Adam Thalhimer

I did want to see if I can get at the margin potential in the back half

I'm just curious if you can give more detail on the pipeline and what the expectation should be for orders for the rest of the year

I was curious on semiconductors when the next wave of awards might be in that space

The 33% in network and communications, obviously, some others in your space are even higher than that. And I'm just curious if that was a conscious decision on your part to stay more diversified

how you might get to the high end of the Q4 margin guide

the investments you're making, how long that headwind might persist and what the benefit

I'm curious what your expectations are for bookings at a high level in the back half of the year

In the U.K., what's caused the strength there? I'm curious if that's sustainable

With the change in administration, curious if you are seeing any signs of life

Can you just give us kind of updated high-level thoughts on where you want to take that segment from here

you bought back a lot of stock in the first quarter despite closing Miller and also you had some cash outflows related to new project starts. What gave you the confidence

would you guys be willing to hold a little bit of net debt, you know, if you found another Miller or if you really wanted to lean into the buyback

how we should think about the building services segment from a high level. I'm curious. Is that kind of slow growth, slow growth with better margins over time

Geographically, I'm curious where you are seeing more of the data center demand these days and how that matches up with your capabilities?

the CapEx forecast for the rest of the year, can you give a little more color on what that is? And is that more geared towards projects you've already booked?

Your free cash flow -- your net cash, I think, broke out to an all-time record in Q3. Just curious how you're thinking about that

Does the bidding activity match the bookings and the revenue growth that you saw in Q3?

as your technology customers are taking up more and more of your capacity, to what extent are they paying up for that?

Within the current backlog, how much of that work would be scheduled for 2027 plus?

how much of that is occurring in their traditional North Texas market versus work in other areas of Texas or even outside of Texas?

when you think about the impact the tariffs have had in April, if any, I mean, can you help quantify the actual impact on the prices

Can you give us a little more color on that and maybe just some anecdotes about what you're seeing from the current bidding environment?

to what extent are you guys getting or do you have visibility, would you say, into 2026?

What do you think the next market is? And when do you think you could see material orders from that

Do you think that net-net, tariffs have pulled forward some orders or pushed them out

The revenue there was really strong in the quarter. And maybe you can just give some high level thoughts on China demand

I'm curious if there was any -- to what extent you saw pre-buy activity ahead of any surcharges

Just curious if that's an indicator that we might be closer to a mixed demand environment becoming a solid demand environment

can you comment on how EV sales are trending? What the expectations are there

as you think about the full-year, what are the growth offsets to the weakness in auto

I think that was your best ever quarterly operating margin. It kind of took me by surprise. Curious what drove that

Can you give us any early thoughts? I know it's only been a couple of months on Quikrete

can you provide some clarification on the guidance? What's in and what's out? I'm specifically curious about Minnesota

I was hoping you could comment more on what you're seeing in the public sector and specifically DOT work, how confident you are in 2026

given the fact that you don't want to be on the wrong side of calling the volumes, what gave you the confidence to increase the annual guidance

are those projects. Are you thinking about those as a driver in 2025? Or is that more 2026-plus

I think you said aggregates pricing up a little bit sequentially in Q1 with a bigger pop in Q2

on the revenue beat at Electrical was so substantial. Just curious what drove that. And then I'm curious on the Iran war

Can you just compare what's in backlog for large transmission to what you see out there in the bidding environment?

If you can comment on the Dynamic acquisition, how the integration is going? What kind of demand you're seeing generally in Texas?

has the one big beautiful bill come up at all in conversations with your customers. Just curious if there are provisions in there that could cause them to go faster.

Are you seeing anything interesting in the long-term bidding or planning Duke that would make you think that 2026 could be a recovery year for large pipe?

What else you're seeing in terms of long-haul fiber? Could you book another award of a similar magnitude?

I was hoping you could comment on the cadence of EBITDA this year, and I am curious if we should bake in another EBITDA decline in Q1

do you have the well, I was also curious about the downstream portion because that was a pretty big increase year over year