Chris Glynn

I'm curious about the pipeline there, maybe the -- all the noise around the industry supply chain being picked up is revealing some properties

with this cyclical momentum there and medical, would you expect more level loaded the first half, second half sales

Are there any areas of the portfolio that are bubbling up for potential divestiture?

how you think about the size of the addressable market? What's the competition like and how long you've been looking at that business?

the overall pace of control system competitive conversions. I think that's part of your story

Curious clearly sounds like it came in ahead of your expectations wonder if that was the speed of the unification benefits

how you're thinking about ASP in the short term related to burn

And what are you now seeing in terms of the most productive use cases for AI?

What pace are you seeing those rolling into the outgrowth, and how long is the tail for a more elevated cycle for chunkier wallet share pickup?

Zoro—website functionality as a driver—what are the implications for margin and outgrowth as that normalizes, implementing lessons learned?

what you think is really behind the differential in the current trend line versus the long-term expectation

on the comment on seeing improved endless assortment, repeat rates. Just wondering if you could double click on that

Curious how that pipeline is playing out? And should we think of that as incrementally constructive to the outgrowth algorithm

I'm curious what you're envisioning with that from both sides, commercially layering into the outgrowth algorithm versus the cost of serve side

I think the high end of your guidance has kind of flattish through the back half. Is that just conservatism relative to 2Q

I wanted to talk about maybe what long-term strategic goals you might have had in mind there along the way as well

If we were in like a 3% to 4% HTS environment, would you be expecting Zoro to be putting up 25% to 30%

is there a reason that isn't reading through or staying at a bit higher level than how you're benchmarking

you had 2%, 2.5% in the second half and then 4%, 4.5% for next -- for the current year. Is that something that kind of builds back gradually

I'm just curious if you could comment on that as we think about the vertical market strategy being bigger than a data center theme for HES.

are you suggesting that channel share and distribution pickup runway is -- has several years of progression there?

Would you say, you're at kind of a new normal of sustainable pricing power posture that's different from where you were

where you're seeing other benefits play through, or maybe the balances coming through

I just wanted to spend a minute exploring that topic

in the case of both packaged optics, is that a meaningful opportunity?

Is -- are there rumblings customer activity in polymer processing?

Does the idea of lumpiness get negated on a 12-year basis and fiscal '26 should fully participate

Are you seeing the industrial RF chips around customer innovation starting to land? Is it more midstream processing?

curious about the upside, whether that was a conservative initial posture or true surprise

you talked about factory efficiency gains. And did you say you have inflecting efficiency gains?

Are EBITDA margins back in that high 20s range and then curious what the DNA is now that you've owned it

C&I growth historically has been pretty intermittent rather than hitting a growth cycle and a consolidation cycle

It sounds like storage might be turning a corner and pretty good comparison backdrop for a while there

C and I, didn't hear about your European tools, assuming it's kinda flattish. Does that feel pretty steady?

OEM, sounds like that kind of share accrual is kind of building on itself and has some legs. And then on the undercar, does that feel like that's stabilizing

five quarters of growth now. More consistency than I've seen in the past. You know, usually, it's been a little lumpier with new product splashes and then some lulls

was there any restock or maybe price related pull forward that came to bear?

description of upward motion through the quarter, seemed to center a little bit on critical industries in US project timing, but I think you said it really spanned APAC and Europe

Any comments on state of the acquisition pipeline and update on types of focus that inorganic business development efforts are taking lately?

just wanted to talk about capital and portfolio did a little bolt-on. Hasn't been much on divestiture for quite a while

The organic comps are pretty notably steeper in the second half. I'm wondering how orders new applications, maybe even are kind of phasing into that. Would there be a kind of a growth adjustment pe...

the renewable energy and the grid hardening, the degree of codependence of those 2 versus maybe some independent drivers

It was curious about space. You know, it's a relatively small market, but it's scaling

I was noting the $2.5 billion repurchase. I think it's a little bigger than normal. So, I just wanted to go back to that discussion