Andy Buscaglia

can you comment on any impact positive or negative to A&D?

I didn't see did you disclose the price you paid or deal price? And then is there any other details

Was there something, I know, of the order ordinary unusual that that would drive that 15% growth

I don't know if you said or you mentioned your price versus cost or how that shook out this quarter?

your backlog has been at record levels almost every quarter now going back as far as I remember. So I'm curious what gets this backlog to convert?

are we going to see a series of sort of like current deals or you expect like another Paragon-ish size deal in 2025?

it sounds like orders are getting a little bit better, the momentum is picking up. What about order momentum in each subsegment?

do you think you should see continued acceleration of growth in that segment as presumably you have increased share or content in future generations

Where are you say that's most pronounced?

Can you comment on what you paid for it, either valuation or dollar amount-wise?

what, you have to have some incremental costs you're factoring in, and I would expect. And can - I identify what market those would be in

Want to get your take on what you guys are thinking and how you're planning for the year as it pertains to tariffs?

can you comment on what is behind the implied guidance for the back half of the year for that segment

Can you give us an update on anything you have learned intra-quarter on that front?

Are you able to quantify what portion of that backlog is LNG?

what's going on order-wise and trend-wise by the other subsegments within Electrical Americas

What do you see in terms of M&A as it plays out this year?

can we count on some of these savings helping you expand in a lower volume environment?

how are those businesses handling the tariff situation? And can you just talk about the latest you're seeing there?

is there any other subtle changes to the 8020 process that's been going on under the hood?

Just some companies talking about this higher energy prices, the near term may be some volatility, but long term maybe positive impact for their businesses

Maybe if you could bucket together these kinda higher growth areas between FMT and HST as a portion of those segments

is there anything that's changed or evolved within FMT that makes it that would make it act a little bit longer cycle

what were your expectations for Mott's growth into the year? And then where do you see that playing out for the full year

we're seeing some trends across industrials where some peers are trying to reduce complexity in their businesses

Is that a comment around improvement of the stabilization you've been commenting on the last couple of quarters

What do you see for the China market this year

could this be a source of sneaky upside if this acquisition kind of comes back

Where can you get more specific about where you are seeing this

what's your preference maybe for share repo over the near term

how do you foresee the year playing out or the next couple of years playing out, maybe if we get a release on some decision-making in the capital equipment side

how that how that is tracking during the tariffs. It's not a market I'm too familiar with

Are there other deals in that kind of life sciences arena you see in that pipeline

do you see a year of setting up where some uncertainty might influence the types of deals that move forward

I wonder what the M&A environment looks like into year-end for you and that other companies seem to be signaling valuations are maybe ever so slightly normalizing

Are your customers signaling like more confidence in moving forward with some bigger CapEx decision-making? Or is that already underway

is this X-ray piece sort of a precursor for a lift in that chunk of your ATS business?

can you talk about how you perceive that business in terms of sensitivity to the industrial economy and your outlook there?

what's your line of sight on that destock at this point? It seems like it's slowly coming to end

Are there things you're working on to still achieve at least the midpoint of EPS, whether it's further restructuring or some sort of margin enhancement?

In the ATS segment, if you were to exclude that, the movement of that Measurement & Control Solutions, what would organic growth have been?

you're assuming, you know, no let's call it no or very low organic growth at the midpoint, but EPS at the midpoint is still up

what is life like if energy prices persist above $100 going forward?

In light of the Filtration Group deal closing, are you still evaluating M&A into year end

Just as I understand it, the pump valve market as it plays into that application can be competitive and wondering what you're finding in terms of margins

I wanted to check-in maybe one of the last few times on your capital allocation into year-end. Been pretty active with repurchases and M&A.

I just wanted to check on your cash flow has been strong lately and preference towards using that for repo versus M&A

how do you think about, you know, being able to expand margins, especially relative to the comps you have in the back half of this year?

And is that a high water mark we likely don't see for a long time? Or is that kind of where you think that margin can shake out over the medium term?

I think there's a lot of concerns around what that means for your process business, both near and long term. Can you talk about how process took out intra quarter?

are you hearing anything regarding, you know, new competition from AI creeping in?

You're not really the same trends with other companies talking about those markets

Maybe could you comment further then on that instrumentation comment I made earlier, just that was a weak start to the year. What do you think drove that?

Can you any way you can size the size of that award or the contribution you expect Teledyne Technologies Incorporated to receive in '26 and beyond?

What what can we in terms of margin contribution from something like that? Is it higher versus corporate average or lower?

last quarter, there was some uncertainty around some of the strong growth you saw and whether that was pulled forward or not. And it seems -- can you maybe run through the several segments where --...

And what about specifically in Digital Imaging, you made the comment, industrial automation or imaging equipment for that market. Presumably, that's machine vision starting to pick up. So maybe is ...

Can you comment on order activity in some of these longer-cycle businesses? I know you guys had a press release out supporting U.S.'s stance on dominance

Where exactly is this pull forward within your business segments? And can you comment on, are you seeing this more on -- with some of the short-cycle businesses versus long cycle?

What are you seeing in terms of your short-cycle sales more recently? Are you seeing that play out?

can you comment about risk related to any government spending cuts that you're seeing? Is any of that contemplated in that?

on the Excelitas or [indiscernible] or how do you say that acquisition, would you, should we assume some accretion to non-GAAP earnings in '25 once that's closed?

you're talking about 3.2% organic. Just to be clear, that would include some FX in that organic number? And then do you assume some and how much short cycle recovery do you assume as the year goes on?

I'm just wondering if you could [ parse out ] how influential that data center contribution was to growth

Does that market interest you in terms of increasing -- maybe increasing in terms of the hierarchy of where your interests lie?

going forward, do we need to see more increased investments in either segment? Or is this sort of a sustainable run rate for both segments in terms of margins into 2026?

are you selling directly to these hyperscalers? Are you selling to customers that sell to the hyperscalers?

I'm curious if tariffs are impacting things either positively or negatively in terms of your discussions

with tariffs is part of your guidance implied some disruption around tariffs

what are your latest thoughts for both segments under this administration

Any way of framing the size of those or what you paid? And then our deals going forward more like kind of like the smaller bolt-ons

I was hoping you could sort of parse out where you're seeing demand pickup versus internal efforts to improve organic sales.

on the MCS margins related to the divestment, wondering how do we compare you guys versus your larger peers in that space?

one of your larger water peers is talking a little bit more about data centers as a demand driver. I'm wondering, just an update there.

nice quarter in Evoqua or -- Water Solutions rather for orders and growth I'm wondering on the order side, those are picking up and you're seeing more on services.

I just wanted to check on your Water Solutions has been a really good quarter. I'm just curious what the trends are in that segment

have you secured capacity at this point because shortages are a concern? And what are your memory price assumption baked into the rest of the year

do you sense, like, these new AI products you are talking about, you have been talking about them for a while, could have a similar effect in terms of prompting new spending or an upgrade cycle

what are the customers saying in terms of the biggest, you know, impetus to spend here

your Q4 guidance implies organic growth somewhat decelerating. I know you're facing a tough comp, but I'm wondering if you can kind of walk through what you see demand-wise

are you concerned or have you contemplated or what are you seeing in terms of the potential exemptions picking and/or going away? And then any other, I don't know, further tariff escalations you're...

You're seeing one of your biggest competitor across many different business lines somewhat get deemphasized by its parent company. So I'm wondering, do you see a pathway for more share gains

you held that at up three to seven, but you now have changing presumably, pricing. Can you elaborate on the magnitude of the increases