Mig Dobre

Your comments on orders being the strongest since 2012 really kind of stood up

can you comment a little bit about what's happening in some of the other segments

how much of this do you think is simply a function of the various incentives

how much of this tariff drag you think you will be able to mitigate

how you see this segment revenue and margin progressing sequentially

Have you -- at any point in time through the quarter, maybe actually felt an economic effect from this tariff uncertainty

is there an argument to be made for taking a more aggressive approach at this point in a cycle

You have not really called out what has been going on in the Middle East in any way that was material

the incrementals on the industrial side looked a little bit lower than what we have seen of late

The orders there were quite good and, frankly, better than what I would guess. A little bit of update in terms of what you're seeing in various geographies

If we annualize that, we end up with something just under $31 of EPS. And what's interesting in my observation here is that going back over the past decade

I sort of do wonder how you think about the risks that you might have on the cost side, whether it's tariff or any other costs related to this backlog

How do these orders actually get to convert to revenues? What's kind of the time cycle here? And related to this

Is there anything to call out here in terms of some of these end markets bearing maybe higher margins versus the segment average

how your own thinking has evolved around this issue. What are you hearing from customers in terms of how they're preparing to deal with tariffs