Anuj

“So, beyond the $7.5 billion cap, how would you characterize the pipeline and bidding activity? And, like, what are the public versus private and federal versus state mix of new bids?”

“Can you help us frame the NASA headwind, like, how large it is on annualized bases when it laps and whether there is further debooking risk in it? Thank you.”

“So, in light of recent cost overruns and renewables, should we expect any changes to the contract structures or targeted margin profile on future projects? Thank you.”

“So to what extent are you seeing fuel inflation or other cost pressures impact margins across your construction and material business? And as diesel costs move higher, are you generally able to incorporate those increases into new bids and recover them through pricing, or is there typically a lag?”

“So I wanted to understand what is your prefabrication capacity today and how much capacity do you plan to add this year? And additionally, if you can discuss the footsteps and takes of internalizing fabrication versus leveraging fabrication for third-party sales.”