Sangeeta Jain

“Can I start with the JJ White acquisition and maybe you can discuss what your key goals are with this acquisition and what type of synergies are you hoping to achieve?”

“So contrary to what we've seen in the last few quarters, your backlog grew this quarter, but you kept the revenue guide unchanged. So just wondering if there's a read into that, that you may be moving to other geographies for some larger pipeline projects?”

“So, Cody, can I ask you a question on how we should reconcile the fact that you stopped taking new backlog in these challenge geographies in 2024 with the issues that you're facing in 2026 and whether those issues will be ring-fenced in 2026 and you can return to your 3 billion plus growth cadence in 2027?”

“So, Dan, can you talk a little bit about how you plan to increase the scope of work that you're doing inside Power Solutions? I know DICOM has SETICOM expertise, so maybe you can expand into cabling or something else that you're currently not doing there.”

“Duke, it looks like the hyperscalers and co-locators are increasingly looking for financing partnerships for large projects as the project sizes get bigger. would you ever consider becoming an investor in a large infrastructure project if the scope of the award measures up against your risk profile?”