Sign in

Joe Osha

Managing Director and Senior Research Analyst at Guggenheim Partners

Joe Osha is a Managing Director and Senior Research Analyst at Guggenheim Securities, specializing in energy technology and industrial technology with a strong focus on renewables and decarbonization. He covers major companies in the power, energy, and sustainability sectors, and has consistently delivered high-performing stock recommendations—boasting a 70.83% success rate and an average return of 39.62% according to independent analyst rankings. Osha began his equity research career in 1992 at Baring Securities, then spent nearly two decades as an analyst at Merrill Lynch before serving as CFO at GreenFire Energy and Gravity Renewables, rejoining the sell-side at JMP Securities in 2016, and joining Guggenheim in 2021. He holds the CFA Charter, is FINRA registered, and received an MBA and MA from the University of Michigan and a BS from the University of Richmond.

Joe Osha's questions to QUANTA SERVICES (PWR) leadership

Question · Q3 2025

Joe Osha inquired about single cycle gas plants being deployed inside the fence alongside large data centers to complement grid-scale renewables, and if Quanta is actively pursuing or contemplating this type of work.

Answer

President and CEO Duke Austin confirmed that Quanta is actively looking at single cycles, which has evolved into their total solution offering. He emphasized the importance of speed to market for various generation types and Quanta's unique position to interface with both utilities and large load customers.

Ask follow-up questions

Question · Q3 2025

Joe Osha asked about the trend of single-cycle gas plants being built alongside large data centers to complement grid-scale renewables, inquiring if this type of work is part of Quanta Services' current or contemplated projects.

Answer

President and CEO Duke Austin confirmed that Quanta's initial focus in this area was indeed on single-cycle plants, which has evolved into offering a more comprehensive total solution. He emphasized the importance of interfacing with both technology/large load customers and utilities to accelerate the process, highlighting speed to market as a critical factor for generation, whether it's solar, batteries, single-cycle, or combined-cycle plants.

Ask follow-up questions

Get Instant Answers from SEC Filings & Earnings Calls

Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.

Search across 8,000+ companies
Access millions of SEC filings & transcripts
Get answers cited to the source
Try Fintool for Free

Trusted by leading investment firms and analysts