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how long they've been providing liquid cooling or CDU solutions to data centers
how are you thinking about 2026 just given the strong growth that you're seeing
If you backed out your data center orders this specific quarter, we're calculating that like the rest of EA
what is your expectation for Electrical Americas and Global orders? And then similarly, clearly, your backlog continues to grow
how easy is it going to be for you to get the pricing that you need to cover the tariff impact?
roughly $150 million impact for the given space on the original guidance versus this guidance
you were expecting margins to be about 300 basis points lower than where we ended up in 2024
is there any color you can kind of give us on what - how the margins look like today in the backlog versus a year ago?
I think your original expectation was for backlog and for SRAs to be roughly around 60 gigawatts and you ended at 83 gigawatts. Now you have an expectation of 100 gigawatts by the end of 2026. Scot...
maybe you can double-click a little bit on the commercial limitations that currently exists under your agreement. And then as you kind of think about getting after that $80 billion addressable oppo...
I want to try to square something actually on your new equipment orders in Power, saw that you guys booked roughly about a little over 5 gigawatts
we often get the question on cancellation risk. Just given, you know, the gyrations that we're seeing particularly from the data center market
As you're looking out for 2025, Scott, any thoughts around how much that backlog can build
could you potentially see additional announcements on the portfolio?
how are you thinking about the time line for a decision to be made on that piece of the business
the relationship between the tariffs and the demand contingency
has there been any update on either the one-time costs or the stranded costs that you can give us any more information
relating it to the demand contingency that you've baked into the guide
how much thought did you give to potentially maybe even breaking things down further because you can make an argument
I'm trying to just maybe get a little bit more understanding on what drove the margins down this quarter