Amit Marotra

“And maybe I can just start by asking about the Middle East conflict and sort of the direct and indirect impacts there. I'd be curious how much you think that impacted the international business, both on revenue and earnings.”

“I know you said most of it is within 12 months, maybe some bleeding into AAP months. Any change in complexion on the orders as you come into the first quarter or second quarter in terms of duration or no?”

“Maybe just batting cleanup here a little bit. So I wanted to ask about pipeline because, obviously, pipeline leads orders. I would imagine if you're more than doubling your orders sequentially from 3Q to 4Q, your pipeline is depleted.”

“Vimo, the building automation growth has been good the last few quarters. And I think some of that is applicable to kind of the success you've had in plugging the assets into Forge.”

“Can you just update us on what you're sold out through, I think last time it was 2028 on both heavy-duty and air derivatives. I mean, these backlog numbers are eye-popping, so I assume we're going out quite further.”