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Brent Edward Thielman

Managing Director and Senior Research Analyst at D.a. Davidson & Co.

Brent Edward Thielman is a Managing Director and Senior Research Analyst at D.A. Davidson & Co., specializing in coverage of the engineering, construction, and construction materials sectors, with a focus on industrial services, product manufacturers, and infrastructure companies. He currently covers over 40 publicly traded firms, including notable names such as Acuity Brands, Powell Industries, Sims, Metalico Inc, Belden, and Xylem, and consistently ranks among the top Wall Street analysts, holding a TipRanks success rate of approximately 69% and an average return per recommendation exceeding 25%. Thielman began his tenure at D.A. Davidson in 2003 and has developed a reputation for deep sector expertise and high-performing stock recommendations across NYSE and NASDAQ-listed companies. He holds a bachelor’s degree in economics from the University of Oregon and is a registered securities professional with FINRA.

Brent Edward Thielman's questions to COMFORT SYSTEMS USA (FIX) leadership

Question · Q3 2025

Brent Edward Thielman asked about the sustainability of Comfort Systems USA's growth outside of modular, particularly concerning industry labor constraints. He questioned the criticality of internal recruiting and hiring efforts versus larger job values, and if there's any slowdown in attracting new talent. He also inquired if the 3 million square feet of modular space expected by early 2026 is already sold out or anticipated to be soon, and sought clarification on whether the $15.5 million revenue write-up was entirely within the mechanical segment.

Answer

President and CEO Brian Lane emphasized that internal recruiting, fair treatment, good pay, and benefits, along with ample work, attract talent. He highlighted continuous training, productivity improvements, and strategic job selection as key enablers. COO Trent McKenna confirmed that the 3 million square feet of modular space is effectively sold out. CFO Bill George clarified that the $15.5 million write-up was in the electrical segment, and while it was the largest single discrete development, favorable closeouts occurred in both segments, contributing to a strong quarter.

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