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Maybe just can you talk about the 17 points of improvement since year-end '22? The starting point would have been about a breakeven. I just want to confirm that. And then based on where you're pric...
Can you maybe just -- Scott, it seems that you're really excited about the potential in the low-voltage, medium voltage and perhaps some of the industrial verticals. Can you just maybe just lay out...
any updated view on the potential for upgrades in the fleet. But I know it's 1 question but I'd really like you to address the aero opportunity
I think, Scott, you mentioned that the minority of your reservations are data center. Which is a bit surprising
Are you fully committed to an IPO at this point? So is there an option to bring in a strategic investor?
just wanted to dig into the extraordinary strength in the process orders. Last time we checked in with you guys
kick off with the 4Q margin for ESS. And I'm just doing the quick math here, it implies 3 to 4 points of decline
did we see these pressures in 3Q and this government service -- the government settlements maybe offset that
energy project timing, I guess, is that mainly on the clean energy project? So is it just large process projects in general
the changes to the R&D tax expensing for tax purposes? You've got about $1 billion of deferred tax assets
a bit more details on the tariff impact, the way that flows through. Obviously, $500 million
is that more of a top-down, you know, reading all the stuff in the press that we are all reading
the 10 basis points at the midpoint expansion, so it looks like 100 basis points of M&A dilution at aerospace
rising investment spending in R&D across the whole portfolio. So I'm just wondering, are we seeing that coming through
on 2026. Can you maybe just give us a bit more definition on some of the margin puts and takes as it relates
I think you mentioned 16% growth year-to-date from new products, Bill, and 19% in the quarter.
Just want to make sure, Bill, I heard the price contribution in the second half. I think you said 40 basis points
I find it curious or maybe a little bit ironic that SIBG growth is actually superior despite the fact that OTIF
the 50-50 comment on EPS is based on the $7.75 midpoint, and then the second half would be whatever lands
a few more tariff questions. Are there any purpose impacts as a result of these excessive China tariffs
The $150 million of net productivity, that appears to be mainly the payback on the restructuring actions in 2024
you sound a little skeptical about the 1.9% IPI forecast just based on that's where we were this time last year