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Our mission is to be the leader in safe, sustainable utility infrastructure services, while fulfilling our roles as a values-driven employer of choice and a responsible corporate citizen in the communities in which we live and work. We were incorporated in Delaware on June 9, 2023. The address of our principal executive offices is 19820 North 7th Avenue, Suite 120, Phoenix, Arizona.
Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2023 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| Revenue | $2.8B | $2.9B | $2.6B | $3.0B |
| Gross profit | $214.6M | $273.4M | $220.7M | $246.6M |
| Operating income | -$101.4M | -$77.6M | $86.8M | $92.8M |
| Net income | -$168.1M | -$186.2M | -$6.7M | $22.4M |
| Diluted EPS | -$2.35 | -$2.60 | -$0.08 | $0.25 |
| Operating cash flow | $94.6M | $167.5M | $158.2M | $78.1M |
| Free cash flow | -$35.0M | $60.8M | $58.9M | -$8.2M |
| Gross margin | 7.8% | 9.4% | 8.4% | 8.3% |
| Operating margin | -3.7% | -2.7% | 3.3% | 3.1% |
| Net margin | -6.1% | -6.4% | -0.3% | 0.8% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $672.1M | $720.1M | $717.1M | $550.1M | $724.1M | $850.0M | $858.6M | $723.2M |
| Gross profit | $60.5M | $75.8M | $71.1M | $20.3M | $67.8M | $78.0M | $80.5M | $35.8M |
| Operating income | $33.1M | $41.9M | $33.7M | -$12.7M | $32.2M | $36.3M | $37.1M | -$4.7M |
| Net income | $11.7M | -$3.7M | $10.3M | -$17.9M | $8.1M | $2.1M | $30.2M | -$9.5M |
| Diluted EPS | $0.14 | -$0.04 | $0.17 | -$0.20 | $0.09 | $0.02 | $0.34 | -$0.09 |
| Operating cash flow | -$56.6M | $180.2M | $61.0M | $16.7M | -$27.7M | $5.2M | $83.9M | -$35.0M |
| Free cash flow | -$76.9M | $160.7M | $27.8M | -$7.7M | -$48.5M | -$18.4M | $66.3M | -$55.3M |
| Gross margin | 9.0% | 10.5% | 9.9% | 3.7% | 9.4% | 9.2% | 9.4% | 4.9% |
| Operating margin | 4.9% | 5.8% | 4.7% | -2.3% | 4.4% | 4.3% | 4.3% | -0.7% |
| Net margin | 1.7% | -0.5% | 1.4% | -3.3% | 1.1% | 0.2% | 3.5% | -1.3% |
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-05-19 | MARIUCCI ANNE L | Award | 4,067 | $0.00 | $0.00 | filing |
| 2026-05-19 | Patton Charles R. | Award | 4,067 | $0.00 | $0.00 | filing |
| 2026-05-19 | Krummel Christopher A | Award | 4,067 | $0.00 | $0.00 | filing |
| 2026-05-19 | Dill Julie | Award | 4,067 | $0.00 | $0.00 | filing |
| 2026-05-19 | Haller Karen S | Award | 4,067 | $0.00 | $0.00 | filing |
| 2026-05-19 | Evans Andrew W | Award | 4,067 | $0.00 | $0.00 | filing |
| 2026-05-19 | DeMaria Dustin | Award | 7,736 | $0.00 | $0.00 | filing |
| 2026-05-19 | NIELSEN STEVEN E | Award | 5,290 | $0.00 | $0.00 | filing |
| 2026-05-18 | Haller Karen S | Option exercise | 7,338 | — | — | filing |
| 2026-05-18 | Evans Andrew W | Option exercise | 7,338 | — | — | filing |
| 2026-05-18 | MARIUCCI ANNE L | Option exercise | 7,338 | — | — | filing |
| 2026-05-18 | Patton Charles R. | Option exercise | 7,338 | — | — | filing |
| 2026-05-18 | Krummel Christopher A | Option exercise | 7,338 | — | — | filing |
| 2026-05-18 | Dill Julie | Option exercise | 7,338 | — | — | filing |
| 2026-02-25 | Brown Christian· Chief Executive Officer | Tax withholding | 4,893 | $30.96 | $151,487.28 | filing |
| 2026-02-25 | Izenstark Gregory A.· Chief Financial Officer | Tax withholding | 2,868 | $30.96 | $88,793.28 | filing |
| 2026-02-25 | Wilcock Jason S.· See Remarks | Tax withholding | 1,984 | $30.96 | $61,424.64 | filing |
| 2026-02-25 | Chilton Kendra· SVP, Chief Accounting Officer | Tax withholding | 454 | $30.96 | $14,055.84 | filing |
| 2026-02-17 | Izenstark Gregory A.· Chief Financial Officer | Award | 11,309 | $0.00 | $0.00 | filing |
| 2026-02-17 | Chilton Kendra· SVP, Chief Accounting Officer | Award | 3,114 | $0.00 | $0.00 | filing |
| 2026-02-17 | Brown Christian· Chief Executive Officer | Award | 45,683 | $0.00 | $0.00 | filing |
| 2026-02-17 | Wilcock Jason S.· See Remarks | Award | 9,455 | $0.00 | $0.00 | filing |
| 2026-02-17 | Wilcock Jason S.· See Remarks | Option exercise | 10,586 | — | — | filing |
| 2026-02-17 | Brown Christian· Chief Executive Officer | Option exercise | 31,417 | — | — | filing |
| 2026-02-17 | Chilton Kendra· SVP, Chief Accounting Officer | Option exercise | 2,186 | — | — | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.