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How dependent is double-digit growth in that end market on your CDMO business?
What is a replacement cycle look like there, especially on the back of a double digit growth rate? So you have a new product launching
You mentioned a mid-single-digit growth in small molecule. Is that all GLP-1s?
you talked about atomic spectroscopy upside in the quarter due to the memory shortage. It's not something you talk about a lot.
I think you mentioned that there were some pharma reshoring assumptions in your guidance for 2026. How important is that to your forecast?
Can you talk about the downside variance on China in the quarter? Were the drivers of that and performance by end market perhaps?
can you maybe help frame that replacement opportunity that you're alluding to, Padraig?
Rodney, I think you said pricing was a 100 basis point year-over-year tailwind. But before you also mentioned that value-driven pricing was double the impact of the prior year.
I was hoping you could perhaps elaborate on trends you're seeing in China by end markets. I think you mentioned industrials was down low single digits
It looks like the midpoint of organic revenue growth is about 2% and that is a sequential step down from the 5% you just reported.
how much of that improvement was narrowly relevant to QAQC versus broader and inclusive of R&D functions in pharma and other product categories
you mentioned in your prepared remarks that you've taken specific actions in response to the tariff talk. Can you elaborate on that?
Are there any other areas where you think the change in US administration could impact your business? Any other areas that you were sensitive to putting together your forecast for 2025?
Just to clarify on instruments one last time, is your expectation that instrument growth is flat in 2025?
The flat assumption for Q3, given the magnitude of the respiratory headwind
is there any common thread you can call out between those few customers that delayed shipments
Can you remind us how sensitive would the biotech business segment be to an improvement in biotech funding
Can you update us on how any of those conversations with customers have been trending over the past three months
I was hoping, Rainer, that you could elaborate on trends in China
The 2/3 of gross margin compression you attributed to mix, how do we think about that going forward
I would just like to revisit your comments on emerging markets outside of China, that high single-digit growth rate
what is your updated view on growth in China over the medium term? Is that fleet accretive or fleet neutral
does that comment include China? Or were you speaking to emerging markets outside of China
what was the process analytics growth rate in the quarter? And can you comment on the full year outlook for that business
Can you elaborate further on where the strength is coming from in product inspection and comment whether your full year forecast for that business has changed at all
if there's any way you could help us better quantify the potential opportunity for Mettler-Toledo International Inc. from various manufacturing onshoring initiatives
Can you update us with your new forecast for revenue growth in China in 2025 and maybe parse that between industrial and lab
how confident are you that this returns to growth in the second half of the year?
I could just, you know, use some help better understanding how you're framing the economic opportunity for that AI drug discovery offering
can you talk a little bit about your M&A thoughts in light of how big you're going with the share repo?
what type of growth outlook for your software business is embedded into your 2026 framework given, you know, the offsetting factors of difficult comps
I'd just like to better understand the driver of foreign currency on the EBIT margin percentage
I want to make sure I understood the comment on the difficult multiyear comps in immunodiagnostics
Can you give us an update on your conversion to a SaaS model? And is it safe to assume that the progression towards SaaS has reverted a bit
how you're managing the reagent exposure specifically? Having just toured BioLegend, it doesn't seem like that -- that's something you could spin up locally
Jim, what's the driver of a more favorable unwind on gross margin? Presumably, you still expect ProteinSimple to be strong
I would be curious for your team's thoughts on AI's impact on demand for Bio-Techne, just given the number of times
how long might that air pocket persist? And how are you thinking about growth right now for GMP proteins in light of that greater than 30% growth in the prior year?
are you still managing the business as a low single-digit grower in fiscal '26? Or have those plans changed given the Q1 result
how you can accomplish 100 basis points of operating margin expansion on low single-digit growth. Is that due specifically to the divestiture of Exosome?
would you still commit to that market plus 500 basis points of growth that you've talked about previously?
Does the current tariff situation impacted all your thinking on having more of a local manufacturing footprint in China?
I would love to understand your exposure a bit better. I mean China is 9% of your revenue. And I think you quantified the analytical instrument exposure into China
where do you think you're currently trending? Is it that upper mid single digit figure you talked about for Q3
That comment you made on January run rates, was that in academic a US academic and government comment specifically
can you remind me how much of your revenue mix in China is instruments versus consumables and any more color you could offer on the magnitude of the tender activity
Could you remind me what is the ASP for the instrument and what would you expect pull through per year to look like in consumables
that $895 million Q3 guide, that does assume a deceleration in growth compared to your Q2 trend.
share more of your early insight into the diagnostics replacement opportunity with the FXI.
clarifying the growth assumptions for HVP in 2026 and how they compare to 2025. You mentioned that the GLP-1 growth will be 10% at the midpoint
It does seem like from the script data for Novo and Lilly that you're growing a lot faster than the market is growing
it looks like your organic revenue guidance increase was driven entirely by the Q2 beat and you didn't change your view for the second half of the year