MasTec, Inc.
MTZ · Industrials
$237.74
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EMCOR Group (EME) has gained 21.2% year-to-date, outperforming its industry peers. The company benefits from strong demand across data centers, industrial, and construction markets, with Electrical Construction revenues up 24% and Mechanical Construction up 31% in Q2 2026. Record RPOs of $17.14 billion (up 44% YoY) and raised 2026 guidance to $20-$20.5 billion in revenue provide strong growth visibility. However, EME trades at a premium valuation with a forward P/E of 20.7 compared to industry peers.
Is AI-Powered Infrastructure Turning MasTec Into a Bigger Winner?
MasTec (MTZ) reported strong Q2 2026 results with 23% revenue growth to $4.4B and 49% EPS surge to $2.22. The company raised full-year guidance and achieved a record $21.4B backlog, driven by AI data center infrastructure, renewable energy, and power generation demand. The company is compared favorably to peers EMCOR and Dycom in capturing AI infrastructure opportunities, though MTZ stock trades at a premium valuation with a Zacks Rank #3 (Hold) rating.