Nathan Jones

“I guess I'll start with some of the price-cost stuff. Gross margins were down year over year, not surprising given all the inflation. and higher freight costs, I know you also attributed part of that to FX.”

“I mean, Sean, you've been talking about this being the largest growth opportunity in front of Helios. Can you talk about what you think the addressable market is, and you also mentioned that there's a shortage of supply in here.”

“I guess I'll start with a question on the energy and steel price or steel cost increases that we've seen out there, some related to tariffs, some related to the wall.”

“I guess first question, Chuck, Mark, you just mentioned that the price increases were delayed by a couple months. Can you talk about the dynamics around that and why they were delayed and confidence in them getting out into the market now when they're supposed to?”

“So it'll be a very strong performance in the second half okay i guess that my follow-up question is is around uh the acquisitions that you've made here uh you you're pretty positive on the on the fourth quarter call just after you closed it positive on the first quarter call positive again here on the second quarter…”