Tell
vest
Companies
Returns
Economy
Firms & Analysts
About
Search
Ctrl K
Loading…
Thompson Davis — Tellvest
Firms
/
Thompson Davis
Thompson Davis
Industrials (29)
Technology (8)
Basic Materials (8)
1
Analysts
6
Companies
45
Questions
Trends
up to 8 quarters
Questions per Quarter
9
Q4'24: 9
Q4'24
7
Q1'25: 7
Q1'25
10
Q2'25: 10
Q2'25
8
Q3'25: 8
Q3'25
5
Q4'25: 5
Q4'25
6
Q1'26: 6
Q1'26
Questions
Challenging
Active Analysts
1
Q4'24: 1
Q4'24
1
Q1'25: 1
Q1'25
1
Q2'25: 1
Q2'25
1
Q3'25: 1
Q3'25
1
Q4'25: 1
Q4'25
1
Q1'26: 1
Q1'26
Companies Covered
6
Q4'24: 6
Q4'24
5
Q1'25: 5
Q1'25
5
Q2'25: 5
Q2'25
5
Q3'25: 5
Q3'25
4
Q4'25: 4
Q4'25
4
Q1'26: 4
Q1'26
Analysts
1
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Adam Thalhimer
EME
FIX
KEYS
MLM
PWR
+1
45
Focus Areas
15 topics
Demand
23
Revenue Growth
14
Margin
7
M&A
6
Cloud & AI
5
Capex Investment
4
Geographic Expansion
4
Capital Allocation
4
Competitive Dynamics
4
Guidance Reliability
4
Macroeconomic
3
Company Coverage
6 companies
EME
EMCOR Group, Inc.
13q
FIX
Comfort Systems USA, Inc.
10q
KEYS
Keysight Technologies
8q
MLM
Martin Marietta Materials
6q
PWR
Quanta Services
6q
VMC
Vulcan Materials Company
2q
—
Adam Thalhimer
6 companies
45
Questions
Trade Tariffs
3
Pricing
3
Innovation & R&D
1
Regulation Policy
1