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    Jean Veliz • D.A. Davidson Companies

    Jean Veliz's questions to Tecnoglass Inc (TGLS) leadership

    Jean Veliz's questions to Tecnoglass Inc (TGLS) leadership • Q2 2025

    Question

    Jean Veliz of D.A. Davidson Companies asked about the growth opportunities for Tecnoglass outside of its traditional Florida footprint, for both the residential and commercial sides of the business.

    Answer

    CEO José Manuel Daes detailed significant expansion, noting the full vinyl product line will open markets from Tampa northward and that the company is now selling in Jacksonville and the Panhandle. CFO Santiago Giraldo added that the dealer network grew 15-20% since year-end, largely outside Florida. Daes confirmed this nationwide push applies to commercial as well, with projects in Georgia and plans for Nashville, Austin, Dallas, and Houston.

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    Jean Veliz's questions to Valmont Industries Inc (VMI) leadership

    Jean Veliz's questions to Valmont Industries Inc (VMI) leadership • Q2 2025

    Question

    Jean Veliz of D.A. Davidson Companies asked for an outlook on Valmont's telecom business for the remainder of the year and into 2026, seeking details on product alignments with carriers. She also inquired about the growth drivers and second-half expectations for the transmission and distribution (T&D) business.

    Answer

    CEO Avner Applbaum noted that while telecom is not a backlog business, strong carrier activity around 5G and fixed wireless access drove over 40% growth. He expects a strong Q3 and double-digit growth in Q4, with momentum continuing into 2026, supported by a broad product offering. For T&D, he confirmed strength across transmission, distribution, and substations, forecasting double-digit growth in the second half of the year.

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    Jean Veliz's questions to WillScot Holdings Corp (WSC) leadership

    Jean Veliz's questions to WillScot Holdings Corp (WSC) leadership • Q1 2025

    Question

    Jean Veliz, on for Brent Thielman, asked about the company's ability to capture more business beyond initial project phases, its potential to gain market share from weaker competitors, and which verticals are providing the most resilience against headwinds.

    Answer

    President and COO Timothy Boswell called capturing subcontractor business an ongoing initiative and stated their order book growth suggests they are at least holding market share. CFO Matthew Jacobsen identified large GCs, infrastructure, and manufacturing as resilient verticals, with retail expected to improve. CEO Brad Soultz added the company is well-equipped to outperform locally when those markets recover.

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    Jean Veliz's questions to Vulcan Materials Co (VMC) leadership

    Jean Veliz's questions to Vulcan Materials Co (VMC) leadership • Q1 2025

    Question

    Jean Veliz from D.A. Davidson requested more detail on the types of projects driving the slight increase in private bookings and asked if the stabilization in warehouse construction could offset residential weakness.

    Answer

    CEO James Hill identified data centers as the primary bright spot for private bookings. He also noted that warehouse construction has stabilized and is less of a drag than it was a year ago. However, he clarified that the main offset to weakness in single-family residential demand is the strength in public projects, particularly highways and non-highway infrastructure like water projects, ports, and airports.

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