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Primoris Services Corporation (PRIM) Goldman Sachs Energy, CleanTech & Utilities Conference January 7, 2026 1:10 PM EST
Company Participants
Jeremy Kinch – Executive VP & COO
Conference Call Participants
Ati Modak – Goldman Sachs Group, Inc., Research Division
David Watson – Argan, Inc.
Presentation
Ati Modak
Goldman Sachs Group, Inc., Research Division
Well, good afternoon, everyone. Thank you for taking the time for joining us today. Some of you probably already know, I’m Atidrip Modak. I cover Energy Services here at Goldman. I’m joined with Adam Bubes, he covers machinery and infrastructure on the industrial side. And of course, we’ve got David Watson, President and CEO of Argan; and Jeremy, President and CEO of — COO, I’m sorry, of Primoris.
Thank you so much for taking the time to join us today.
Jeremy Kinch
Executive VP & COO
My pleasure.
Question-and-Answer Session
Ati Modak
Goldman Sachs Group, Inc., Research Division
I guess the first question I want to start with is strategically on a high level. Obviously, this year, you’ve got continuation of a lot of the trends from the last few years here, but would love to hear how you’re thinking about the strategy for this year and the next few years in the context of what’s going on in the space? And how you want investors to view the relative positioning that you provide in terms of the exposure across the industry? Maybe Jeremy, you start…
Jeremy Kinch
Executive VP & COO
Okay, sure. Yes, I think the overriding story for us, I mean, our business lines touch really a lot of critical infrastructure and particularly critical energy infrastructure. So that’s really the message underpinned by this continuing growth in energy demand. And so that in a nutshell, we got a lot of active businesses in that area. But power gen in the solar and gas space, transmission, distribution, substation work, highways
