Brian Brophy

“You called out fabrication capacity a couple of times, dropping comments in the deck, helping the sports and the data center demand. You're seeing just an update on the traction that you're getting there, and if you're seeing any early cross-sell benefits from SimCorp.”

“And then you touched on prefab investments driving some of the capex. I guess I'm curious if you could talk about where you stand on kind of that adopting curve from a prefab standpoint and how much opportunity is left there to continue to increase the amount of mix on the prefab side.”

“Just had a bigger picture question given this is the first earnings call, but wondering if you could give an overview of your fulfillment business and what kind of work you do there, and how does overbuilding impact the growth opportunity there over time?”

“Just continuing the conversation on some of the regional areas where you have data center exposure, are you experiencing any notable difference in demand trends by region and particularly curious on DMV relative to other areas?”

“And then maybe just touch on the hospitality and market. How are you thinking about the outlook there and the back half?”