Loading…
Loading…
the guide for Q2 implies margins are flattish. Why not more improvement given some of the sequential improvement in freight costs, warehousing, et cetera?
on the ASP front, Mark, you mentioned the $0.364 per watt, including adders for the U.S. bookings this quarter. How much did the adders add there?
it sounded like, Mark, you're saying given the adders, indicative pricing, $0.36, $0.365 per watt, that's maybe kind of the level of entitlement
what can we read into the 2-plus gigawatts of bookings just in the month of July?
the $0.32 to $0.33 per watt, depending on which portion of the bookings you're talking about, a couple of pennies higher
what sort of the time line and cost to maybe match up finishing capacity in the U.S. with the Southeast Asia capacity
is the approach you're just taking lower margin there for this year? Or are you actually planning to pass some of those costs on
how much is tied to selling the 1 gigawatt of India volume left over from last year
Are you seeing any of that? What are your customers doing in this uncertain environment
Given where valuations are, kinda how would you characterize how attractive the pipeline of opportunities is today versus, you know, maybe last year?
can you kind of level set us on the revenue and margin profile of the residential flow business and then maybe the timeline to realize some of the synergies
Can you -- I might have missed this, but did you delineate how much of that is being driven by price implementation
Does that become a potential market share tailwind for you guys, depending on kind of how all the balls fall in place here
on the Pool view for 2025, fair to assume sort of a normalized two to three points of price and the rest is volume?
do we maybe not really fully lap the tariff impact until 2Q of '26? And is that kind of the way to think about when from a modeling perspective, we start to see PQI margins start to expand again ye...
it would imply maybe more of a margin uplift into year-end versus what you're forecasting
in Western Europe, PQI thought that was maybe a bit weaker than anticipated
give us some sense of the cadence as you layer that in over the course of the next few quarters and into year end
your full year guide implies margin growth through the year off of Q1 with the same FX assumption
on the PQI side, the 350 basis point margin contraction sequentially
I know you're talking about this kind of being a little bit of a softer year. If I back into it
just as we think about your potential exposures, can you sort of walk us through some of your key kind of geos