Quanta Services, Inc. · NYSE:PWR
Quanta Services — Merger or Acquisition (July 2025)
17 slides from Quanta Services's merger presentation, Jul 31, 2025
Slide 1: Quanta Acquires Dynamic Systems
Acquires A Premier, Diversified, Turnkey Mechanical, Plumbing and Process Infrastructure Solutions Provider Strengthens Quanta’s Craft-Led Technology and Load Center Infrastructure Solutions Platform A Platform for Growth and Expansion of Quanta’s Total Addressable Market Across Several Strategic Ve
Slide 2: Notice to Investors
NOTICE TO INVESTORS This presentation (and oral statements regarding the subject matter of this presentation) includes forward-looking statements intended to qualify under the “safe harbor” from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking stat
Slide 3: Strategic Rationale
STRATEGIC RATIONALE Strengthens Quanta’s Craft-Led Critical Path Technology and Load Center Infrastructure Solutions Platform Highly-synergistic mechanical workforce and diversified customer base provides growth 1 opportunities and expansion of total addressable market (TAM) across several strategic
Slide 4: Overview
QUANTA DYNAMIC SYSTEMS MECHANICAL CONTRACTORS OVERVIEW Page 4
Slide 5: Dynamic Systems Overview
DYNAMIC SYSTEMS OVERVIEW Premier Mechanical and Process Infrastructure Solutions Partner Offering Opportunities for Growth and TAM Expansion • One of the largest mechanical, plumbing and process solutions providers in the United States, providing turnkey mechanical and process solutions from design
Slide 6: Dynamic Systems Overview: Load Center Growth Markets
DYNAMIC SYSTEMS OVERVIEW Focused On Attractive and Diverse Load Center Growth Markets, Including Technology and Manufacturing Revenue by End-Market – 2025E Core Capabilities & Value Proposition Dynamic Systems specializes in the execution of advanced mechanical, plumbing and process 4% 3% systems
Slide 7: Synergistic Platform for Growth
SYNERGISTIC PLATFORM FOR GROWTH Dynamic Systems Expands Quanta’s Craft Skill Capabilities and Enhances Our Infrastructure Solutions Platform • Growth strategy centered around providing comprehensive customer solutions • As the scale and complexity of infrastructure programs have expanded, Quanta’s a
Slide 8: Complementary Infrastructure Solutions
COMPLEMENTARY INFRASTRUCTURE SOLUTIONS Comprehensive End-to-End Infrastructure Solution from Electron Generation to Transmission to Consumption Generation Transmission Consumption Utility Utility Utility Scale Front Front Scale Scale Battery End Transmission Energized End Inside Fabrication/ Testing
Slide 9: Complementary Infrastructure Solutions
COMPLEMENTARY INFRASTRUCTURE SOLUTIONS Enhances Quanta’s Comprehensive Electron Generation to Transmission to Consumption Solutions Strategy Power Power Grid Power Generation Transmission Consumption Critical Enabler of Key Mega Trends • Increasing power • Manufacturing and • Load growth generation
Slide 10: Transaction Summary & Financial Overview
TRANSACTION SUMMARY & FINANCIAL OVERVIEW Page 10
Slide 11: Transaction Summary
TRANSACTION SUMMARY Leading Mechanical and Process Infrastructure Solutions Platform • Upfront consideration of approximately $1.35 billion, consisting of approximately $1.15 billion in cash, subject to certain closing adjustments, Transaction and approximately $200 million of Quanta common stock. A
Slide 12: Dynamic Systems 2026 Financial Expectations
DYNAMIC SYSTEMS 2026 FINANCIAL EXPECTATIONS Attractive Contribution to Revenues, Adjusted EBITDA and Adjusted Earnings Per Share DSI Estimated Financial Contribtion Remainder of 2025E 2026E Low Mid High Low Mid High Est. Revenues ($ MM) $ 425 $ 450 $ 475 $ 1,250 $ 1,350 $ 1,450 Est. Adjusted EBITDA
Slide 13: Key Takeaways
KEY TAKEAWAYS Premier Mechanical and Process Infrastructure Solutions Provider to Industries Driving Load Growth Highly-synergistic mechanical workforce and diversified customer base provides growth opportunities and expansion of total 1 addressable market (TAM) across several strategic verticals 2
Slide 14: Quanta Services, Inc.
Connect With Quanta Services Social Media Channels @QuantaIR @Quanta_Services Quanta Services, Inc. Investor Contact Corporate Office Kip Rupp, CFA, IRC 2727 North Loop West Vice President – Investor Relations Houston, TX 77008 713-341-7260 713-629-7600 Sean Eastman www.quantaservices.com Director –
Slide 15: Estimated Non-GAAP Financial Measures
ESTIMATED NON-GAAP FINANCIAL MEASURES We have not provided the most directly comparable GAAP financial measures, or a quantitative reconciliation thereto, for the forward- looking guidance for 2025 and 2026 of Dynamic Systems’ estimated adjusted EBITDA, or Dynamic Systems’ estimated contribution to
Slide 16: Cautionary Statement About Forward-Looking Statements
CAUTIONARY STATEMENT ABOUT FORWARD-LOOKING STATEMENTS This presentation (and oral statements regarding the subject matter of this presentation) contains forward-looking statements intended to qualify for the “safe harbor” from liability established by the Private Securities Litigation Reform Act of
Slide 17: Cautionary Statement About Forward-Looking Statements
CAUTIONARY STATEMENT ABOUT FORWARD-LOOKING STATEMENTS • Quarterly variations in operating and financial results, liquidity, financial condition, cash flows, capital requirements and reinvestment opportunities; • Trends and growth opportunities in relevant markets, including Quanta’s and Dynamic Syst