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give some perspective on ALM and your footprint. Have you reached sufficient scale and breadth such that we're at a tipping point
I would like to ask you a question about ALM. Can you give us some more color about the momentum you are seeing in that business for organic growth this year
I was wondering if you could elaborate a bit on the data center pipeline and demand across both enterprise and hyperscalers as we've turned the page into next year.
I think you cited 43% -- or 47% flow-through. Is there anything unusual propping up that figure?
I was wondering if you could talk to us about what your most important initiatives are and how you think you're tracking against them
you could elaborate on the outlook for the Health business, both the existing portfolio in exams as well as areas of expansion that you're targeting
give us an update on the areas that you think have hit their stride with sort of programs of record
if you could compare and contrast the amount of bids that you're submitting this year and give us an indication for what growth might look like
the potential financial impact on the company if the new GSA initiative to purchase commercial software and services directly from vendors rather than integrators
How do you expect the cadence of that to change throughout the balance of the year?
are you seeing opportunities on the ES side as readily as you are on the municipal solid waste side?
To what extent do you think you've got opportunities to invest more in tech, extract some savings and efficiencies through AI
Curious what you're seeing in terms of the health care vertical, hospitals and kind of health care activity
Anything you're seeing out in the market with respect to competitors' behavior make you think that there's a greater or lesser chance of continuing to fuel
Do you think there's room to go on this? Or if we see the labor market pick up and the economy pick up
with all that's going on in DC with proposed budget changes, mostly cuts, and prospective regulatory changes. Anything you're observing
any shuffling of the motivations of the sellers? Anything changing in their motivation to sell at this time
How much juice do you think is left in that lemon to kind of squeeze out? Because anytime you're at kind of a metric is at an unusual period
are you shifting broadly to share repurchase? Or as you look into '27, '28 sort of a longer period of time
I'm curious what you're hearing from health care customers about their sort of tolerance for price increase
What's your current thinking about internalizing the fleet and other incremental things you can do for the business
When do you think that starts to manifest? And how do you see the initial years impacting the company in terms of pricing
should anticipate ongoing and incremental international divestitures as you look at the portfolio
What are the learnings that you have Stericycle? You've given us an awful lot of details, but sort of what's the biggest sort of couple of surprises
how do those compare with your April Investor Day from almost two years ago? What if you could kind of discreetly isolate the drivers of the delta