Seth Weber

can you just talk about the competitive environment when you are out bidding for deals

I think we had previously talked about like 100 basis points margin headwind next year for '27? I just wanted to sort of mark-to-market

do you feel like we are past the bottom in some of these categories? Or is it just maybe less bad and pricing is helping

can you just help us contextualize how this business is going to then react once the new capacity comes online?

Are these conquests from other providers or, you know, just new, you know, companies that are new to the space that are kind of just adding suppliers

I was wondering if you guys expect this to -- this acquisition to push the full year M&A contribution above the 3%?

I was wondering what's actually driving this and if you guys are seeing any customer demand for bigger ticket ancillary services?

it looks like free cash conversion goes a lot lower in the second half. Is that just a timing issue

Wondering if you could just give us your updated thoughts on the cadence for the shedding into the residential contracts.

it sounds like you're now talking about $1 billion plus, which I think is a little bit stronger than what you mentioned last quarter.

have you seen a big impact related to the winter storms

can you just talk to how the early progress has gone with that, the integration

you've talked about implementing some AI into your pricing and rate calculus. Can you talk about where we're at with that

in your experience, is that typically -- have you seen that as a good leading indicator of just sort of the broader macro?

can you update us on your national accounts business just across the whole company

I wanted to see if that's still the case or if you're getting any better traction with the large hospital networks at this point