Colin Varen

“I just wanted to ask one on SG&A. When we look at margins when housing starts for less at these levels, gross margins clearly stepped up, but that's been offset by the higher SG&A spending relative to the sales base.”

“I just want to dive into the SG&A a little bit further and those higher employee insurance and outside fees. I guess any colors to how much of a headwind or how much of an impact those incremental costs had in the third quarter and how we should think about those going forward and how long they should linger?”

“I was just hoping you can help bridge and quantify some of the moving pieces around the 400 basis point sequential decline in roofing EBITDA margin you're expecting from Q2 to Q3.”

“So you talked a lot about the manufacturing innovation and automation at ADS and Infiltrator. I guess following up on that last question, can you just talk about where NDS is on that journey and how quickly you guys can sort of bring it up to the ADS and Infiltrator levels?”

“I just wanted to circle back on the water treatment plant. Can you just dive a little bit more into what's going on in sort of that end market? Are these new treatment plants?”