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have you seen a sizable reload as the cases have picked up
can you help us understand a little bit of the postmortem other than just the margin impact
Have they changed over the last few years, just given the tariff and cost inflation dynamics
Things seem to be more stable in the last couple of quarters. It's nice to see that
is this a case of where kind of, you know, AI spend is crowding out perhaps some of the opportunities
Is the structural cost out part of the story? Is that behind us now?
Presumably assets have re-rated lower in the M&A world, although, we -- it's -- we don't have a lot of data points there yet
how do you guys think about the algorithm of kind of long-term growth there versus kind of the reality that maybe the pricing environment
where does Abcam and Aldevron, however, you pronounce it,, where do they sit versus the deal model
What does AI do for you guys at - it could be broader than just Cepheid
Where do we stand right now with channel inventories? Are they back to kind of more normal levels?
Are you at the point where you may need to upsize that '26 CapEx number given the order book?
can you get to 40% gross margin once that capacity scales up and ERP spend kind of trails down
where are we now? I mean, I'm sure transformers are still a pretty long ways out
are you actually accelerating some plans to build local to local in light of the tariff announcements?
does it still make the same sense to have eMobility as a standalone segment today
the $900 million in CapEx, how much of that is growth versus maintenance?
do you guys use a vitality index or anything internally and any kind of way to kinda compare the acceleration
I wanted to talk a little bit about price because forever Honeywell was kind of a 1% to 2% price company
I can't remember a quarter with 22% order growth. I know you gave some per segment granularity
you previously said that was kind of 1% to 2% tailwind accretion in '25, I believe, somewhere in that ballpark
I don't think I've ever seen a company prior to a breakup increase R&D spend
what are the hurdles? Specifically, what are you guys looking for to be able to get that to an IPO-ready situation
If there was a way to kind of rank it by segment, or give us a little color by segment of where the bigger impacts are
I just wanted to clarify kind of the cadence of, you know, you got the cost side of tariffs and you have price
What are you thinking timing to name the management teams of the pieces? And will there be an external search for aerospace
you've got $0.52 of below-the-line items and you've got $0.33 of profit contribution from M&A
just as we exited 2025, where is your sense of where your customer inventory levels were or are?
what is the pricing strategy right now? I mean, it kind of when just listening to the prepared remarks
can 3M actually be a above -- historically, it's been kind of 2%, 3% growth company. Can it be a 4%, 5%, 6%
every CEO at 3M has talked about new products, but you seem to be delivering and actually getting results
can you talk about the new product plan? And I guess, kind of more specifically teasing out
I mean, historically, when you think about some of your customers have been tough to get price with auto
is just you feel like you're more or less exposed than your kind of average competitor to the tariff risk
3M is a global company, but it's a very American brand, at least that's the perception. Have you seen any
perhaps you could just frame kind of what you're trying to change with the sales organization
in theory, if you had 100% on-time, in-full, would your growth rate be 100 basis points higher, 200 basis points higher?