Analyst
Thompson Davis
Analyst
Davis)
Equibles does not estimate personal net worth.
Adam Thalhimer is recorded as Analyst at Thompson Davis and Analyst at Davis). Adam Thalhimer has spoken on 9 earnings calls across 7 companies, most recently for Dycom Industries Inc on August 26, 2026. Those appearances were for Tutor Perini Corp (TPC), Dycom Industries Inc (DY), Suncrete, Inc. (RMIX), Comfort Systems USA Inc (FIX), Quanta Services, Inc. (PWR) and 2 other companies. The companies whose calls Adam Thalhimer spoke on are classified in the Industrials and Basic Materials sectors.
“I guess I'm still wondering, how would you characterize the core wire line business? And maybe you can just comment generally on trends in the various fiber programs.”
“I wanted to ask, so when you look at national PPI, concrete pricing is actually a bright spot. And I'm curious what you're seeing concrete pricing in your markets.”
“It sounded like the civil and building operating margins were stronger than you expected. can you give a little bit more color on why that was and your expectations for the back half?”
“Ryan, the refinancing you said is coming in the next few months.”
“Bill, the CapEx forecast for the rest of the year, can you give a little more color on what that is? And is that more geared towards projects you've already booked, or are you getting ready to handle future orders?”
Thompson Davis
Analyst
Source not stated
Davis)
Analyst
Source not stated
Engineering & Construction · Industrials
Engineering & Construction · Industrials
RMIX
Building Materials · Basic Materials
Engineering & Construction · Industrials
Engineering & Construction · Industrials
Engineering & Construction · Industrials
Engineering & Construction · Industrials
