Ryan Merkel

“Wanted to start with first quarter, the volumes up 3%, I think is what you're implying. I'm expecting, I was thinking it would be more like mid-single digits or better.”

“I was hoping to start with gross margin. Melanie, can you put a finer point on gross margin expectations in the fourth quarter? It sounds like it might be down 60 basis points year over year, just given the mix and the freight headwinds.”

“You mentioned that was a strong market, so I'll leave it kind of open-ended. Just curious how you see that impacting demand, and in your answer, maybe talk about the data center pods.”

“I want to start on organic growth and the shape of the quarter. it looks like it might have exited a little stronger than it started. And then how should we think about the back half, 3Q organic growth?”

“I want to start with the data center orders in the quarter. They're a little bit weaker than I think some of us were expecting. So, Matt, just put a finer point on that, if you would.”