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There seems to be emerging concerns that potentially aerospace aftermarket, I guess, on the commercial side is peaking
Can you talk about like where -- what you guys are doing there on semis and how that business is sitting in
a little conservative, low single digit coming off like an acceleration throughout the year
Could you maybe give us a little color on the new deal
Did you give the actual order number or the book to bill for the quarter?
can you kind of do your walk with like the 2024 actual and like the View?
as you get into these more complex, more streamlined types of architectures like the interplay between what the value of those products are versus like what might be going away
what does, like, the know, if you think through the potential positives and negatives for such a dynamic
just curious if your business there is getting more concentrated or less concentrated from a customer standpoint
Like how would you know? Like what is the possibility, because I feel like a lot of channel checks that people have done suggest there is pull-in
Where do you see recurring revenue potentially ending up as a percent of total in the longer term?
what the -- like the appetite is on the software side, just given where the multiple of the stock is
Does this push them towards like more down the line to single-use applications
Can you talk us through the -- like where they're manufacturing and how that compares to competition?
on the core growth side I doubt anyone had 2.5. Like was that below what you guys were thinking?
do you think you guys have just more structural exposure to things like EB in China than some of your competitors do?
as you look back on the last couple of years with these businesses, what's like the takeaway in your head?
Given the orders here, why should the second half organic decelerate from the pace that we're on now?
how should we view this guide relative to those, like, you know, one Q4 q, progression differently than we did last year
how large is that now? How large can it realistically get in, like, a year or two
are any of like your businesses do you think like structurally differently positioned in a world where policy is kind of here
if you just like step back now, like after the -- and kind of take in the last year, 18 months or so, and you look at the deals you've done
last quarter, I thought the messaging was more like we are confident in the margin path because of actions that we've already taken
does that kind of pivot to bolting on within kind of the context of IDEX? Does it get us into a situation where like there could be more of a cascading effect
is there any sense of like rebranding companies as a like, go-to-market as one entity
the updates that we've been getting on semi, is generally negative so far this earnings season. So just curious if there's any update
on semi, I thought you said that it decelerated out of Q4, and now it sounds like that's a major part of the acceleration
the projects that you got, the $40 million. Was that contemplated when you gave when you guys reported Q3
your performance in Pool versus your biggest channel partner, historically it was a tight relationship
can you talk about how much this causes a lock-in of equipment?
Targeted to a specific type of application set or product type, or is it kind of pervasive?
we're hearing a little bit more about like, dealer or dealers and installers kinda using some more foreign products. And some like, low-cost products maybe from Asia
you mentioned like price and pool up 15% in trailing 12 months. Just curious like, is that creating an opportunity for foreign product to come in
on these price increases, are they different than normal ones? Like, how specifically tied are they to tariffs?
how do you kind of judge the ROI of the investment necessary to kind of -- I say -- maybe not saying to kind of stay in the same place
how are you weighing you know, something that like, the certainty of what you know versus, like, the risk-reward of something you don't know at the price that you're paying?
were there any instances where like, negative instances where these guys coming in as experts of kind of identified that maybe parts of your business where you thought you had more of an opportunit...
what's the thought process when you're weighing like, okay, here's a $1 billion opportunity here or $1 billion of deploying capital
what in your sense is like really the catalyst to bring this into like a high single to -- more of like a high single framework?
can you talk about the market landscape there a little bit in the competitive landscape? I mean, I guess it doesn't feel like a structural growing market
like how do you kind of prevent similar things from happening. I know they're totally different markets
has that been primary DOGE risk kind of like done now? Like if Musk is going back to Tesla and we haven't seen these big changes
your small beat in the quarter versus guide, hold do organic. You absorbed $0.15 and still raising. Like is there kind of a contingency
I was wondering if there's a way to quantify either in terms of ability to price differently and charge for new capabilities
people are a little concerned there might be some sort of headwinds just from a US policy standpoint could be like the GovCon piece of Deltek
you had previously last quarter talked about your unmanned business, $500 million, growing about 10%. I think the general view is that feels pretty conservative given recent events. Just curious fo...
can you just run us through the organic kind of by segment, what you are thinking for next year?
Obviously, prices are up a ton, and I believe there would be applicability for you guys having to buy that across you know, whether it is instrumentation or T and M and elements of digital imaging.
how much would you attribute that to M&A? And how much would you say is organic this year?
we've been talking about $450 million across all unmanned. It feels like -- kind of for a while, it feels like a little bit of a dated number. Maybe how can we frame out that over the next couple o...
Now as tariffs have deescalated, have you removed any of that kind of contingency from the guide
were you seeing tangible reductions in orders in like early July that confirms something like this? Or is it more just like something that you're just maybe worried about but aren't seeing evidence...
Is the rest of that stuff -- I'm thinking oscilloscopes and environmental kind of environmental equipment. Is that basically at zero now, like with tariffs [145%]
Can you kind of go through the backlog with us? I know you mentioned it said all-time highs, but there was also some acquired backlog of some major multiyear stuff you got from Qioptiq.
some of the NASA stuff that you have that's more personnel flight control kind of things. What -- like can you talk about the margin profile of the things that are at risk versus the margin profile...
is the dividend at all interesting to you guys to bring in a new class of investors who can't currently invest in the shares?
I'm just asking about free cash flow outlook for the year.
how do we think about like the price inherent in the orders versus the price that's coming through in P&L? Like is there a real lag there?
we've just seen like metal price is exploding here, copper, gold, silver. Can you talk about implications for you guys in terms of procurement, in terms of needing to pass cost on and what the cust...
how was that in the quarter end? And just curious how you think about that going forward
are you just still seeing kind of a pause in customers wanting to move forward with things until they know what the rules of engagement are
I know you've mentioned orders suggest stabilization. Are you seeing any evidence of, like, that orders need to kind of ramp from here
you're getting a lot of announcements in Germany about workers at auto facilities joining nationwide strikes
can you just talk me through the the sequential dynamics in margin at NCS from 4Q to 1Q?
where do you see the sweet spot for you, whether it's developing your own AI tools or having a software partner deploy those tools on a Zebra device
in the future, as we have more and more automation and more and more robotics and less people in the buildings that you currently serve, there's just a structural smaller need for your products
Can you talk about price just like bigger picture? Has the
it is kind of a wide organic growth guide for the year. So maybe you could talk to scenarios and what your visibility looks like
what reasons, if any, would you kind of like talk us off of thinking that next year, at least from where we're sitting now, like shouldn't be at least in the range that you would see in a cycle
is that element of like we're not baking in much in terms of what we're not seeing directly in the market? Is that still a fair way to categorize
how are you feeling about the ability of your customers to kind of release budgets and kind of move forward with things? Like what do you think is kind of inherent in your guide now in the second half
how does that technology kind of tie in with yours? Like where are they doing things that you couldn't do on your own? What's the customer overlap kind of look like
Is there a risk that just, you know, what we think is a lack of a behavior change is just, like, weaker than expected demand is being, like, off is being, like, replenished by some pre-buy
at least the administration frame this as a temporary exclusion as they figure out, like, specific tariffs on that
if you were to compare the full year framework and, like, what you're baking in compared to, like, where we were a year ago
The free cash flow in the quarter was excellent. I see the guide is at least $750 million