Walter Liptak

are you cautious about 2026 or you're optimistic about the organic growth and especially given the platforms

I wonder if there's a way you could quantify it for us a little bit more. Is it up single digits, double digits

I think some of those 6 months cycle times from backlog to shipment is probably longer in industrial, but shorter in Medical and Advanced Tech

is there any differences between prior kind of consumer electronics-led cycles versus this one?

is there a win rate? Like -- it sounds like you might be gaining market share here

as you look back, what do you think went best for you guys and what was the toughest?

what inning are we at now, do you think with that, that operational EBITDA part of NBS Next?

Are you seeing your consumer products companies start to do redesign where they can make smart products that leverage the AI tech?

I was wondering if you could talk a little bit about the quote-to-order cycle

Do you still think you're going to be at the low end of the sales range for 2025?

was that 5% growth in the second half on an organic basis or were you just talking about kind of growth in the future of 5%

so if I heard him right, you're thinking that MFS could be mid- to high end of the revenue guide, ATS at the low end and IPS at the low end?

is it a new product? Is it Europe? Is it rest of world where you're seeing some green shoots?

at what point will we know that, you know, that there's not the recovery happening? Do you find it in the December quarter

where do you think ATS margins go? Or maybe another way to look at it, where do you think the operating leverage will be