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the 35% organic orders number for EMG, just wanted to revisit that first to make sure I heard it right.
on the Defense side, are you seeing comparable input from U.S. and allies each?
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
how the private label headwinds in the cost of goods is phasing here. Is it sort of a steady state from here?
Zoro—website functionality as a driver—what are the implications for margin and outgrowth as that normalizes, implementing lessons learned?
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?
And what are you now seeing in terms of the most productive use cases for AI?
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
I'm curious what you're envisioning with that from both sides, commercially layering into the outgrowth algorithm versus the cost of serve side
Curious how that pipeline is playing out? And should we think of that as incrementally constructive to the outgrowth algorithm
I wanted to talk about maybe what long-term strategic goals you might have had in mind there along the way as well
I think the high end of your guidance has kind of flattish through the back half. Is that just conservatism relative to 2Q
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
just the seasonality at Electrical was pretty pronounced, even if you strip out NSI, it was up about 15%.
I want to drill into the content component there. Is that a change in you know, the allocations you are getting
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?
where you're seeing other benefits play through, or maybe the balances coming through
Would you say, you're at kind of a new normal of sustainable pricing power posture that's different from where you were
Wondering if there are any emerging applications, market adoption opportunities for polymers, coatings, or core adhesives
The fourth quarter, I think, implies a pretty meaningful acceleration in sequential incrementals.
How would you describe the longer-term tax rate opportunity from here in the context of the progress the last few years?
in the case of both packaged optics, is that a meaningful opportunity?
I just wanted to spend a minute exploring that topic
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
curious about the upside, whether that was a conservative initial posture or true surprise
Are you seeing the industrial RF chips around customer innovation starting to land? Is it more midstream processing?
Are EBITDA margins back in that high 20s range and then curious what the DNA is now that you've owned it
you talked about factory efficiency gains. And did you say you have inflecting efficiency gains?
if we should think of these maybe sub-normalized run rates as kind of the near-term picture continuing
It sounds like storage might be turning a corner and pretty good comparison backdrop for a while there
C&I growth historically has been pretty intermittent rather than hitting a growth cycle and a consolidation cycle
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
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
C and I, didn't hear about your European tools, assuming it's kinda flattish. Does that feel pretty steady?
was there any restock or maybe price related pull forward that came to bear?
Any comments on state of the acquisition pipeline and update on types of focus that inorganic business development efforts are taking lately?
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
Are you seeing a particular build in just baseline run rates there?
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