Tyler Bisset

“I guess first, how much of your 27 revenue guidance is covered by your backlog currently? I guess if I back out your 4Q expected revenue from the $800 million of build and transfer backlog, it looks like it's probably about 85% or so covered at the midpoint.”

“Appreciate the additional color for the next milestones for SNT and SNID. Sounds like you're on track to commence operations in 4Q of this year. So curious, how quickly could these facilities ramp to the one MTU capacity?”

“Can you first discuss any implications from the recent data center moratorium in Texas on your business, including the potential timing of revenue recognition of the 1.25 gigawatt announcement?”

“Super helpful commentary on the Metco market, and it looks like Metco pricing in the U.S. has declined a bit so far in 3Q but has remained relatively stable. So curious how you're thinking about your realized price in the back half here.”

“You called out some key order wins in commercial buildings, data centers, and desalination and markets. Can you provide some more details on these order wins? Are you seeing any market share gains here, and is this business performing a little better than expected?”