Primoris Services: Solid Growth Visibility With Strong Growth Catalysts

Group 1 - Primoris Services Corporation (PRIM) achieved record revenue and margin expansion in Q2 2025, leading to a sharp increase in management's guidance [1] - The company is benefiting from structural drivers such as natural gas and data centers, indicating strong growth potential [1] - The investment approach focuses on understanding core business economics, competitive advantages, and long-term cash flow generation [1] Group 2 - The analyst emphasizes the importance of fundamental research and sectors with strong secular tailwinds for identifying investment opportunities [1] - The motivation for sharing insights is to help readers focus on long-term equity value drivers [1]