Walter Liptak

“I wanted to ask about, you know, some of the U.S. industrial environments getting better, the ISMs are moving up. And that seems to be sort of, you know, you guys have been in a pretty good place with new orders, and it looks like second quarter was pretty good too.”

“So I wanted to ask, and thanks for the detail about NEPTronics that you just gave. I wanted to ask about the CapEx and, you know, the guidance for this year, you know, 135 to 165.”

“So you've been beating your EPS numbers and raising guidance so far this year, and the orders this quarter looked really good. So when you think about how your year is progressing, is it execution on the Build More Trucks initiative that's resulting in the EPS upside, or is it something else?”

“Has there been a way for you guys to quantify the benefit from it, or is there too much, you know, channel in the way to see a direct, you know, data center-related sales channel?”

“And then as sort of a follow-up to an earlier question about the backlogs and the cycle times, I think some of those six-month cycle times from backlog to shipment is probably longer in industrial but shorter in medical and advanced tech?”