Adam Bubis

“You talked about building some modular products for new customers, including Frontier Lab and Colo providers. Can you just clarify, is the 6 million square feet of capacity you expect by 2027 is the incremental 1 million square feet versus what you targeted by midyear?”

“On the M&A front, I think you've acquired $130 million of revenue year-to-date. More broadly, if we look at years prior to 2026, say the five years prior, it's characterized by really outsized acquisition activity.”

“The safety clean environmental services business continues really robust growth performance, I think 11% in the quarter. Can you just help us understand what's driving that?”

“I know you talked about 2026 fuel station services is going to be a year where BizDev activity sets the stage for future growth. But are we thinking about 2026 EBITDA down versus 2025, or should we still expect growth this year?”

“We've seen really strong data center revenue growth and margin expansion from the public electrical and mechanical contractors. Can you just talk about what the backlog and margin trajectory has looked like at Payne Crest?”