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How are you thinking about how the framework sort of recasts for the portfolio change you're making
what you're dialing for the electrical Americas organic versus a tougher comp
Perhaps you could just unpack the drivers of the Aero performance and, in particular, the margins
how we should think about incremental margins in 2026 and how that all plays out
a quick one on the ERP investments. I think that's the major driver of the corporate expense increasing
Is that peak pressure? Or does that sort of live with us now for the next 12 months?
the mega project slide has always gotten a lot of attention. So I'm just curious what you're seeing on mega projects in the U.S.
Electrical Global has been lagging, but had a nice acceleration this quarter, 9% organic growth and pretty strong orders
what you're baking in for OE versus aftermarket and perhaps Commercial versus Military?
it's normalizing down to like a high single-digit range for 2025. It's been running double digits for a long time
Maybe just can you talk about the 17 points of improvement since year-end '22? The starting point would have been about a breakeven. I just want to confirm that. And then based on where you're pric...
Can you maybe just -- Scott, it seems that you're really excited about the potential in the low-voltage, medium voltage and perhaps some of the industrial verticals. Can you just maybe just lay out...
any updated view on the potential for upgrades in the fleet. But I know it's 1 question but I'd really like you to address the aero opportunity
I think, Scott, you mentioned that the minority of your reservations are data center. Which is a bit surprising
just wanted to dig into the extraordinary strength in the process orders. Last time we checked in with you guys
Are you fully committed to an IPO at this point? So is there an option to bring in a strategic investor?
did we see these pressures in 3Q and this government service -- the government settlements maybe offset that
kick off with the 4Q margin for ESS. And I'm just doing the quick math here, it implies 3 to 4 points of decline
the changes to the R&D tax expensing for tax purposes? You've got about $1 billion of deferred tax assets
energy project timing, I guess, is that mainly on the clean energy project? So is it just large process projects in general
a bit more details on the tariff impact, the way that flows through. Obviously, $500 million
is that more of a top-down, you know, reading all the stuff in the press that we are all reading
the 10 basis points at the midpoint expansion, so it looks like 100 basis points of M&A dilution at aerospace
rising investment spending in R&D across the whole portfolio. So I'm just wondering, are we seeing that coming through
on 2026. Can you maybe just give us a bit more definition on some of the margin puts and takes as it relates
I think you mentioned 16% growth year-to-date from new products, Bill, and 19% in the quarter.
Just want to make sure, Bill, I heard the price contribution in the second half. I think you said 40 basis points
I find it curious or maybe a little bit ironic that SIBG growth is actually superior despite the fact that OTIF
a few more tariff questions. Are there any purpose impacts as a result of these excessive China tariffs
the 50-50 comment on EPS is based on the $7.75 midpoint, and then the second half would be whatever lands
The $150 million of net productivity, that appears to be mainly the payback on the restructuring actions in 2024
you sound a little skeptical about the 1.9% IPI forecast just based on that's where we were this time last year