Mark Delaney

what does that mean for Amphenol's revenue and profit potential on a directional basis relative to current designs, especially now that you have CCS

any color you can share on how to think about incremental margins this year

Could you speak a bit more on what some of those opportunities were? And what was supporting that strength

Maybe you can elaborate on what you think contributed to that and why you shipped early

I'm hoping to better understand the breadth of the strength that Amphenol has been seeing, has been broad-based, or a little bit more mixed

can you comment more on how that ramp is going and whether or not Amphenol has encountered any yield or supply issues

Could you be a little bit more specific around to what extent Aptiv has seen incremental headwinds tied to inflation in 2Q that you haven't been able to offset yet?

I'm hoping you could share more on whether there's any conservatism in those assumptions relative to customer schedules

Can you speak more to what you're seeing with OEM schedules and how much visibility Aptiv has into that pickup starting in 2Q?

maybe just talk a bit more on the broader bookings environment in terms of the consistency of some of the programs that did shift.

it would seem to imply there's maybe to $80 million or a little bit more than $80 million from some of these trade factors that's conservatism.

Maybe if you could talk about what areas you're seeing the most momentum as you look into the fourth quarter bookings.

Can you speak a bit more on what you're seeing there and whether or not you were able to grow faster in some of these nonautomotive end markets?

can you help investors better understand the visibility you have into reaching the $31 billion full year target?

can you elaborate a little bit more on the different pieces and how impactful they were to the 1Q margin?

To what extent have customer schedules for April and May shown softening due to tariffs?

Are you assuming you restock dealers as part of your outlook for this year?

if we go back to the twenty-three Investor Day, you talked about a $7 billion relative cost gap with peers. And I'm curious with the progress Ford has seen do you think you are on that journey?

is that multibillion-dollar figure still the right metric for investors? And should investors think about that as being all additive to current EBIT?

how Ford is balancing the opportunity to see improved mix and lower costs as a result of the change in emission policies

I'm hoping to better understand where Ford stands on Level 3 and Level 4 technology

I'm hoping to better understand the linearity of the $1.5 billion net tariff headwind over the balance of this year

Maybe you could double-click where you're seeing the most strength in subscribers?

if tariffs are sustained, maybe just talk a little bit more around what kind of cost impact that may have to Ford

can you speak a bit more on the puts and takes to that business segment for 2025?

can you speak a bit more on the breadth of that consumer demand

should expect more downtime for the upcoming full-size pickup launch

help us better understand what's driving such a big step up this year in Super Cruise revenue

what would allow GM to be more stable year on year if the market does soften?

I'm hoping to better understand where GM and its supplier stand with aspects, including aluminum, semis and rare earth in light of the recent events

You mentioned you expect GM North America margins to get back to 8% to 10% over time. Can you help us better understand what might have to happen to get back to that level?

it'd be helpful to have a better sense of the baseline assumptions around EV pricing

can you give us a bit more of a sense of how much of that $2 billion is coming from volume and how much is from other factors like materials and battery savings

Could you speak more on what you're seeing in some of these various areas? I think semiconductors and memory was one

I was hoping you could give us an update on where you stand with those efforts? And if you could also talk about what sorts of products and applications you think are most likely where you could se...

Can you speak to any constraints your data center customers may face from the supply side, including having enough power supply to their data center sites

Can you give more color on that, including what types of product or products you're hoping to sell to that CSP and when you think you may know if you've converted on that opportunity

Can you help us better understand how Jabil is managing its capacity in order to meet the demands in the data center related products both in the first quarter and also this fiscal year

Is this primarily to support current customers and programs, or do you see incremental opportunities that's giving you the confidence to commit more capital domestically

help us better understand what you're seeing from customers currently in terms of how they may want to respond to tariffs

what is embedded into your fiscal 2025 guidance with tariffs

Can you give us a better sense of how costs compare in the US relative to Mexico

Are you actually seeing any meaningful change over the next three quarters in the business environment

maybe speak about your ability to get enough supply overall, but if you could also speak specifically to getting enough DRAM and memory

you said you expect to fully offset the August tariff sooner than you previously expected. Can you just provide some more context

can you give us a better sense of which one do you think will grow at that level? Or above

I don't think I heard you use that word today. So maybe you can help investors to better understand your view of the end markets now

what's supporting that revenue outlook into 4Q. Is there turns business or backlog that supports it

is that the gross amount of exposure that you have and the net effect this year is maybe something less than that

help us better understand the mitigating actions that you are taking and your confidence and mitigating the tariffs

In about 40% incremental margins, is that the right framework if you guys grow the top line mid single-digits

I think it was down a little bit year-on-year. Maybe you could speak a bit on what was driving that in terms of factors like price cost and mix

Maybe you can help us understand a bit more what you're doing from an OpEx perspective. Should we still expect some investments

I'm hoping you could speak more on whether you think the momentum can be sustained and also what TE saw with business trends so far in April, especially in light of the geopolitical and supply chai...

I was hoping you could double-click on order trends, both sequentially and year-over-year and what that implies for revenue by end market going forward?

I was hoping you can help us better understand trends by end market beyond DDN, including how demand trends have changed over the last 90 days? And any early views you can share for fiscal '26?

I'm hoping you can comment more on your view about the sustainability of the current fundamental strength

I wanted to better understand how tariffs are affecting your outlook by end market and to what extent that's informed by your recent customer conversations

I was hoping to better understand order trends and if you could speak a bit more around orders by end market and the linearity of orders

I'm hoping you may be able to share thoughts on the announcement from Tesla earlier this week around the plan to look to simplify their low voltage connector architecture

the company mentioned battery is a constraint on its growth. Can you speak more to how Tesla expects to resolve this

I ask given that you, Elon, posted on X recently that Tesla could develop a family vehicle

should we expect more meaningful price reductions given that monetization potential

what you're seeing with FSD subscription trends and take rates

I want to better understand what the mix shift over time towards solutions like SmartRun and [ One Core ] means for your margins?

how Vertiv Holdings Co sees its business opportunity evolving and what this might all mean for your content per megawatt and market share

it would seem to imply that most of these bigger data center that have come out in recent months

Can you speak to your priorities for the rest of the free cash flow and if you expect M&A to become a more regular part

I'm hoping you can provide some more details on your expectation for the shape of the year from a top-line perspective