As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at construction and engineering stocks, starting with Quanta (NYSE: PWR).
Construction and engineering companies not only boast technical know-how in specialized areas but also may hold special licenses and permits. Those who work in more regulated areas can enjoy more predictable revenue streams - for example, sprinkler systems need to be maintained every three years. More recently, services addressing energy efficiency and labor availability are also creating incremental demand. But like the broader industrials sector, construction and engineering companies are at the whim of economic cycles as external factors like interest rates can greatly impact the new construction that drives topline performance for these companies.
The 20 construction and engineering stocks we track reported a very strong Q4. As a group, revenues beat analysts’ consensus estimates by 4.9% while next quarter’s revenue guidance was in line.
In light of this news, share prices of the companies have held steady as they are up 3.4% on average since the latest earnings results.
Quanta (NYSE: PWR)
A construction engineering services company, Quanta (NYSE: PWR) provides infrastructure solutions to a variety of sectors, including energy and communications.
Quanta reported revenues of $7.84 billion, up 19.7% year on year. This print exceeded analysts’ expectations by 6.4%. Overall, it was a stunning quarter for the company with an impressive beat of analysts’ adjusted operating income and revenue estimates.
Interestingly, the stock is up 19.7% since reporting and currently trades at $621.78.
Best Q4: MYR Group (NASDAQ: MYRG)
Constructing electrical and phone lines in the American Midwest dating back to the 1890s, MYR Group (NASDAQ: MYRG) is a specialty contractor in the electrical construction industry.
MYR Group reported revenues of $973.5 million, up 17.3% year on year, outperforming analysts’ expectations by 8%. The business had an incredible quarter with a beat of analysts’ EPS and EBITDA estimates.
The market seems happy with the results as the stock is up 23.7% since reporting. It currently trades at $338.95.
Is now the time to buy MYR Group? Access our full analysis of the earnings results here, it’s free.
Weakest Q4: FTAI Infrastructure (NASDAQ: FIP)
Spun off from FTAI Aviation in 2021, FTAI Infrastructure (NASDAQ: FIP) invests in and operates infrastructure and related assets across the transportation and energy sectors.
FTAI Infrastructure reported revenues of $143.5 million, up 77.7% year on year, falling short of analysts’ expectations by 15.2%. It was a softer quarter as it posted a significant miss of analysts’ revenue and adjusted operating income estimates.
FTAI Infrastructure delivered the fastest revenue growth but had the weakest performance against analyst estimates in the group. As expected, the stock is down 13.8% since the results and currently trades at $5.55.
Read our full analysis of FTAI Infrastructure’s results here.
MasTec (NYSE: MTZ)
Involved in the 1996 Olympic Games MasTec (NYSE: MTZ) is an infrastructure construction company that specializes in the telecommunications, energy, and utility industries.
MasTec reported revenues of $3.94 billion, up 15.8% year on year. This print surpassed analysts’ expectations by 5.9%. It was an exceptional quarter as it also produced EBITDA guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ revenue estimates.
The stock is up 31.2% since reporting and currently trades at $377.
Read our full, actionable report on MasTec here, it’s free.
Construction Partners (NASDAQ: ROAD)
Founded in 2001, Construction Partners (NASDAQ: ROAD) is a civil infrastructure company that builds and maintains roads, highways, and other infrastructure projects.
Construction Partners reported revenues of $809.5 million, up 44.1% year on year. This number beat analysts’ expectations by 10.5%. Overall, it was a stunning quarter as it also put up a beat of analysts’ EPS and EBITDA estimates.
The stock is up 8% since reporting and currently trades at $124.
Read our full, actionable report on Construction Partners here, it’s free.
Market Update
Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?
These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.
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