Brad Hewitt

if you could walk through your assumptions by segment both for Q2 and the back half of the year in terms of core growth and margins

you guys called out the mid-single-digit core growth in FAL in Q1. Just curious if you could break that down between the two businesses

IPS revenue was much better than typical sequential seasonality

does that give you confidence that perhaps your electronics business as a whole can outperform the mid-single-digit long-term outlook

could you quantify how backlog trended sequentially?

is it fair to assume roughly normal seasonality for 2026?

your outlook is for organic sales to be flat to slightly down year-over-year in Q4. I think that would imply a little bit of a deceleration on a 3-year stack basis

is that segment sort of at a normalized run rate in the 24% to 25% zone

is it fair to assume organic growth accelerates each quarter through the year and then Q4 given the easy comp you're kind of comfortably in the mid-single digit zone?

what you're assuming for the price contribution to growth in 2026, both consolidated and by segment? And how much of that is carryover versus incremental pricing?

curious if you could elaborate a bit more on what drove the implicit organic growth guidance range for the rest of the year

how you see channel inventories as they stand today and

have you guys seen any change in customer willingness to go ahead with projects versus three months ago

how dynamic is that number? Should we think of that as more of a minimum threshold? And then how do you think about cadence of deployment and why not execute this as an ASR

is that margin outlook embedding a little bit of conservatism? Or is there anything that you would expect to limit the drop-through in Q4

should we assume the focus is more on bolt-on deals and perhaps modest buybacks in the near term until pro forma leverage comes down

what has been the historical organic growth profile of the business, particularly from 2019 through 2024. And then how would you describe the potential scope of revenue synergies

Should we expect that you may look to maintain or maybe even accelerate the pace of buybacks throughout the rest of the year

can you clarify the tariff rates you're assuming for the various countries as well as the impact and duration of the exemptions

it appears that you're embedding about 30% organic incremental margins in 2025. I know the long-term framework is 30% incrementals or better