Noah Zatzkin

it seems as if the product sold out and now the ship wait time is five to eight weeks

how we should think about the opportunity from a cost perspective and a capacity perspective

whether or not that's changed your view on the overall tariff impact this year versus last quarter

What are you guys seeing in terms of the underlying trends in the marine end market

if you could just kind of share any thoughts maybe around the global wearables market, how that's kind of been trending

I think you mentioned maybe kind of consistent growth expected in '26. What's kind of underlying that from a kind of industry perspective

any thoughts around -- updated thoughts around tariffs would be great

on the Marine segment and the raised guidance there, is that purely idiosyncratic

how should we think about kind of the -- like a 31% growth in the quarter versus kind of the 7% unchanged thoughts for the year

Is that a reflection of kind of a differing view on kind of the end market versus prior

if you could just remind us how to think about the mix of the business from an OEM versus aftermarket perspective

if you could just walk through how you’re thinking about 2Q or, sorry, second half, from a tariff perspective

So I guess in terms of cadence, how should we think about that building through the year?

you had kind of talked about expecting $275 million to $300 million of operating income benefit in the second half

how you're thinking about kind of like the annual cost savings that you're tracking toward going forward?

how are you feeling about the health of the book? And then in light of SOFR declining