Tyler Brown

can you just kind of give your thoughts about the state of pricing as you see it? Are you seeing anything geographically dispersion-wise

I know that there is some discussion with the peer that maybe some maintenance or stripping costs got pushed out on the weather

can you guys talk a little bit about the M&A pipeline? Does a change in the regulatory environment impact anything there

do you think that the change in the administration could be an opportunity for the ATA or really the broader LTL industry to revisit broader use of triples?

the margin guide is, call it, 32.2% based on the midpoint, which I think is 20 basis points up. But there's quite a bit going on

I'm just curious if you can talk a little bit about what you purchased with the $400 million year-to-date

Was it something like $10 million of revenue in Q1 and then $55 million in Q2 and $35 million in Q3

is that including the headwinds with the special, with the event-driven volumes? And then we also are going to have a fairly sizable commodity headwind

can you just kind of maybe parse out a little bit the $200 million or so reduction in the revenue guide

can you just remind us how big your E&P business is in the U.S.

you had said last call, to expect a point, like, one point from M&A per revenue. Is that kind of number still intact

can you just talk about what it brings to the table, what exactly they do, maybe is it levered to PFAS

what are the KPIs that you're kind of looking at to assess the end market health? For that business

is there a material M&A benefit in 2025 based on what has been closed today in Q1

I'm interested in the billion dollars in acquisition commentary. I know that's not included in the guidance

is there any benefit from wildfires or hurricane cleanup in there? Is that just not material

could you kind of help bridge the three-point difference between what you reported and mix, because it seems like conceptually, you guys really benefited from storm work

you guys are guiding kind of towards the low end for the full year. Can you just talk about the trends into Q4

are you basically expecting the investments to yield, call it, slightly less than $700 million of incremental EBITDA over the time frame

is this kind of a good, call it, forward capital plan? Is there something unique in '26 that keeps the budget down

just year-to-date, how much have you guys benefited from the onetime cleanup work at the landfill

can you give us any help on some of the pieces to get there

did that guidance also assume that the statutory tax rate would go back up

are you messaging that you're being a little more aggressive on price to hold churn

didn't you raise the '27 Stericycle synergies to $300 million

the 30 basis point drag in CNG, that's going to be every quarter of the year based on what we know today. Is that right

how much synergy capture was in the $95 million of reported EBITDA in Q1

you are assuming a C&D tax credit headwind. Is that correct and is that like $60 million

is that including $100 million of realized synergies or is that a run rate

Can you talk about the core dynamics, maybe the outlook for pricing, maybe more importantly, cost inflation and productivity