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MasTec$MTZ · filed: grew revenue 16.2% in FY2025 to $14.3BNew shipNext year $14.3B–$17.6B sealedCheck ▾Close ▴
What MasTec filed
Grew revenue 16.2% in FY2025 to $14.3 billion, equity 32.8% of assets. Every figure links to the filing it came from on MasTec’s card. New ship: no warning signs.
What the house said in advance
Revenue for the fiscal year after 2025-12-31 between $14.3B and $17.6B, an 80% range sealed on 27 Sept 2026 · receipt #edfba1 · graded in public by the revenue in MasTec’s next annual report.
Figures as filed with the SEC. Ranges, scores and boats are statistical descriptions of past filings, not ratings or recommendations. Reporting, not advice.
In plain words
MasTec converts competitive threat into **$1.65B** vertical integration play, securing electrician pipeline for **22-month** data-center delivery cycles.
6%
Wednesday after the company announced it will acquire electrical…
$1.65 billion
in cash and equity
$2.1 billion
in trailing revenue across
4,200
active projects
MasTec Inc. shares rose 6% Wednesday after the company announced it will acquire electrical contractor The Superior Group for $1.65 billion in cash and equity. The deal eliminates MasTec's largest competitor for mission-critical electrical work inside AI data centers where power density requirements have doubled in eighteen months.
Superior generated $2.1 billion in trailing revenue across 4,200 active projects, with 68% of that work concentrated in hyperscale data-center electrical systems. The acquisition adds 11,000 electricians and engineers to MasTec's existing 32,000-person workforce and consolidates the two firms that together hold an estimated 41% share of North American data-center electrical contracting above 50 megawatts nameplate capacity. MasTec will fund the purchase with $950 million in new term debt, $400 million in equity issued to Superior's ownership group, and $300 million from its existing revolver.
The timing reflects infrastructure bottleneck economics. Nvidia-class GPU clusters require 40 to 80 kilowatts per rack versus 6 to 12 kilowatts in legacy enterprise IT environments. Electrical build-out has become the gating factor for data-center commissioning timelines, now stretching to 22 months from site acquisition to first rack online. MasTec's backlog grew 94% year-over-year to $12.3 billion as of Q4 2024, with $7.8 billion attributable to data-center and utility-scale power projects. Superior's order book extends 16 months forward at current burn rates, providing revenue visibility MasTec has not previously achieved in its communications infrastructure or clean energy segments.
The transaction also solves a labor arbitrage problem. Electrical contractors have been poaching IBEW-certified electricians at $58 to $72 per hour plus retention bonuses, compressing MasTec's gross margins on fixed-price contracts by 340 basis points since Q2 2023. Superior operates a vertically integrated apprenticeship program that graduates 1,100 electricians annually, reducing reliance on open-market hiring. Combined entity gross margins should stabilize near 11.2% by Q1 2026 as the firms rationalize duplicative site supervision and consolidate supplier agreements for switchgear and transformer procurement.
Allocators should track three forward indicators over the next six months: MasTec's success in retaining Superior's 190-person engineering leadership team, the company's ability to cross-sell fiber and mechanical systems into Superior's hyperscale customer base, and any regulatory friction from the FTC given the combined market share in electrical contracting above 100 megawatts. The Hart-Scott-Rodino filing occurred January 14; if no second request is issued by March 10, the deal closes in early April.
MasTec now holds option value on the only outcome worse than losing the AI infrastructure build-out: winning it without the specialized labor to execute at margin.
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For the principal
Monitor MasTec credit spreads through April close; acquisition debt load may pressure covenants if hyperscale capex deferrals emerge.
For the operator
Cross-reference Superior customer roster against your data-center exposure; consolidated vendor reduces competitive bid optionality on future electrical contracts.
For the house
Remain underweight MTZ equity; acquisition multiple implies 14% IRR only if AI build-out sustains through 2027 without hyperscaler budget cuts.
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