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Can you just talk through a little bit of what you saw in the non-data center verticals this quarter
there's a pretty big sequential step down embedded in the first quarter. Versus what you did in 4Q
I thought the margin performance was pretty impressive in the quarter, north of 20%. Just curious why you guys didn't opt to raise the full year
can you guys talk a little bit about what you're seeing in the pipeline there?
Did you guys actually maybe take a little bit of a haircut to the volume expectations in the second half
the guidance now implies kind of like 47% EPS in the first half of the year. I think it was about 48% as of last quarter
Could you talk a little bit about the current pipeline and areas of greatest interest?
the 2025 guidance only embeds like 10 bps to 40 bps of year-on-year expansion. Could you talk a little bit about what's going on there?
A few weeks ago, we had this announcement from Trump kind of pushing for an emergency power auction. I'm really curious about your reaction to that, both with respect to the potential impact on gas...
I guess first on the cost synergy realization, any help on the cadence of realizing those savings? Like what can be done faster, what takes more time? And then you talked a lot about capacity expan...
the Pennsylvania plant announcement for Electrification, was that kind of already embedded in your thinking, like if we go look at the 2028 revenue ramp
Can we start with the tariffs impact? I guess, can you talk about, like, what's embedded in the $300 to $400 million
Can we talk a little bit about last week's SMR announcement, I thought that was really interesting. I guess, to what extent can deployment actually be accelerated
this is where you guys expect the greatest year on year margin expansion in 2026. Can you maybe elaborate
how short cycle order trends generally trended? And not just relative to 3Q, but also throughout the cadence of each month
I'm curious how short-cycle industrial trends kind of shaped up throughout the quarter
How would you say that orders progressed each month and then into July
How does the M&A pipeline look today? And what is your appetite for doing more deals before the spin happens
I think you guys have embedded 4% IPI growth in '26 and that compares to like 6% in '25.
can you just confirm the tariff headwind that you guys are embedding in 2026 does not include any
from a geographic perspective, encouraging to see the acceleration in China and Europe. Any key standouts there
I think electronics came in ahead of expectations. Can you talk a little bit about the drivers of that?
Maybe just starting with the demand trends through the quarter. I guess there's still been some concern out there
on Europe, I feel like there's definitely been a little bit of excitement building about the potential course
just a follow-up on a couple of your market expectations because there's a lot of, you know, movement
Just a couple on the outlook within the margin puts and takes. Have you guys actually shifted the G and A
any update on insurance recovery as I think you promised us an update each quarter
Maybe just starting with China. I think you're expecting a little bit of a slowdown to mid-single digits in 2025