Mike Halloran

“So could you unpack the contractor piece a little bit for me?”

“Hey, so back to the backlog question on some level, what's the normal conversion ratio at this point? You know, half your backlog is shippable next year. What does that normally look like?”

“What kind of visibility does it give you in the next year? And anything from a historical perspective that you think is worth bearing in mind here as we think about the magnitude of that gain?”

“First, can we start kind of where you left off there, Rob? You know, the order trends have been really good for a chunk of quarters here, even if you exclude the chunky e-pot orders.”

“So, you know, it sounds like you guys are pretty constructive on the trajectory of your demand curve right now. You know, Ivo, maybe put this in context of history.”