Quinn Fredrickson

“Recognize you have these larger AMI projects kicking off, but the release mentioned solid underlying demand trends in the third quarter. I know you don't break it out, but even qualitatively, does the underlying day-to-day replacement business feel like it's getting a little healthier or more normal?”

“Was the difference just incremental volume or mix? Just if you can unpack that and then any color on how to think about sustainability into 4Q or even 27?”

“Second question, we're a few months into the Quad partnership. Is there any data you could share on new SketchUp user licenses and how that's trending relative to what you'd hope for at this point in time?”

“Could you guys discuss, Steph, maybe how aftermarket and first fit revenues performed in the quarter and also give us an estimate for how much share gains contributed in Power Solutions and whether any change to the year for your assumption there?”

“But just on memory, you talked about supply. I'm wondering when you might get visibility into next year's component costs from your key suppliers. I know you're on contract, not spot pricing.”