Brett Lindsay

“So as we see this mix shift towards these advantage markets within HST into 27, late 26 here. Should we begin to see the incremental margins drive higher above where they would normally in a flexion, given they're in these higher gross margin businesses that you've acquired and then you've also taken out some costs?”

“Just wanted to follow back up with Poole. So appreciate some of the de-stock details in the bridge there to 27, I guess. Are there any other signals or KPIs that are giving you a little bit more confidence that things do, in fact, come back and, you know, the inventory levels are right size?”

“My question's on utilization and footprint rationalizations. There's a bit of a tug of war here, right? You've got the secular and cyclical accelerating, but some other areas a little bit more cautious.”

“Question regarding your CapEx-intensive businesses. I guess as you parse through the composition of your growth and activity, how are those performing versus the more OpEx-oriented businesses?”

“Appreciate all the detail and congrats to Bob. Just to follow up on the transformation, so lots of moving pieces here. Expect to deliver the 70 million in 26 and you're implementing this wave three.”