MASTEC INC
MTZ · Water, Sewer, Pipeline, Comm & Power Line Construction · 79.0M shares · +1%/yr ↑ shares · EDGAR filings ↗
Reference price $371.17 · est. market cap ~$29.3B — last insider sale, 2026-06-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B71Above-average infrastructure contractor riding strong electrification/grid tailwinds but with thin construction-sector margins and no durable moat.
Strengths
- Strong growth: revenue +16% (68th pct) and net income +145% (85th pct), with ROA at 75th pct
- Diversified, scaled E&C platform (~36,000 employees, top-5 ENR contractor) leveraged to grid, data-center and renewables capex
Risks
- Thin net margin of 2.8% (54th pct) and middling current ratio (36th pct) typical of low-moat, cyclical construction
- Demand depends on government funding/permitting and macro capex cycles; ROE of 12.2% only mid-pack (66th pct)
Notable findings
- Strong balance sheetStrong balance sheet — $396M cash & investments
- Insider sellingInsider selling — 4 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$6M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
2.8%
Return on equity
12.2%
Return on assets
4.0%
Revenue growth (QoQ)
-2.8%
Net-income growth
145.1%
Current ratio
1.3×
Tangible book value
$354M
Cash & investments
$396M
Stock comp / revenue
0.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-03 | Csiszar Ernst N | Sell | 6.5K | $371.17 |
| 2026-05-15 | Csiszar Ernst N | Grant | 104 | — |
| 2026-05-15 | Csiszar Ernst N | Tax withheld | 23 | $434.77 |
| 2026-05-15 | Dwyer Robert J | Grant | 95 | — |
| 2026-05-15 | Dwyer Robert J | Tax withheld | 21 | $434.77 |
| 2026-05-15 | Parker Ava L | Grant | 121 | — |
| 2026-05-15 | Parker Ava L | Tax withheld | 14 | $434.77 |
| 2026-05-15 | Campbell C Robert | Grant | 95 | — |
| 2026-05-15 | Palomarez Javier Alberto | Grant | 95 | — |
| 2026-05-15 | JOHNSON JULIA L | Grant | 95 | — |
| 2026-05-15 | Palomarez Javier Alberto | Tax withheld | 21 | $434.77 |
| 2026-05-04 | Campbell C Robert | Sell | 3.0K | $417.00 |
| 2026-03-25 | Palomarez Javier Alberto | Sell | 950 | $325.43 |
| 2026-03-18 | MAS JORGE | Grant | 16K | — |
| 2026-03-18 | MAS JOSE RAMON | Grant | 26K | — |
| 2026-03-18 | DiMarco Paul | Grant | 9.1K | — |
| 2026-03-18 | Apple Robert E | Grant | 12K | — |
| 2026-03-18 | de Cardenas Alberto | Grant | 6.3K | — |
| 2026-03-17 | Love Timothy Michael | Grant | 492 | — |
| 2026-03-10 | Apple Robert E | Tax withheld | 12K | $297.81 |
| 2026-03-10 | MAS JORGE | Tax withheld | 16K | $297.81 |
| 2026-03-10 | MAS JOSE RAMON | Tax withheld | 28K | $297.81 |
| 2026-03-10 | de Cardenas Alberto | Tax withheld | 4.8K | $297.81 |
| 2026-03-03 | Csiszar Ernst N | Sell | 6.5K | $300.40 |
| 2026-02-13 | Palomarez Javier Alberto | Grant | 154 | — |
| 2026-02-13 | Palomarez Javier Alberto | Tax withheld | 34 | $269.53 |
| 2026-02-13 | JOHNSON JULIA L | Grant | 154 | — |
| 2026-02-13 | Dwyer Robert J | Grant | 154 | — |
| 2026-02-13 | Dwyer Robert J | Tax withheld | 34 | $269.53 |
| 2026-02-13 | Csiszar Ernst N | Grant | 168 | — |
| 2026-02-13 | Csiszar Ernst N | Tax withheld | 37 | $269.53 |
| 2026-02-13 | Campbell C Robert | Grant | 154 | — |
| 2026-02-13 | Parker Ava L | Grant | 195 | — |
| 2026-02-13 | Parker Ava L | Tax withheld | 22 | $269.53 |
| 2025-11-14 | Dwyer Robert J | Grant | 215 | — |
| 2025-11-14 | Dwyer Robert J | Tax withheld | 48 | $192.22 |
| 2025-11-14 | JOHNSON JULIA L | Grant | 215 | — |
| 2025-11-14 | Palomarez Javier Alberto | Grant | 215 | — |
| 2025-11-14 | Palomarez Javier Alberto | Tax withheld | 48 | $192.22 |
| 2025-11-14 | Campbell C Robert | Grant | 215 | — |
| 2025-11-14 | Parker Ava L | Grant | 274 | — |
| 2025-11-14 | Parker Ava L | Tax withheld | 31 | $192.22 |
| 2025-11-14 | Csiszar Ernst N | Grant | 235 | — |
| 2025-11-14 | Csiszar Ernst N | Tax withheld | 52 | $192.22 |
| 2025-11-03 | Love Timothy Michael | Sell | 1.9K | $206.15 |
| 2025-10-10 | Love Timothy Michael | Tax withheld | 621 | $210.09 |
| 2025-10-10 | DiMarco Paul | Tax withheld | 2.9K | $210.09 |
