Nathan Jones

“I guess my follow-up questions on gross margins, which were much better than I expected them to be in the quarter, given some of the pressures that you were facing from lower gross margins on some of the projects that are ramping up.”

“Morning. i guess i'll uh i guess i'll start on price costs i'm sure it's going to get a lot of attention um you know there's obviously been significant steel inflation like a freight cost inflation all of that kind of stuff uh i wonder if you'd be able to to just talk about what the impact to margins or what the…”

“I'm going to start with a couple of high-level questions on Edify. Obviously, 65% gross margins and 30% EBITDA margins are very good. But that does imply 35% SG&A. So I wanted to talk about that a little bit.”

“I guess I'll follow up a little bit on some of the international order strength here, kind of alerting that there's a good chance that that continues. If it does, would that maybe improve the outlook for the second half of fiscal 27?”

“Your line is open. good morning everyone um i guess i'll ask i'll ask the same question i ask on most of these calls vicente about quote to order times uh obviously you had a few of these longer cycle projects get delayed in the quarter but if you kind of exclude those are you seeing any changes in that quote to order…”