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Just if you could just talk about CapEx and how we should thinking about investments into 2026
where is that extra value that is being created that can sustain the incremental margins that you're talking about
if you could talk about the improvement that you're seeing there
if you can just kind of elaborate on that a little bit, where the strength is coming from is it specific regions, customers
if you could just double click on where you're seeing the end market improving the linearity of that improvement, that would be great
can you just remind us if scale-up is included in that outlook through, let's say, 2028? Or are we looking at that opportunity further beyond?
Can you just remind us like within the SpringBoard how we should think about margins for the solar business
how you guys are thinking about the upcoming emissions, whether it's a 2026 driver
how should we think about incremental operating margins going beyond this fourth quarter here?
have you been experiencing any supply constraints there? And how should we think about pricing power here in the Optical segment?
when are we looking at that powerful margin performance that you're talking about actually being reflected?
is this an environment that's very supply constrained at this point?
How we should think about free cash flow margins sort of as you guys progress towards your Springboard plan
Can you talk a little bit about how we should think about net income margins in that segment?