Tim Mulrooney

how much were energy costs as a percentage of revenue in the quarter? And what's your expectation for next quarter

How much of that $0.03 to $0.04 of EPS related to the UniFirst transaction was incurred in the third quarter versus expected in the fourth quarter

I'd be curious to hear if you've seen any material change in employment levels across your customer base, if what we are seeing in the broader payroll numbers are playing out in your world

Organic growth was 9%. That was well above consensus. I was also above what was implied by your own guidance range that you provided last quarter

the incremental EBITDA margins, 60%, I think, in the quarter, obviously, very impressive, well above Street expectations

your guide on organic growth. It looks like it came down slightly at the high-end from 8.1% to 7.7%

How do you think about these headwinds moving through the year, as well as on the other side of it, you've got that solid momentum in some of these other businesses?

if you could help us, though, think through the cadence of that expansion over the next three years and remind me about the primary drivers

this implies pricing is maybe adding 3 to 4 points to growth, which I'm just wanting to confirm is directionally correct

what is the fair value? What is a fair burden for the critical services that you provide? Is it 12% to 13% margin in the Construction business? Like why can't that go higher

is your backlog today reflective of hyperscaler spending plans last year or two years ago? In other words, are you early cycle or later cycle

are you able to still source enough talent to fulfill all this demand? Or are you seeing more bottlenecks these days?

How much of your backlog, excluding that modular piece, would you expect to start at some point over the next 12 months?

What's driving that strength in the revenue growth there, and it sounds like -- and in the profitability?

how do you get comfortable that that level of growth is heading into 2026? Like, can you provide any details on retention rate or net gains or customer wins?

Can you dive into this weather disruption by segment?

Was that momentum largely sustained through the rest of the quarter? And can you talk about how things look in October?

I was hoping you could dig into that in just a little more detail here, what that actually means?

Can you maybe unpack that between the recurring component and onetime services? And maybe touch on residential lead volumes

generative AI and its impact on your business, both on the revenue and cost side

is there anything in the data to suggest that things are slowing down at all maybe towards the end of the quarter or after the quarter as macro uncertainty continues to ramp up here?

this really strong result that you're seeing in your commercial business, do you think that, that's a direct result of these investments that you're making

Can you talk about, what drove this better-than-expected result? Was there a big surge in one-time sales, or surge it and lead flow?