Loading…
Loading…
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?
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.
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
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
elaborate on some of your comments on the order environment in China in Q4