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MasTec (MTZ) investor relations material

MasTec Morgan Stanley’s 13th Annual Laguna Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley’s 13th Annual Laguna Conference summary10 Sep, 2025

Macro environment and business drivers

  • Strong multi-year demand across power delivery, clean energy, pipeline infrastructure, and communications segments, enabling robust investment cycles and collaborative planning with customers.

  • Data center build-out and AI are major growth drivers, impacting construction, power, and communications needs, with significant opportunities in facility construction and interconnectivity.

  • Electrification trends, including heating, fleets, and reindustrialization, are increasing electricity demand for the first time in decades.

Segment outlooks and growth opportunities

  • Transmission projects are moving into construction after long permitting delays, with billions in opportunities expected through 2026 and beyond.

  • Communications growth is shifting from wireless to wireline, driven by fiber deployment, data center interconnectivity, and government programs like BEAD, with strong organic growth expected.

  • Pipeline infrastructure is entering a new upcycle, with customer sentiment turning bullish and backlog growth accelerating, especially for gas to support power generation.

  • Clean energy and renewables segments show stable growth, with sophisticated clients maintaining robust, safe-harbored project pipelines through 2026.

  • Civil infrastructure and industrial segments are healthy, with a focus on balanced risk and disciplined project selection to ensure strong returns.

Operational and margin strategies

  • Margin expansion is targeted through improved execution, productivity, and systematic access to real-time data at the crew level.

  • High single-digit EBITDA margins are forecast for this year, with a near-term goal of double-digit margins in power delivery.

  • Organic growth is strong in communications, power delivery, and clean energy, with double-digit growth in the first half of the year.

  • Focus remains on balancing growth with risk management and extracting more value from existing projects.

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Frequently asked questions

MasTec, Inc's Communication Infrastructure segment provides various services on a contract basis to construct and maintain wireline or wireless networks for various communications carriers. This segment offers deployment, maintenance, and upgrade services; right of way clearing, acquisition, and maintenance; and site construction services for the wireless industry. It also provides installation, construction, restoration, deployment, testing and maintenance services to electric utilities; and performs fiber to the home deployments for electric utilities. The company's Energy Infrastructure segment constructs oil and natural gas pipeline systems for oil and natural gas companies. As of December 31, 2017, it had approximately 1,200 active contracts with approximately 90 customers. MasTec, Inc. was founded in 1929 and is headquartered in Coral Gables, Florida

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