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how is CAT helping the Tier 1 and Tier 2 suppliers ramp power gen capacity along with CAT
what's the future role of backup diesel generators versus BESS
your decision on that
what would give you--what do you think would drive you to bring that guide back to the midpoint
with the restructuring you took in Accelera, can you talk about how that changes the cost structure? Where do breakeven margins go
Can we just go back to talking about the seasonality of that from like first half versus second half
Does Cummins need to expand capacity beyond what you've already announced?
can you quantify the gross tariff impact in 2025? And then what's the split between IEPA versus 232?
whether that's true on a segment-by-segment basis or is it biased towards one versus the other?
how are you thinking about the growth trajectory, particularly maybe more so on the electrolyzer side
how does that impact your relative positioning? And from your perspective, like, would you consider it good, bad, or neutral
how much component inventory did you pull forward? When does it run out? When will you need to raise price to offset the cost?
if we get the tariff relief, will that get rolled back to farmers? And how soon could that happen?
as we think about 2026, to what extent does it embed any additional farmer assistance from the government? And then also just like how do you think about the operating leverage of the business comi...
my question is about the incremental pool funds that will be deployed to address the used equipment situation
just trying to think through how you guys are thinking about sharing the tariff cost across all the constituents
how does the Electrical content and intensity differ between like these two different use cases?
where are they for some of like the core products like switchgear transformers?
what does that look like, and how should we think about the TAM opportunity problem?
how do you expect that to trend? What's baked into your guidance?
Just want to confirm, was that a 4Q comment or was that more about 2025?
how much margin pressure you've seen since that business was at its height
how are you communicating to your customers the value creation from deploying AI?
Could you break that down by the core end markets?
walk through the moving parts within like the sub segments of IA&F just to get there?
break down the drivers, self-help versus mix, just a relative portion. And when do we see this inflection?
the three sub segments, like your -- it sounds like the Water business is growing faster, Life Sciences business is growing faster. To what extent is that accretive
to get to that higher end of that range, like what needs to go right, either from like a geographic standpoint
can you talk about how industry pricing behavior has changed versus the start of the year
How quickly could you ramp that up versus where you are today if you got a little more visibility
fourth quarter, what was it? And then how do you think about that scaling in 2026
Can you just give us an update on where PACCAR is versus the market
you're talking about how customers are keeping the trucks a little bit longer any early thoughts on the parts business
how are you thinking about the supply-demand balance of trucks? Actually in the fleet and how much excess capacity is out there
to what extent is the possibility of pre-buy Changing your down cycle playbook
can you just comment on just like the sort of pricing that you're seeing in the back half of the year, are clients -- are the price increases sticking
how much are you embedding in terms of incremental tariff costs and how much you expect to pass through to customers
over to the vocation side of your business. I know that you guys tend to over-index to that part of the market
I'd love for you to talk about your Canada operation in electrical infrastructure. Just what you're seeing on the pipeline there?
what would it take for Quanta to do full turnkey data center builds at scale rather than just doing a few here and there?
So my question is on the architecture shift from 54-volt to 800-volt DC for data centers. Just curious how that changes Quanta's TAM.
how do you think the power industry evolves to serve large load customers like data centers? Is it [indiscernible] model like we're seeing with NiSource?
how much customer overlap is there worth Cupertino is MEP usually an integrated service? And like what sort of white space do you see
what sort of revenue contribution should we be baking in for 2025? And then on the civil business, how are you thinking about the mix
what does the shift from investing in training data centers to inference mean for Quanta and the broader grid?
do you have all the everything in your tech stack inside the 4 walls of Trimble? Or do you need to go out and acquire
from an economic standpoint, I'm assuming you guys price for this add feature. Like how do you guys think about the split up
if I look at the implied guidance in the fourth quarter, it looks like you're taking a step down on growth
Maybe can you talk about the TAM expansion that you're seeing post being [ freer ] to do more business with other OEMs
any thoughts on any changes you may need to make on your revenue model, how are you approaching your buy versus build decisions
I was hoping you could unpack some of the trends in the quarter for AECO across some of your key customer bases
can you just give a little bit of color on what you saw in the market and how you're thinking about that business for the balance of the year
what are you messaging to distributors about the tariff-driven pricing actions? How much are you raising price
shifting gears over to field systems. So you are guiding organic revenue growth to flat
the TC1 regional rollout. I think you guys had some momentum early next year pause to focus on some of the accounting