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Revenue by Segment
Breaks down where sales come from across the company’s business lines, showing which operations drive growth and profits. Heavy revenue concentration in one segment can increase risk if that market slows, while a balanced mix can smooth cyclical swings. Comparing segment revenue trends over time helps identify where management is winning market share or where margins may come under pressure.E&M is the clear growth engine—sustained acceleration into late‑2025 underpins the company's bullish guidance and backlog-driven revenue visibility—while T&D is growing more modestly and showing margin pressure, suggesting mix and SG&A are constraining profitability there. The rising negative eliminations late‑2025 hint at increasing intercompany project flows (or accounting consolidation) that can overstate consolidated top‑line momentum, so prioritize segment EBITDA trends and cash conversion given elevated working capital and higher CapEx tied to prefab and facility investments.
Date | Eliminations | Electrical & Mechanical | Transmission & Distribution |
|---|---|---|---|
Jun 30, 2026 | -$12.53M | $1.01B | $221.31M |
Mar 31, 2026 | -$6.63M | $835.09M | $201.86M |
Dec 31, 2025 | -$7.80M | $791.60M | $227.70M |
Sep 30, 2025 | -$3.90M | $767.30M | $223.40M |
Jun 30, 2025 | -$4.50M | $713.60M | $212.40M |
Mar 31, 2025 | -$6.60M | $648.20M | $185.00M |
Dec 31, 2024 | -$3.40M | $549.80M | $213.30M |
Sep 30, 2024 | -$4.40M | $536.90M | $228.50M |