)
Primoris Services (PRIM) investor relations material
Primoris Services Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investment rationale and market positioning
Leading provider of critical infrastructure services with a balanced project and service portfolio reducing risk and increasing predictability.
Well-positioned in renewables, natural gas generation, and power delivery, benefiting from strong secular tailwinds.
Diversified offerings and deep customer relationships support recurring revenue and margin stability.
Experienced management emphasizes disciplined capital allocation and execution.
Segment performance and revenue mix
Utilities segment TTM Q2 2026 revenue: $2.8B with 11% gross margin; energy segment TTM Q2 2026 revenue: $4.6B with 6.9% gross margin.
Utilities backlog reached $7.7B and energy backlog $6.2B by Q2 2026, reflecting robust demand.
PayneCrest acquisition expands electrical construction services, targeting $260–$280M revenue and $28–$32M adjusted EBITDA in 2026.
Revenue by end market: 45% industrial/power/renewables, 40% data center, 15% commercial.
Growth drivers and market opportunities
Secular tailwinds include electrification, grid modernization, and reindustrialization, driving long-term demand.
Addressable market opportunities: $145B in power delivery, $30B in utility-scale solar, $79B in communications (2026–2028 estimates).
Data center development supported by integrated solutions in gas, solar, BESS, and power delivery.
- Q2 2026 saw profit declines, but record $13.9B backlog supports a positive outlook.PRIM
Q2 2026 - Distressed renewables projects near completion as disciplined growth and buybacks continue.PRIM
J.P. Morgan Natural Resources Conference 2026 - Strong growth in renewables and power delivery drives margin expansion and robust 2026 outlook.PRIM
Investor presentation - Q1 2026 saw lower earnings from renewables, but Utilities growth and PayneCrest acquisition support outlook.PRIM
Q1 2026 - Energy infrastructure growth is driven by solar, gas, and disciplined capital allocation.PRIM
Goldman Sachs Energy, CleanTech & Utilities Conference - 2026 outlook is steady, with strong bookings, battery growth, and major manufacturing expansion.PRIM
The 38th Annual Roth Conference - Record Q3 revenue, net income, and backlog led to raised 2024 guidance and a higher dividend.PRIM
Q3 2024 - Q1 2025 saw 16.7% revenue growth, doubled net income, and a $150M buyback plan.PRIM
Q1 2025 - Record 2024 revenue, profit, and backlog support double-digit growth outlook for 2025.PRIM
Q4 2024
Next Primoris Services earnings date
Next Primoris Services earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)