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Brent Thielman

Analyst

Oppenheimer

Equibles does not estimate personal net worth.

About Brent Thielman

Brent Thielman is recorded as Analyst at Oppenheimer. Brent Thielman has spoken on 8 earnings calls and 2 other investor events across 9 companies, most recently for Cardinal Infrastructure Group Inc. on October 13, 2026. Those appearances were for Cardinal Infrastructure Group Inc. (CDNL), Lsi Industries Inc (LYTS), Everus Construction Group, Inc. (ECG), Primoris Services Corp (PRIM), Knife River Corp (KNF) and 4 other companies. The companies whose calls Brent Thielman spoke on are classified in the Industrials, Technology and Basic Materials sectors.

Brent Thielman on recent calls

“Hey, Jeremy, any sense for, like, market share for Hughes in the region and have you talked through kind of competitive dynamics of that particular market they operate in?”
Analyst — Oppenheimer, Cardinal Infrastructure Conference Call ·
“I guess just first question in and around Royston and the lower margin sign resources projects you're working through. So is it possible to size that backlog and kind of the margin headwind that caused you or is causing you as you wind those down?”
Analyst — Oppenheimer, Lsi Industries Inc Q4 FY2026 Earnings Call ·
“Mike, on the guidance and the increase in revenue, it sounds like you have three months roughly of allied paving in there. Can you just clarify how much revenue you've baked into that?”
Analyst — Oppenheimer, Second Quarter 2026 Earnings Call ·
“And I guess my follow-on is just on the solid E&M margin performance. I know there's a portion of the business that you approach more on a cost-plus basis, but Jeff, what specifically is driving the higher margins here?”
Analyst — Oppenheimer, Everus Q2 Earnings Call ·
“The pipeline of new award potentially you talked about in renewables, are those more aligned with your traditional sort of markets and geographies? Is the company still kind of evaluating and pursuing newer geographies?”
Analyst — Oppenheimer, Second Quarter 2026 Earnings Conference Call and Webcast ·

Affiliation history

  • Oppenheimer

    Analyst

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