Adam Bubes

“Nice to see the sequential bookings acceleration in the quarter, I think, to about 1.5 billion in bookings. Can you just give us a sense of the size of the largest projects you're putting in backlog this quarter and makeup of data center customers, whether hyperscalers or co-locators?”

“I think looking at your production in the quarter of around 1.3 million MOVTU, if I just divide that by your nameplate capacity, it's somewhere in the high 50% range.”

“And last one for me, just on landfill volumes. I mean, you touched on it briefly, but can you just expand on, you know, what's driving the performance there? Because really sharp accelerations, I think 8% volumes.”

“I think you talked about potential for 5 million square foot of modular capacity at around this time next year. How should we think about incremental CapEx associated with a million incremental square foot of capacity?”