Question · Q3 2025
Adam Robert Thalhimer inquired about the alignment of bidding activity with the strong bookings and revenue growth observed in the technology sector during Q3, and the company's strategy for capital allocation given record free cash flow and net cash.
Answer
President and CEO Brian Lane confirmed that the pipeline of opportunities in the technology sector remains robust, matching Q3's strong performance. CFO Bill George stated that the capital allocation strategy remains consistent since 2007, prioritizing acquisitions and share buybacks, and expressed optimism about finding deployment opportunities despite increasing cash levels.