Tami Zakaria

Could you comment what volume growth was for S&S in the quarter? And more importantly, what volume growth you expect for the full year

the AIP announcement last night

what drove the acceleration in sales to end users in the quarter

how you're thinking about mitigating some of these tariff headwinds as you look in the medium to long term

how should we think about this for the remainder of the year

how did construction and resources orders do sequentially in the quarter versus the third quarter?

So I think 2Q builds, you're expecting to be better than 1Q. And so sequentially, are we talking about maybe 20%, 30% growth

could you share what was the price realization in the quarter

if NOx 2027 is not delayed after review, how are you thinking about the cadence of any product launches in 2026

Is there a scenario where we would see the first wave of aftermarket services picking up for those units that you've sold

Should we expect better cost absorption and improved incremental margin versus what we are seeing now when the remaining capacity goes live

for the distribution and component segments, are those primarily made in the U.S. as well or what's the mix of imports

Are you able to share what price cost was in the first quarter?

if power generation demand holds at these levels, it seems like distribution could see another double-digit growth year in 2025

what pre-buy lift is embedded in the current heavy-duty and medium-duty outlook for North America?

My question is on the new excavator, which is quite exciting. Curious whether you can comment on any marketing plans around the launch of this?

in a scenario where, let's say, retail sales are up 5% or up 10%, are you expecting to be up -- the production to be up similarly?

the farmer aid package from December, how long would it take for farmers to receive the bulk of the money

how do you view the proliferation of GLP-1 drugs and its impact on demand from restaurants and the hospitality industry

How are you thinking about growth in the U.S. or Americas versus Europe as it relates to the 1% to 3% organic growth outlook for the year?

the auto segment growth in China was, I think, about 5% I think granted bills were also slower in the fourth quarter in China. But anything else to call out there?

Should we expect this to continue at that 1% range for the next few years?

do you perceive this to be an opportunity down the line given your market share with the big 3?

should we expect sequential improvement versus 2Q?

have you already taken pricing in response to tariffs, or you're waiting to take the pricing when tariffs become effective

the organic growth guide 0% to 2%, I think I heard you say it includes some pricing action

Minus any tariff-related noise, what is the expectation for price cost for this year that's embedded in the guide?

can you remind us of your exposure to direct imports from countries like Mexico and also the EU and Canada?

Does this outlook include the year-to-date strength in orders—meaning do you expect orders to moderate

Does that change your view on what would be the tariff impact, especially for aftermarket parts

Did you see at any point in the fourth quarter the gross margin rate being in that, you know, 12.5% to 13% range

are you rolling back some of those price increases or surcharges given that Section 232 eases some of the tariff cost burdens

is there any plan to give back any of this pricing as some of these headwinds are offset

the 3.75% value of the truck to offset tariffs extends through 2030, which gives, you know, some time to plan ahead

When do you expect that to be fully operational? And when at run rate, how many engines do you expect

just any color you can provide on what drove that revision in the outlook versus the beginning of the year

any color on what mix of parts come into the U.S. from the outside

it seems like there aren't any potential Section 232 tariffs embedded in the second quarter gross margin guide

Can you help us understand how to think about deliveries by geography in the first quarter versus the fourth quarter

do you expect residential volumes to turn positive at some point next year?

Just wondering if you could remind us how much of your portfolio is indexed to the CPI? Should it continue to go higher?

Should we expect volumes to get sequentially better or pretty much ratable in 3Q, 4Q

any color on what to expect for 3Q versus 4Q

did that range of volume outcomes embed any recessionary scenario or any incremental slowdown in the broader economy

are you expecting that segment's EBITDA margin to eventually be up year over year in 2025

to get to your full year guide, we need to see a lot of slowdown versus the first quarter number

I wanted to get an update on TC1. Could you remind us if it's available globally everywhere now

would you consider levering up to buy back stock? Or are you waiting for any opportunistic acquisitions

should we expect similar year-over-year improvement in operating margins

was there any front-loading by customers ahead of tariffs that will drive a weaker back half

can you remind us what revenue exposure you have to federal sources and whether we should expect any impact from any dose-related cost cuts

Is that $10 million coming from mainly China? I'm basically trying to understand what the $10 million impact per quarter could look like

the $100 million increased gross CapEx, is that driven by general rental or specialty?

I'm curious about the World Cup that you mentioned, should we model a sizable maybe onetime tailwind from that in the second quarter?

is it fair to assume your raised equipment purchase plans would be across Gen Rent and Specialty equipment? Or is there -- are there any specific categories

Is there a structural barrier or reason why specialty maybe could not become a bigger part in local markets

Can you remind us whether you have any LNG or natural gas variations of your marine engines or even locomotive could be used for non-rail power generation

Could you provide some color how to think about the rest of the year?

if you could provide some color on how to think about seasonality for that segment as it relates to last year?

is it mostly according to the transit segment or freight or pretty much split between the two?

Should we expect this growth to accelerate in the fourth quarter and maybe build momentum in 2026?

the 300 locomotives under that contract, is that also over the next fifteen years or could the delivery of those could be more front-end loaded?

Are you able to reprice the backlog if needed, or would pricing actions be primarily focused on new orders going forward

Your sustainability EBITDA dollars was robust, but margins sequentially ticked down to, I think, 45% from 50% in 4Q

I was wondering if you could quantify the price versus volume you saw in health care this quarter?

can you help us with the cadence of this as we think about 1Q versus the rest of the year

Could you comment on where these customers that are churning are going to