Sign in

    Jean Paul Ramirez • D.A. Davidson

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

    Jean Paul Ramirez's questions to Dycom Industries Inc (DY) leadership • Q1 2026

    Question

    Jean Paul Ramirez from D.A. Davidson asked whether further customer consolidation in the cable and telecom industry typically drives more business for Dycom.

    Answer

    President and CEO Dan Peyovich responded that, historically, customer consolidation has been a positive for Dycom. He explained that larger, consolidated customers often prefer a national partner like Dycom, and such M&A activity generally leads to increased capital investment and more opportunities for network builds and upgrades.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to Southland Holdings Inc (SLND) leadership

    Jean Paul Ramirez's questions to Southland Holdings Inc (SLND) leadership • Q1 2025

    Question

    Jean Paul Ramirez, on behalf of Jean Veliz, sought clarity on a normalized margin for the Civil segment given recent volatility, whether to expect revenue contraction in Transportation in 2025, any updates on claim settlements, and the outlook for free cash flow development.

    Answer

    President and CEO Frankie S. Renda stated that mid-teen returns should be achievable for the Civil segment. He also noted that while exiting the M&P business will affect Transportation revenue, new core bridge projects are ramping up to contribute more to margins. On claims, Renda confirmed ongoing progress on legacy settlements and expects significant cash flow in coming quarters, though CFO Keith Bassano reiterated that timing remains uncertain. Bassano also projected that free cash flow would be more heavily weighted towards the second half of 2025.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to Granite Construction Inc (GVA) leadership

    Jean Paul Ramirez's questions to Granite Construction Inc (GVA) leadership • Q4 2024

    Question

    Jean Paul Ramirez asked about a $17 million gain on asset sales that was expected in Q4 but did not occur, and if it was pushed to 2025. He also requested a breakdown of the guided 150 basis point EBITDA margin improvement between the Construction and Materials segments, and asked for more detail on CAP improvements in Q1 2025.

    Answer

    CEO Kyle Larkin confirmed the asset sale was delayed into 2025 and is not included in the current guidance, representing potential upside. He attributed the expected margin improvement primarily to the Construction segment (over 1%) with the balance from the Materials segment. Larkin reiterated a positive long-term outlook for CAP, noting that a significant volume of low bids from Q4 will convert in Q1 and Q2, continuing to strengthen the quality of their project portfolio.

    Ask Fintool Equity Research AI

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

    Jean Paul Ramirez's questions to Construction Partners Inc (ROAD) leadership • Q4 2024

    Question

    Jean Paul Ramirez asked for clarification on the composition of the reported backlog, specifically questioning how much of the $1.96 billion figure was attributable to the newly acquired Lone Star Paving.

    Answer

    President and CEO F. Smith clarified that the reported record backlog of $1.96 billion was as of the fiscal year-end on September 30, 2024. Since the Lone Star acquisition closed on November 1, 2024, its backlog is not included in that total. Lone Star's backlog will be incorporated into CPI's reported figures starting with the next quarter.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to Tecnoglass Inc (TGLS) leadership

    Jean Paul Ramirez's questions to Tecnoglass Inc (TGLS) leadership • Q3 2024

    Question

    Jean Paul Ramirez, on behalf of Brent Thielman from D.A. Davidson, asked about the backlog's burn rate given longer-term projects, the validity of the $5-$10 million monthly revenue target for vinyl in 2025, and the potential margin impact from the Saint-Gobain relationship.

    Answer

    Executive Santiago Giraldo noted the backlog burn rate might adjust to around 60% over 12 months due to larger projects. Executive Jose Daes affirmed the company expects the vinyl business to ramp up in 2025. Regarding margins, Santiago Giraldo suggested that discounted glass purchasing could help maintain gross margins around 45-46% or higher, with more specific guidance to come next quarter.

    Ask Fintool Equity Research AI

    Jean Paul Ramirez's questions to Knife River Corp (KNF) leadership

    Jean Paul Ramirez's questions to Knife River Corp (KNF) leadership • Q3 2024

    Question

    Jean Paul Ramirez from D.A. Davidson & Co. asked about 2025 growth drivers in key states, the contribution from prestress concrete activities, and the company's outlook on industry pricing for next year. He also sought clarification on the Q3 cash balance relative to acquisition spending.

    Answer

    President and CEO Brian Gray highlighted strong DOT budgets and public funding across all states as a key tailwind for 2025, with the Mountain and Central regions showing particularly strong backlog and bid schedules. He noted the new prestress facility in Spokane is performing exceptionally well. Gray agreed with industry sentiment that pricing momentum will continue into 2025 and outpace costs. CFO Nathan Ring clarified the Q3 cash balance reflected spending through September 30.

    Ask Fintool Equity Research AI