Tim Thien

“The first question I had was just on the concept of innovation. That's obviously one of the growth pillars for Middleby.”

“First question is just on industrial, and I was interested, I think you said nearly 11% growth on the distribution side in the quarter. If you look at the results of some of the public suppliers there, you know, they're not growing at nearly that rate.”

“Maybe I'll just pair these two together. So, question one is just on the engine business. I'm curious if you can comment to the outlook for parts demand in North America, just, again, the on-highway piece specifically.”

“The question is just on the revenue guide. Maybe we could dig into a bit in terms of what changed between the legacy Allison business versus off-highway. And as I think about just effectively the midpoint implies no change in terms of first half to second half.”

“Yeah, just the first question on the specialty vehicle segment with just a bit more time accrued under your belt owning Rev. I'm just wondering if there have been any notable takeaways or findings that, you know, inform you about the outlook for the business and kind of the prospect for synergies as you look out.”