Portfolio
EVERY COMPANY, ONE VIEWBACKLOG
$418.2M
▲ 6.1% vs Q2
OPEN PURSUITS
$1.24B
64 ACTIVE
WIN RATE
23.8%
▲ 1.4 PTS
REALIZED MARGIN ⟵ NORDIX
14.2%
▼ 2.1 PTS UNDER BID
ON WATCH
2
$8.9M EXPOSED
| Company | Trade | Backlog ↓ | Pursuits | Win rate | Bid → realized ⟷ | Δ | Watch |
|---|---|---|---|---|---|---|---|
| Halstead Mechanical | MECHANICAL | $142.0M | 21 | 31.2% | 18.0 → 17.4 | −0.6 | — |
| Cordova Electric | ELECTRICAL | $96.7M | 18 | 26.9% | 21.0 → 19.8 | −1.2 | 1 |
| Brightline Industrial | GENERAL | $88.4M | 12 | 19.4% | 12.5 → 6.1 | −6.4 | 2 |
| Ridge & Poole Piping | PIPING | $61.9M | 9 | 22.1% | 16.0 → 15.2 | −0.8 | — |
| Anvil Fire Protection | FIRE | $29.2M | 4 | 17.6% | 19.5 → 11.9 | −7.6 | — |
| PORTFOLIO TOTAL | $418.2M | 64 | 23.8% | 16.3 → 14.2 | −2.1 | 3 | |
| Sector | Pursued | Won | Realized ⟷ | |
|---|---|---|---|---|
| Data centers | $486M | 7 | 21.4% | |
| Pharmaceutical | $203M | 4 | 18.9% | |
| Industrial mfg | $298M | 11 | 13.1% | |
| Oil & gas | $144M | 3 | 10.7% | |
| Food & beverage | $109M | 6 | 4.8% |