Loading…
Loading…
the outperformance is still the same even though you lowered the guidance. I I think it's still 50 basis points above the market at the midpoint.
Can you just help us give a little bit of color on what's driving that $4,000,000 that you have in your guidance for tariffs this year?
maybe a follow-up on the cadence of CVI growth through the year. You know, I heard your comments on Q3, Q4. Those are expected to be strong. You have a pretty tough comp in Q2.
I wanted to start with the comment on unexpected softness at the end of the quarter and hoping that you can provide a little bit more color on that
the last two years, you've guided 7% to 9%. Obviously, it's 6.5% to 8.5% this year; you're 50 basis points less
was any of this potentially a pull forward for some of the mitigation actions that you have been working on
many of your PDX products use rare elements. So I wanted to understand what risk do you see from that potential
elaborate on some of your comments on the order environment in China in Q4
I know one of your competitors recently talked about competitive wins. So would love to hear what you're seeing on the competitive front as well as the overall market environment