Jeff Hammond

have you seen the other players in the water heater space announce similar pricing around steel, fuel inflation?

It seems like you're just cutting EPS $0.15, but a lot of the macro assumptions are kind of moving the wrong way. Can you just talk about offsets to that?

can you maybe just give some thoughts about how you expect price cost to trend through the year?

I was just wondering if you could give a bit more color on Leonard Valve, their go-to-market strategy. What end markets they plan and maybe how much growth the $70 million in sales you're expecting...

you didn't change your industry shipment assumptions, but seem to lean a little more cautious

I think you mentioned some additional tariff headwinds, maybe quantify or talk about where you're seeing that?

Is that just simply that your competitors didn't limit prebuy and maybe they saw more prebuy so that levels out?

where you think you might see some demand destruction around incremental pricing actions and just the general uncertainty out there

How much of that is steel inflation or steel tariffs and then any other kind of bigger buckets

just wondering where you see opportunity for change, whether it be commercial or op excellence maybe you take an early look at your tenure here?

can you talk about your footprint versus what you think your peers footprint, does that put yet maybe an advantage

how much orders have maybe been held back by the capacity, and as you kind of bring this capacity on

I wanted to just better understand what you think the hole is for the Puerto Rico wrap

as you start to get orders, are all of those kind of contemplated for '26? Or are people -- are those longer-dated orders?

what, if any, you saw of kind of pull forward, selling versus sell through, kind of getting ahead of price increases

feedback you're getting from your contractors on the three big storms and kind of the uptake in IHC's relative expectations

it seems like there's one OEM that does not make product in Mexico. And just what do you think happens if most people move on price, but not everybody moves on price

the view that the consumer's tight and this persists, or it was mostly a, you know, a tan or issue and, you know, it kinda goes away

The 15% growth, if you could unpack similarly like you did for the res business, price volumes, M&A in there

I'm just wondering, you know, when you think if at all the industry kinda starts to think about price elasticity more and taking a breather from pricing actions

I'm just wondering if you can put any kind of quantification or numbers around just the commercial plant getting to full efficiency

can you walk through kind of what your volume assumptions are for the second half? It looks like you bumped it up a little bit or it's less bad in HCS

what you're seeing with the A2L manufacturing costs given that there are some added costs related to that equipment. And then tariffs, if they really showed up or came into 2Q

on the destock being more 2Q than 1Q, just any reason why that is

So just on the Mexican production, you said industry capacity 40%. Can you just level set us on what your mix is

can you just level set us on kind of progress over the past year what are some of the big opportunities this year

can you talk through the moving pieces to the guidance? I guess it sounds like lower tax. Maybe you can give us a revenue assumption

Can you just talk about industrial specifically, kind of decent growth kind of flat to down margins. Anything in there, price cost or mix

can you just expand on kind of the slow start in medical

can we just unpack kind of the margin dynamics around this kind of systems geographic mix?

it still seems like we're coming out of a multiyear down cycle. And I just want to make sure I'm reading that right

I just wanted to get a better feel for what you're seeing from an order momentum standpoint across the businesses

It sounds like you think right now, lower end of the sales guide, but you're still kind of closer to the midpoint

Can you give us a sense of how much of the margin dilution was just Atrion coming in and what the decrementals were on the base?

is that just a tough comp dynamic? Is that a Europe issue? I think there was a, you know, some recycling activity

what are your customers telling you in terms of where inventories are, you know, what's kinda built into the guide

if you think this backlog normalization is largely done and what businesses, you know, would have seen the most kinda backlog normalization

maybe just update us on what you're seeing on the liquid cooling side. Clearly, we're seeing some pretty mind-boggling order rates

Looking at the Q2 guide, the first half is a little bit lower than the midpoint of your revenue growth

it seems like the preference is buybacks over deals. Talk about the pipeline and where the focus is

Can you talk about what buckets kinda ran ahead and where there's still opportunities you look into the next transformation period?

It looks like your 26 pricing for pool is, you know, 6 and a half. Or 6 to 7 versus kinda normal 4. Just wondering what that contemplates for incremental tariffs.

Just want to go back to pool and be crystal clear here. So it doesn't seem like anything has really changed in your pool volume outlook

Can you just level set us on what percentage of your cost of goods sold's sourced from China today

is there anything in the guide contemplated around restructuring actions you might take if you do see that demand destruction

Any kind of way to think about how the segments play out either order of magnitude or are they all kind of equal contributors?

just maybe how would you characterize inventories where you want them to be? And then just back on that broadening the product range. Can you talk -- give us some examples

I'm just wondering if you're hearing of any potential follow-on price increases, whether it's freight inflation from higher gas or oil-based products

what are you hearing from kind of the rest of like your other categories around pricing into next year?

if you have a target or the way to think about what you think that percentage of adoption is a couple of years out

touch on commercial unitary, your orders, trends. I and how you see that shaping up in '26?

talk to me about what you've been doing behind the scenes to really ramp your capacity in the applied business