Brian Brophy

can you give us a sense of how much has actually shifted to GMP versus fixed price?

your discussion with your customers, have you seen any change at all in the demand profile from that end market?

Any update on access to craft labor, labor tightness? Any notable changes you guys have seen there

is that kind of a deliberate decision on your guys' part to start off with maybe some lower risk structures

your data center work has been growing a bit faster on the mechanical side than on the electrical side for a few quarters now. Can you talk about what are the drivers behind that

I think you mentioned 17 electrical markets on the data center side, you're up to now 7 mechanical and it's grown nicely over time. Where can that go over time

Is there anything else you guys would consider noncore? Or how are you thinking about the portfolio at this point

Just wanted to see if you could help us quantify, I guess, the impact

Have you seen any change or acceleration in conversations with customers just given some of the changing outlook on the tariff discussion in that space

Is this a small portion of the overall award you're expecting as part of this Phase 2 project

I am assuming that's contributing. It also appears that the Miller transaction costs are now excluded. I guess do I have those items right

we continue to see headlines point to some more noise, a couple of large hyperscalers at this point, adjusting some of their data center commitments. Just curious your thoughts

green shoots there. Curious if you're seeing similar

You called out tariffs as a risk factor. Can you remind us how you may potentially be impacted there and talk about how you guys have managed through that in the past

Could you talk about what you're seeing there in terms of demand dynamics you're currently

How are you thinking about returns on that CapEx spending this year relative to your internal hurdles?

to what extent have you guys seen any competitive changes from a landscape perspective on the modular side?

I wanted to ask about the $43 million change order closeout benefit you mentioned in your opening comments. Just any more color on what drove that benefit this quarter?

where are you finding all these electricians? And just how sustainable do you think your ability to grow headcount at this pace is?

some potential changes to cooling requirements on next-generation chips. Just any color on how that may impact your business

Seems like your cash generation may be outpacing your ability to deploy into M&A. Maybe that is true. Maybe that is not

wondering if you could give an update on some of the automation investments you've made on the modular side

Just would you give us an update on kind of what you're seeing on the project pipeline side, particularly some of the onshoring opportunities

anything to call out on the health care end market? It looks like that was really the only other end market that grew meaningfully outside the tech

Are you seeing any new entrants in the space? Curious, your latest thoughts on how you're feeling about your leadership position there?

Was that the full 300 million that you guys have talked about in the past that got unwound here? Or is there more to

Historically, it's been kind of a net source of margin expansion for you guys that slowed a little bit this quarter. Just curious how you're thinking about SG&A leverage

Have you guys seen any changes in terms of contract terms today versus a year ago? I would assume they're essentially the same or better

We've been getting a lot of questions on inferencing data centers versus training data centers. What that potentially needs for power, cooling needs

any color on the pilot that you referenced and how that unfolded and any feedback on what this could mean for the cost profile or margin profile

Are these related to potential greenfield opportunities? Or are these more adjacent to current operations

Curious if there was any notable large bookings on the integrated fabrication part of the business in the quarter, and if that was a core driver of the upside, or is it more broad-based in MEP?

Did you see any notable SunZia closeout benefits in the quarter or anything that was more one time?

Can you talk about what you're seeing there that is driving these investments? Did you see any meaningful awards

can you talk about some of the areas of your business where you're seeing more or less tightness currently?

Curious if you can comment on whether that is structured as a cost plus or a fixed price project.

Just curious how you're thinking about opportunity to continue to deploy capital here from an M&A perspective?

Can you help us understand what is all in there? Is that primarily Cupertino?

Hoping you could talk about the communications outlook here. Bit and any more detail on this Lumen announcement that you made here.

what are your latest thoughts on when we may see a new federal infrastructure bill?