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A few weeks ago, we had this announcement from Trump kind of pushing for an emergency power auction. I'm really curious about your reaction to that, both with respect to the potential impact on gas...
I guess first on the cost synergy realization, any help on the cadence of realizing those savings? Like what can be done faster, what takes more time? And then you talked a lot about capacity expan...
the Pennsylvania plant announcement for Electrification, was that kind of already embedded in your thinking, like if we go look at the 2028 revenue ramp
Can we start with the tariffs impact? I guess, can you talk about, like, what's embedded in the $300 to $400 million
Can we talk a little bit about last week's SMR announcement, I thought that was really interesting. I guess, to what extent can deployment actually be accelerated
how short cycle order trends generally trended? And not just relative to 3Q, but also throughout the cadence of each month
this is where you guys expect the greatest year on year margin expansion in 2026. Can you maybe elaborate
I'm curious how short-cycle industrial trends kind of shaped up throughout the quarter
How would you say that orders progressed each month and then into July
How does the M&A pipeline look today? And what is your appetite for doing more deals before the spin happens
can you just confirm the tariff headwind that you guys are embedding in 2026 does not include any
I think you guys have embedded 4% IPI growth in '26 and that compares to like 6% in '25.
from a geographic perspective, encouraging to see the acceleration in China and Europe. Any key standouts there
I think electronics came in ahead of expectations. Can you talk a little bit about the drivers of that?
on Europe, I feel like there's definitely been a little bit of excitement building about the potential course
Maybe just starting with the demand trends through the quarter. I guess there's still been some concern out there
just a follow-up on a couple of your market expectations because there's a lot of, you know, movement
Just a couple on the outlook within the margin puts and takes. Have you guys actually shifted the G and A
any update on insurance recovery as I think you promised us an update each quarter
Maybe just starting with China. I think you're expecting a little bit of a slowdown to mid-single digits in 2025