Nigel Coe

“Maybe Rich, can you just kind of give us a little kind of sense on the dual cost? You called out, I think, $40 million of investment and dual cost that's now behind us.”

“And then maybe just a bit more details on the ITS margin momentum through the back half of the year. And can you just maybe just clarify, was sort of the margin weakness in the quarter, was that confined to China and the price pressure in China? or was it a bit further than that?”

“So, Beth, I hate to be the annoying analyst asking the question about orders, but I know they're lumpy, so we get it. But is there anything around just the cadence of product launches and the capacity ramp that's pushed orders around a little bit here and made them perhaps a bit lumpier?”

“It's really good to see the board-based momentum here. I did want to just touch back on gross margins because, you know, they were up materially. We haven't talked about price.”

“Yeah, so just on the backlog, obviously, you know, really, really impressive, and it seems like some really good traction with Nortec air handling. I'd be curious, just a couple of sub points on the backlog.”