Suncrete, Inc.

Greetings. Welcome to Suncrete First Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Rick Black, Investor Relations. Thank you, Rick. You may begin.

Thank you, operator, and good morning, everyone. We appreciate you joining us for the Suncrete conference call to review first quarter 2026 results. This call is also being webcast and can be accessed through the audio link on the events and presentations page of the investor relations section of Suncrete.com. Information recorded on this call speaks only as of today, May 15, 2026. Please be advised that any time-sensitive information may no longer be accurate as of the date of any replay listening or transcript reading. I would also like to remind you that statements made in today's discussion that are not historical facts, including statements of expectations or future events or future financial performance, are forward-looking statements made pursuant to the safe harbor provision of the Private Securities Litigation Reform Act of 1995. We will be making forward-looking statements as part of today's call, that by their nature are uncertain and outside of the company's control. Actual results may differ materially. Please refer to the earnings press release for our disclosure on forward-looking statements. These factors, as well as other risks and uncertainties, are described in detail in the company's filings with the Securities and Exchange Commission. Management will also refer to non-GAAP measures, including adjusted EBITDA and adjusted EBITDA margins. Reconciliations to the nearest gap measures can be found at the end of our earnings press release. Construction Partners assumes no obligation to publicly update or revise any forward-looking statements. And now, I would like to turn the call over to Suncrete's CEO, Randall Edgar. Randall?

