Jeffrey Hammond

“So maybe just to stay on, you know, whether it's backlog or orders or the guide. I mean, it seems like that the stark beat in the quarter is ATS. So I'm just trying to understand, you know, maybe you can unpack the 35 cent raise between the businesses.”

“Morning, Jeff. so um sean i think the the concern originally in your guide was you know hey we can only see so far out and we've got you know some tough comps uh maybe you can remind us you know some of the moving pieces in the fourth quarter but it does seem like the program wins that you got last year are ramping…”

“I want to say you've mentioned Easy Water in the past, a newer acquisition.”

“So I want to really drill down on this service level issue. I'm wondering, one, do you feel like you're losing any share because your service levels are lighter?”

“Just on the guide, I mean, it seems like most or all of the raise is AST. Is that right, or are we feeling a little bit better about sealing and maybe just what underpins kind of that acceleration and growth and sealing into the second half?”