Bowman Consulting: Beneficiary of Energy Infrastructure Buildout

14 days ago

Rob Spivey

""But what we think is really interesting that's a big beneficiary is a company that we really like called Bowman, BWMN, Bowman Consulting. And what they do, Bowman is specifically when you talk about construction and engineering firms. You know, a lot of them out there, they actually build stuff. And since they actually build stuff, they have to take on the contract risk of building power plants and grids. Bowman doesn't do any of that. They function as a consultant, advising on permitting and design. We are seeing their profitability and return on assets could ramp up significantly as more projects come in, and the market isn't pricing in this potential. This buildout is expected to last 5, 7, 8, even 10 years.""

Rob Spivey highlights Bowman Consulting (BWMN) as an attractive company within the energy infrastructure space. He notes that unlike construction firms that shoulder project risks, Bowman provides consulting services for permitting and engineering, which positions it for substantial profitability improvements. The commentary underlines the long-term nature of the buildout, projecting potential operational upgrades over a 5-10 year period.

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