Research Analyst at D.A. Davidson
Brent Thielman is Managing Director and Senior Research Analyst at D.A. Davidson & Co., specializing in coverage of the Industrial Goods, Engineering & Construction, and Construction Materials sectors, with extensive focus on companies such as Sterling Infrastructure, Martin Marietta Materials, Belden, Xylem, Sims, Metalico, Powell Industries, Acuity Brands, and WillScot Mobile Mini Holdings. As one of the top-ranked analysts on Wall Street, Thielman boasts a 71.6% success rate and an average return of 28.65% per rating, placing him in the top 50 analysts on TipRanks with a history of profitable calls over more than two decades. Beginning his career at D.A. Davidson in late 2003, he has built a reputation for thorough sector research and investment strategy support, further strengthening his credentials with executive education from the Wharton Securities Industry Institute. Thielman holds a BS in Economics from the University of Oregon and possesses industry certifications consistent with senior analyst status.
Brent Tillman inquired about specific trades within Quanta's craft workforce where scarcity might limit growth and where the company is particularly focused on recruiting talented individuals.
President and CEO Duke Austin identified inside Wireman and mechanical trades as areas of scarcity, noting Quanta's early stage in mechanical. He highlighted investments in colleges, campuses, curriculum, and pre-manufacturing to enhance these programs and add talent faster.
Brent Tillman inquired about specific trades within Quanta Services' craft workforce where scarcity is a limiting factor to growth and where the company is particularly focused on recruiting talented individuals.
President and CEO Duke Austin noted that Quanta added over 6,000 employees through acquisitions this year and has invested heavily in its craft skill workforce, colleges, and curriculum. He identified 'inside Wireman' as a scarce trade, where the company is enhancing programs and adding pre-manufactured products to scale. He also highlighted the mechanical and plumbing trades as areas of focus for curriculum expansion and local workforce development.
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