Every power infrastructure constraint hardened further, with $2.5 billion in new contract value and backlog exceeding $2.9 billion reinforcing the thesis that grid underinvestment and data center demand are accelerating AGX's cycle.
Tessara post-call read · synthesized from the earnings-call transcriptreported Mar 26, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.