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what do you expect for operating margin expansion on a basis points level for 27 versus 26.
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
your guide on organic growth. It looks like it came down slightly at the high-end from 8.1% to 7.7%
the incremental EBITDA margins, 60%, I think, in the quarter, obviously, very impressive, well above Street expectations
So can you just help bridge that gap for us? Because there is a lot of extra incremental amortization coming through
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?
I think some folks were thinking maybe that you would raise your guide or maybe the low end of the guide a little bit this quarter
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
can you help us think about how flexible and transportable your labor is when it comes to these types of projects?
is there any practical reason that you could think of for why that might not be the case anymore?
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
are you adding projects to your backlog for that capacity today? Even though that capacity isn't built out yet?
We saw the news about the moratoriums on data center centers in New York. So I guess I'm curious
are you able to still source enough talent to fulfill all this demand? Or are you seeing more bottlenecks these days?
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
What's driving that strength in the revenue growth there, and it sounds like -- and in the profitability?
How much of your backlog, excluding that modular piece, would you expect to start at some point over the next 12 months?
Have you seen any changes in retention or pricing? Or is this primarily just new sales that are pressured right now?
Can you dive into this weather disruption by segment?
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?
I was hoping you could dig into that in just a little more detail here, what that actually means?
Was that momentum largely sustained through the rest of the quarter? And can you talk about how things look in October?
generative AI and its impact on your business, both on the revenue and cost side
Can you maybe unpack that between the recurring component and onetime services? And maybe touch on residential lead volumes
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
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?
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?
What data can you share, to prove that the increased spend, is more about growth investments rather than just your CAC is going up?