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Adam Robert Thalhimer

Research Analyst at Thompson Davis & Co. Inc.

Richmond, VA, US

Adam Robert Thalhimer, CFA is the Director of Research and Partner at Thompson Davis & Co., a Richmond-based investment firm where he has worked since 2016. He specializes in equity research covering the Building Materials, Building Products, Engineering & Construction, Telecom Equipment, and Environmental Services sectors, following nearly two dozen companies including Comfort Systems USA and Construction Partners. Thalhimer began his investment career in 2001 at UBS PaineWebber in New Jersey before returning to Richmond in 2002 to join Scott & Stringfellow as a mutual fund analyst, then transitioned to BB&T Capital Markets in 2003 where he spent 13 years building his equity research practice and eventually led a three-person research team while being consistently ranked as a top analyst at the firm. He holds the Chartered Financial Analyst (CFA) designation and is registered with FINRA as a financial advisor.

Adam Robert Thalhimer's questions to MARTIN MARIETTA MATERIALS (MLM) leadership

Question · Q4 2025

Adam Robert Thalhimer sought clarification on Martin Marietta's 2026 guidance, specifically what is included or excluded, such as the Minnesota acquisition, and inquired about the assumption of a slow start to the year due to challenging weather.

Answer

Chair, President and CEO Ward Nye clarified that the consolidated Adjusted EBITDA includes heritage aggregates, organic aggregates, and discontinued operations. Adjusted EBITDA from continuing operations includes only the organic business, excluding cement, ready mix, and Minnesota. He stated updated guidance would be provided after the Quikrete closing. Regarding the start of the year, he noted resilient performance in January despite cold weather, which was heartening and did not dissuade him from their measured guide.

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Fintool can predict MARTIN MARIETTA MATERIALS logo MLM's earnings beat/miss a week before the call

Adam Robert Thalhimer's questions to COMFORT SYSTEMS USA (FIX) leadership

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.

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Fintool can predict COMFORT SYSTEMS USA logo FIX's earnings beat/miss a week before the call