tradeval
PWR

Who Quanta Services buys from and sells to

Largest US contractor building and repairing transmission lines, substations and power plants for utilities.

Part of Power Grid and Clean Energy Infrastructure spending

Buys from 2

  • Union craft labour (IBEW and others)linemen and electricians, the real constraint on capacity
  • Cupertino Electricdata-centre electrical contracting, acquired in 2024

Where the chain could break

  • Ten customers ~30% of 2025 revenue, the largest 8%; utility and power ~70% of revenue
  • Growth rationed by skilled lineworker supply, not by demand

Competes with

Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.

Sources (1)