Thank you, Grant. Good morning, everyone. I'd like to start by expressing how excited we are to host our first conference call as a public company. Thank you all for joining us today. With me this morning are Tommy Wittroth, our Chief Financial Officer, and Ned Fleming, our Executive Chairman, along with other members of our management team. I'll begin today's call by providing an overview of our business and our strategic growth model. Then I'll discuss our recent acquisitions before turning the call over for Tommy to provide the first quarter financial highlights and review our 2026 outlook. then Ned will provide comments before turning the call over for questions. First and foremost, I want to thank all of our Suncrete team of over 1,000 employees across four states. This is a people business, and we know that our success depends on the strength of our culture and the hard work and dedication of our people. Let me start with a brief introduction. Suncrete is a pure play ready mix concrete company with a strategic presence across Oklahoma, Arkansas, Texas, and Louisiana, and plans to expand throughout the fast-growing U.S. Sun Belt. We operate a scalable, vertically integrated logistics and distribution platform, delivering ready-mix concrete on time and to specifications critical to our customers' construction schedules and broader value chain, which is why strong customer relationships and service are central to our business. Throughout our geographic footprint, we operate state-of-the-art concrete plants, a dedicated fleet of mixer trucks, and technology-enabled dispatch supporting customers across public infrastructure, commercial, and residential construction end markets. Headquartered in Tulsa, Suncrete employs a decentralized operating model complemented by local oversight of pricing, customer relations, and fleet utilization, enabling consistent customer engagement and reliable delivery of products on time and on stack across our market. Our growth strategy has been and will continue to be centered on acquiring best-in-market local operators and providing them with the resources, scale, logistics capabilities, and purchasing power necessary to accelerate growth. By integrating entrepreneurial leadership teams with deep customer relationships and strong local reputations, we continue to strengthen our presence across some of the nation's most attractive and fastest-growing construction markets. Suncrete is well-positioned to benefit from ongoing population growth, urbanization trends, and infrastructure investment across the Sun Belt. Last month, we were proud to list Suncrete on the NASDAQ exchange under the ticker symbol RMICS, marking a significant milestone in the evolution of our company. This achievement reflects years of hard work by our employees and the strong support of our partners and advisors throughout the process. Over the past two years, we have worked closely with an outstanding group of equity partners, to position the company for the public markets and establish a platform to access capital in support of our long-term growth strategy. Could not have asked for better partners than Suntex Capital and Haymaker. Their strategic guidance, operational expertise, and shared long-term investment and vision have been instrumental in helping us reach this point. Since our initial partnership with Suntex in July 2024, They have supported the continued scaling of our business by strengthening our operational infrastructure, enhancing our acquisition and integration capabilities, and helping position Suncrete to capitalize on attractive growth opportunities across our markets. Together, we have built a stronger, more scalable organization that we believe is well-positioned to create long-term value for our shareholders. Going back a bit further, the journey originated in 2008 when we founded Eagle Ready Mixed Concrete at my kitchen table in Tulsa, Oklahoma. Just as the Great Recession was unfolding. While launching a business during an economic downturn presented clear challenges, it also instilled the disciplined operating principles that continue to define our company today. Building a highly capable team, maintaining a relentless focus on operational efficiency, carefully managing cost, and delivering exceptional customer service. That period also reinforced the essential nature of our business. Ready Mix Concrete is a critical input across virtually every segment of the construction activity, and concrete remains one of the most widely used construction materials globally. Simply put, very little gets built without Ready Mix Concrete. The combination of resilient, underlying demand, disciplined operational execution, and a customer-first culture established during those early years has been foundational to our growth. Since inception, those principles have helped drive approximately 20% annual growth while supporting consistently strong margins across market cycles. Today, I am incredibly proud of what our team has accomplished. As a public company, we believe Suncrete is in an even better position to expand our geographic footprint, grow revenue, and continue delivering sustainable EBITDA margins through disciplined operational execution and strategic acquisitions. We believe Suncrete occupies a highly differentiated position within the ready mix industry. This sector remains highly fragmented. with many privately-owned operators facing generational transition and increasing demand for scale, operational support, and succession solutions. As a result, we believe Suncrete is well positioned to serve as an acquirer of choice for high-quality local operators seeking a long-term partner that values entrepreneurial leadership, customer relationships, and local market expertise. Reaching this milestone is incredibly meaningful for our organization, and I am especially proud that, through the IPO process, employees now have the opportunity to participate in the value they have helped create as shareholders in the company. To achieve our goals, we will continue to execute our growth strategy centered around three primary objectives. Reaching local market share, driving organic growth, and expanding into new markets through disciplined, accrued acquisitions. Our approach centers on partnering with high-quality local operators and empowering them with the scale, resources, purchasing power, and operational support of a broader platform. Now, turning to our most recent acquisition. On April 29th, we acquired Hope Concrete, a leading ready mix operator with 10 plants and approximately 90 mixture trucks serving North Texas and Southern Louisiana. HOPE expands our geographic footprint into new dynamic local markets in Texas and Louisiana. HOPE brings a highly experienced management team, strong customer relationships, and an established reputation for operational discipline and exceptional service across attractive high-growth markets. We are pleased to welcome the Foley family and their team to Suncrete as our growth platform company in North Texas. We believe the strong cultural and operational alignment between Suncrete and Hope will support a seamless integration while positioning the combined business for continued growth and value creation. Just days later, on May 7th, we completed our second Texas acquisition with the addition of Nelson Brothers ReadyMix. a leading operator of nine plants and more than 120 mixer trucks serving eight markets across North Texas. This acquisition further expands our footprint under the Hope Concrete platform and strengthens our presence in several fast-growing markets surrounding the Dallas, Fort Worth metropolitan area. Together, these acquisitions demonstrate the scalability of our model and the skill and strength of our organization building a leading ready mix network through the acquisition and the integration of best-in-market local operators. We believe Texas represents a highly attractive long-term growth opportunity supported by strong population growth, infrastructure investment and favorable economic trends and we are excited to continue expanding our presence in the region. Before turning the call over to Tommy, I want to state that we are proud of the platform we have built and and excited about the opportunities ahead. We believe Suncrete combines the advantages of a local market operator with the scale, discipline, and resources of a larger public company platform. Supported by attractive end markets, a highly fragmented industry, and a proven acquisition strategy, we believe Suncrete is well-positioned to continue generating sustainable growth and long-term shareholder value. I'd now like to turn the call over to Tommy.