Julian Mitchell

how serious do you think the threat of market share gains from that plethora of smaller players is? And do you think that they could have some negative effects on pricing in the equipment market as...

if we look at the Power equipment, dollar orders year-to-date or in the third quarter and that increase versus the gigawatt orders in gas, there is a very large positive delta on that dollar growth...

give a bit more color on the regional differences. It seems like Europe is maybe losing steam, Asia, picking up. And pricing

it looks like the first half in both power and electrification, you should be at the full-year margin numbers

you're guiding for low single digits growth starting out the year organically, you've got that mid single-digit guide for the year

just a quick follow-up on the aerospace margins. Specifically, I think they're starting out the year maybe down a touch

how second-half weighted that margin acceleration is? And are there any specific items on a segment level driving that

just my quick follow-up on the Aerospace division. Maybe give us some update on where we stand on that destocking

Just wanted to start with the IA segment as it seems there's a lot of different moving parts inside it

the sort of R&D hike, you think by the end of this year, kind of R&D to sales in Aero shouldn't be a headwind next year

in Paris as if there was a bit more confidence around sort of supply chain issues and getting those resolved

you have that big drop-off in the PSS top line in the first quarter

on the capital deployment. Last year, you had under $2 billion of buyback and close to $9 billion committed to M&A

operating segment margin guidance. It's flattish this year. I think it was down slightly, 20 bps underlying in 2024

give us any help around the stranded and stand up costs that might be needed for aerospace and automation initially out of the gate

I just wanted to understand the degree to which, if any, there was a back-end loading, in the guide.

Is there an impression that that is really all self-help initiatives that you mentioned and the outgrowth

we've had some questions from investors around the movement in claims recently on personal injury in the last

I think in the sort of TE business group. Margins were fairly sort of -- it was down slightly in the third quarter

I'm just trying to understand within General Industrial and Safety, the improvement there based on sort of self-help

Often your third quarter earnings are up a little bit sequentially, but I understand you had that $0.06 gain

around the tariffs impact. So I think it's sort of in the in-year framework, it's sort of $0.60 gross headwind

Maybe I just wanted to follow-up on the organic sales outlook first off. So I think you mentioned early on

you've talked about that sort of $250 million, $260 million COGS productivity number, so as a sort of annual placeholder

you had mentioned sort of 1.70-ish of EPS adjusted in Q1. The first half is just under $4