ACA
Engineering & Construction · Industrials
Analyst
D.A. Davidson
Equibles does not estimate personal net worth.
Brent Thielman is recorded as Analyst at D.A. Davidson. Brent Thielman has spoken on 21 earnings calls across 14 companies, most recently for Arcosa, Inc. on February 27, 2026. Those appearances were for Arcosa, Inc. (ACA), Valmont Industries Inc (VMI), Eagle Materials Inc (EXP), Everus Construction Group, Inc. (ECG), Primoris Services Corp (PRIM) and 9 other companies. The companies whose calls Brent Thielman spoke on are classified in the Industrials and Basic Materials sectors.
“Yeah, on engineered structures, you've been in a pretty tight range of margins throughout 2025 and want to get a sense of whether, you know, do these sorts of levels are sustainable into 2026.”
“Yeah, I want to follow up on utility that I appreciate the Outlook Bridge as well and the deck, but the $150 million in growth assumed for the utility piece, $26 versus $25, I guess if we assume sort of a stable fuel price environment, is there still sort of a higher potential ceiling for that business this year, or…”
“Just thoughts in terms of whether that's consistent across the footprint or you've got some, you know, potentially some regions outperforming that.”
“Yeah, I wanted to maybe just follow up on the overall kind of growth outlook for 2026 as you sit here today And maybe just ask in a different way, your high-level views and expectations for each of the business groups.”
D.A. Davidson
Analyst
Source not stated
ACA
Engineering & Construction · Industrials
Building Materials · Basic Materials
Engineering & Construction · Industrials
Engineering & Construction · Industrials
Engineering & Construction · Industrials
Engineering & Construction · Industrials
Building Products & Equipment · Industrials
MTZ
Engineering & Construction · Industrials
Engineering & Construction · Industrials
FLR
Engineering & Construction · Industrials
KNF
Building Materials · Basic Materials
Rental & Leasing Services · Industrials