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a positive outlook on the next reauthorization of IIJA. Maybe you could share
where now or are you seeing some of the focus on the capital allocation towards M&A over the next 6 to 12 months?
maybe like the -- we appreciate the update on Road Solutions. Maybe you could share how maybe Road Solutions and your critical infrastructure business. How does that pipeline look?
with net debt at 0.4 times net billion dollars, I guess ex smelter defending and looking and given comfort levels
Do you continue to see very solid opportunities, certainly second half of the year into 2027
What areas that we can look for over the next 6 to 12 months that might show up
the 60% free cash off the company is still targeted towards, again, the share repurchase
it looks like the projects are getting larger, a little longer for gestation, but much more complex
maybe you can refresh on that, how that looks today versus a year ago
how do we think about as you allocate that cash relative to share repurchase
break down from the mix from scale, from cost efficiency, how that looked this quarter
how would you assess the benefits on your focus, as you talked about in February on the total life cycle on projects
fast-growing water and fast-growing energy power. Any interesting dynamics around that, especially with energy power tied towards some of your larger SAM
the comments about PA and increasing your investment. What's the genesis of that? And how has that evolved over the last couple of years?
talk a little bit more about your European business, what's going on in the Middle East, there should be some pretty good green shoots
The comfort level of ramping as we move through the year, to achieve the conversion targets that you're putting forth?
talk about the pipeline you see maybe amongst the three major end markets, growth in pipeline year-over-year
share views from your client base and how Jacobs positioning relative to the election and some of the machinations
is the pipeline weighted and your thoughts weighted towards adding to some of your existing levels or maybe some of the levels that you just recently purchased
is it a macro? Is it regulatory? Is there sentiment concerns? Because there are some people who are thinking macro is not as you know, right as others
Michael mentioned in his prepared remarks, CapEx trending next year. Maybe if you could shed a little bit more light on that
share some thoughts on unit cost performance, again, driving that double digit is quite helpful
Has the macro environment looking at the sentiment amongst your acquisition pipeline changed materially
if the economy picks up or rates fall just a little bit that there's this pent-up demand will flow through
Are some of the orders and development and the discussion is more real now than they would have been 6 or 12 months ago?
Can you sense of how real the market is? Like discussion with utilities on the load factor side, are there a lot more fluff in the market?
are your customers starting to recognize they need to secure your time, your MSA, your resources at a more quicker rate?
Is that jarred some other RTOs in to kind of get moving forward. And are utilities continuing to underestimate transmission
How is that market and the dynamics there? And how your internal opportunities are helping you provide better, more of those solutions on it?
Is that -- could that be contributory on like volumes, given the acceleration of some of these projects
the pipeline for M&A, what your early indications of opportunities are, and you did mention in your, I think, first couple of statements of current and new geographies
as you look into your tenure here for the next several years, maybe even a decade or so, as you look out maybe past 2026, how much different or not will Vulcan look like?
I want to hear your thoughts on Big Beautiful Bill legislation and how that maybe from your clients, or how you assess it from a Vulcan standpoint
Maybe you can talk about for the next several quarters how that looks, any meaningful changes from what we've seen in history
do you do you sense this is you know, even, like, say, your organic volumes are flat and it kinda flattish on the overall market? This look like maybe a more normalized level pricing