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How are you expecting those research areas, R and D exposed areas, to play out through the year?
you had mentioned earlier that your Labs business, you were seeing strength more just call it rest of world versus the U.S. right now
relative to your 2025 guidance, could you provide kind of a geographic overlay to that, just how you're thinking about the regions
Any color you can share on what you are seeing in the Middle East
Any visibility to whether that normalized year-end spend materializes this year
could you dig into the product side of the business and thinking this is more around, you know, I'll say iOS and AHS, New Fortive
you know, around the flow of funds, that you're trying to account for in the planning
coming into the quarter, the thought was maybe the book to bill would be closer to 1 and you clearly outperformed that
Caught the update, of course, for full year revenue growth. Was there any update to EPS growth expectation
can you give us a feel for, at least within the first half of this year, maybe how those businesses are tracking on a pro forma basis
can you just frame for us how much recapitalization versus upgrade-type activity that mix is involved there
I was curious if you could just speak to the positioning business that you did acquire with the Spirent acquisition
if you could provide a little help on maybe the cadence of how the M&A revenue contribution folds in this year
has your visibility changed at all? Is it giving you more visibility, less visibility
remind us why you're not maybe seeing as much volatility in that business
is it kind of roughly a doubling of what you experienced in the second
can you just speak to maybe the impact on that business from a demand side
I'm curious if you're starting to build some backlog in that business and if that's the case, if you have, what's your visibility
could you touch on your business within China in general, what you saw, how your business trend during the quarter
could you maybe give us a little bit of thoughts around your OpEx as you trend in from fourth quarter into first quarter
Would all of them have an opportunity to grow in '25 do you think within the kind of mid-single-digit profile
in repricing backlog, is you know, would that be a new experience for your customers?
how quickly, I guess, you know, matter of days, weeks, what have you, would you actually be able to put through incremental price around the tariff enactment?
it looks like more basis points expansion expected in the T&L segment than the other 2
I recall coming into the year as well, we talked about a headwind from just changes in the Cat JV
Last quarter, Rob, you talked about kind of the SMB market was an area of relative strength in AECO
Historically, you've framed surveying, I guess, broadly as maybe more mature from a technology adoption standpoint
The field systems ARR growth kind of steps off the page. It's pretty impressive. I was going to see if you could drill down a little further
you referenced Germany in particular, just we'll see how their plan plays out. But could you just speak to how you think you're positioned there
within your segments, and I'll speak Field Systems, your margins are up about 100 basis points on kind of flat organic
could you add a little color or context to what you are seeing in Asia Pac in Europe
if there's been any change in the thought process for 2026. I think originally, you would earmarked about half the free cash flow for the year towards share repurchase
Are you giving any consideration to customers trying to get in front, you know, moving projects, pulling those forward, you know, trying to get ahead of some of the price increases
Are those the verticals that you are expecting
you did -- you have seen the stock comp tick up. Nathan, I was just curious if you could kind of address that
what the month-to-month or quarterly trend look like in that region as you entered the fourth quarter? And then also if you could address maybe conversely, just Asia Pac
Besides tariffs, are there any other major kind of puts and takes on the margins right now, FX or anything else
is part of the strategy to keep the Elo brand? Or does this give you additional ability to tier your product
when you quantify the $80 million to $90 million residual impact after your pricing actions, just assuming, you know, final decision around tariffs is the current status quo
your service and software revenue was kinda flattish. Is that was that anything going on there