Rafe Jadrasich

“Can you talk a little bit more about the drivers to the revenue guidance increases? How much came in just the second quarter being better versus the second half?”

“Good morning. morning just to start uh can you just talk a little bit um about the obviously the acceleration on uh america's residential like how do you think about kind of quantifying the pre-buy relative to the sell through right there and um just how do we think about potentially the cadence as we go through the…”

“Can you guys just provide the percent of deliveries that were built to order in the second quarter and maybe the cadence for the back half of the year?”

“When you look at your backlog, how many of the homes that are in your backlog today do you expect to deliver in fiscal 26 versus what's going to fall in fiscal 27?”

“Can you talk about your exposure to land banking maybe as a percentage of the option mix and then your ability to actually slow down the pace of the lot seek-downs?”