ACA
Engineering & Construction · Industrials
Analyst
Sidoti
Equibles does not estimate personal net worth.
Julio Romero is recorded as Analyst at Sidoti. Julio Romero has spoken on 35 earnings calls and 2 other investor events across 13 companies, most recently for Comfort Systems USA Inc on October 23, 2026. Those appearances were for Arcosa, Inc. (ACA), Comfort Systems USA Inc (FIX), Insteel Industries Inc (IIIN), Tecnoglass Holdings Inc. (TGLS), NWPX Infrastructure, Inc. (NWPX) and 8 other companies. The companies whose calls Julio Romero spoke on are classified in the Industrials, Basic Materials and Technology sectors.
“And, again, Bill, congrats on your retirement, and Julie, congrats on the CFO role. Well-deserved. Hey, Trent, you mentioned earlier that your customers understand that labor is the governor.”
“Maybe to start on the guidance adjustment, how much of the EBITDA guide reduction is on the stronger Colombian peso versus the aluminum side? versus other costs?”
“You mentioned the OmniMax synergies began to contribute in the second quarter. That's obviously a big step. Congratulations on that. 7 million realized, I believe, and then you broke out 17 realization for the full year.”
“I wanted to start on the water transmission system segment. You had very impressive year-over-year sales in the segment.”
“Your full-year same-store sales guidance of mid to high 30s for the year implies second half, I think, about high 20s range or even in the low 30s. You know, how should we think about – I'm really curious, like, kind of the exit rate embedded in that.”
Sidoti
Analyst
Source not stated
ACA
Engineering & Construction · Industrials
Engineering & Construction · Industrials
Building Materials · Basic Materials
Engineering & Construction · Industrials
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
Building Products & Equipment · Industrials
Building Products & Equipment · Industrials
FSTR
Railroads · Industrials
Great Lakes Dredge & Dock CORP
Engineering & Construction · Industrials
ATEN
Software - Infrastructure · Technology
Great Lakes Dredge & Dock CORP Q3 FY2025 Earnings Call
Great Lakes Dredge & Dock CORP
Great Lakes Dredge & Dock CORP Q2 FY2025 Earnings Call
Great Lakes Dredge & Dock CORP