Adam Thalmheimer

“Hey, Tom, you mentioned the Tulsa greenfield, and then you said there were other greenfield galvanizing opportunities. I'm curious if you can elaborate on those and if there's an underlying trend that's driving those opportunities.”

“I also wanted to ask about the NatCash Generation Awards, the $1.4 billion. A few questions on that. Is it all simple cycle? Geographically, where are those awards, and what does the funnel look like?”

“I'm going to try not to ask about data centers. I actually wanted to ask more in the semiconductor space, which maybe that's the high-tech manufacturing. But can you talk about any bookings in the quarter or upcoming bids in that sector?”

“Randall, I was hoping you could give us a high-level update on Oklahoma City, how that market is doing, how the Schwartz acquisition is doing, and I think you were trying to get to number one in that market, just how that process is going.”

“You mentioned power delivery a few times in the script. Just kind of bring all that together and talk about growth rates and margins in that segment.”