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I think your guidance kind of implies like, double-digit decline in the first half and then return to growth here. What specific, like, indicators are kind of giving you confidence that it can kind...
Your outlook is calling for a flattish to down kind of industrial volume here for 2026. And I think then this marks kind of the third year of flattish to declining volumes, which we haven't really ...
I think previously, you attributed some of the strengths to prebuy. So just maybe a little bit more detail on what you're seeing in that market
Could you just talk about your performance versus the overall market there? And is this just a weaker market? Or is there any competitive dynamics going on?
Could you just talk through what you saw in resi and commercial water heater shipments in June and into July?
the impact of price in the quarter and how much of the price increase did you realize in 2Q versus the remainder of the year?
I was just curious on the pre-ban expectations given expected pricing actions in response to tariffs
you have announced price actions, but I believe you've not included this guidance
how do you think about your long-term guidance, for I believe 5% to 6% growth through 2028?
maybe just talk about what surprised you in the quarter? Or was it just conservative given some of the high level of uncertainty
I want to just drill down into what you're seeing, within industrial and the factory automation side
Could you just update us on the integration of acquisitions and margin improvement there?
Could you just talk about how that plays out over the remainder of the year? I think you talked about some discretionary costs coming back
How do you think about margin performance going forward? And how do you maintain a more steady margin performance
Could you talk through what you're seeing in that market? And how -- what you've seen from a margin performance
How much of this is related to underlying demand versus the challenging comparables that you had from the strong incoming backlog
how should we think about incrementals in this segment once demand inflects? And what would it take to get back to that 23% plus margins
do you expect to see any benefit from the replacement of equipment that was put in during the COVID boom as we're about five years out now?
can you just talk about any headwinds embedded in the guidance that are offsetting these cost savings and deal contribution?
Just how you're thinking about pricing over the next several years. Does pricing slow down at some point?
I think you mentioned the potential for sluggish volumes in 2026. But maybe just talk about how you're thinking about replacement demand
maybe any changes on how you're thinking about producing water treatment products in Mexico?
Can you talk about how you're driving growth in those top clients and products? What are some of the investments required?
obviously another tough on destocking. Can you just update us on channel inventory and how you expect this market to play out
you spoke about some of the restructuring charges related to footprint consolidation this year. Maybe talk a little bit about the benefit
just given the strong growth expected in Communication for 2025, are you still looking for 25% to 30% incremental margin on that growth
Can you just talk about how you think about the step up in freight margins since the first quarter and full year 2025?
Your outlook contemplates slower demand in North America. Maybe just what the feedback has been on digital and why North America has been softer here?