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there has been a lot of chatter on liquid cooling. And technology trends over the last few months
what gives you confidence in double-digit growth in data center markets in '26 and beyond
Is that in the ballpark? And is it close to 30% or is it close to 25%?
what's your expectation for orders in fourth quarter and the beginning of '26, if you're willing to talk about it?
Can you just please recap your data center strategy in regards to both gray space and white space?
Do you think Electrical Americas has been gaining market share in the U.S.?
can you give us some color about your performance in the first quarter?
how should we think about your Electrical Americas orders going forward for the balance of million?
how are you incentivizing your supply chain to have capacity in particular at the components at a bottleneck, more critical components?
can you quantify or can you just talk about how much did mega projects actually have an impact on your business in 2024?
Why gross margin declining, particularly service gross margins? And I'll sneak one more in. Why is nuclear revenue declining
the EPA has been quite busy issuing directives and specifically with a focus on endangerment finding
what happens to the scope of your service activities as price of gas -- if price of gas structurally goes up
how much growth is coming from Access cross sell? And also how much exposure do you have there to data centers
After selling productivity solutions and warehouse and workflow solutions, anticipate further portfolio actions
very strong growth this quarter, but you're seemingly talking it down for the second half of the year
weakened demand and price cost deleverage in the second half in the slide that it mostly relates to HPS
then on the aftermarket, I think it came in quite a bit stronger. And I appreciate that your numbers seem to be in line
all this traffic, all this shipping traffic out of China collapsing over the next four to six weeks
Should we see first half stronger growth than second half, or should the growth be fairly steady
Is this just the focus on consumer electronics? Or are you thinking of sort of you know, tweaking it
seasonality is a little bit different and it seems second half is weaker, despite the normal seasonality
Can we just sort of say in terms of on time in full, I know that this was a big drag on top line
a follow-up question on buybacks. Seems that you know, the buyback is there because folks are exercising
another question on tariffs. Are you modeling any demand destruction related to tariffs? In your core guide?
Abrasives and Industrial Specialties. It seems to be sort of nice kind of in the coal mine short-cycle business
As we think about next year, this squiggler line 100% free cash flow conversion