9.48 B",{"company":122,"consensus":130,"beatPct":25},"$4.24",{"reportClose":122,"nextClose":122,"changePct":25},[133,134,135,136,137,138],"Q2 2026（2026/7/30 発表予定）はアナリスト予想のみ先行入力。当期 売上$8.62 B / EPS$3.31、次Q (3Q 2026) 売上$9.48 B / EPS$4.24 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","Quanta は暦年会計（12月決算）。四半期ラベルは暦年表記。決算は毎回米国市場の寄り前(BMO)に発表されるため、reportClose = 発表前営業日の終値、nextClose = 発表当日（反応日）の終値とした。発表日は SEC EDGAR 8-K（item 2.02）で確認した（Q4 2025 = 2026/2/19、Q2 2025 = 2025/7/31）。","EPS は Quanta の調整後（非GAAP）希薄化後EPS。Quanta は買収無形資産の償却等でGAAP希薄化EPSが調整後を大きく下回る（例 Q1 2026: GAAP $1.45 vs 調整後 $2.68、Q4 2025: GAAP $2.08 vs 調整後 $3.16）ため、ビート判定は調整後で行う（GAAPだとコンセンサス割れに見えやすい）。実績・会社ガイダンスは SEC EDGAR 8-K の一次情報、コンセンサスは Zacks / Investing.com 等の代表値。株価終値は stockanalysis.com と Yahoo Finance の2ソースで照合し、騰落率 =（翌日終値÷発表日終値−1）×100 を自己計算で検証した。","ガイダンスは Quanta が毎期更新する通年（full-year）見通しの midpoint。Quanta は四半期ガイドを出さず通年のみ示す。対象会計年度は Q2〜Q3 2025=FY25（売上 midpoint $27.65B→$28.0B、adj EPS $10.58）、Q4 2025以降=FY26（売上 $33.50B→$34.95B、adj EPS $13.00→$13.90）とロールする（各バー下のFYラベル参照）。","通年ガイドの『アナリスト予想』は、各発表当時の point-in-time コンセンサスを x-search（Grok）で収集した決算当日前後の投稿（@wallstengine の『Est.』表記／@CHItrader／@TheValueist の Bloomberg Consensus）から採用した（Q4 2025 の FY26 は Bloomberg Consensus 売上$31.32B・adj EPS$12.29）。Q1 2026（FY26 再上方）は 2026/4/30 の @MartyChargin『FactSet Consensus $33.42B / $13.08』、@marketsday／@wallstengine／@CryptoMilox の 3 件いずれも『$33.314B / $13.11』の median をとって FY26 売上 $33.31B / adj EPS $13.11 を採用（4 件以上で一致）。","本表は直近4四半期（Q2 2025〜Q1 2026）。さらに前のQ1 2025（2025/5/1発表）も調整後EPS$1.78（+7.2%ビート）・売上$6.23B（+6.1%ビート）と同様のビート&レイズだったが、発表前後の終値を2ソースで照合できず株価3値の捏造を避けるため本表からは除外した。","ハイライトはQ1 2026（2026/4/30発表）。調整後EPS$2.68はコンセンサス$2.04を+31.4%上回る歴史的サプライズで（前年同期$1.78比では+50.6%）、売上$7.87B（YoY+26.3%）もコンセンサス$7.0Bを+12.4%上回った。両セグメントでマージンが想定を上回り、総バックログは前期末$44.0Bからrecordの$48.5Bへさらに積み上がった。これを受けてFY26ガイダンスを売上 midpoint$34.95B・調整後EPS$13.90へ再上方修正（Q4 2025の初回提示 $33.50B/$13.00 から売上+$1.45B・EPS+$0.90の引き上げ）。電力網の増強とデータセンター電気インフラ建設の需要が、受注残とマージンの両面で顕在化した。株価は$628.60→$727.77（+15.8%）と急騰。Quantaは調整後EPS・売上・通年ガイドの三拍子が連続で揃う稀有なビート&レイズで、直近はビート幅が加速している（売上ビートが+3%台→+6%→+12%）。一方GAAP希薄化EPSは調整後を大きく下回るため、ヘッドラインだけ見ると地味に映る点には注意が要る。",[141,144,147,150,153,156,159,162,165,168],{"label":142,"url":143},"Quanta Q1 2026 Results 8-K (SEC EDGAR, ex99.1)","https://www.sec.gov/Archives/edgar/data/1050915/000119312526193918/d107542dex991.htm",{"label":145,"url":146},"Quanta Q4 2025 / FY2025 Results 8-K (SEC EDGAR, ex99.1)","https://www.sec.gov/Archives/edgar/data/1050915/000119312526058069/d101511dex991.htm",{"label":148,"url":149},"Quanta Q3 2025 Results 8-K (SEC EDGAR, ex99.1)","https://www.sec.gov/Archives/edgar/data/1050915/000119312525257378/d851878dex991.htm",{"label":151,"url":152},"Quanta Q2 2025 Results 8-K (SEC EDGAR, ex99.1)","https://www.sec.gov/Archives/edgar/data/1050915/000119312525169944/d28227dex991.htm",{"label":154,"url":155},"StockTitan: Quanta Q4/FY2025 決算日 Feb 19","https://www.stocktitan.net/news/PWR/quanta-services-announces-fourth-quarter-and-full-year-2025-earnings-k6w9thysctp3.html",{"label":157,"url":158},"StockTitan: Quanta Q2 2025 決算日 July 31","https://www.stocktitan.net/news/PWR/quanta-services-announces-second-quarter-2025-earnings-release-cyxtgsmsx1cd.html",{"label":160,"url":161},"Nasdaq/Zacks: Quanta Q4 2025 beats ($3.16 vs $3.02)","https://www.nasdaq.com/articles/quanta-services-pwr-beats-q4-earnings-and-revenue-estimates",{"label":163,"url":164},"Investing.com: Quanta Q3 2025 earnings beat","https://www.investing.com/news/transcripts/earnings-call-transcript-quanta-services-q3-2025-sees-earnings-beat-stock-dips-93CH-4320426",{"label":166,"url":167},"Tikr: Quanta beat Q1 2026 estimates by ~30%, FY26 raise","https://www.tikr.com/blog/quanta-services-beat-q1-2026-earnings-estimates-by-30-heres-what-that-means-for-investors",{"label":169,"url":170},"stockanalysis.com PWR 概要（株価・時価総額）","https://stockanalysis.com/stocks/pwr/",{"date":172,"close":173},"2026-06-18","$702.25","https://log.eurekapu.com/og/pages/general/beat-monitoring-PWR.png?title=PWR%20Quanta%20Services%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=21a9c3a75a84f4c3",1782528865284]