Engineering & Construction · Industrials
Brian Brophy
Analyst
Stiefel
Equibles does not estimate personal net worth.
About Brian Brophy
Brian Brophy is recorded as Analyst at Stiefel. Brian Brophy has spoken on 13 earnings calls and 1 other investor event across 10 companies, most recently for Custom Truck One Source, Inc. on October 27, 2026. Those appearances were for Comfort Systems USA Inc (FIX), Cardinal Infrastructure Group Inc. (CDNL), EMCOR Group, Inc. (EME), Vulcan Materials CO (VMC), Custom Truck One Source, Inc. (CTOS) and 5 other companies. The companies whose calls Brian Brophy spoke on are classified in the Industrials and Basic Materials sectors.
Brian Brophy on recent calls
“I'm curious how far out some of the large transmission projects are that you're talking with customers currently, and what you would typically see in a more normalized demand environment.”
“I guess just one for me, curious if there's any areas of geographic exposure that kind of stand out this quarter in terms of relative strength or weakness that's worth calling out.”
“Can you give us a sense for the end market mix of Hughes? I would assume it's primarily residential.”
“Obviously, public market investors seem concerned about something as it relates to data centers. But just curious, your discussion with your customers, have you seen any change at all in the demand profile from that end market?”
“Please go ahead. yeah thanks good morning everybody appreciate you taking the question um it looks like cement volumes were a little bit stronger than some of the other peers that have reported just any color that you're seeing on what's driving this and um where the sources of strength have been thanks um you know…”
Affiliation history
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Stiefel
Analyst
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Current
Company network
Engineering & Construction · Industrials
Engineering & Construction · Industrials
Building Materials · Basic Materials
Rental & Leasing Services · Industrials
Building Materials · Basic Materials
TTAM
Building Materials · Basic Materials
LGN
Engineering & Construction · Industrials
Building Products & Equipment · Industrials
Engineering & Construction · Industrials