Analysts | Coverage List

TD & Co. is an industrial sell-side equity research boutique providing in-depth industry and company-specific research in two primary areas: the Building Materials and Engineering & Construction sectors (Adam Thalhimer); and the Global Logistics, Supply Chain Non Asset/ Cargo Asset Based sectors (David Campbell). The firm also provides management access in multiple geographies as well as field trips.

The institutional research team is composed of Director of Research and publishing analyst Adam Thalhimer; Senior Vice President and publishing analyst David P. Campbell, Sr.; Associate Research Analyst Kevin Gainey; and Supervisory Analyst/Operations Manager Peggy Myers Walz.


Equity Research Coverage

Adam Thalhimer

Building Materials
CEMEX S.A.B. de C.V. (CX)
Eagle Materials (EXP)
Martin Marietta Materials (MLM)
Summit Materials (SUM)
U.S. Concrete (USCR)
Vulcan Materials (VMC)

Engineering & Construction
Comfort Systems (FIX)
Dycom Industries (DY)
MasTec (MTZ)
Primoris (PRIM)
Quanta Services (PWR)
Team (TISI)

Global Logistics, Supply Chain Non Asset
Aramex (ARMX)
Echo Global Logistics (ECHO)
Expeditors (EXPD)
XPO Logistics, Inc. (XPO)
Innovative Solutions (ISSC)
Radiant Logistics (RLGT)

Global Logistics, Cargo Asset Based
Atlas Air Worldwide (AAWW)
FedEX Corp. (FDX)