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    Luke McFadden • William Blair

    Luke McFadden is an Equity Research Associate at William Blair & Co. LLC, specializing in coverage of companies such as UniFirst Corporation within the business services and industrial sectors. He regularly participates in earnings calls and financial analysis for these firms, contributing to William Blair's research publications, though public performance metrics or ranking data are not available. McFadden began his career as an intern at Wertz York Capital Management and Cowen Group before joining William Blair in 2022, following his graduation from Johns Hopkins University with a bachelor's degree. He holds an active role in institutional equity research, with developing credentials in the financial sector, though no specific FINRA registrations or securities licenses are listed.

    Luke McFadden's questions to Concrete Pumping Holdings Inc (BBCP) leadership

    Luke McFadden's questions to Concrete Pumping Holdings Inc (BBCP) leadership • Q2 2025

    Question

    Speaking on behalf of Tim Mulrooney, Luke McFadden of William Blair asked for clarification on the revised 2025 guidance, questioning if the delayed market recovery until 2026 applies to both commercial and residential construction and what factors might prolong this timeline. He also requested more detail on the visibility and specific areas of strength within the infrastructure market.

    Answer

    CEO Bruce Young explained that the residential market is experiencing only minor softness, while the commercial market's recovery is being held back by uncertainty surrounding tariffs. He expressed optimism for a commercial rebound once tariff issues are resolved and interest rates potentially decline. Regarding infrastructure, Young confirmed broad-based growth in both the U.S. and U.K., highlighting projects like roads, bridges, water treatment plants, and airports as key drivers.

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