v3.26.1
Customer Concentration and Revenue Information
 6 Months Ended
Aug. 01, 2026
Risks and Uncertainties [Abstract]  
Customer Concentration and Revenue Information Customer Concentration and Revenue Information
Geographic Location

We provide services throughout the United States.

Significant Customers

Our customer base is highly concentrated. Customers whose contract revenues exceeded 10% of total contract revenues during the three and six months ended August 1, 2026 or July 26, 2025, as well as total contract revenues from all other customers combined, were as follows (dollars in millions):

For the Three Months EndedFor the Six Months Ended
August 1, 2026July 26, 2025August 1, 2026July 26, 2025
Amount% of TotalAmount% of TotalAmount% of TotalAmount% of Total
AT&T Inc. (1)
$403.5 20.1 %$373.0 27.1 %$807.3 20.3 %$698.1 26.5 %
Verizon Communications Inc. (2)
209.4 10.4 %195.0 14.2 %457.6 11.5 %366.8 13.9 %
Lumen Technologies (1)
105.3 5.3 %155.411.3 %239.0 6.0 %280.6 10.6 %
Total other customers combined1,287.7 64.2 %654.547.5 %2,466.8 62.1 %1,291.1 49.0 %
Total contract revenues$2,005.9 100.0 %$1,377.9 100.0 %$3,970.7 100.0 %$2,636.6 100.0 %
(1) On February 2, 2026, AT&T Inc. completed its acquisition of substantially all of the mass markets fiber business from Lumen Technologies Inc. As a result, amounts reported for AT&T Inc. in the current fiscal year include revenues from the mass markets fiber business to the extent they have transferred from Lumen Technologies Inc.
(2) On January 20, 2026, Verizon Communications, Inc. completed its acquisition of Frontier Communications Corporation. As a result, amounts reported for Verizon Communications, Inc. include the respective balances for Frontier Communications Corporation retrospectively for all periods presented.

See Note 6, Accounts Receivable, Contract Assets, and Contract Liabilities, for information on our customer credit concentration and collectability of trade accounts receivable and contract assets.
Customer Type

Total contract revenues by customer type during the three and six months ended August 1, 2026 and July 26, 2025 were as follows (dollars in millions):
For the Three Months EndedFor the Six Months Ended
August 1, 2026July 26, 2025August 1, 2026July 26, 2025
Amount% of TotalAmount% of TotalAmount% of TotalAmount% of Total
Communications$1,608.4 80.2 %$1,377.9 100.0 %$3,177.8 80.0 %$2,636.6 100.0 %
Building Systems397.5 19.8 %— — %792.9 20.0 %— — %
Total contract revenues$2,005.9 100.0 %$1,377.9 100.0 %$3,970.7 100.0 %$2,636.6 100.0 %

Remaining Performance Obligations

Master service agreements and other contractual agreements with customers contain customer-specified service requirements, such as discrete pricing for individual tasks and firm orders under fixed price contracts which have not yet started or been fully completed. In most cases, our customers are not contractually committed to procure specific volumes of services under these agreements.

Services are generally performed pursuant to these agreements in accordance with individual work orders. An individual work order generally is completed within one year. As a result, our remaining performance obligations under the work orders not yet completed is not meaningful in relation to our overall revenue at any given point in time. We apply the practical expedient in Accounting Standards Codification Topic 606, Revenue from Contracts with Customers, and do not disclose information about remaining performance obligations that have original expected durations of one year or less.