John Lavallo

“You know, the first one is just in our conversations with folks across the industry, it seems like there's some market participants that have been, you know, at least somewhat less enthusiastic about participating in workforce housing.”

“Maybe sort of dovetailing off that last question, I mean, you guys have gained share in plumbing this year. I mean, due in part to some competitive factors that could change.”

“I guess my first question is just on the wave equity earnings. You're up about $4 million year-over-year in the third quarter, but the fourth quarter outlook seems to be more flattish.”

“The first one is you raised the revenue outlook and increased the midpoint of the operating margin outlook for the full year. I mean, is this primarily a function of the stronger year-to-date results and maybe the completed M&A?”

“The first one is, you know, just in relation to the seasonal sales decline in the third quarter being a little bit more pronounced perhaps than in prior years, I'm curious, you know, what's driving that?”