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    Laura Maher • B.Riley Securities

    Laura Maher's questions to Bowman Consulting Group Ltd (BWMN) leadership

    Laura Maher's questions to Bowman Consulting Group Ltd (BWMN) leadership • Q2 2025

    Question

    Laura Maher asked about customer feedback regarding the 'One Big Beautiful bill's' impact on project timelines and inquired about the growth drivers and outlook for the Natural Resources segment.

    Answer

    CEO Gary Bowman mentioned that the bill's accelerated depreciation is expected to positively affect investment decisions. CFO Bruce Labovitz added that the bill reduces uncertainty and may accelerate renewable energy permitting to meet new deadlines. Labovitz also explained that growth in Natural Resources is primarily driven by high-altitude imaging and geospatial services for federal clients, a capability enhanced by the Surdex acquisition.

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    Laura Maher's questions to NPK International Inc (NPKI) leadership

    Laura Maher's questions to NPK International Inc (NPKI) leadership • Q2 2025

    Question

    Laura Maher of B.Riley Securities inquired about the current utilization rate for the mat fleet compared to the company's target range. She also asked if any new end markets are showing increased activity due to evolving infrastructure priorities.

    Answer

    SVP & CFO Gregg Piontek stated that while a specific rate isn't disclosed, utilization has been running at the high end of the 60-80% target range, near 80%, for the last three quarters. President and CEO Matthew Lanigan reiterated that NPKI's primary focus remains on the significant opportunities within the transmission and pipeline sectors rather than expanding into new end markets.

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    Laura Maher's questions to Orion Group Holdings Inc (ORN) leadership

    Laura Maher's questions to Orion Group Holdings Inc (ORN) leadership • Q2 2025

    Question

    Laura Maher asked if Orion is leveraging its strong data center client relationships to expand into other verticals and whether recent order wins are primarily from market growth or from taking market share from competitors.

    Answer

    CEO Travis Boone confirmed that the company is successfully leveraging its strong general contractor relationships from the data center space to win work in other verticals, such as medical, higher education, and other commercial industrial projects. He stated that recent wins are a mix of both taking share from competitors and having a superior bidding process, which involves more upfront development work to create a 'better mousetrap' for winning projects.

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    Laura Maher's questions to Dycom Industries Inc (DY) leadership

    Laura Maher's questions to Dycom Industries Inc (DY) leadership • Q1 2026

    Question

    Laura Maher of B. Riley Securities inquired if government layoffs have impacted project approval processes and whether Dycom is seeing any early benefits from deregulation.

    Answer

    President and CEO Dan Peyovich characterized the regulatory environment as fluid. He noted that any easing of permitting would be a positive for the industry. He also pointed to other potential tailwinds, such as bonus depreciation, that could encourage customers to increase spending, stating that the company is monitoring these developments closely.

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