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follow-up on some of the commercial OE contracting discussion. Just given the very long nature of these contracts
Is R&D kind of at full run rate level now? And I know Arrow takes a long time to convert into sales
I wanted to follow up on the Industrial Automation portfolio. And specifically, I guess, the realignment
could you provide any color or comments on the data center exposure or opportunity there?
should we assume that everything of size has been completed or announced at this point
Building Automation. It's just been a really impressive turnaround here over the last year
The business has leading positions in process, building, and warehouse. You know, there's not much of a discrete presence
Q2 margins, you know, guided flat quarter on quarter despite, you know, volumes going higher and the PPE divestiture
Is the primary driver of the decision to view that a separation will unlock some of the parks value
a pretty nice positive rate of change on some of the short cycle end markets. That have weighed on the company
you guys are calling for flat in '26, after 1% growth in '25. You know, when we look at the quarterly
I think you said December was up double digits. So with the quarter down 2%, I guess October November
I wanted to ask about China. First half mid-singles, Q3 high single so accelerating. I think it's a real disconnect
I wanted to ask about back half organic growth to 2.5%, so up from the 1.5% in the first half
I appreciate that. And if I could follow up on maybe competitive tailwinds that could support demand