Analyst
Thompson Davis
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Adam Talheimer is recorded as Analyst at Thompson Davis. Adam Talheimer has spoken on 3 earnings calls across 3 companies, most recently for Martin Marietta Materials Inc on April 30, 2026. Those appearances were for Martin Marietta Materials Inc (MLM), Dycom Industries Inc (DY) and Southland Holdings, Inc. (SLND). The companies whose calls Adam Talheimer spoke on are classified in the Basic Materials and Industrials sectors.
“Three-part question on M&A. Can you give us any early thoughts? I know it's only been a couple months on Quickrete. On New Frontier, are there any kind of unique synergy opportunities there.”
“I also had a question on the M&A pipeline. Dan, is that all in within the building system segment? And then what should our expectations be on timing?”
“Hey, Cody, I just wanted to follow up on or start where you left off, which is the 39% of the backlog burns in 2025.”
Thompson Davis
Analyst
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Building Materials · Basic Materials
Engineering & Construction · Industrials
Engineering & Construction · Industrials
