Side-by-side comparison of AI visibility scores, market position, and capabilities
Houston specialty utility contractor (NYSE: PWR) $23.6B FY2024 revenue (+13%); largest US electric power contractor, data center electrical construction, renewable energy BOP, competing with MYR Group and Primoris.
Quanta Services, Inc. is a Houston, Texas-based specialty contractor — publicly traded on the New York Stock Exchange (NYSE: PWR) as an S&P 500 Industrials component — providing comprehensive infrastructure services for the electric power, gas pipeline, renewable energy, and communications industries through a network of operating units in North America, Latin America, Australia, and internationally through approximately 52,000 employees. In fiscal year 2024, Quanta Services reported revenues of $23.6 billion (+13% year-over-year), with the Electric Power Infrastructure Services segment (power line construction, substation installation, storm restoration, energized work) generating $16.2 billion and the Renewable Energy Infrastructure Services segment (solar and wind farm BOP — balance of plant construction, grid connection, battery storage installation) generating $4.2 billion. CEO Duke Austin has positioned Quanta as the infrastructure services company most directly benefiting from the electrification of the economy: every new electric vehicle charging station requires Quanta-type electrical contractor work (panel upgrades, conduit installation, transformer additions), every new data center requires utility-grade substation construction and high-voltage transmission interconnection, and every utility's grid modernization program requires storm hardening, line replacement, and automation installation — all work that Quanta's operating units execute under multi-year master service agreements with utility customers. Quanta's 2023 acquisition of Cupertino Electric (California-based industrial and data center electrical contractor) and ongoing acquisitions of regional utility contractors expand Quanta's geographic footprint and service capability in the data center electrical construction and renewable energy transmission sectors.
New Orleans Gulf South regulated utility (NYSE: ETR) ~$12B revenue; 1,500 MW new gas gen for Meta data center (Entergy Louisiana), nuclear baseload, Mississippi River industrial corridor competing with Cleco.
Entergy Corporation is a New Orleans, Louisiana-based regulated electric utility holding company — publicly traded on the New York Stock Exchange (NYSE: ETR) as an S&P 500 Utilities component — providing electricity generation, transmission, and distribution to approximately 3 million customers across Arkansas, Louisiana, Mississippi, and Texas through four regulated utility subsidiaries: Entergy Arkansas, Entergy Louisiana, Entergy Mississippi, and Entergy Texas, along with Entergy New Orleans, through approximately 13,000 employees. Entergy Louisiana broke ground in 2025 on two new combined-cycle natural gas combustion turbine plants totaling approximately 1,500 megawatts of generation capacity in Richland Parish, Louisiana — directly supporting Meta's new data center development in the region — representing one of the largest generation investments in Entergy Louisiana's recent history, with the facilities projected to save customers $650 million through 2040 through more efficient power generation displacing higher-cost units. CEO Drew Marsh leads Entergy's strategy of executing on the unprecedented data center and industrial load growth in Louisiana, where the combination of affordable land, available water for cooling, reliable power infrastructure, and the Mississippi River industrial corridor creates favorable economics for hyperscale data center siting. Entergy's nuclear fleet (Grand Gulf Nuclear Station in Mississippi, Arkansas Nuclear One, Waterford 3 in Louisiana, River Bend Station in Louisiana) provides low-carbon baseload power that supports Entergy's reliability obligations and serves data center customers' clean energy procurement preferences.
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