Ken Newman

how does that translate to the second half sales that are expected to be softer? Is that just driven more by mix or higher conservatism?

I'm curious, Max, if you had any color on what that impact on holiday timing or extended shutdowns were to ADS in the month of December

is it correct to assume that you saw that a similar dynamic this quarter as well?

any help on just how to think about the operating profit or loss in the other segment now that Cromwell is divested

there was a pretty sizable increase in midsize customer growth in High-Touch U.S. this quarter. Is that primarily a price versus volumes mix

is the confidence that volumes don't have another -- don't have a negative response as you introduce these price increases

kind of implies Endless Assortment grows similar on a total sales, maybe like in that high teen to low 20%

how much the fourth quarter ADS was impacted by the timing of holidays and extended customer shutdowns

can you maybe just talk a little bit about your ability to maybe accelerate fleet growth if needed? And if you can still be price/cost positive if inflation starts to ramp further from here?

How active is the pipeline versus when we last talked to you a quarter ago? And I'm curious if the macro environment today makes it harder or easier to do deals

I think you mentioned in your prepared remarks having to hold on to some high-time used equipment, which impacted used sales volumes this quarter. Can you give a little more color on that?

just any help on how to think about the margin progression? Is that something that you expect to take place more materially in the back half?

is there any reason to think that you can't drive flow-through kind of in line with your more normalized type of margins

how do you think about balancing those 2 dynamics, right, to keep time yet strong into next year?

There's a thought out there that the accelerated phaseout for renewable tax credits could drive some pull forward on the construction time lines

I'm curious if you could just talk about the smaller local accounts, what those have done sequentially from the first quarter to second quarter

I know you depreciate those assets at Yac to zero, I think, over a two or three-year period. Obviously, lumber is much higher on a year-over-year basis

Can you just talk about what you're seeing in the smaller local accounts and just the expectation for that to the rest of the year?

is there a way to talk about the magnitude of demand between the national and the local accounts, particularly as I think about just the rate differential

I'm curious if the guide assumes a similar growth profile in '25? And I guess, additionally, on top of that, if there's any way to quantify

help us quantify if there -- if you saw any indications of a pull forward

Is there a way to just talk about how much pricing you were able to drive in 2Q

any idea or color on how much of their manufacturing is international and then how to think about potential tariff exposure

I think you were looking for a $7 million headwind, and it came in around $3 million. Can you start a little bit about the moving pieces

There a way to think about how to quantify that $70 million full-year impact between the two segments