Analyst
Thompson Davis
Equibles does not estimate personal net worth.
Adam Thalmann is recorded as Analyst at Thompson Davis. Adam Thalmann has spoken on 3 earnings calls and 1 other investor event across 3 companies, most recently for Comfort Systems USA Inc on July 24, 2026. Those appearances were for Comfort Systems USA Inc (FIX), Eagle Materials Inc (EXP) and Southland Holdings, Inc. (SLND). The companies whose calls Adam Thalmann spoke on are classified in the Industrials and Basic Materials sectors.
“Hey, Bill, maybe you can help us understand the puts and takes to cash flow, you know, how we should be looking at a billion of free cash flow in a single quarter and what that tells us about your cash flow prospects.”
“Craig, can you give a little bit more color on the April 1 cement price increases, and then on the wallboard side, what's the chance that wallboard pricing bottoms here in the near term?”
“I wanted to ask high level on the technology side. Does the bidding activity match the bookings and the revenue growth that you saw in Q3?”
“So I wanted to start with maybe a question for Keith, but if you can give us a little bit of help in the civil segment, how you're thinking about top line. In some years, the revenue in Q2, Q3, and civil dips versus Q1.”
Thompson Davis
Analyst
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Engineering & Construction · Industrials
Building Materials · Basic Materials
Engineering & Construction · Industrials
