Brett Linzey

The $9 million tailwind in 4Q within Americas, is that just a function of the timing of some projects and some spending?

Maybe just talk about the pricing capture you expect this year on a net basis and what you're calibrating within the guidance framework?

how did that compare relative to the original expectation on a netting basis? Were there any surcharge rollbacks you had to do on the deescalation

your long-term framework target the 3 points of annual acquired growth, certainly running ahead here

what does the composition between those two pricing levers look like? And then I guess at what point do you just assume the tariffs are maybe structural

Has all the price you need to offset the $80 million now been announced with this this second April round of price

How are you thinking about commercial versus institutional? Do you see growth in both of those areas?

what would the mechanics of price look like? Would these be normal list prices or would they be surcharges

Any any signs of prebuy or prebuild in in some of those channels

Maybe discuss your your actual pricing expectation for 2026. And then how are you thinking about price cost spread for the year?

how much of that did ship in 2Q? And are you assuming that the remaining gets delivered as part of the framework?

are customers giving you any sense on the timing of that quotation activity and what the budgeting time line might look like there

Perhaps just an update on the level of OEM inventory in some of those channels. And then anything in terms of the pulse on capital projects?

How are those businesses performing versus expectations? And is your thinking and outlook changed between commercial and defense

Are customers giving you any indication on the timing of when these projects might release? And how are you thinking about ES, Engineered Solutions

could you give us an update on how you're thinking about the outlook on aero versus defense? I know a lot of moving pieces there

Are there any specific segment drivers? Was it fairly broad-based?

first, any update on the $60 million? And then more broadly, did you remark the tariffs back to the higher rates?

if you were to strike the line today, how are you thinking about the net impact with all the hedges and everything in terms of the tailwind at today's rates?

in terms of what you've announced to the channel and customers, do you have all the price out there that you need to mitigate the tariffs for this year?

any detail in the nature of the applications you're winning? And any concentration, is there 1 to 2 customers? Is it fairly broad-based?

how large has the total addressable market for Dover grown over the last couple of years? And where do you think your share of that can run?

Is there any way you can sensitize the content per new reactor or anything you can add on the aftermarket side

Any context you can offer on the elongation of the sales cycle there or when these wins might begin to convert to the order backlog?

should we think of the associated savings as maybe some cushion as those paybacks convert through the year?

How do we think about those markets in the context of the mega project momentum you noted in the prepared remarks?

is it mostly just the MRO side? Or are you beginning to see some RFPs start to ramp back up on new projects that could be slated for next year?

can you sustain that double-digit growth range into next year based on your current visibility in those businesses?

are there any other indicators or anecdotes from large utilities or inventory data from distributors that gives you more confidence

how did that track versus the internal expectation and then implicitly, the utility meters business was down much more than that

Can you frame the size of the exit backlog in terms of months or weeks?

Certainly, a bigger figure relative to last year, able to parse out that between growth and productivity?

how are those performing versus the more OpEx-oriented businesses?

The stable Europe comment, I think, is maybe a change in trend

how should we think about any carryover into next year? And then how much would be maybe structural versus discretionary

you're moving from the $100 million to the $50 million. Could you just expand a bit on some of the underlying assumptions there

I know IDEX exposure isn't huge there, but you do have some larger landed exposure indirectly into China and HST

are you seeing any spending reductions or impact on grants driving customer spending decisions at this point

Is it fair to say price is up and you are taking a little bit more hedge on the volume side

Can you just clarify within that $0.15 to $0.40 that's organic, how much are you embedding for price cost

you indicated that the challenging comparable in life science and analytical as an offset to strength elsewhere

Did you actually see positive parts growth in the fourth quarter? And then are there any regional or efficiency level observations

an update on how NSI is now tracking organically and pulled in the And then as you continue to build out that parts pull-through strategy

you also do have potentially some load in from NSI. As you move through the one-step. So hoping you could maybe frame some of those moving pieces

drill down on the magnitude and the scope of the consumer trade down. I guess in the context of regional variances

as that capacity gets stood up and you're back in the emergency replacement market, do you have any updated thinking on factory output

is there any data you can share on the rate of growth in the parts categories versus equipment or something fundamental in the second quarter driving that sentiment

Was this solely product availability or are you seeing some price sensitivity on the new products and the price uptake there

Are you able to quantify what you're embedding in 2025 in terms of the volume contribution and better throughput there

Can you update us on what the annualized tariff expense that you absorbed. And as you progress through the mitigation measures, is it fair to think that as you get into the second half of calendar ...

Any early observations on confidence around cost synergies? And then as you've been mapping the combination, any early view on the sales synergy side?

Is this predominantly the MRO piece of that business? Or are you beginning to see a little bit of load-in from OEMs

the adjusted op target was 27%. The top end of the guide this year is 27%. So basically got there 3 years early

Does the $14 million include tariff plus some assumption for just general inflation of metals?

Expect to deliver the $70 million in '26, and you're implementing this wave three, maybe just talk about the phasing of that as you progress through 2026

I wanted to come back to tariffs. I appreciate all the details. So you're dialing in the $60 million full year, $140 million previously

how are you thinking about price as a contributor in those segments? And then maybe if you could parse out what's normal course of business price versus tariff related pricing

of the incremental $80 million, how is that split between the two savings buckets?

I've always thought about that as really a 5 to 6-year churn, but curious what you see as a life cycle there