| 2025-09-29 | Campbell C Robert | Sell | 2.0K | $210.39 |
| 2025-09-18 | Apple Robert E | Sell | 9.9K | $200.43 |
| 2025-09-18 | Apple Robert E | Sell | 100 | $201.06 |
| 2025-09-11 | Campbell C Robert | Sell | 3.0K | $190.39 |
| 2025-08-15 | Parker Ava L | Tax withheld | 33 | $178.00 |
| 2025-08-15 | Campbell C Robert | Grant | 232 | — |
| 2025-08-15 | Palomarez Javier Alberto | Grant | 232 | — |
| 2025-08-15 | Palomarez Javier Alberto | Tax withheld | 52 | $178.00 |
| 2025-08-15 | JOHNSON JULIA L | Grant | 232 | — |
| 2025-08-15 | Dwyer Robert J | Grant | 232 | — |
| 2025-08-15 | Dwyer Robert J | Tax withheld | 52 | $178.00 |
| 2025-08-15 | Csiszar Ernst N | Grant | 254 | — |
| 2025-08-15 | Csiszar Ernst N | Tax withheld | 56 | $178.00 |
| 2025-08-15 | Parker Ava L | Grant | 295 | — |
| 2025-08-05 | de Cardenas Alberto | Sell | 100 | $180.69 |
| 2025-08-05 | de Cardenas Alberto | Sell | 9.9K | $180.69 |
| 2025-07-16 | Apple Robert E | Sell | 10K | $175.00 |
| 2025-05-15 | JOHNSON JULIA L | Grant | 263 | — |
| 2025-05-15 | Csiszar Ernst N | Grant | 287 | — |
| 2025-05-15 | Csiszar Ernst N | Tax withheld | 64 | $157.32 |
| 2025-05-15 | Dwyer Robert J | Grant | 263 | — |
| 2025-05-15 | Dwyer Robert J | Tax withheld | 58 | $157.32 |
| 2025-05-15 | Palomarez Javier Alberto | Grant | 263 | — |
| 2025-05-15 | Palomarez Javier Alberto | Tax withheld | 58 | $157.32 |
| 2025-05-15 | Campbell C Robert | Grant | 263 | — |
| 2025-05-15 | Parker Ava L | Grant | 334 | — |
| 2025-05-15 | Parker Ava L | Tax withheld | 37 | $157.32 |
| 2025-05-13 | Campbell C Robert | Sell | 2.0K | $155.00 |
| 2025-05-12 | Campbell C Robert | Sell | 3.0K | $153.89 |
| 2025-03-24 | Csiszar Ernst N | Sell | 2.5K | $131.63 |
| 2025-03-24 | Apple Robert E | Tax withheld | 10K | $124.03 |
| 2025-03-24 | MAS JOSE RAMON | Tax withheld | 24K | $124.03 |
| 2025-03-24 | de Cardenas Alberto | Tax withheld | 4.3K | $124.03 |
| 2025-03-18 | DiMarco Paul | Grant | 21K | — |
| 2025-03-18 | Love Timothy Michael | Grant | 1.1K | — |
| 2025-03-18 | MAS JOSE RAMON | Grant | 62K | — |
| 2025-03-18 | MAS JORGE | Grant | 37K | — |
| 2025-03-18 | de Cardenas Alberto | Grant | 14K | — |
| 2025-03-18 | Apple Robert E | Grant | 27K | — |
| 2025-02-14 | Csiszar Ernst N | Grant | 332 | — |
| 2025-02-14 | Csiszar Ernst N | Tax withheld | 74 | $135.78 |
| 2025-02-14 | Dwyer Robert J | Grant | 304 | — |
| 2025-02-14 | Dwyer Robert J | Tax withheld | 67 | $135.78 |
| 2025-02-14 | JOHNSON JULIA L | Grant | 304 | — |
| 2025-02-14 | Palomarez Javier Alberto | Grant | 304 | — |
| 2025-02-14 | Palomarez Javier Alberto | Tax withheld | 67 | $135.78 |
| 2025-02-14 | Campbell C Robert | Grant | 304 | — |
| 2025-02-14 | Parker Ava L | Grant | 387 | — |
| 2025-02-14 | Parker Ava L | Tax withheld | 43 | $135.78 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-22 | Shareholder vote | filing ↗ |
| 2026-04-30 | ResultsReg FDExhibits | filing ↗ |
| 2026-02-26 | ResultsReg FDExhibits | filing ↗ |
| 2025-10-30 | ResultsReg FDExhibits | filing ↗ |
| 2025-08-27 | 5.04Exhibits | filing ↗ |
| 2025-07-31 | ResultsReg FDExhibits | filing ↗ |
| 2025-06-27 | Material agreementDebt obligationExhibits | filing ↗ |
| 2025-05-27 | Shareholder vote | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-22 | 2026-05-21 | 0001193125-26-236909 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0000015615-26-000052 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0000015615-26-000050 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0000015615-26-000020 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0000015615-26-000018 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0000015615-25-000128 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0000015615-25-000130 ↗ |
| 8-K | 2025-08-27 | 2025-08-22 | 0001193125-25-189769 ↗ |
| 10-Q | 2025-07-31 | 2025-06-30 | 0000015615-25-000079 ↗ |
| 8-K | 2025-07-31 | 2025-07-31 | 0000015615-25-000080 ↗ |
| 8-K | 2025-06-27 | 2025-06-26 | 0001193125-25-151280 ↗ |
| 8-K | 2025-05-27 | 2025-05-22 | 0001193125-25-127576 ↗ |