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    Gene Ramirez • D.A. Davidson & Co.

    Gene Ramirez's questions to Construction Partners Inc (ROAD) leadership

    Gene Ramirez's questions to Construction Partners Inc (ROAD) leadership • Q1 2025

    Question

    Gene Ramirez asked about the level of commercial and private activity in the backlog compared to the prior year and the expected public-private mix. He also sought clarification on the organic private sector's contribution to the backlog versus contributions from Lone Star.

    Answer

    Executive F. Smith described the commercial and private markets as 'very healthy,' citing several large corporate projects as examples. CFO Gregory Hoffman detailed that the Q1 public/private revenue mix was 58%/42%, and he expects the full-year mix to trend towards 63% public, similar to the prior year, a trend supported by the current backlog composition.

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    Gene Ramirez's questions to Dycom Industries Inc (DY) leadership

    Gene Ramirez's questions to Dycom Industries Inc (DY) leadership • Q3 2025

    Question

    Gene Ramirez sought clarification on Q4 cost expectations, the specific timing of BEAD-related fiber deployment, and the burn rate cadence for the 12-month backlog.

    Answer

    CFO H. DeFerrari explained that Q4 gross margins will be seasonally impacted by fewer workdays and weather, while G&A is tightly managed. President & incoming CEO Daniel Peyovich reiterated that significant BEAD revenue is expected to ramp in 2026, following engineering and permitting cycles in late 2025. DeFerrari noted that while the increased backlog is a positive indicator, its burn rate is not always tightly correlated to near-term revenue growth.

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