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    Min Chung Cho • B. Riley Securities

    Min Chung Cho's questions to Dycom Industries Inc (DY) leadership

    Min Chung Cho's questions to Dycom Industries Inc (DY) leadership • Q3 2025

    Question

    Min Chung Cho, on behalf of Alex Rygiel, asked about the potential impact of a new presidential administration on BEAD funding and requested an update on the Black & Veatch integration and the quarter's total wireless revenue.

    Answer

    President & incoming CEO Daniel Peyovich expressed confidence in the bipartisan support for rural broadband, viewing it as a national priority. He noted the Black & Veatch integration is proceeding well, with work ramping slightly ahead of schedule. CFO H. DeFerrari added that integration costs were $4.2 million in Q3 and stated that wireless revenues were just over 4.5% of total revenue for the quarter.

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    Min Chung Cho's questions to Orion Group Holdings Inc (ORN) leadership

    Min Chung Cho's questions to Orion Group Holdings Inc (ORN) leadership • Q3 2024

    Question

    Min Chung Cho of B. Riley Securities questioned the business impact from recent hurricanes, sought confirmation on the ~$13 billion project pipeline with a focus on data center opportunities, and asked for guidance on SG&A expenses.

    Answer

    Executive Travis Boone stated that the hurricane impact was minimal, with only minor damage and a quick return to work, plus some new emergency repair projects. He and CFO Scott Thanisch confirmed the pipeline remains strong in the $13-$14 billion range, with data center work being particularly 'hot'. Thanisch projected Q4 SG&A dollar figures would be similar to Q3's level.

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    Min Chung Cho's questions to Titan Machinery Inc (TITN) leadership

    Min Chung Cho's questions to Titan Machinery Inc (TITN) leadership • Q2 2025

    Question

    Speaking for Alex Rygiel, Min Chung Cho of B. Riley Securities asked for the floorplan financing rate, whether CNH offers concessions in down markets, details on cost-cutting plans, and the non-ag revenue mix in the Construction segment.

    Answer

    Executive Bo Larsen provided the floorplan rate of ~7.45% and explained that OpEx is being held relatively flat, with a focus on controlling discretionary spending rather than large-scale cuts. Executive Bryan Knutson confirmed that CNH partners with them on financing programs and other support in downturns, and stated that over half of the Construction segment's revenue is non-ag related.

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