Angel Castillo

I'm trying to understand if at all, this is any kind of read-through on how you view the demand of either product

is there anything else kind of capping prices and margins for E&T as a whole

rent versus buy decisions

Can you just, I guess, unpack how much the onetime was in the first quarter here?

how should we think about capital allocation as we kind of progress into 2026

Can you size your backlog exactly at this point and maybe provide a little bit more color on what the growth rate was either year over year or sequentially

could you help us quantify, I guess, how much the headwind is in 3Q and 4Q on kind of a gross basis?

are you exploring any potential for expanding your lines on the natural gas engine to kind of increase to the larger engine sizes

is it fair to assume then that $2 billion is still kind of the way to think about 2026?

can you just talk to what is the impact or kind of margin and sales volume that you kind of see, based on orders backlog in terms of

could you just talk about what you're seeing in terms of what's driving the aftermarket parts demand growth in Power Systems?

Could you just split that out between kind of price and volume? And then maybe just tying into that, I think you mentioned a new investment of 200 million

any thoughts on the likelihood of any kind of challenges to the EPA27 rule?

on Eco Materials, can you just give us a little bit more color on the progress of that integration? It seems like from the prepared remarks, it sounds like there's some early wins and strong operat...

just curious if you're seeing -- if you're able to split that up between what might be one big beautiful Bill kind of bonus depreciation related, any kind of versus end market driven versus kind of...

if you could maybe talk a little bit more about just what you're seeing in planters, which are maybe a little bit further along

Can you just talk about the level of confidence in that plus 1%

can you just give us a little bit of color on what drives the price guide for the year being positive in construction

can you talk a little bit more, particularly on the -- I guess, on the private side

I was hoping you could talk a little bit about what you're seeing perhaps in the asphalt markets versus ready mix

could you just comment on the kind of, I guess, quote-to-order conversion rates and how that has been evolving

Can you just expand a little bit more, perhaps maybe what the spread is in terms of the price of the Quikrete assets

how should we think about the progression of price growth as we get into 2Q

do you still expect to, you know, see midyears in aggregates

just wanted to clarify on the organic growth side. You talked about maybe 1% and the rest was on the volume side

Does that have any bearing on the ability of the industry to launch and move forward with engines

are there any other factors keeping it from being a more material step up quarter over quarter

Just wanted to unpack a little bit more on the order uptick. You noted continuation of maybe some of that into January

can you just quantify for us exactly how much of a tariff headwind you anticipate to be baked into the fourth quarter

are you assuming any kind of pre-buy still related to EPA 27 in that

the guidance for Parts in the third quarter, I thought if I heard you correctly, I think you guided to 4% to 6% top line growth

we've had 3 months now of pretty weak orders. So do you expect then the next month will start to see that essentially rebound

your – the levers or the ability to maybe mitigate some of these potential headwinds kind of near term

Could you just maybe parse out how much of that is maybe volume related, the contraction in gross profit margins

what exactly are you hearing from your customers in terms of potential green shoots on the TL market

I think you lowered the R&D expense for the full year. Can you just talk about maybe what's driving that

Could you just give us a little bit more color on kind of the various key end markets, how you're seeing that play out?

Could you just talk a little bit about, I think, the $700 million -- roughly $700-ish million in acquisitions you've done over the last 2 quarters?

can you talk about what you're seeing on the ground today in terms of rental equivalent penetration of the market in equipment?

are you seeing any step change or difference in behavior of kind of projects, how quickly they might be moving forward or kind of the appetite to move forward

What does that kind of imply in terms of your ability to deliver either on the low end or the high end of the guide?

how did you see utilization or general overall demand shift or change between January and February versus maybe March and more recently April

What does your guidance contemplate for the small kind of local markets that have been more interest rate challenged?

Just curious how much of that's actually translating to greater activity today? And then in any areas where it hasn't resulted in an uptick

the full year guide at this point, just want to guess clarify, it does assume diesel prices remain at current levels

could you maybe talk about this more holistically as to whether a data center project, all-in, is higher or lower margin than a traditional manufacturing project

I was wondering if you could kind of dive a little deeper into that. Maybe just kind of as a starting point, just putting a finer point on the magnitude

you mentioned the bid to bookings conversions starting to improve here. And it sounds like some of that is just, again, an inflection point. But curious, what are you seeing change here? Is it just...

can you just give a sense of kind of the order of magnitude of how much more kind of intensity in terms of aggregates power generation might be

Can you just maybe help us understand, I guess, what what you're seeing or hearing, you know, whether it's from from your customers or terms of quoting activity

is gross profit margin in 1Q, should we view that as kind of a low point for the year?

You just unpack what core services versus maybe the mod are in kind of second half 2025?

how much of that mix favorability, how much of an impact that is maybe on a sequential basis?

What kind of leverage do you see or buckets to kind of drive incremental upside? I know it's early, you just announced the $110 million to $125 million

Are you seeing any step change in terms of the activity or desire to kind of replace equipment there?