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What's the propensity to take the leverage higher and do that? How aggressive might we see you be with the buybacks? And where would you take the leverage
What you're seeing behaviorally from large customers as opposed to small customers. Are you seeing any softness or strength in one or the other
In the past, many years ago, you all had considered going international to a much greater degree and kind of doing so via existing customers who may -- large multinationals, who may have needed ser...
I believe you mentioned progress relating to SmartTruck and improved sourcing. Could you please elaborate on that
free cash flow has been very strong this year. Looks like in working capital, you've been making a lot of improvement. Just curious, what has occurred structurally
I think it's pronounced Hitch, the acquisition you made a quarter or two ago. Any learnings or just a progress report there
Is that contributing at all yet to the impressive margins that we're seeing
was there any one particularly large acquisition in one area? And I'm just curious kind of is it -- as a follow-up on this topic, what are you looking for
Do you expect transportation and green energy, which were cited to remain the primary drivers going forward?
Just curious if that is going to be something that is pressured for multiple quarters, or are we going to get back to inflect and head high toward that target?
have you had time to consider the One Big Beautiful Bill Act, the impact most likely on free cash flow?
how long is the investment cycle there? Is that quarters, years? And when and how will we see the benefits reflected?
could you touch on the assisted category, the outsized growth, for the industry? I do not think any of us saw that coming this year.
you changed your TurboTax by full-service pricing to the traditional tiers that you've used with other products
just curious if you could give us a state of the union on how you are going to market, what that campaign is
the EPS guide for the upcoming quarter, we're seeing revenue growth in the next quarter, but that is guided down
you discussed that we're going to be lapping the tariff pricing that started in April last year. I'm just curious how we should think about that
with this really solid move in the first quarter in Chemical, and I think 1 of you mentioned that there was some good private label, which is higher margin activity there. Could we see upside this ...
how we should think about the sustainability of that trickling forward? And then the second half of the question is on the supply chain piece, could you just take us into what -- how structural is ...
I'm just curious if there's anything we should read into there, if you could elaborate on what that is?
might that have a favorable impact on your cash flow? Have you assessed where that might impact you
your level of confidence in the volume of new construction
30% of the cost of product has it's been what's been put to you by suppliers thus far. What do you anticipate from other suppliers
Could you go back over the competitive pressures that you touched upon and also customer mix
Curious what you're seeing and hearing from the smaller customers on their environment
was it more gen rent, more specialty? I inferred specialty from the commentary, but just a little bit more clarity
Is that something that's going to appear as like an outstanding or unique fleet productivity impacting first quarter?
What are some of the technology investment focuses that you've had in recent years? How is that going to look different in 2026?
with tariffs hovering, what are the conversations like is it's going to be anticipated as a normal pace of rate increases for the upcoming year?
are there operational execution initiatives that you're looking at, is one part of this question. And then the second part of the question is, you haven't done
Directly to the M&A, it just sounds just where you are in your leverage? Obviously, Matt, you've mentioned, we're looking for the right deal
Maybe I just wanted to elaborate on to where you see the opportunity there and kind of where you are in that process.
It sounds like you're digging in perhaps acquisitions, can help in that space or maybe some internalization delivery or setup of maybe less outsourcing
Is everything growing? Is there disparity or some carrying the weight and others not keeping up? Just kind of discussing across all seven platforms
Could we not -- and you said what you want to do with leverage and everything and pause the stock buyback. Could we assume that there won't be any more sizable activity
What are you seeing there? Are you seeing those funds flow? It sounds like you're expecting the same in '25 as you were in '24