Engineering & Construction · Industrials
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?”
“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?”
“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?”
“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?”
“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?”
Affiliation history
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Oppenheimer
Analyst
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Current
Company network
LYTS
Electronic Components · Technology
Engineering & Construction · Industrials
Engineering & Construction · Industrials
KNF
Building Materials · Basic Materials
Engineering & Construction · Industrials
Engineering & Construction · Industrials
Building Materials · Basic Materials
Building Products & Equipment · Industrials