Joshua Chan

how do you feel about your level of investments kind of exiting 2026 and into '27? Just thinking about how well funded do you think your growth initiatives are at this point

Does that imply that you can continue to perhaps repurchase stock as you desire even through this process

Usually, you see those in stronger economic time. So maybe could you talk about how you're able to achieve strong retention rates even in these types of climate

on the incremental margins, I think both Q1 and Q2 were within your longer-term range, but maybe towards the lower end. So any way to think about how that kind of transpires in the second half

as you look at the different verticals within your business, are you seeing customers behave differently in some of the more stressed verticals

I noticed that on the EPS guidance, it's a little wider at this juncture of the year than it was last year at this time. Is there any color regarding that

As you look into your different cost buckets kind of going into 2026, you know, material, labor, your fleet, anything to highlight in terms of the trajectory

I just wonder if you could comment on the prospects of M&A kind of going forward and how the pipeline of the bolt-ons look at the moment

fire, obviously it grew 10% this quarter that's really strong. But I guess in prior quarters it had been above that

what does that mean in terms of what you think about the durability of the cycle now that you're willing to kind of actually put your own money into the buildings?

I was wondering if you can talk about the project pipeline. So basically, the future projects that could enter the backlog in the future

there was an ice storm in a lot of the South and Southeast in Q1. So I just want to make sure that the operations kind of, you know, handled that well

would there be a preference to serving existing customer or I guess, demand for that? Or would there be a preference to kind of grow with other types of customers

really over the last 2 quarters, you had these 2 consecutive $1 billion step-up in the backlog. And I was just wondering if anything is different

your workforce, their willingness to continue to work more, make more, but kind of keep working hard, and then what you're seeing on the recruiting front?

how do you think about the approach to choose projects between the different verticals? Because obviously, your technology is chosen more and more frequently

how do you expect backlog to trend through the year, through the summer quarters?

what helped add to your backlog this quarter? And then also, how have you been continuing to add to the backlog and orders since the tariff announcement?

the progress behind hiring people and the training of apprentices. How do you feel that's going relative to your demand outlook?

could you just kind of help us contextualize the magnitude of strength in this Q4's gross margin? You know, was there anything unusual, any closeout benefits

How do you think about the year-over-year selling environment comparison as we kind of go through the rest of the year

could you just talk about what drove these kind of more longer-term type actions and kind of how you're thinking about those actions

Could you just kind of compare the environment now to like a normal year or last year

for the ones that are not math, which ones are you more or less confident in standing here at this point

how are you thinking about your cost structure going forward because you clearly raised the guidance despite lowering the revenues

I was wondering if you could talk about the selling environment outside of federal

with tech vendors seemingly getting better this year, can we roll out negative NCVI in Q1

I noticed that the GTS wallet retention improved nicely this quarter. So I wonder if any change you've noticed there in terms of selling

by what month does everything kind of normalize and then you kind of move past the slowness

what is it that you think you could change about something that has been this way for a little while?

So is it true that the West and the South are basically the non-impacted regions grew at a

is that a potential concern when it comes to spring selling season?

would you consider as we kind of roll into July here, given the strength that you're seeing in the backlog that the weather has kind of pretty much normalized

does that reinforce your confidence for the rest of the year in terms of the kind of here how you're thinking about sort of the sales records

as you make these investments what's kind of your strategy in picking up new accounts? I assume you're going to have to displace existing competitors.

could you just kind of bridge us? Are there any other pieces there between Orkin and the onetime, how the 10% gets to 7%