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I was hoping you could drill deeper into the medical portfolio and their performance therein across both EIG and EMG and how we should be thinking about kind of the medium to long-term algorithm
I was wondering if you could talk about how you're thinking about strategic price capture kind of going forward
you expressed, I think, a couple of times in your prepared remarks, a little more optimism with respect to process
can you give a little bit more granularity on the type of organic sales performance and order growth you saw
Can you go through the same kind of analysis specifically the Automation side of the business, where -- how that business is performing
what do you think the right go-forward organic algorithm looks like for that portion of AMETEK
could you maybe provide a little bit more detail on what you are seeing specifically in Paragon and the broader group of medical-related businesses
can you speak more broadly across AMETEK as to the order cadence you've experienced through the first 4 months of the year?
could you talk a little bit about the nature of delays you saw within EIG? And if you started to see some of that break
can you talk about where you were with price cost in '24, what your views on that are for '25 and what you see as AMETEK's ultimate level of price capture this year?
How does that sort of sync up to what is actually happening in the market? Are you assumingly losing share?
I guess I was under the impression that getting out of the retail or big box channel was the reset sort of recipe for that business, and it sounds like you're initiating yet another reset in water ...
can you provide a deeper assessment or maybe initial assessment on the actionability and quality of A. O. Smith's current M&A pipeline?
are you willing to consider something more transformational, maybe add another leg to the stool
Does what you're seeing in China and really what you've experienced in China over the last several years, does that change the growth algorithm
Maybe it's not clear to me what channels you're maybe deemphasizing a bit versus where you're placing greater emphasis
Can you give a bit more context as to why you expect to see what sounded like maybe some sustained inflection from here in the life sciences portion of HST?
Can you also maybe highlight just how you saw incoming orders cadence through the first 3 months of the year, what you're seeing in April thus far across the businesses?
is there a way to sort of parse out how much of that may have been kind of year-end budget flush
talk about the order cadence that you saw in FMT, kind of the chem, O and G and ag side of the business
you referenced your data center-related exposure. Can you maybe size that up for us
That $20 million in cost containment was a hedge against what exactly
you can absorb a 3% to 4% organic sales decline in the second half of the year, but that is not how you have guided the top line
Have you seen any discernible trend in sequential cadence in orders
Can you just kind of review how you're thinking about Nordson's positioning therein, views on cycle durability and maybe a little bit more granularity
should we assume that growth going forward is now sustainably on track to consistently deliver the algorithm as you guys have historically advertised
maybe if you can just comment on what you're seeing from an M&A standpoint
can you just give a little bit more granularity as to the weather impact you saw in the quarter
I would think the pull-through in almost more of a real-time pull-through on x-ray would be more pronounced maybe than what you're seeing
maybe just talk in a little bit more detail about M&A actionability from here on out at 2.1x net leverage
Is there a way to quantify how much of that business today is being driven by various categories of high-performance computing
If you look at your tariff exposure on an annualized basis, what does it look like? If it's completely unmitigated
Help me understand a little bit more about what played out in your electronics-related business in the quarter?
When do we start to see year-on-year growth more aligned to the long-term trajectory you lay out for that business?
Can you maybe talk about the monthly order cadence you experienced in fiscal first quarter? What you're seeing thus far in fiscal Q1
can you maybe just flush out then what your kind of baseline expectation is for organic at the segment level for IPS and MFS?