Rob Wertheimer

I wonder if you could just you know, just give us insight into what you've done and what has, made the most positive improvements there

it's still a little bit interesting, the broad-based, I think you said growth across EMG versus EIG on core growth

I just wanted a little mini teach-in on uninvitable power supply where you mentioned some of the crossover in data centers

Have the conversations around acquisitions changed? I mean there's uncertainty on cost, a little bit of uncertainty in the demand environment

can you just talk in general about how you approached cost and margin through the quarter? Was this a bit of a batten down the hatches?

is there any hiccups or stutters you're seeing in potential future demand or current demand from funding that might flow through to laboratories

is there any one that kind of predominated in the additional capacity expansion decision

the project scope at the Monarch data center looks interesting

is the order strength largely in gold

are you taking orders for the expanded recip capacity

what customers and dealers are really feeling

where you think you are in the cycle

what the demand pull from your customers is in North America right now

Just a quick question on the sequential revenue in Power Systems from 3Q to 4Q. I do not know whether that was any capacity issues, timing issues, or anything else

Is it a hard engineering challenge to bring it to large engines? Is it you need a lot of operating hours?

this quarter was pretty good and last quarter was great. And I wondered if you might comment on price that might influence that

I wonder if you'd be willing to sort of talk about for one, I don't not 100% sure how you serve data centers there, whether it's direct or through JV?

Do you see any opportunity to change that profit algorithm, such that you'll be making more recurring revenue

I'm not sure if all of it's really this surge in data center or maybe the stuff you've touched on a couple of times on the call already, operational improvements

Can you kind of talk about how many different SaaS models you kind of have currently?

I suspect your biggest farmers probably still want to buy more than you're making

I don't know if you're seeing already the kind of early buy wave of people who would be trading up, nibbling at some of the higher price, higher valued, used equipment

I'm curious how much kind of remains in the pipeline, products you haven't launched, products you're developing

Could you just share general thoughts around lithography drivers of that potential cycle

is the uncertainty largely tariff related? There's obviously a few other areas of uncertainty in the world

do you think that they're that we're back to normal there and, as you mentioned, that we're to resume growth

is tariff resolution an unlock here? Or do you hear more from customers around interest rates

how conversations changed just given obviously, there's more uncertainty that you reflected in your own guidance

could you talk about China in a more general sense? It's been tough to call for a while now

I wonder if you could just, in a general sense, talk about where you feel you are now versus you wanna be

Just wanted to clarify, demand in North America, I mean, what you just referenced, backlogs being strong. I think earlier in the call, you kind of talked about some project delays

I'm a little bit curious if you have any thoughts on your decision process there. So maybe what is your productivity trend on your existing base of field professionals?

Do you see strong demand from customers? Is there a crossover on total cost of ownership yet

Is there any visible impact of the war in the Middle East on confidence or demand or orders in Europe

Is there any reason to think as things normalize over the next year or two or three that your truck margin should be, you know, anything different

Did you mention your European market share for the year

do price increases start to offset that in, you know, in the new year or any commentary around that

I wonder if you're able to give any thoughts on whether it improves your competitive position or not

Is the potential positive there a relative one because you make more trucks in the U.S., I suppose, than some of your competitors

you mentioned you have the truck backlog, you're not repricing those instantly for tariffs

I'd love to hear your thoughts on gross margin trend and truck pricing. It seems like used market to stabilize

you mentioned hybrid trucks. And I think across the auto, maybe even the truck world, years ago, there was a bit of resistance to hybrids

labor productivity actually looked pretty good in one of your better quarters. Is there anything to call out there

you got interest rate cuts, you've got large projects, you got lots of crosscurrents. So just curious if there's any movement

when you add back labor, is there any residual inefficiencies just from dealing with the situation that depressed margins slightly

does that change your appetite for CapEx? You have areas you can invest profitably

I wonder if you could comment on trends through April for Europe and the U.S., just to see if that has continued

I wonder if you can comment on what your kind of rate of inflation, your natural rate of inflation is running. Does productivity fully offset that?

I wanted to start with the commentary around outdoor. And just curious if you have any amplification around that? Is it any share or is it just category?

I wanted to ask about the composition of core growth and tools and of core growth, basically, where you had, you know, 2% North America, 8% rest, we're all 4% Europe

I wonder if you could just talk about what you see as the biggest opportunities as your capabilities expand

I wonder if you could just talk about revenue trends for the quarter

I wanted to ask releases versus what you've got in the pipeline, a little bit about your philosophy around it

How does your data, and I can guess, but I'd like to hear from you, differentiate from other peers and especially AECO

I had a couple of questions just on digging in a little bit to the stickiness of the software business

I'm most curious about some of your customer commentary. And I'm curious about whether what the time line is, especially on some of those larger projects, when you go from having conversations abou...

Does that have an end date to it? Where you've kind of got stuff moved around where you want it? Or is that just a new world

Could you talk a little bit qualitatively about what that looks like in the field? Is this mega projects that we all knew about but are probably coming online?

Fleet repositioning, I wonder if you could kind of expand on what the dynamic were that led to that. I think you said maybe broadening out of growth

would you say it's, you know, lumpy, the work is in one Q is the bulk of it, or does that continue on through the year?

seemed like you had some headwinds on mix and material. I wonder if you could expand on what went right in gross margin?

I wonder if you could give us a mini teach-in on kind of coast-to-coast operations and whether there's any major inefficiencies that result from two parties

are you seeing, like, less appetite for mods in North America right now?

how that shows up in your business or in your pipeline or your pre-pipeline, whether it's less appetite for new logos

you have 350 bps now. I think it was 275 at the midpoint on the last framework and the base year is updated, right, from 22% to 25%

is that mostly the absence of customer credit? Or are you seeing more price and volume opportunity come through already

just in general, your progress along cross-selling on health care

I think you said, I guess you could call it cross-selling. It sound a whole lot like cross-selling