Luke Junk

Just hoping you can help us understand Amphenol's leverage within your defense electronics platform, especially thinking of interceptors, munitions

maybe speak to integration first steps at CommScope

I'm just wondering how you think about book to Bill at this level of growth

I'm just trying to wrap my head around 41 points of organic growth. I mean we're talking billions of billions of incremental sales

Just how you think about that, relative to an exposure being that big as a percentage of the company

Just be curious to hear what's your number one below the radar opportunity for Amphenol in '25?

hoping you could just speak to AI and automation. I know you've outlined it as one of your strategic pillars in terms of internal uses of AI

hoping we could just double-click on your silicon photonics trends in the quarter and maybe more importantly, your high-level outlook there, certainly hearing more about higher speed, CPO-type things

Could you just remind us on the military exposure within critical industry specifically

curious if you saw any impact from that in the Tools Group or maybe the finance company

Any reason to think that that momentum doesn't now carry over into next year in critical industries?

diagnostics. I think you said it was down in the Tools Group in the quarter. Can we just maybe double click on that?

your historical experience in terms of the tails of that momentum leaking into into future periods?

maybe if you could double click on the Asia Pacific business. Just kinda update us on what that business looks like today

anything interesting to call out within the SS orders. I think you said in the mid-single digits. I guess I'm thinking just hints of traction and big ticket

Just wondering if it might have been at or maybe even above that high single-digit growth rate that we saw within RS and IS

I wanna start just with the big shift we're seeing in tools group one q into two q. I guess with the benefit of hindsight, is there anything that sticks out

do you think there's an opportunity to get franchisees to lean into credit a little bit more as we go through the back half of the year?

could you just give us maybe a feel for some of the key end market trends within Critical Industries and C and I

wanted to start in terms of how you can play offense in this environment and maybe just stay finer point, thinking mostly about the tools group

What about franchisees and the folks that you're spending time on? I guess, I'm thinking especially of things like cushion

I'm hoping you could double-click on the strength that you're seeing in specialty torque right now and just at a high level

any thoughts on just the continued headwinds in big ticket right here and the origination trend, I should say. And just as we think about the potential growth

Just hoping you could provide some updated perspective from your point of view on the copper versus optical debate in especially interested is just where you're leaning in to any related investments

hoping we could just double-click on the trends you're seeing within ACL, especially in the industrial trends. It sounds like you're feeling a bit better or maybe quite a bit better than 90 days ago

You had mentioned that you had seen order growth in all regions this quarter. I'm just wondering relative to auto outgrowth, especially that has been more weighted to Asia and China recently, would...

I was hoping we could maybe touch on the industrial book-to-bill, especially any timing-related impacts we might be seeing there

hoping you can maybe just parse out what you're seeing in automation and connected living between those two subsegments

hoping you could just expand a little bit more on your comment about the opportunity for TEL around data in the car

it would be great to get your updated perspective on TE's automotive positioning in China. Specifically you've talked a lot about Asia