Отрасли
Power Engineering
Вся аналитика по отрасли Power Engineering — 3 материалов.
44/100
61Buffett
MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing Earnings
MYR Group is a North American specialty electrical contractor that builds utility transmission and distribution networks alongside commercial and industrial electrical systems for data centers, transport and manufacturing, carrying a record USD 3.16 billion backlog at June 2026. Second-quarter revenue rose 20.1% to USD 1.08 billion entirely organically, because the USD 328 million Valley and Comet acquisition closed on July 1, one day after quarter-end, yet 0.9 percentage points of the consolidated gross margin came from favorable project-estimate revisions and 87.7% of the fast-growing C&I segment runs on fixed-price contracts. Rating Hold: the post-2024 execution recovery is genuine, but at USD 337.42 the shares already carry roughly 32 times trailing earnings and sit 35% to 53% above the conservative fair-value range, which leaves no margin of safety.
44/100
38Buffett
MasTec, Inc.
MasTec is a U.S. specialty infrastructure contractor spanning telecom fiber, utility power delivery, gas pipelines, and heavy civil work, now pushing further into data-center electrical systems through its 2026 Superior acquisition. Record 2025 revenue of 14.3 billion USD and an all-time-high 19.0 billion USD backlog justify the recent re-rating, but at 351.40 USD the market is already pricing smooth Superior integration and sustained premium margins. Rating Hold: a genuine transition story, but one priced for a best case rather than a margin of safety.
43/100
53Buffett
Quanta Services: A Long-Term Owner's Perspective
North America's leading grid and utility infrastructure contractor, benefiting from data centers, electricity load, and manufacturing reshoring; but at roughly 106x PE, 67x P/FCF, and 12x PB, the current price already discounts many years of high growth, a 90%-160% premium to fair value, with an ideal buy-in of $230-320.