Sam Kusswurm's questions to Montrose Environmental Group (MEG) leadership • Q2 2025
Question
Sam Kusswurm from William Blair asked about the potential for the recent emergency response work to extend into the second half of the year and sought more detail on the drivers behind the strong organic growth in the core Assessment, Permitting & Response (APR) segment, excluding the emergency project.
Answer
President & CEO Vijay Manthripragada framed the $35 million in emergency response revenue as 'upside' or 'gravy' on top of a structurally growing core business. He emphasized that these response events serve as a fantastic funnel, leading to sustained, long-term work in air monitoring, testing, and remediation. He attributed the strength in the core APR business to broad demand tailwinds from regulatory shifts and increased client engagement, which are working hand-in-hand with the response-driven opportunities.