David Nark

“Our consolidated year-over-year sales growth of 16.7% reflects broad-based strength across our end markets. Sales related to construction grew 15.5%, driven by manufacturing projects including semiconductor and large data centers, while industrial sales increased by 39.6% on strong utility-scale power demand.”

“I'm in the leadoff batter spot of the conference, I guess, in this morning's presentation. So walk you through the investor deck. We recently updated the investor deck, so happy to be sharing that with you today.”

“This quarter, we have enhanced our disaggregated sales disclosure in the 10Q to provide greater transparency and improved end market comparability. Our reporting now reflects six primary categories.”

“One, consistent with our disclosures found in the company's 10K, total sales for the full year grew at 5% as compared to the prior fiscal year.”

“The U.S. infrastructure investment cycle, along with an intense wave of investments in generative AI and machine learning technologies is in the early stages of driving demand for high power density and advanced cooling systems.”